Manager, Business Transformation

• Nov 2020 - Present

IT Business Solutions Manager

• Nov 2019 - Nov 2020

Business Analyst/Project Lead

• Jun 2013 - Nov 2019

Business Analyst

• Jan 2012 - May 2013

Worked with the project team, business stakeholders and third party vendor on the end-to-end development and implementation of a new training portfolio system for the College. Business Analysis • Business requirement specification and analysis; • Scoped and documented user requirements through consultation with the business, collection and validation of information, business process mapping, and workflow analysis; • Facilitated workshops with stakeholders; • Liaised with the third party vendor to ensure functional specification meets the business needs; and • Presented and demonstrated new system to end users including trainees and Fellows. Test Development and Execution • Prepared test plans and test scripts for use on manual and automated testing (Selenium); • Ensured high quality and accuracy of testing activities maintained throughout the release life cycle; and • Assisted business in preparation of appropriate user acceptance test to support their sign-off in preparation for implementation. Show less

Senior Consultant

• Dec 2010 - May 2013

Business Analyst

• Dec 2010 - May 2011

• Conduit between the Asset and Data Migration teams; • Coordinate with Data Migration with the setup of assets on the platform; • Assisted with data mapping; • Assist the Data Migration with defects; • Liaison with third party data providers; • Analysis of post migration activities; • Maintain and analyse list of assets for migration; • Fund manager engagement; • Managed transfer process for managed funds, listed securities and other assets; • Analysis of stamp duty payable for the transfer of assets Show less

Investment Analyst

• Mar 2010 - Dec 2010

• Oversee the unit registry function; • Ensuring adherence to anti-money laundering (AML) requirements; • Client reporting enhancement; • Writing business specification documents; • Process mapping of the Investments area (including custody, unit registry, fund accounting and performance reporting); • Process improvements through effective use of Garradin; • Updating and implementing new procedure manuals; • Involved in UAT of all deployments into Garradin including writing test scripts; • Issue new product disclosure statement (PDS) as required; • Conduct competitor analysis; • Fund reporting; • Involved in product development initiatives Show less

Business Analyst

• 2007 - 2010

Analytical / Investments• Coordinated the Request for Tender and Due Diligence process;• Developed business case for approval by the Investment Committee and Board;• Conducted extensive profitability / cost benefit analysis for the proposed product range;• Research and peer group analysis of managed investment schemes;• Worked closely with the Funds Services team to map current and proposed process;• Worked with the Technology Services team to develop scripts and coordinated user acceptance testing across the various phases of the project;• Conducted post transition testing to ensure successful migration of data;• Worked closely with various stakeholders to ensure smooth implementation of the project;• Write Investment Committee and Board papers;• Ensure investment products are compliant with relevant legislation including the management of Product; Disclosure Statements, Compliance Plans and Constitutions;• Familiar with ASIC requirements for starting, running and closing managed investment schemes;Project Management• Report to Project Manager;• Developed the project charter;• Advise and assist the project manager on any project issues or risks that may affect project outcomes;• Reported progress and any issues to the Project Review Team (Senior Management)• Maintained project plan for use by the Project Team and reporting to the Project Sponsor;• Monthly budget and resources reporting Show less

Paraplanner

• 2006 - 2007

• Writing compliant Statement of Advice (SoA) for clients;• Implementation of financial plan;• Liaise with external parties to obtain relevant information;• End of month reporting for the Financial Planning team;• Developed a spreadsheet which facilitated a planner’s decision to sell or retain a property when a client is required to pay an accommodation bond