Finances

As part of my product leadership in financial product development, I spearheaded the creation of a Finances Overview feature, providing users with a clear, real-time snapshot of their financial status. This feature offers a structured view of balances, settlements, and fund movements, ensuring transparency and control over financial operations.

The overview section categorizes funds into key states: In Transit (funds on the way to a bank but not yet available), Pending (uncleared funds not yet disbursed), and In Reserve (held funds for potential liabilities). This segmentation enhances financial clarity for users managing large transaction volumes.

The Balances section delivers a detailed log of financial activity, tracking transaction dates, amounts, types, and real-time balances.
This allows users to monitor their available funds effectively. Additionally, the Settlements section provides structured insights into settlement statuses, including amounts, unique identifiers, expected payout dates, and processing states.

This project significantly improved financial visibility and operational efficiency, empowering users with actionable insights into their cash flow and settlements.

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