Financial Automation Mobile App

The cutting-edge mobile application functions as a financial automation tool for the US market, empowering users to manage their finances with their different purposes more efficiently.

iOS and Android applications.

Team size: 15 members (including PM, BA, QA, developers, designer).

Tasks management tool: Jira.

Key responsibilities:

Work closely, discuss back and forth with stakeholders via various channels (email. sync up meetings, UI design) to understand needs, requirements, objectives and challenges for the app.

Translate business requirements into clear and concise functional specifications for the team.

Collaborate with the team to design solutions that meet business requirements.

Research trends and UIUX manners to propose the best practice for the app.

Create detailed, maintain accurate and up-to-date documentation including User Story, Readme, email responses.

Collaborate closely with third-party teams, including Solid, Alpaca, Plaid to ensure problems/issues supported on time by them.

Monitor project progress and identify potential risks or deviations and report to the PM.

Collaborate with the PM to define project scope and deliverables.

Key achievements

100% task delivered on time with issue rate under 5%.

Maintain high satisfaction from client and team members during the project.

Gain the fundamentals of financial platform, software project life cycle, and team collaboration.