I turned my financial engineering skills into a consulting superpower
I began my career as a financial analyst at Fidelity Investments, where I spent nearly four years analyzing investment opportunities, My role involved financial modeling, risk management, and portfolio analysis, which enforced my analytical and problem-solving skills.
After forming a a strong foundation in financial engineering and enhancing my financial analysis skills , I decided to specialize as a consultant in lending and leasing, leveraging my expertise in financial services and technology to help clients optimize their operations and day-to-day activities.
Taking the decision to shift my career path toward the growing intersection of finance and technology made me realize how fascinating this field is, full of challenges and global opportunities.
I first started working as a consultant at Sopra Banking Software where I worked closely with financial institutions to implement and optimize software solutions for banking operations.
This experience helped me build a strong foundation in both finance and technology, shaping my career path in fintech consulting.
After several years of working with diverse clients around the world, I embraced the opportunity to join Linedata with a deep sense of happiness and excitement. This new chapter reflects my continued passion for delivering innovative solutions in the lending and leasing industry
I liaise with clients to implement and customize software solutions
I work closely with financial institutions to assess their processes, identify inefficiencies, and implement customized software solutions that streamline loan origination, leasing management, and compliance tracking. By working with cross-functional teams and maintaining strong client relationships, I ensure the successful deployment of projects that result in measurable business improvements, such as enhanced operational efficiency, reduced costs, and improved customer satisfaction.
As an MOA consultant, my role involves employing industry expertise to meet the unique needs of clients in the banking and financial services sectors. I work closely with clients to understand their challenges and propose tailored software solutions. This includes the implementation of IT systems, configuring the software to align with the client’s specific business requirements, and providing training and support to ensure effective usage of the new system. Additionally, I am able to travel frequently to client sites to manage global projects
Seeking Excitement,Global Opportunities and Embrace Dynamic Challenges
I was always seeking excitement and global opportunities, working for Linedata has opened doors and allowed me to embrace dynamic challenges and collaborate with clients worldwide.
I thrive on constant change and seek exciting new challenges, this role is ideal for me as I have the opportunity to work on diverse and dynamic projects while traveling across continents to collaborate closely with clients, making every day a new adventure.
Master Problem-Solving , Build Client Trust ,Manage Time Well
Stepping into this dynamic field requires building and developing key skills, such as having a solution-oriented mindset when facing complex challenges, being analytical, thinking critically, and never hesitating to ask questions when something isn’t clear.
Be client-centric and listen carefully to their challenges and needs. While you don’t need to be a software developer, having a solid understanding of the technical side of IT systems and how they integrate with business operations is important
Develop strong communication skills, as you’ll serve as the bridge between technical teams and business stakeholders. Being able to clearly communicate complex ideas to non-technical people or translate business concepts into actionable plans for software developers is a valuable skill.
Be Adaptable and Open to Learning new systems,processes, and methods. Continuous learning will keep you ahead in this ever-changing field.
Stay Organized and Manage Time Well , as the complexity of projects and frequent travel, time management is needed. Staying organized, by trackin the tasks and deliverables, and especially not being afraid to ask for help when it's needed.
Achieved Smooth IT implementation and elevate Client Efficiency
Successfully launching an IT software solution for a new financial institution client by meticulously sticking to deadlines and working closely with cross-functional teams in order to provide a strong and customized system.
This contributed to significantly enhancing their operations and day-to-day activities. Throughout the project, I maintained constant communication with the client, ensuring that their needs were met and expectations exceeded, ultimately improving their efficiency and productivity.
I was effectively training and supporting end users in managing the new IT system. I collaborated closely with them on a daily basis, conducting workshops and presentations to ensure they were fully onboard with the new system. This interactive method facilitated a smooth transition, empowered users to efficiently navigate the new software, and led to a 40% increase in user proficiency and confidence within the first three months
