Paula Cheng
Dublin,CA
Summary
Dynamic and resourceful project manager with 7+ years of experience across financial services, fintech, and technology-driven organizations. Strong background in process improvement, cross-functional coordination, data analysis, and operational execution. Known for building structure, improving workflows, and delivering results in regulated, fast-paced environments.
Overview
12
12
years of professional experience
Work History
Technical Project Manager
Vistra USA/ Phoenix American
San Rafael, USA
01.2022 - 12.2025
- Supported technology projects from initiation through implementation across multiple workstreams.
- Designed, documented, and maintained repeatable workflows, SOPs, templates, and deployment checklists.
- Partnered with Development, QA, and Operations teams to gather requirements and deliver software enhancements.
- Identified inefficiencies and implemented process improvements to reduce bottlenecks and improve delivery speed.
- Stepped into hands-on execution when needed, updating trackers, completing tasks, and preparing reports.
- Built dashboards and concise reporting to provide leadership visibility into progress, risks, and performance.
- Maintained operational systems and workflows until automation or transition to long-term ownership.
Senior Portfolio Analyst
Harmonic Fund Services
Toronto, Canada
07.2019 - 10.2021
- Conducted in-depth data analysis across a private equity loan portfolio to support risk management and growth.
- Streamlined operational and product workflows through detailed process analysis and documentation.
- Collaborated with development and UX teams to design and enhance loan operating systems.
- Built reporting structures and data models to support executive decision-making.
Analyst
TD Securities
Toronto, Canada
07.2018 - 07.2019
- Coordinated client relationship and operational support for high-value commercial lending portfolios.
- Supported migration of 23 major commercial deals during a facility consolidation.
- Partnered with credit and operations teams to introduce improved review and reporting processes.
Lending Officer to Manager
TD Canada Trust
London, Canada
03.2014 - 07.2018
- Progressed from Lending Officer to Manager supporting retail banking and lending operations.
- Worked extensively with low-income and disability-payment clients, providing accessible and respectful service.
- Managed daily operations, staff coordination, and compliance with banking regulations.
- Recognized company-wide for outstanding performance and customer satisfaction.
Education
Master of Engineering Science - Mechanical & Materials Engineering
Western University
Bachelor of Science - Textile Design Engineering
Donghua University
Skills
- Project Management Professional (PMP)
- Process Improvement
- Reporting
- Stakeholder Engagement
- Agile project management
- Cross-functional team coordination
Timeline
Technical Project Manager
Vistra USA/ Phoenix American
01.2022 - 12.2025
Senior Portfolio Analyst
Harmonic Fund Services
07.2019 - 10.2021
Analyst
TD Securities
07.2018 - 07.2019
Lending Officer to Manager
TD Canada Trust
03.2014 - 07.2018
Master of Engineering Science - Mechanical & Materials Engineering
Western University
Bachelor of Science - Textile Design Engineering
Donghua University