Zachery Yuen Email & Phone Number | Seasoned banking/project management professional with over 18 years of in-depth subject matter experience in cash management products, commercialization, balance sheet & liquidity management, and risk management. Strong ability to multitask, work within tight deadlines and handle matters diplomatically across different functional partners and extremely senior executives. - Solid understanding of accounting issues, assess impact on balance sheet and communicate with business partners effectively. - In-practice ability to analyze complex regulatory requirements and determine their implication on liquidity and funding practices and technology requirements. - Develop financial models and ensuring data quality is meaningful for bank's requirements and analyze results for management use. - Ability to navigate in a complex organization, communicate with partners, and influence other teams without authority. - Program and product management, and subject matter expert in cash management including target balance, notional pooling and ACH/EDI clearing, CPP payment, file payments, SWIFT messaging, checks clearing, Lockbox, customer initiation payment. - Ability to navigate through the complex organization, communicates with partners across the organization, and influences other teams without authority. - Strong affinity for project management, business analysis methodologies and commercialization experience at a global bank

Zachery Yuen

Seasoned banking/project management professional with over 18 years of in-depth subject matter exper...
Toronto, Ontario, Canada

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Zachery Yuen’s Location Toronto, Ontario, Canada

Zachery Yuen’s Current Industry Citi

Zachery Yuen’s Prior Industry 花旗集團

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Country Treasury Lead Analyst - Balance Sheet Liquidity Management

2014-08-01 00:00:00 - Present

Chief of Staff, Office of the Global Chief Operating Officer

2012-11-01 00:00:00 - 2013-06-01 00:00:00

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Zachery Yuen is a Seasoned banking/project management professional with over 18 years of in-depth subject matter experience in cash management products, commercialization, balance sheet & liquidity management, and risk management. Strong ability to multitask, work within tight deadlines and handle matters diplomatically across different functional partners and extremely senior executives. - Solid understanding of accounting issues, assess impact on balance sheet and communicate with business partners effectively. - In-practice ability to analyze complex regulatory requirements and determine their implication on liquidity and funding practices and technology requirements. - Develop financial models and ensuring data quality is meaningful for bank's requirements and analyze results for management use. - Ability to navigate in a complex organization, communicate with partners, and influence other teams without authority. - Program and product management, and subject matter expert in cash management including target balance, notional pooling and ACH/EDI clearing, CPP payment, file payments, SWIFT messaging, checks clearing, Lockbox, customer initiation payment. - Ability to navigate through the complex organization, communicates with partners across the organization, and influences other teams without authority. - Strong affinity for project management, business analysis methodologies and commercialization experience at a global bank