Work Experience

Built and led a diverse team of 12 professionals across the US and India to support ten distinct product lines, ranging from field performance reporting to financial model-building. Our users include CFOs, Controllers, Planning & Analysis teams, Business Managers, and Business Analysts, spanning various lines of business from Consumer and Community Banking (CCB) to Firmwide operations.

Co-designed solutions with business stakeholders, encouraging the adoption of design collaboration tools. Products include:

• Improved dashboards and scorecards for field leadership and CFOs to aid them in diagnostic and coaching tasks, which utilize AI-driven data visualization tools

• Improved tooling for Planning & Analysis teams who must manage tables of that contain 100+ columns of data

Led kickoff workshops made up of product owners, business stakeholders, developers, designers, and data/analytics teams to capture target user personas, problem statements, pain points, and generate hypotheses

Moderated interviews with end users and facilitated tough conversations between team members when necessary

Navigated resistance to integrating design into the product development process by showcasing the value of research and prototyping and developing a playbook that explains the double-diamond process to non-designers.

Mentored junior designers and coached them accept challenging assignments.

Transitioned teams from a feature-focused approach to a holistic, user-centered methodology

Promoted service design and recruited UX Research and Design hybrids to adeptly manage the increasing integration of SaaS and third-party data visualization tools within our ecosystem

Conducted user interviews and built prototypes focused on improving B2B wire transfers for the Foreign Exchange team

Evaluated AI-driven research transcription software being considered for inclusion in the UX Design Tools catalog

Managed design contractors and projects for Investment Banking, Equity Research, Equity Trading, and Fixed Income audiences as part of the Madison Digital Transformation program, a 5-year initiative aimed at modernizing legacy tools. The Madison platform included the introduction of cloud data solutions and predictive analytics. Products included:

• Equity price-change threshold alerts

• Equity research portal

• Equity research subscription tools

• Smart-bar for consolidated bookmarking and ticker search

• Salesforce and Einstein Analytics customizations

• Team tracking activity dashboards for Investment Banking managers

Introduced user interviewing practices and prototyping tools such as Axure and Figma to the firm. Negotiated between vendors and Jefferies' Risk and Legal teams to onboard these tools successfully

Led the first funded UX research project to develop Investment Banker personas.

Reviewed and edited Statements of Work (SoWs) from agencies engaging with Jefferies for staff augmentation

Successfully led and expanded the team remotely during the COVID-19 lockdown

Managed a team of seven through the organizational transition from shared service (reporting to US leadership), to becoming a revenue-driving service (reporting to leadership overseas).

Oversaw multiple long-term projects, including:

• Account aggregation microsite and enrollment workflows

• Robo-advisor workflows

• Retirement benefits microsites

Spearheaded the design, prototyping, and usability testing of a client portfolio-modeling tool for Advisors, resulting in a $1M close within days of launch.

Served as liaison between US and London design teams, offshore developer teams, and internal stakeholders during the redesign of the Consultworks Dashboard, achieving a 40% reduction in time spent on tedious tasks.

Partnered with Compliance team to build a regulatory annual attestation tool that achieving a 98% adoption rate

Partnered with product partners to design a tool to automate the tracking of financial plan engagements and associated advisor fees