Verified recordFinancial Services

Dicky Chan

Finance Project Manager at Morgan Stanley

Based in Canada

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Seniority

Manager

Department

Finance & Accounting

Location

Canada

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

d•••••••@morganstanley.com

Phone

5 credits

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Background

About Dicky Chan

I am a & with over 12 years of experience in the financial services industry. I have led the implementation of target operating models, established centers of excellence, optimized business processes, and managed system enhancement and integration projects for multinational corporations, including. I am certified in,(-), and and proficient in tools including MS Office Suite (Word, Excel, PowerPoint, Visio, SharePoint Online, Teams), project management software (MS Project, Confluence, Jira, Clarity PPM), and Power BI: • Established a 15-member shared services team in China to support transaction and name screening across Asia Pacific markets, resulting in annual savings of on regional sanctions operating costs. I led the setup of the target operating model, secured regulatory approval, and facilitated staff accreditation. • Designed and implemented Target Operating Model for offshoring Private Banking and Brokerage operations to Canada and Malaysia. I reengineered over 30 processes across 10 teams (more than 50 staff), achieving total cost savings of per year. • Led global transaction monitoring system enhancement for Asia to comply with the ISO 20022 payment message transition. I coordinated multiple teams to complete end-to-end testing for 22 markets, meeting central banks' regulatory timelines. • Varios process improvement projects in fund/securities transfers, deal settlements, and loan drawdown processes, reducing paperwork and processing time by 70% while ensuring adherence to regulatory requirements. I enjoy connecting with new people—let’s connect here on LinkedIn!

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