At John Hancock Investment Management, I lead more than 10 system enhancement projects each year and coordinate cross-functional delivery affecting approximately 100 employees.
I translate business needs into requirements, Business Requirements Documents, procedures, and implementation plans. I support approximately 385 mutual funds through prospectus and Statement of Additional Information analysis, mutual fund liquidations, fee sweeps, audits, and operational process improvements.
I use Excel, Power BI, and SQL to analyze financial data, build reports, identify discrepancies, and support decisions. My work includes annual customer fee-sweep processes involving approximately $7 million and audits encompassing hundreds of thousands of financial transactions.
Before becoming a Business Analyst, I built financial-services knowledge through customer resolution and account-support roles at John Hancock Investment Management. I bring experience facilitating stakeholders, resolving complex issues, and strengthening operational execution across teams.
