FinTech startup - complex Fund Admin solutions


Represented a fintech startup as part of an undertaking with a major Fund Administrator to add bespoke valuation tooling to the startup’s cloud-based application, taking clients from requirements analysis through coding to final testing.

Collaborated with project managers & subject matter experts to lead 3 separate projects involving distinct & geographically remote operational client-side teams, working with a fund accountant to deliver both working subsystems and documentation of previously undocumented processes to each of those teams.

Reduced multi-week & multi-day client workflows to under 1 hour.

Technical Outline

Ruby on Rails paired with PostgreSQL & S3 persistence; Deployment via AWS; Followed a heavy TDD approach to provide assurances around reconciliation to incumbent Excel-based workflows.