Experience

Plum

• Australia
• Financial Services
• 100 - 200 Employee

• Senior Business Analyst

  • Aug 2018 - Present



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Finance Systems Analyst

  • Apr 2018 - Jul 2018



First State Super

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Business / System Analyst

  • Nov 2016 - Mar 2018



Plum

• Australia
• Financial Services
• 100 - 200 Employee

• Senior Business Analyst - Stronger Super (SuperStream)

  • Apr 2014 - Nov 2016

  As a Senior Business Analyst of the Stronger Super (SuperStream) Project, I was involved with the implementation of the new data and e-commerce standards for superannuation transactions.Responsibilities include:• Impact analysis of the Stronger Super legislation • Documenting of Business Requirements• Client analysis and recommendation of system solution and implementation• Client onboarding initiatives for SuperStream compliance

• Senior Business Analyst - Stronger Super (MySuper)

  • Nov 2013 - Mar 2014

  As a Senior Business Analyst of the Stronger Super (MySuper) Project, I was specifically involved with the implementation of the MySuper product. Including implementation of a new default investment option, classification of default members and calculation and reporting of Accrued Default Amounts (ADAs). General task included:• Impact analysis of the Stronger Super legislation • Documenting of Business Requirements• Analysis and recommendation of system solution and implementation• Coordination of testing, go-live tasks and responsibilities• Drafting of member publications

• Project Manager / Senior Business Analyst - Fund Transitions

  • Jul 2012 - Oct 2013

  As project manager and Senior Business Analyst of 2 incoming fund transitions, I was responsible for, and involved with the following:• Scheduling of tasks• Reporting of progress to monthly executive meetings• Client engagement and relationship tasks• Documenting Business Requirements• Drafting and coordination of publications and member communication• Data analysis and migration• Testing• Engagement and management of legal department with regards to transition• Drafting of Board Reports• Presentation of Board Reports to sub-committee of Trustee in order for the transitions to be approved



Health Super - consulting through QMV Solutions

• Senior Business Analyst

  • May 2011 - Jul 2012

  Involved in key aspects of the Fund Merger, in particular the design & development of a Financial Asset & Pricing Model, allowing for a holistic view of the Fund's total asset structure, and in particular the notional segregation of the defined benefit assets. Involved in key aspects of the Fund Merger, in particular the design & development of a Financial Asset & Pricing Model, allowing for a holistic view of the Fund's total asset structure, and in particular the notional segregation of the defined benefit assets.



UniSuper

• Senior Business Analyst

  • May 2005 - Aug 2010



Plum Financial Services

• Business Analyst

  • Oct 2002 - Apr 2005



IQ Business Group

• Business Analyst / Project Manager

  • Jun 2000 - Apr 2002



William M. Mercer

• Project Business Analyst / Team Leader Conversions

  • Oct 1999 - Jun 2000



Colonial Pty Ltd

• Business Analyst - Graduate Program

  • Mar 1998 - Oct 1999