Facilitate the seamless migration of the insurance sales platform and suitability engine by gathering requirements, preparing user stories, conducting in-sprint testing on API, batch jobs and data integration and organizing trainings, ensuring
Optimize insurance and premium financing sales journey by delivering more than 20 system enhancements on sales platforms, workflow systems, policy management system and CRM that supported new products, reduced manual processes and ensured full compliance with HKMA requirements
Improve project delivery timeline while maintaining deliverables’ quality by managing defects and UAT progress with effective communication between 4 tech squads, QAs, bancassurance partnership, regional UI designers and Product Owners.
Actively participate in troubleshooting complex production issues and suggest remediation and long-term technical solution which minimize the business risk and provide immediate support to frontline
Design a business contingency plan and enhanced pre-sales tools by analyzing users’ feedback, resulting in improved accuracy and a reduction in operational errors.
Perform gap analysis between existing systems and desired workflow to access the compatibility of solutions and identify clear requirements which fulfill business needs and streamline the sales process and workflow
Support core banking migration project and fraud prevention release on teller function including test plan preparation, troubleshooting defects and monitoring UAT progress
(Secondment contract)
Officer, Fintech Transformation Office
CMB Wing Lung Bank
06.2021 - 07.2022
Facilitated the implementation of Data & Business intelligence platform including understanding requirements on Deposit Protection Scheme related reports, EVA report, AUM, customers and employees 360 degrees analytical report from different business units and data stewards, preparing gap analysis, managing schedule and conducting UAT and trainings
Supported and designed the implementation of project management tools to streamline the process of project execution and monitoring the full cycle of bank wide projects
Supported IT PM and business PM to establish clear goals and identify project scopes, KPI, business values, staffing requirements to prepare project proposal and presentation to management to facilitate execution
Business Analyst Trainee
Macroview Telecom Limited
01.2021 - 06.2021
Facilitated the implementations of document management system, order tracking system and HR system including preparing test plan, maintaining permission matrix, conducting UAT and trainings with various business units
Streamlined the business process by analyzing business requirements from different functions including Sales, Support Resource Management, HR and providing interim and long-term solutions with tech teams under Agile methodology
Responsible for L1/L2 support to analyze production issues and provide workarounds
Maintained defects status and timely track the progress of defect fixes in JIRA/ Gitlab
Education
Integrated Bachelor of Business Administration - Business Analytics, Statistics
The Chinese University of Hong Kong
09.2016 - 08.2020
Skills
MS Office
Word
Excel
PowerPoint
Visio
Access
API Testing
Postman
Business Intelligence Tool
Tableau
Power BI
Computing Languages
R
SQL
Technical Language Skills
MS Office: Word, Excel, PowerPoint, Visio & Access, API Testing: Postman, Business Intelligence Tool: Tableau & Power BI, Computing Languages: R & SQL, Cantonese (Native), English & Mandarin (Fluent), Korean (Intermediate)
Certificates Courses
Professional Scrum Master I Certification, Scrum.org
Project Management Professional Training Course, Systematic
Timeline
Business Analyst
DBS Hong Kong Limited
08.2022 - Current
Officer, Fintech Transformation Office
CMB Wing Lung Bank
06.2021 - 07.2022
Business Analyst Trainee
Macroview Telecom Limited
01.2021 - 06.2021
Integrated Bachelor of Business Administration - Business Analytics, Statistics
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