Will Chan Email & Phone Number

Foster City, California, Us

-Managed the standardisation of the modelling process relating to client incentives across Europe. This simplified the end to end deal process, enabling the front line business to model the deals directly, ultimately reducing the overall timeline for client onboarding.

Foster City, California, Us

-Implemented Blackline in Finance globally. Managed the entire project whilst being responsible for the actual system configuration, training, communication, testing and launch. The benefit of Blackline was substantial, with benefits including: moving all of the manually reconciled process onto a cloud system, strengthening the audit trail, supporting documentation and real time reporting and tracking.-Managed the documentation of all procedures within Europe Accounting team and ensuring regular process changes are captured on a timely basis.-Project managed the automatic interface to the payroll provider into our ERP, removing the need of manual journals each month.-Re-defined and simplified certain journal processes in order to report and track balances easier.

London, Uk, Gb

Reporting to the Director of Portfolio Analytics, I led a team of in-house Developers, Analysts and Associate Directors. As a team, we delivered solutions that maximised efficiency in Finance, Portfolio Management, Front office RMs/RDs/MDs (across GC/FI/MM sectors) GTB product partners, Financial Markets, Capital Markets and Lending teams (c2000 colleagues).One of these solutions was a new MI Reporting platform, providing client financial information and analytics. Here, I developed an upstream system providing MI platform with financial data including income (OOI, NII) and balances (CR/DR balances, off balance sheet) split by clients (200k+), product and team. I also ensured the MI platform provided maximum value to teams to facilitate greater insight among front line teams on how their clients were classified into their priorities, gaining insights on which clients generated most income/return and which were performing poorly.Achievements• Delivered new SharePoint site with links to Documentation, Issues Log, Change Request, User Request, Contact information, News section for 1500+ user profiles • Created new InfoPath-based process successfully reducing number of manual inputs and hence reduced manual errors• Reduced LTP processing times by 5 days by re-writing the code in SQL to maximise performance of calculations utilising Kanban approaches to focus on a smaller number of priorities to deliver faster results • Created KYC data integration framework to improve customer data security and streamline data processing• Developed a suite of materials designed to support training, awareness and capability building in relation to privacy compliance, data management and marketing data processes • Developed an alternative hierarchy focusing on Product Partners, enabling Product teams easily gain insights on their performance allowing them to prioritise their client base more effectively

London, Uk, Gb

Tasked with leading delivery of SQL-based system to consolidate income and balances for bank’s clients, I oversaw individual roll outs to each Regional Manager/Director and division, replacing disparate siloed systems that caused conflicting financial information. Rolled out programme across entire Commercial Banking division (2000+ colleagues, >300k clients), playing a pivotal role in both the frontend design and system implementation. Working with end users and teams in across the UK as well as team in France, Germany, Singapore and the USA across Finance, Financial institutions sector, global corporates sector and Mid-Market sector, I created transformation roadmaps, including resource allocation, budgetary planning, framework and kick-off as well as creating and distributing documentation electronically with ad-hoc updates.I also delivered effective governance through management of IT systems containing all quality documentation, to enable all relevant documentation to be accessible to read and print ensuring all data documents and folders aligned with Bank’s record management policy.Achievements• Established the change management process, training documentation, created a log allowing users to raise issues and established the process to resolve • Created the daily call schedule allowing management of monthly releases to be followed in a structured approach• Automated certain processes in MS Excel and MS Access, saving approx. 5 days per month

London, Uk, Gb

Reporting to the Director of Business Development and Performance, I supported delivery of the Liquidity Data Sourcing programme covering liquidity management feeds across multiple asset classes, source systems and business areas. Here, I led delivery across Front Office, Ledger Strategy, Asset/Liability Management (ALM), Finance IT business analysts, developers, testers, and Group Program) teams to ensure on-time delivery of a consolidated solution. I supported delivery ensuring project timelines, milestones and risks & issues were reported and communicated effectively across Group, including ALM Liquidity Program Managers and Senior IT Managers. Project managing the entire project lifecycle from analysis, design, testing, deployment and go-live. I oversaw a team of Business Analysts across multiple functional units, ensuring all BAs achieved their deliverables. I also established working relationships with stakeholders and sponsors within global business units and IT delivery teams.

London, England, Gb

Brought in to lead Front to Back Change Transformation, I identified and exploiting opportunities to deliver efficiencies, reduce timescales and improve flows across several business areas. Producing monthly MI financials, focused on new and lost income, income growth, lost rate and Cross selling. Here, I created a new MI Dashboard for Exec. Board meetings as well as championing greater automation of data input, and spreadsheet, reports/graphs saving 68 days annually. I managed quarterly and annual Sales team bonus calculations as well as cost management by project managing delivery of cost savings across business and process improvements to month end processes. I also managed cash movements to ensure liquidity across a number of key company accounts as well as transacting the repayment of capital and interest of inter-company borrowing with Group Treasury team.

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