Daniella Bauer
Analyst at Plum- Claim this Profile
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Bio
Credentials
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ASFA RG146
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Experience
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Plum
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Australia
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Financial Services
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100 - 200 Employee
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Analyst
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Nov 2014 - Present
- Bi-annual Benefit Statement testing for Defined Benefit and Accumulation Members.- Creating and running queries in SuperB- Running and analysing data reports- Reading benefit design config- Processing of Defined Benefit member's termination requests.- Administering and processing Defined Benefit to Accumulation transfers- Bulk data loading - Administrating Defined Benefit and Fund reserves- Reconciling units between SuperB and Tradefile- Post Implementation Testing Show less
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Change Analyst
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Oct 2017 - Present
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Account Representative
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Jun 2012 - Nov 2014
- Bi-annual Benefit Statement testing for Defined Benefit and Accumulation Members.- Processing of Defined Benefit member's termination requests.- Administering and processing Defined Benefit to Accumulation transfers- Bulk data loading - Administrating Defined Benefit and Fund reserves- Escalation contact for member queries- Attending client meetings.- Liaising with payroll contacts regarding administrative queries and contribution file errors.- Post Implementation Testing Show less
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Account Specialist
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Nov 2010 - Jun 2012
- 2IC for the team and the main contact for all work flow queries from the business during Team Leader absence- Allocating and reconciling ePASS files for 70-80 corporate plans. - Allocating and reconciling manual files, including complex plans - Investigation and allocation of un-allocated/unknown money - Uploading of teams stats and updating Work In Progress board- Attending AOM planning meetings- Conducting "buzz" meetings every morning- Continuous Improvement Champion- Post Implementation Testing- Stakeholder for the team in latency testing for the “Bourke Bound” project- Attending Project Forum meetings and reporting back to the team- Cross-skilling within the team- Key stakeholder for the correction of Single Fund Payments- Disaster Recovery- Organising team meetings and agenda items- Quality checking 11 different items of workflow from the administration team.- Monitoring and correcting duplicate accounts Show less
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Administrator
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Jul 2009 - Oct 2010
-Processing 11 different work types, including Benefit Payments, the investigation and allocation of returned cheques/un-allocated monies.- Sole administrator for a VIP client- Attending meetings with a VIP client on a monthly basis to discuss the service standards and member service.- Handling escalated queries from other teams such as Finance, Contact centre and Account Representatives.- Processing high priority Benefit Payments and Compensation work items.- Mentoring/coaching new starters and other team members- Continuous Improvement Champion- Preparing and loading team statistics- Attending AOM Planning meetings- Conducting team "buzz" meetings- Organising daily work allocation(s)- Participating in client walkthroughs- Post Implementation Testing Show less
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Production Administrator
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Feb 2008 - Jul 2009
- Opening, sorting, scanning mail- Indexing mail into designated workflow for various departments- Reconciling cheques onto fund database.- Depositing funds into bank accounts.- Printing cheques and benefit payment paperwork- Packing mail
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