Wendy Wen
Halifax,NS
Summary
Dedicated senior analyst with a proven record experience working as a bridge to coordinate business side and technology side. Detailed oriented, experience working in a high stress environment that to prioritize workload, meet deadlines and changing requirements. Passionate to integrate technology to improve current workflow and to expand the digital landscape of the Nova Scotia community service.
Overview
5
5
years of professional experience
Work History
SENIOR OPERATIONS ANALYST
CITCO FUND SERVICE
06.2022 - Current
- Demonstrated rapid progression from junior analyst to senior analyst in just one year, highlighting strong learning abilities.
- Played a pivotal role as a liaison between the IT team and operations, conducting thorough testing in both UAT and PROD environments. Responsibilities included executing tests based on IT checklists, documenting results, providing valuable feedback, and suggesting enhancements from an operational perspective to ensure regulatory compliance.
- Collaborated with management to understand and apply release management standards, serving as an internal advocate for release methodology and strategy education.
- Coordinated closely with operational staff and IT teams to schedule and execute defect/ change request releases into PROD.
- Served as a subject matter expert, monitoring a newly implemented Payment system post-release and promptly reporting any issues to management and the IT team.
- Initiated process improvements by leveraging advanced Excel skills to create a macro worksheet, significantly reducing the time required for a critical release check from 10 hours to just 1 hour, streamlining workflow and enhancing efficiency.
- Actively contributed to an internal training project, collaborating with the training team to enhance learning efficiency. Responsibilities included editing training materials, facilitating new hire onboarding, and conducting ongoing learning sessions for colleagues.
- Collaborated cross-functionally with internal departments and third-party financial institutions to resolve client requests and queries, showcasing strong problem-solving skills for addressing business issues.
- Managed an average of 350+ invoices and payments weekly, prioritizing tasks based on client urgency and aligning with different banks' cutoff times, while simultaneously addressing client queries. Demonstrated exceptional multitasking skills.
- Independently acquired proficiency in Python programming language, automating daily repetitive manual tasks, such as extracting PDF files from multiple Outlook emails and bulk decrypting PDF files, resulting in a significant reduction in workload and time.
- Led an internal Python project aimed at extracting essential payment information from multiple PDFs, collaborating closely with operation staffs to understand pain points, aligning IT groups by providing clear business goals and expected outcomes, testing and documenting results to ensure project quality, and serving as a liaison between operations and IT teams
- Proactively identified operational gaps and business requirements, conducted in-depth research, and proposed solutions to management.
- Demonstrated success in cross-functional team collaboration, particularly with client onboarding, relational management, KYC, and IT teams to onboard new clients and migrate existing clients.
- Coordinated with management and IT teams to create detailed schedules and contingency plans, ensuring timely delivery of new features and bug fixes while minimizing downtime and customer impact.
- Collaborated with the management team to develop and deliver communication plans to internal operational staff and external stakeholders.
OPERATIONS ANALYST
CITCO FUND SERVICE
05.2021 - 05.2022
- Managed daily collateral and cash management operations, ensuring precision and timely execution.
- Pioneered a data-driven methodology to pinpoint and address bottlenecks in the wire details verification process, resulting in a remarkable 30% reduction in processing time.
- Collaborated closely with counterparties to meticulously validate payment details, expediting processing and achieving a substantial 20% reduction in payment discrepancies.
- Facilitated seamless communication channels among team members and various departments, fostering enhanced cross-departmental collaboration and elevating service delivery standards.
- Assisted Account managers in spearheading the successful rollout of innovative operational processes to enhance overall efficiency and effectiveness.
Server and Cashier
TBK Silver Streams Restaurant
03.2019 - 04.2021
- Successfully maintained exceptional customer service standards in a high-volume, fast-paced environment, warmly welcoming and seating over 100 customers weekly with genuine enthusiasm. Cultivated positive impressions and built rapport through friendly conversations.
- Showcased exceptional communication abilities when engaging with guests, team members, and managers, actively listening and delivering transparent, honest responses, while also cultivating strong relationships with various service providers
- Exercised astute management skills to ensure consistently high order accuracy. Proficiently processed cash, debit, and credit transactions with precision, diligently cross-checking completed orders and reconciling cash and machine totals against sales records daily, resulting in improved accuracy.
- Innovatively designed and introduced special food offerings, taking dietary requirements and seasonal factors into account. This personalized approach not only increased revenue but also boosted customer satisfaction, evident in an overall satisfaction score exceeding 85% from March 2019 to April 2021.
Education
Master of Education in Leadership in Learning -
University of Prince Edward Island
Charlottetown, PE05.2020
Bachelor of Finance -
South China University of Technology
Guangzhou, China06.2018
Skills
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams), Google Office Suite (Google Doc, Google Sheets, Google Slide, Google Drive, Google Calendar), Webinar, Share Point, Python Programming
Languages
English
Mandarin
Cantonese
Additional Credentials
- Canadian Securities Course (CSC): Completed
- Association of Chartered Certified Accountants (ACCA): 10 of 13 exams passed
- Chartered Financial Analyst (CFA): Level 1 Candidate
Timeline
SENIOR OPERATIONS ANALYST
CITCO FUND SERVICE
06.2022 - Current
OPERATIONS ANALYST
CITCO FUND SERVICE
05.2021 - 05.2022
Server and Cashier
TBK Silver Streams Restaurant
03.2019 - 04.2021
Master of Education in Leadership in Learning -
University of Prince Edward Island
Bachelor of Finance -
South China University of Technology
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