Mufaddal Abbas

● Implemented a standardized data template for the team to provide inputs in order for the Client Services team to project revenues for the upcoming year

● Performed a verification of the Global P&L dashboard to ensure fund attributes were accurate and trained team members on how to upload the attribute template

● Created a standard upload template in Dynamo to update ROR and AUM on a monthly basis

Achievements Snapshot

● Spearheaded a 35% increase in efficiency of review timelines. The enhanced process also resulted in “no comments” from the OSC

● Analyzed CLHIA guidelines, red flag criteria, past trends, and performed testing of the reports in Microsoft Excel and Tableau.

● Successfully collaborated with the lines of business to support the SOC (Service Organization Control Report) planning, fieldwork, and tracking audit progress. Act as the conduit for Internal Audit and External Audit queries related to the SOC

● Proactively conducted regular meetings with the lines of business, Risk, Compliance, Audit and the senior management team at CIBC Mellon to discuss control testing results and action plans

● Identified new areas of risk by partnering with the business units and developed tests for testing