Spearheading functional teams of up to three members towards accomplishing current cloud project objectives and milestones.Formulating and upholding project schedules, budgets, and resource plans in conjunction with project aims.Coordinating with stakeholders to define project deliverables and maintaining clear communication and alignment.Establishing and executing a change request process with internal and external stakeholders.Identifying and mitigating project risks and issues to minimize the impact on project timelines and budgets.Creating a harmonious and constructive team environment that fosters high team morale and productivity.Playing a pivotal role in recognizing & enacting process enhancements.

Developed and sustained monthly and quarterly business review dashboards, enabling senior management to access real-time insights into business operations within the region.Successfully implemented strategies to enhance efficiency, resulting in reduced costs and increased productivity.Supervised a team of account focal, ensuring timely completion of tasks.Conducted a comprehensive analysis of financial data to identify trends, risks, and opportunities for improvement within the region.Generated accurate monthly budget forecast reports and maintained accountability for precision and punctuality.Assisted the account budget planner in preparing financial reports for the region.Demonstrated proficient matrix-management skills while collaborating with account focal and program leads.

Collaborated with operations partners to optimize resource allocation effectively.Oversaw recruitment efforts in conjunction with the resource manager and account focal.Addressed outstanding issues during monthly resource plan meetings.Ensured timely submission of missing timesheets by following up with teams.Generated monthly scorecards to track progress.Provided assistance to finance and business teams with onboarding procedures and ad hoc requests.Prioritized automation to ensure process compliance.Worked alongside business cluster leads to proactively manage escalations.Conducted daily meetings to monitor AIs and provide guidance.Fostered a positive team atmosphere and promoted an innovative culture within the group.

Successfully delivered monthly work hour reports, ensuring accuracy and timeliness.Verified monthly invoices, identifying errors and recommending appropriate corrective measures.Obtained approval from managers and directors on monthly invoices and authorized payments.Coordinated with the account payable team to generate the necessary purchase order (PO) for invoice payment.Proactively monitored PO usage and worked with the team to generate additional POs when necessary.Conducted monthly audits on vendor premises, adhering to prescribed guidelines.Collaborated with the vendor's project focal point to develop business operation processes that align with desired goals.Monitored resource allocation according to various contracts.Coordinated with network teams to resolve connectivity issue.

Appointed as key grader to grade the equity research reports of participants in Pacific Northwest Investment challenge (PINRC).

Provided comprehensive financial advice and services to clients, including tax planning, insurance, and retirement planningProvided regular updates on the performance of investments and portfolios, allowing clients to make informed decisionsMentor and lead the sales team of three investment managers..

Conducted retirement and estate planning for clients to ensure their financial goals were met.Analyzed financial trends and prepared forecasts to inform strategic planning and decision-making.Maintain customer files and records according to audit guidelines.Organize knowledge forums for the bank's valued customers and staff.

Organized knowledge sessions for branch staff and sales team and generate referrals.Developed a sales strategy that significantly increased the company’s market share in the industry.