
Designing Scalable Reporting for Complex, Multi-Persona Workflows
January 2026 - Present
Role
Product & UX Design
Collaborators
Product & Engineering
Industry
Enterprise Financial Services
Tools
Figma, Magic Patterns, Windsurf, Miro, Jira
Overview
At BNY, I design within TreasuryEdge, an enterprise platform that enables corporate clients to manage liquidity, cash operations, and payments through a unified digital experience. My work focuses on the reporting experience, where users navigate large volumes of financial data to track activity, generate insights, and take action.
I design for complex, multi-persona workflows, supporting users with varying roles, permissions, and levels of access. This means creating experiences that scale across different use cases while remaining intuitive and efficient.
Across this work, I focus on creating scalable, consistent patterns that simplify how users access, interpret, and act on data within the platform.
Full case study coming soon…