May Wai Liu Email and Phone Number

I work with clients to manage and implement Treasury Management System (TMS).

Continued the PM role below

- Managed projects cross multiple departments and stakeholder groups with varying degree of complexity- Worked closely with client's senior management and stakeholders to ensure the project is completed on time and on budget - Managed a portfolio of clients at various implementation stages using Microsoft Project - Maintained project documents and communication to ensure successful implementation- Led regular project status meetings with project team and… Show more - Managed projects cross multiple departments and stakeholder groups with varying degree of complexity- Worked closely with client's senior management and stakeholders to ensure the project is completed on time and on budget - Managed a portfolio of clients at various implementation stages using Microsoft Project - Maintained project documents and communication to ensure successful implementation- Led regular project status meetings with project team and stakeholders- Nurtured client’s relationship to become their trusted advisor- Identified and proactively managed project issues and risks- Recognized and promoted sales opportunities Show less

- Led and evaluated the discovery sessions on clients' business and process requirement- Created the business plan to implement the Software as a Service (SaaS) Treasury Management System (TMS)- Fostered the business change management to successfully implement the TMS- Analyzed, designed and implemented high profile clients with complex international treasury requirements including multicurrency cash forecasting, in house banking (IHB), credit facility, investment policy, FX, and… Show more - Led and evaluated the discovery sessions on clients' business and process requirement- Created the business plan to implement the Software as a Service (SaaS) Treasury Management System (TMS)- Fostered the business change management to successfully implement the TMS- Analyzed, designed and implemented high profile clients with complex international treasury requirements including multicurrency cash forecasting, in house banking (IHB), credit facility, investment policy, FX, and hedging instruments (future, forward, options, swaps)- Achieved high customer satisfaction, many clients specifically requested for my service - Managed weekly status meetings to ensure the projects were completed on time- Delivered training via remote sessions (WebEx, GoToMeetings) and onsite- Conducted training at client conference with over 30 participants- Designed, improved, and documented workflow to streamline and standardize the implementation process - Mentored 5 consultants on treasury practices and product functionality- Received the Teamwork Award in September 2013 Show less

- continued with the same role after the acquistion

- Planned and managed projects within constraints (scope, time, cost, and quality)- Set scope and proper expectation for all the stakeholders including senior management - Completed fixed bid projects under budget (10% - 40% lower)- Built and maintained a good rapport with clients- Obtained above 95% on customer satisfaction surveys- Recognized and promoted sales opportunities- Scoped, designed and documented requirements on custom reports- Liaised with development… Show more - Planned and managed projects within constraints (scope, time, cost, and quality)- Set scope and proper expectation for all the stakeholders including senior management - Completed fixed bid projects under budget (10% - 40% lower)- Built and maintained a good rapport with clients- Obtained above 95% on customer satisfaction surveys- Recognized and promoted sales opportunities- Scoped, designed and documented requirements on custom reports- Liaised with development team to prioritize bank and payment link product enhancements- Facilitated communication between our technical team, client, and bank Show less

- Managed numerous implementations and tracked project analysis (scope, time, cost) - Recommended treasury best practices which improved productivity on average 25% - Implemented client/server and web based (ASP) treasury management systems including cash positioning, cash forecasting, accounting, payments, and financial instruments (ie. FX, investments, debt, in-house banking, intercompany loans, credit facility)- Analyzed, designed, and delivered custom solutions, such as system… Show more - Managed numerous implementations and tracked project analysis (scope, time, cost) - Recommended treasury best practices which improved productivity on average 25% - Implemented client/server and web based (ASP) treasury management systems including cash positioning, cash forecasting, accounting, payments, and financial instruments (ie. FX, investments, debt, in-house banking, intercompany loans, credit facility)- Analyzed, designed, and delivered custom solutions, such as system interfaces and custom Crystal reports- Designed project and test plan for Straight Through Processing (STP) payments with numerous North America banks and international banks- Implemented over 100 companies including many from Fortune 500 in various industries (ie. utility, energy, telecommunication, technology, finance, education)- Consulted global clients with international offices in Asia, Europe, and Latin America- Received excellent customer survey rating (above 95%)- Created documentations and cross trained support team on the custom solutions- Presented at client conference with over 30 participants- Cross trained new consultants Show less

- Analyzed client issues and made recommendations on product improvement- Built a knowledge database to improve response time on common client questions- Modified and improved standard Crystal reports- Mentored new hires and created training material