Zoey W.
Management Consulting Analyst at Accenture | Banking & Finance
- Role
- Management Consulting Analyst - Banking & Finance at Accenture
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Zoey W.
Dynamic and results-oriented professional with a proven track record in leveraging analytical skills and creative thinking to drive business success. Eager to bring expertise in finance, strategy, and digital transformation to a forward-thinking consulting firm.
Experience
Management Consulting Analyst - Banking & Finance
Sep 2024 — Present · WP. Kuala Lumpur, MY
Consultant - Unified Digital Channel Transformation – Leading Commercial Bank in SEA- Elicited, defined, and documented around 100 business requirements into structured user stories, epics, and process flows using Agile and Waterfall (JIRA, Confluence), improving delivery accuracy and reducing rework by 40%- Designed a streamlined end-to-end digital CASA onboarding journey across 3 different epics, optimizing efficiency and driving customer acquisition in a high revenue segment, contributing to a projected 30% increase in customer acquisition and generating an estimated $2.5 million increase in assets- Liaised regularly with client senior management (Heads of Strategy, CASA Acquisition, Products & Merchant Acquiring functions, VP of Client Acquisition and Growth Markets) to gain insights into business operations and challenges, contributing to informed decision-making- Recognition: Outstanding Use of Digital Channels for Improved CX – Philippines, Digital CX Awards 2025 – 89% customer satisfaction, 99.8% uptime, and enhanced UX set a new standard in digital bankingConsultant - Asset Servicing Reconciliation, Markets & Securities – Leading Global Financial Institution in the UK- Performed detailed asset reconciliation across diverse financial instruments such as stocks, bonds, mergers, loans, and interest payments, ensuring accuracy in trades and settlements using SmartStream Reconciliation Systems- Conducted end-to-end investigations for clearing exception cases, ensuring accuracy in trade lifecycle management and mitigating operational risks- Supported global custody operations by coordinating trade submissions to clearing houses and ensuring alignment between brokers and customers for seamless trade settlements
Education
Parsons School of Design - The New School
Bachelor of Business Administration - BBA
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