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• Implemented successful portfolio accounting migration projects for Farallon Capital Management• Achieved seamless transitions and optimized system performance for efficient portfolio management.• Developed expertise in financial technology systems and honed skills in project management and client communication.

• Led the investment and partnership accounting product development for $150M business driving 55% client growth.• Managed a global team of software engineers, product managers, and quality assurance engineers based in the US and Beijing.• Increased capacity by growing the product management team, creating managers, mentoring team members, and promoting top performers.• Developed and implemented new features, tools, and best practices resulting in improved client support, efficient implementations, and increased client satisfaction.• Empowered team members and fostered cross-team collaboration through open communication, psychological safety, and team-building events.• Conceptualized and delivered successful business unit and department-wide events, resulting in increased team morale and client engagement.

● Spearheaded investor accounting efforts for high-profile strategic clients including GlobeOp Fund Administration, Oaktree Capital, JP Morgan, Viking Global, US Bank, and Fidelity, providing end-to-end support for new investor servicing workflows, open-end onshore and offshore accounting methods, liquidity tracking, private equity and closed-end funds.● Owned the product development process from requirements gathering to internal/external validation. Led technical specification definition and collaborated closely with engineers to oversee successful Agile iteration.● Facilitated client meetings and delivered presentations at client conferences highlighting recently delivered investor fee and allocation functionality and future product vision.● Launched new fund type (Closed-end) delivering true investment look-through exposure reporting and Deal by Deal waterfall calculations.● Launched new fund type (Private Equity) and new features (Liquidity Tracking) allowing strategic clients to drastically lower operational risk, cut costs, and focus on growing their business.

● Led and coached Agile development team as scrum master while gathering client requirements and managing PMs and QA engineers.● Contributor to strategic decision to merge separate portfolio and partnership accounting products into one application for supporting complex fund structures - leading to increased revenue and client retention rates.

● Gather requirements from Globe Op and Goldman Sachs fund administrators for accounting features and workflows with contractual deliverables worth $2M annually.● Launched new fund types (MCMS, EQ) for GlobeOp fund administration allowing them to eliminate 3 separate systems reducing cost, operational complexity, and reporting challenges.

Global Enterprise Premier Support Representative providing Tier 2 support and account management for financial service clients

Member of the Cross Divisional Projects and Architecture group responsible for driving initiatives that directly address business priorities

Member of the Equity Finance group charged with defining, scoping, and managing new initiatives