Transform Back Office Operations through automation, workflow engineering, and real-time data process. Combining finance, technology, and analytical skills to scale the business.

Managed team of 20+ associates, managers, and product owners in 3 time zones to build and 'productionize' end-to-end complex risk management models. * Spearheaded technical program management discussions with senior product and IT executives (application, infrastructure, and DevOps) to prioritize technical, client-driven, and operation objectives, speeding up Azure migration by 15%.* Championed adoption of Agile data science development to scale operations and offer solutions for risk analytics clients within various platforms, saving 20% annually in FTE cost.* Increased client satisfaction scorecard by 18% with cross-functional training, knowledge base publication, and continuous content enhancement projects.* Standardized procedures and KPI across global team, reducing risk model operation cost by up to 80%, improving client satisfaction, and increasing new content by 300% within 2 years.* Drove 5-10% annual growth rate by releasing multiple financial risk management products to clients, including multi-asset class content and risk models (fixed income, ETFs, commodity, bank loans, currency, term structure, SPACS) and ESG SFDR attributes.* Formulated long-term vision with content vendors, including Bloomberg, Thompson Reuters, and MarkIT, to scale multi-asset class reference data by ~150%

Built innovative, simplified and effective hedge fund reporting process as lead of back-office technology.* Constructed hedge fund reporting solutions with vendors, decreasing time spent to generating accounting and operation reports from hours to minutes for bankers of private equity team.* Developed and monitor various data flows and interfaces between various trade capture, portfolio administration systems, accounting systems, and 3rd-party information services.* Trained back office staff as subject matter expert in Advent Geneva (portfolio accounting and reporting system), Black Mountain Everest, and Wall Street Office, removing bottlenecks in back office operations.* Implemented governance and accounting controls for quarterly reporting, reducing errors to <1%.

* Developed innovative technical solutions with CEO and investment managers to optimize back-office operations. Implemented firm-wide upgrade of portfolio accounting system (Advent Geneva) by collaborating with multiple stakeholders, including compliance, operations, traders, and investment managers.

* Developed a daily reconciliation process for 25,000 Axys portfolios.* Trained IT staff on installation and maintaining Axys and BREU system.* Built macros and scripts to automate Dataport's daily process and reports.* Manage and completed the migration of all Axys accounts from Bear Stearns to Fidelity

Built streamlined custodian interfaces, including Trustrite, ADP, Fidelity, and Lehman brokers, generating up to $1M in annual revenue.