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…

Like what you see? Let's connect.

© Rebecca Skier 2026

Created with love, Framer, and lots of caffeine.

Like what you see? Let's connect.

© Rebecca Skier 2026

Like what you see? Let's connect.

© Rebecca Skier 2026

Created with love, Framer, and lots of caffeine.