Stef Pi

Resource management

Finance & Business planning Team
September 2020 – november 2021

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Finance & Business Planning: Transformed financial planning & forecasting operations within the company.


0→1 design of core finance tool utilized by entire finance org (procurement to accounting to finance & HR) for all major finance functions including PO management, month-end process, forecasting, and headcount management.

Efficiencies resulted in close process window from 8 to 6 days, enabling finance to focus more as a strategy organization vs. an operational one.


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A control panel for all customer activity of TripActions Liquid for internal teams.

After I scoped user and business problems, I defined goals and presented what we would build to tackle the problem.

The main goals we focused on were:

  • Automate customer funding process, creating a single platform that would monitor customer health.
  • Be able to onboard a large amount of customers quickly and easily.

"Logging in as" is a security issue

Because Liquid is a small startup within a larger startup, we naturally inherited a lot of things from the larger TripActions organization. “Logging in as” was a workaround feature that TripActions implemented in order to make changes to a customer account. This was a feature that was a huge security issue—there was no way to know exactly who made what changes because it looked like it was all coming from the customer!

After much convincing for those who held the the “log in as” feature near and dear to their hearts, we decided to implement customer settings into the Control Panel. This would not only give us all the features “log in as” had, but also additional controls internally.

Whatsapp Brazil
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consumer Payments on wA BR
novi x whatsapp
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integration of Novi wallet into WhatsApp payments
Liquid control panel
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System for customer funding, information, and settings
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Optimized checkout experience for low AOV purchases
Affirm edu modals
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Upfunnel messaging for
new-to-Affirm users
preemptive indicators
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Scan all inbound emails to identify targeted attacks
Whatsapp india
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onboarding with TPP for
whatsapp india payments
tripactions policies
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core policies for Tripaction's payments product
Integrated checkout
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Creating an upfunnel checkout option and increasing conversion
Checkout experiments
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Experiments to improve
Affirm’s checkout experience
Mailstream reporting
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A weekly report identifying suspicious activities