William Lee Email and Phone Number

Reporting to Group Board of Directors and Chief Officer in charge, leading key group office transformation.

Reporting to Head of North America Transformation and Country CEO, lead transformation initiative to launch new business region as Programme Director.

BitCana Management Consulting specializes in:1) IFRS 17/9 Transformation, in terms of Portfolio Management, Subledger design & delivery, SAP BW/BPC delivery, FI/MI solutions; 2) RPA Design & Implementation, especially for financial process, AML/KYC processes; 3) Change Management for Insurance and Banking institutions.

Focused management consulting serving financial industry.

Transformation Portfolio head. Prepared go to market strategy and implementation plans. Engaged senior client stake holders. (see client engagement experience). Sourced, mobilised, lead large transformation teams.

Seconded to client 100%. Portfolio management, oversee groups of programmes aimed at meeting regulatory requirements, reducing operational risks, improving business efficiency & cost effectiveness, and enhancing client experience.Responsible for continuously improving portfolio/programme/project management approaches & methodology, coaching key people, ensuring quality of service to stake holders, managing budget & spending, managing, hiring, deploying project resources, senior stake… Show more Seconded to client 100%. Portfolio management, oversee groups of programmes aimed at meeting regulatory requirements, reducing operational risks, improving business efficiency & cost effectiveness, and enhancing client experience.Responsible for continuously improving portfolio/programme/project management approaches & methodology, coaching key people, ensuring quality of service to stake holders, managing budget & spending, managing, hiring, deploying project resources, senior stake holder management & reporting. Show less

Programme Lead, regional financial transformation programmes for multiple major international financial service clients. Managed finance, legal, compliance, IT, business teams in reviewing regulatory, financial, operational requirements, forming target models, programme design, implementation control & reporting, & stake holder management.

Designed, implemented, supported advanced financial & operational planning, controlling, reporting systems for Fortune 100 clients, typically to improve/consolidate existing business processes and systems to enable business expansion or M&A activities.

Strategic planning & system integration

Merger/Acquisition Planning, Budgeting, Investment & Operational Planning, Economic efficiency analysis & planning, Business data warehouse and planning tool assessment.

Managed a portfolio of 30 clients in precious metal industry including Inco and Barrick Gold. Analyzed client financial reports, assessed credit and market risks, maintained close contact with key client personnel, produced client credit reports, presented credit cases to executive credit committee.