Cindy Li

Experience

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  Blank Label

  Jun 2009 - Jun 2010

  Director of Supply Chain Management Intern

  • Conducted research on market trends, analyzed existing competitors, and identified potential strategic partners to utilize the competitive analysis necessary for web developers to optimize the e-commerce business• Implemented the accelerated methodology to improve supply chain management including speed efficiency and quality control• Assumed responsibility for the entire operation front to back: processed clothing orders by translating them into Chinese, ran biweekly meetings with Shanghai suppliers to ensure quality and review cost, shortened the overall shipping timeframe by 60% Show less

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  People's United Bank

  Aug 2009 - Mar 2010

  Customer Service Associate

  • Maintained a balanced cash drawer daily• Collaborated with team members to ensure safety and security by dual control method• Trained to be compliant to sensitive customer information through certification of various e-learnings

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  UBS Investment Bank

  Jun 2010 - Aug 2010

  OTC Derivatives Settlement Summer Intern

  • Created evaluation reports based on communication standards, conducted initial round of assessment, and implemented action steps that saw an improvement of the global team’s overall external communication etiquette by 22%• Prepared Client Metrics Packs by analyzing the root cause for post settlement breaks and standardized the format for cross product packs with Client Services team that generated positive feedback from client visits

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  UBS Wealth Management

  Aug 2011 - Aug 2014

  • Coordinate with management to understand regulatory and strategic changes, define front to back business requirements, and recommend effective solutions for automated reconciliation processes to meet industry standards• Collaborate with IT and clients globally to prioritize outstanding North America change requests and ensure timely delivery of process improvement endeavors• Assist business lines with robust UAT testing by translating business requirements into function specifications, manipulating data to identify potential defects, and increasing match rates by 5-20% for requested existing reconciliations• Provide change updates to senior managers during global management meetings• Completed the UBS leadership pipeline program for graduates, an 18 month development program that focused on personal and professional growth through upper management interactions, fundamental trainings, and financial simulations Show less

  • Project/Change Management Officer for the Global Reconciliations Utility

    Jul 2012 - Aug 2014

  • Exception Management Analyst for the Global Reconciliations Utility

    Aug 2011 - Jul 2012
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  Capco

  Aug 2014 - Aug 2016

  Consultant

  • Facilitated front to end data mapping exercises across multiple product offerings to conduct Electronic Blue Sheet analysis • Assisted in the establishment of a regulatory center of excellence by providing insights on the regulatory initiatives and creating project plans in an effort to meet the rule’s effective date• Conducted peer group analysis on lead management platforms across the home mortgage industry • Gathered and assembled survey data to assess the consumer experience across top 10 industry leaders and calculated key statistical data for executive presentation• Developed the lead management target operating model using the guiding principles defined across the industry• Supported the client in a revenue-generating, multi-year transformation initiative by eliciting and documenting business and functional requirements for multiple high profile projects involving end investor communications• Managed multiple projects simultaneously by coordinating deliverables with client and tracking project milestones • Identified synergies across various programs and projects that led to overall cost reduction for clients and stakeholders Show less

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  Sia Partners

  Aug 2016 - now

  • Managing Director

    Mar 2024 - now

  • Senior Manager

    Jan 2022 - Mar 2024

  • Manager

    Jul 2019 - Dec 2021

  • Supervising Senior Consultant

    Jan 2019 - Jun 2019

  • Senior Consultant

    Aug 2016 - Dec 2018