Lené Roome

• Managing client expectations throughout the project lifecycle by ensuring clear communication and timely updates
• Providing daily client coverage support to team members and clients, ensuring seamless service and speedy issue resolution.
• Onboarding clients onto the Hazeltree system by understanding their requests and building the best solution for them.
• Leading weekly client update calls, addressing any questions or issues, and ensuring ongoing alignment with project objectives.
• Conducting thorough regression testing and promptly reporting identified issues to the Product Manager and development team.
• Overseeing client deliverables and billing using Monday.com.

• Worked closely with Project managers on onboarding clients onto the system,
• Documented the system's functionality and created user guides for the client.
• Provided prompt post-go-live support to the client.
• Participated in regression testing and reported issues to Product managers and Developers.
• Developed tailored solutions to meet unique client needs.

• Assist with the migration of both existing and new clients to Fund Administration platforms.
• Collaborating with internal teams to analyse accounting and client service data to ensure ongoing client satisfaction.
• Assisting with any ad-hoc tasks in AllVue/Front Invest, such as reconciliations, settling transactions, and generating GL entries.
• Verify the completeness and accuracy of data and files received from client services teams before importing them into the Fund Administration platform.
• Upskill on Fund Administration / Accounting knowledge and how to utilise the system.
• Reconciling data across systems

• Assisting with change requests and enhancements through configuration.
• Gathering requirements and documenting technical and quality development specifications.
• Development and maintenance of IP functionality for the Global Reporting Initiative solution.
• Creating Reports (Analysis for Office) and Input Templates (Web Application Designer)
• Exposure to FI-CO, PS, HR, and AP modules within SAP BW 7.4 / SAP R3
• Building workflows to cleanse and manipulate data via Alteryx

I held a part-time holiday job during the last few years of my studies.

• Assisted in budgeting and bookkeeping activities, maintained financial stability.
• Improved efficiency by handling daily bookkeeping tasks.
• Processed invoices, monitored accounts receivables and tracked budget to promote bookkeeping tasks.