Roxane Li

Experience

• 

  Goldman Sachs

  Jun 2010 - Aug 2010

  Summer Analyst

  • Analyzed operational processes and developed logic for processing tools to optimize operational efficiency, mitigate operational and financial risk, and enhance the client's experience.• Facilitated local and global projects while communicating complex ideas and ensuring effective cross-functional relationship building.• Presented technical material and intricate IT concepts to both Position Management executives and IT developers.• Preformed analysis to determine the needs of Private Wealth and Prime Brokerage clients to achieve a more client-centered service with the client's online interface. Show less

• 

  Deloitte

  Sept 2011 - now

  Senior Manager

  Strategy and Transformation• Designed and operationalized a new 100+ people organization at a large financial institution with the mission of strengthening enterprise-wide operational resiliency and crisis management capabilities • Developed vision and target operating model for a centralized function that streamlined quality assurance and testing processes for a global financial institution resulting in 20%+ cost reduction while enhancing enterprise-wide standards• Assessed the current state of a financial services institution’s consumer protection program and strategized a roadmap to enhance employee conduct, sales practices, ethics and culture • Delivered strategic cross-functional transformation projects for large organizations across multitude of business lines and enterprise functions to implement target operating models and risk management frameworks • Engineered innovative solutions to automate highly manual processes and reduce costs, while increasing efficiency and accuracy, with the use of robotics process automation and cognitive intelligence technologiesPlanning and Execution• Led cross-disciplinary teams spanning multiple geographies (e.g. US, Canada, UK, Mexico, India and Hong Kong) to deliver and execute end-to-end deliverables • Assessed target state people, process and technology transformation requirements and developed multi-year implementation roadmaps and executive level socialization for strategic client initiatives • Facilitated design thinking sessions for C-suite executives to launch new functions that both comply with regulatory mandates and drive strategic initiatives Project and Team management • Drove business development and growth by leading client proposals and developing internal firm strategy for priority accounts and global service lines• Led the diversity and inclusion efforts within the Boston office to attract and promote diverse talent, and foster an inclusive and cross-cultural working environment Show less