May Lim Email & Phone Number

Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, My

CACEIS, subsidiary of the Crédit Agricole group and Santander, and Royal Bank of Canada (RBC) announced the completion of the sale by RBC and purchase by CACEIS of the European asset servicing activities of RBC Investor Services and its associated Malaysian centre of excellence.

Cyberjaya, Selangor, Malaysia

– Identify and bridge process gaps between RBC and CACEIS to ensure smooth transition of the business.– Manage risk and controls across logical access security standards and data loss prevention topics, including internally hosted applications, third party applications, business Managed Applications, and End User Developed Applications.– Oversee and deliver 80 access reviews annually, supported via Sharepoint, Excel, and VBAs where required. Actively partner with key stakeholders such as T&O, Data Owner, Data Stewards, Application Custodians, etc.– Analyze and propose control framework to prevent toxic combinations and to restrict web accesses.– Manage a team of individuals and provide leadership, development, as well as performance appraisal reviews.– Designed and onboarded access reviews into in-house tool Wolverine, moving away from manual Excel reviews. – Developed audit package via SQL extraction and delivered audit control samplings, walkthrough, and action plans.

Kuala Lumpur, Malaysia

- Assist with the development of annual budgets, operational standards, and strategic business goals.- Execute audit action plans such as creating business proposals to obtain business sponsorship for system upgrade as well as developing VBA code that reduces 90% of report run time. - Perform root cause analysis and trends of errors to rectify quality issues impacting timeliness and accuracy.- Coordinate projects by computing and completing test cases, conducting trainings, and communicating regularly with global stakeholders on project status and progress.- Develop monthly Key Performance Indicators to Senior Leadership Team and perform quarterly periodic control to audit effectiveness of team’s controls.- Prepare and deliver various trainings to technical and non-technical audiences on a weekly basis.- Received RBC Individual Annual Performance Award in 2020, Individual Quarterly Award in Q3 & Q1 2020, and Team Quarterly Award in Q4 2019.

Kuala Lumpur, Malaysia

- Successfully migrated the Operating Model for Australia, Singapore, UK, and Canada service units and set up a team of 10 for the new model in Malaysia while ensuring smooth transition and maintaining service level of 99%- Applied leadership and management skills on various projects by taking initiatives and executing solutions to maximize company’s revenue and reduce bank risk exposure- Evaluated team members’ performance and development and provided training/coaching from time to time from technical knowledge to soft skills- Reviewed and drafted risk documents including Service Level Agreement (SLA), Risk & Control Self Assessments (RCSA), End User Computing (EUC), Business Impact Analysis (BIA), and Operational Event Risk (OER)- Designed and implemented numerous checklists and documented procedures for Client Invoicing operations to provide an ease of understanding and better streamline for analysts to follow- Reduced response time to internal stakeholders by prioritizing requests through factors of importance of client fee impact, client relationship, and complexity of client accounts while adhering to strict service level agreement- Gathered accurate evidence for client invoices in order to provide justification to the variance identified

Cyberjaya, Selangor, Malaysia

- Produced various reports including financial statements, general ledger reconciliations, distribution calculations, tax filings, and regulatory reporting on behalf of the fund as part of the processes in the Fund Reporting team- Measured investment portfolio performance and compare against industry benchmarks to access, monitor, as well as report investment fund performance and risk to the clients- Reconciled and processed 28 funds per day including financial year-end funds and merging funds to provide required data for producing the NAV in an accurate and timely manner- Initiated, researched, and created a training module for the team to strengthen derivatives products knowledge- Enhanced daily processes by providing a plan to update 600 fund specificity packs that serve as special procedure reminders to the makers and increase operational efficiency

Cyberjaya, Selangor, Malaysia

- Performed timely, accurate, and efficient processing of mandatory Corporate Actions events to ensure that the investor is notified and paid as appropriate- Contributed to the creation and delivery of modular training such as mandatory Corporate Actions events and disclosures processing to enhance employees’ learning and development- Automated the weekly reconciliation report to simplify the reporting process by minimizing calculation errors and reducing 50% of the time required to generate the report- Restructured and introduced 5 new cash processing inbound receipt instructions to increase operational efficiencies- Identified and highlighted process gaps based on data analysis to manage failed trades effectively- Engaged in the planning and coordination of the first RBC Race for the Kids Malaysia which is expecting 1500 participants

Cyberjaya, Selangor, Malaysia

- Ensured treatment of cash and security instructions received from clients are complying with prescribed market, Net Asset Value (NAV), and treasury deadlines- Resolved trade queries and repair queue for straight-through-entry (STE) and manual trades via 3 main custody platforms (FOCUS, MILVUS, and HIPORT) to assure quality, timeliness, and accuracy of trade processing- Reviewed the work process by analyzing Service Level Agreement (SLA) and Operational Risk Events (ORE) as well as provided findings and recommendations to enhance daily processing activities- Performed control analysis by composing a Risk & Control Assessment (RCA) to capture all potential failure modes in the business unit and assessed the current and future controls to minimize or mitigate business risks- Participated in cross functional assignments within Transaction Management to develop skill sets that support all functions and created learning reports targeted at newcomers for easy understanding of the team functions

Kuala Lumpur, Malaysia

- Utilized research databases, Bloomberg, Capital IQ, and official government websites to extract and analyze research reports and company information- Assisted in preparing a memorandum for a company that sought US$200 million in funds to repay shareholder loans- Attempted to value a sugar company using discounted cash flow approach- Determined terminal value using different methods, such as comparable companies’ exit multiples and perpetuity growth- Conducted research on sugar industry for South East Asia and developed a comprehensive marketing book which included the industry overview and outlook by country, operating statistics, value chain, and comparable companies

Kuala Lumpur, Malaysia

- Supported Record to Report division daily by preparing 10 invoices, using Internal Billing System to deal with 15 workflows, and updating data into Oracle system and tracker - Collected data from General Ledger and compiled into deferred revenue report to show the balance of deferred revenue and the breakdown of earned revenue in affected accounting periods - Aided manager with volume data collection and compilation during Quarter 2 closing to disclose the performance of each GE Malaysia businesses, such as capturing the number of invoices issued each month- Organized a site visit for a group of 17 employees to GE Subang Aviation to understand the operation of GE Aviation business and the importance of cost efficiency and detail orientation to an aviation business - Initiated and executed several team building events, including planning 3 activities during Hari Raya celebration, a departmental dinner that was attended by 30 employees to foster team spirit and cohesiveness

Columbus, Ohio Area

- Prepared daily ingredients and maintained food inventories using standard recipes- Assisted with cleaning of kitchen and cooking utensils to keep kitchen clean and organized- Worked interdependently with 3 student cooks and 4 chefs in preparation of menu items- Obtained commercial food service equipment operation skills including slicers and ovens- Cultivated time management skills while performing multiple tasks

Pagoh, Johor, Malaysia

- Participated in community service to instill love and caring to the society and to learn about environmental restoration and protection- Performed in festival celebrations and events to promote unity in multi-racial communities- Joined marching competition, physical obstacle competition and search and rescue competition

Bachelor Of Science, Business Administration; Finance-Corporate Finance, Fisher College Of Business, 3.62/4.00

Activities and Societies: Malaysian American Student Association (Entrepreneurship Development Director), International Students.

American Degree, American Degree Transfer Program, 3.66

Activities and Societies: Music Club (Member)