🔐 Financial Tool

EY's internal platform is designed to streamline tax professionals' operations by centralising client data collection, team organisation, and workflow optimisation. I have focused on three major product areas: Information Request (IR), Workflow, and CommodiTrade. The example below is a problem from IR and the creation of CommodiTrade.

Helping My Place improve their group creation experience.

MyPlace is a platform to share your home with the people you trust. Your family, your friends and your trusted communities/networks. The idea of 'Groups on MyPlace is that we all have different groups of friends and communities in the real world and we want to enable users to recreate or join the groups that are relevant to them and who they want to share their home with.

Role

User Research

Product Strategy

UI Design

Usability Testing

Tools

Figjam

Confluence

Figma

Notion (for notes)

CommodiTrade

Purpose

To deliver a Platform-native tool for commodity trading clients that enables traders to validate the tax treatment of cross-border commodity trades in real time, and route complex scenarios to internal or EY tax teams. The tool should improve the speed of trade approval, reduce tax risk, and create an auditable record of tax logic and decisions.

Background & Context

Clients in the commodities sector operate in complex, multi-jurisdictional tax environments. Currently, traders rely on email-based or manual processes to seek approvals from tax teams before executing trades. This results in:

High turnaround times

Inconsistent application of tax logic → increased cash tax risk
Minimal audit trail
Repeated manual work for tax teams

Goals & Objectives

Enable real-time tax validation of commodity trades based on pre-defined logic (tax rules).

Allow traders to submit structured requests when logic is unclear or absent (raise a query).
Capture decisions and rationales for future reuse and audit (audit log).
Reduce repeat queries through structured guidance reuse (tax rules).
Support onboarding and advisory service delivery.

Initial Prototypes

To understand what users felt and thought about the concept, we had some initial prototypes of how the product would be in the platform.

Ideation

We conducted ideation techniques including mind mapping.

Next steps

The client, knowing what they want, has sent documents with requirements for the tool. We have tested and continue to work with the current flow. Next steps are to iterate following clear steps:

1) User creates tax rules.

2)User sets up accounts (EY team and Trader team).

3) Validate trade flow.

4) Ask a query flow.

5) Audit log flow.