RUBY ROSE MARTIN

CLCM (Counterparty Life Cycle Management)

• Responsible in Deactivation and E-rate maintenance in Credit Rating Screen
• Responsible in CLCM Parameter checks for Deactivation requests
• Acts as first point of contact of the team for CLCM process related concerns
• Manages stakeholder relationships to ensure alignment with operational priorities and secure support for key initiatives
• Manages multiple projects simultaneously
• Leads root cause analysis efforts on process failures, preventing future occurrences through corrective action implementation.
• Leads in crafting Change Management plans and implementation
• Leads Process walkthrough and/or Process Knowledge sharing
• Responsible to the various CLCM reports such as:
• - E-rate to Deactivate Management Monthly Report
• - Re-Review Requests
• - Goldtier Vs End System Mismatched (GEM) Report

SANCTIONS

• Acts as support for Quality Assessment validation/activity of End of Day sanction line items and mailbox monitoring

CRD META DATA

• Responsible for CRD meta data maintenance and update in Production and Acceptance
• Responsible in Activating/Deactivating Multiplicity function in CRD Location

T&S DATA NON-TRADE& TRADE (WONA)

• Consolidate KPI results, do root cause analysis and propose solutions
• Oversaw day-to-day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of requests/special projects
• Acts as Subject matter expert, resolves disputes and acts as first point of contact of the team for T&S Data process related concerns
• Responsible for leading Business as Usual Projects, creating change communications and updating work instructions
• Leads Process walkthrough and/or Process Knowledge sharing
• Collaborates across departments to identify opportunities for process improvements and increased efficiency
• Provided training for new hires, fostering supportive learning environment conducive to success in their roles

ACHIEVEMENTS:

• Excellence in Action Award 2025 Nominee (Team Category)
• EY Control Audit recognition for compliance and process integrity
• Recognized for leading and managing multiple CLCM and Non-Trade process improvement initiatives, showcasing deep process expertise and issue resolution across projects, LFIs, and stakeholder inquiries
• Recognition received for Sanction Support
• Received stakeholder recognition from CE&I for investigative support and issue resolution

Leads & Implements Continuous Improvement Ideas

• Managed Non-Trade CP Data Transition (Fit4 ID: I-6265031),

achieving a 0.3 FTE reduction

• Led deployment of Single MDN ID for CLCM related Requests
• Led the Retirement of Do Not Do Business Monthly Report

Manage various business change projects and migrations

· Collaborated in Kaizen Activities to surface process inefficiencies, propose solutions and support implementation of improved workflows and future process enhancements.

· Demonstrated proactive involvement in T&S Data CLCM VSM

· E-rate to Deactivate Disposition Process of Deactivation Focal Transition to CLCM app

· CLCM, RE-REVIEW AND CE&I PROCESS IMPROVEMENTS:

- CCMs removal

- Parameter Check enhancement

- EDRM Consultation - Requirements and Design

- GEM enhancements

· Project Apollo migration (BS01)

· Fieldglass Project

· Provided support for DAPEX-related initiatives, ensuring smooth integration and data accuracy

CLCM REMEDIATION, WONA AND SENA

• Assess impact of the individual emerging projects and initiatives to avail the resources, complexity, resources, schedule, impacted systems and procedures to recommend the right prioritization
• Manages projects and initiatives ensuring master data requests are managed accurately and in a timely manner
• Responsible in crafting Change management plans and implementation
• Interacts with Business Partners, Stakeholders, and IT to coordinate business requirements
• Demonstrates process expertise to manage business and operational issues, and come up with sustainable resolution
• Ensures proper, fit for purpose, and updated documentation of controls, procedures, work instructions, rulesets, and tools, as applicable.
• Submitter Role in Master Data Navigator (MDN) for data cleansing requirement depending on the project or initiative
• Support data governance

ACHIEVEMENT:

Leads & Implements Continuous Improvement Ideas

• CLCM Remediation Revisiting Process Flow: Targeting Efficiency [fit4 id: i-2221680]

Manage various business change projects and migrations

• Crude NA Obsolete Counterparties for deactivation
• Purpose of Payment (POP code) Migration
• SEMTIPL FSMng migration for Shell Energy India (SETI)
• Shell Chemicals to T&S: STYRENE/GLYCOL Customer Portal
• Company Code BGIH migration

HM Data – World Outside North America Counterparties

• Validate MDN requests as per Standard Operating Procedure
• Responsible for creating and updating Master Data records across 11 WONA Trading End Systems both for Vendors and Customers
• Lead and support Projects (Continuous Improvement or Business Driven projects)
• Lead Migration Projects of new Shell Entities for WONA
• Lead Monthly Counterparty Onboarding Focal Connect
• Resolves disputes and acts as first point of contact of the team for WONA process related concerns
• Works autonomously within this defined scope, directly supporting management and specialists
• Supports stakeholders in understanding analyses / outcomes, guides based on best data analysis
• Responsible in leading Refresher sessions for WONA process

ACHIEVEMENT:

• Excellence in Action Award 2021 winner (Individual Category)

Leads & Implements Continuous Improvement Ideas

• Process Changes Tracker for WONA & SENA
• Data Cleanse of Duplicate Legal Names in Energy Credit system
• Standardization of Organization Type Validation process
• Standardization of Controls for Cleansing / Deactivation Activities
• Data Cleanse of Inactive counterparties with no Marker for deletion
• Additional Validation of Aligne Parent ID for MDN -Reactivation request
• SEPA Mandate process alignment for SEDG/SEMKG

Leads Different Migrations

• Meter-2-Cash (M2C) Migrations:
• - Italy (IT01)
• - Spain (ES01)
• - Germany (DE03/DE02)- Support
• Shell Chemicals
• Purpose of Payment (POP Code) for Shell Energy Malaysia
• Shell Energy Indonesia
• Shell Energy Philippines
• Shell Energy Ghana WHT

Vendor Master Data (AsiaPac)

• Responsible for Create , Update, Block and Unblock of Vendor Master Data Records
• Responsible for Extend and Create Intercompany Vendors
• Responsible in updating the Standard SOP or Work Instructions
• Responsible for Annual Inactive Vendors Cleanup
• Validate the incoming requests for completeness and accuracy based on the Global Procurement Policy
• Monthly filing of Vendor Creation and Modification
• Responsible for Annual Review of Vendor Master
• Ensures that the documentation of controls, standard operating procedures are updated

Finance Master Data (AsiaPac)

• Responsible for Create & Update of Fixed Asset
• Responsible for Create & Update of Cost Center
• Responsible for Create of an E-pro code for Purchase Order Vendors
• Extend G/L account

General Ledger (ANZ)

• Responsible on processing cash-pro payment for Australia and New Zealand
• Responsible on processing refund payments
• Send Monthly Depreciation Run Report
• Consolidate Results of the APAC Depreciation Run Report
• Responsible for the Monthly Australia and New Zealand Reports for all Allergan Departments: Accrual, Cost Center and Sample reports
• Back up of ANZ for Netting

ACHIEVEMENT:

• Lead Green Belt Lean Six Sigma Project – Standardization of Vendor Master Data Process

Issue Resolution

• Handles dispute invoices and provides resolution thru call/email to the vendor/client
• Indexing (extract invoices from email and uploading it on a shared file).
• Responsible on Reconciliation of Statements of the vendor
• Responsible in doing the Parked and Blocked Report of Key account vendors
• Responsible on doing the Aged Item report
• Generate report of Open Items for specific Key Account Vendors
• Manually Process missing invoices