Sandy Li Email & Phone Number

New York, NY, US

New York, NY, US

• Product Manager - Improve the omnichannel customer experience and solve friction points
• Define business strategy/vision for checking/savings accounts tied to three customer servicing journeys; help customers resolve fraud, simplify profile maintenance changes, and improve transparency for.
• Collaborate across Product Owners, design/user research, developers and cross function teams to define strategy and formulate and prioritize features onto roadmap.
• Analyze processes/policies/data to create customer end-to end journey mapping to identify systematic gaps and potential digital solutions;
• Gather/define business requirements and collaborate with design/user research, developers and business to implement solutions. Recent examples include building test wireframes and conducting qualitative and quantify.
• Use data to quantify business impact such as estimated cost savings for reduced calls, complaints, branch visits, attrition. Set targets and manage Objective Key Results (OKRs) or KPIs such as Net Promoter Scores.

New York, NY, US

• Comprehensive Capital Analysis & Review (CCAR) “Stress Testing”- Project Manager (Finance)
• Served as key liaison between Corporate and CCB, viewed as go-to person for CCAR within CCB; Interacted directly with CFOs, CROs, business leads to provide weekly updates and escalate concerns/solutions
• Developed CCB level governance structure and coordinated 350+ people across corporate, six businesses and various functions (e.g., risk, controls, finance, modelers, and more) to execute stress testing and risk.
• Remediated regulator issues (MRIAs, MRAs) on stress testing models, processes, and controls
• Conceptualized and simplified complex content to concise presentations for regulators and internal leaders (i.e. model issues, modeling narratives, and forecasting processes)
• Drove improvements to increase efficiency in forecasting processes while assessing risks and establishing new controls*Originally hired into Finance Analysis team to focus on building a Customer Profitability cost.

New York, NY, US

• Corporate/Chief Investment Office
• Reviewed private investment valuations and related unrealized gains/losses tied to spin off business of $~8 billion portfolio B/S exposure
• Analyzed key driver/changes in portfolio companies (e.g.. EBITDA, revenue, net debt) to ensure valuation is consistent with SFAS 157 valuation policies
• Coordinated and executed transfers of two internal portfolios (totaling $500 mm in exposure) into Private Equity; Analyzed policy changes (i.e. Volcker, SFAS 157) to estimate potential impact and fund exit strategy
• Performed balance sheet reporting and month-end closes (10Q,10K), execute trades of public securities, and recorded Net Asset Value for 100+ third-party PE funds

北京市, CN

• Inactive Certified Public Accountant License in New York
• Planned, coordinated, and executed audit engagements for hedge funds, investment bank and broker dealer
• Recommended key controls and mapped out key process flows in additional to routine SOX 404 controls testing