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Laura
Financial Services
Cash Management
Experience:
More 15 years working experience, together with 10 years service delivery experience in financial industry (world leading investment banks i.e. Morgan Stanley, Nomura, Deutsche Bank) and 5 years entrepreneurial experience in online education. 8 years in management position responsible for Cash and Settlement Management, Project & Process Management, Resource Management and Client Relationship Management for multi culture locations across UK, US, China and Philippines. In depth knowledge of back office and middle office operations, including back/front office data reconciliation, security settlement, trade matching, cash payment; clearance and bank custodian service. Especially experienced in Cash Payment processing (i.e. outgoing wire and incoming message) Prime Brokerage support service for equity, bond, futures; options and other derivatives operations for hedge fund and AML compliance and OFAC regulatory payment screening management.
Capabilities:
Strong organizational, communication and interpersonal skills to deal with different stakeholders. Rich experience in front to back office settlement/cash payment; clearing operations with a particular strength being thorough documentation of standard procedures and process, analysis of cash transaction breaks and failed settlement trades. Proven ability in client facing, managing internal/external co-ordination of all activities affecting clients and liaise regularly with key contacts and Senior Management. Strong ability of people/team management with proven experiences of leading an operation centre with 200 people. Excellence in establishing strategic relationship with clients and exploring new business opportunities
Education Background:
MSc Master degree in Development Finance
CISI; SAC certificated.
Effectively Bilingual - English; Mandarin
Chinese - Mandarin, English, Chinese - Cantonese
Financial Services, Education, Finance: Investment/Merchant Banking
Cash Management, General Management, Operations, Business Process Reengineering
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Business/Organizational Restructuring, Strategy and planning, marketing communication, consulting, Agility Transformation, Developing organizational culture, Innovating and developing new product, Digital Transformation
Delegating/motivating, Influencing others, Managing conflict, Managing outcomes (projects), Prioritizing/time-management, Driving organizational transition
Successfully managed 4 new projects transition from London to China and achieved the Service Level Agreement standards within 3 month. Developed the Prime Brokerage support team from 4 to 18 people within 6 months’ time. Effectively managed 5 different working shifts. Initiated business process improvement and re-engineer projects, greatly saved 50% time for each project and increased accuracy from 96.7% to 99.9%. Enhanced internal communication between 4 teams and developed an annual “skip level communication” plan. Increased staff satisfactory rate and enhanced their commitment to the company. Staff turnover rate was greatly decreased from 45% to 20%.
For new project onboarding with steadily 200 staff growth within a year,initiated “Accountable Transformation Strategy” to shorten the transition period from 6 months’ to 3 months and meanwhile lower the staff cost by hiring “economic value” fresh graduates. During project transition period, successfully managed resource deployment and maintained a very low staff attrition rate. Received good feedbacks from the client and achieved 90% satisfactory rate.
Morgan Stanley - Cash Management/Treasury
Zhejiang Xiaoguo Education Technology
Capgemini
University of Manchester
University of Central Lancashire