Leading the Development of a Financial Analysis Product

Overview

Led the development of a Financial Analysis Product from requirements gathering to launch, ensuring a user-centric approach throughout the process.

The problem

A lot of valuable data was scattered over different sources, making it complex and time-consuming to correlate data points and unravel hidden insights when conducting financial analysis.

Key Actions:

• Gathered input from business leaders and end-users to define core features and objectives.

• Worked closely with the data team to define data requirements and build Machine Learning models.

• Created designs and collected feedback from the users before implementation.

• Collaborated with software engineers to create a user-friendly interface, a robust backend, and scalable data pipelines.

• Led product testing phases, incorporating user feedback to refine features.

• Launched products on schedule, maintaining high standards of quality and usability.

  
  

Results:

• Successfully delivered a fully functional financial analysis tool on schedule, meeting all stakeholder requirements.

• Product adoption by 10+ clients, 90% of them coming from referrals.

• Streamlined financial decision-making for clients, saving significant time spent on manual analysis.