Jodi Mak

Partnership Support Project Development Analyst at St. James's Place Wealth Management – Asia
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Contact Information
us****@****om
(386) 825-5501
Location
Cirencester, England, United Kingdom, UK

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Experience

    • Singapore
    • Financial Services
    • 300 - 400 Employee
    • Partnership Support Project Development Analyst
      • Feb 2017 - Present

      I provide centralised change expertise and subject matter knowledge on Partner remuneration processes and systems in support of both company wide, divisional and department led change. I represent and lead the department on relevant projects ensuring that remuneration requirements are fully understood and appropriately considered and delivered. I lead and drive other analysts and BAU representatives to deliver successful implementations of locally owned projects, coordinating and influencing others in the design and delivery of appropriate solutions. My key achievement in this role was successfully rolling out a new digital financial summary system to the Partnership, consisting of approximately 5000 Partners. This enhanced the functionality of the existing summaries, reduced the publication time at the beginning of each month and resulted in improved visibility of monthly remuneration. Show less

    • United Kingdom
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Project Coordination Team Leader
      • Apr 2016 - Feb 2017

      In my role as Project Coordination Team Leader I continued to carry out my previous duties as a Project Coordinator with the added responsibility of directly line managing two team members. I worked closely with the Project Managers to ensure that project work was evenly disseminated through to the Project Coordinators and information was filtered up and down. I was also responsible for the recruitment, induction plans and training of any new starters to the team.My key achievements are:Implementing a Scrum Board to the Project Office Team in order to disseminate tasks to appropriate team members and prioritise project tasks. This allowed better visibility to the Project Office Team and the wider company. Show less

    • Project Coordinator
      • May 2015 - Apr 2016

      In my role as Project Coordinator I implemented and executed many of the operational processes within the Project Office: ensuring the required initiation documents for Projects are supplied prior to appropriately assigning to a Project Manager based on their skill set and availability, owning and updating the central Project Office Services spreadsheet used to track the progress of all projects, creating and amending the project forecast with accurate financial reporting in NetSuite, controlling the calendars of both internal and external project resource and providing MI reports to Board level.My key achievements are:Successfully Project Managing the phase 1 transition of HMV's Citrix infrastructure to a hosted environment.Successfully Project Managing the deployment of the Wi-Fi solution into all new Midcounties Cooperative Food Stores as well as coordinating any fault calls raised.Coordinating the deployment of the Wi-Fi solution throughout the entire Aldi Store estate in both the UK (627 stores) and EIRE (122 stores).Coordinating the upgrade of the Point of Sale and Back Office IT systems throughout the entire Aldi Store estate in both the UK (627 stores) and EIRE (122 stores). Show less

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Test Analyst
      • Jan 2014 - Apr 2015

      My responsibility in the role of Test Analyst was to manage and deliver the system and acceptance testing of all projects.This role exposed me to both a Waterfall and an Agile Project Management style. My role involved: Ensuring that all testing was carried out in a standardised, professional and well managed way so that test deliverables were reviewed against and implemented to agreed acceptance criteria and business requirement; carrying out system and acceptance testing to agreed time, quality and cost criteria as required by the business; working with clients, project and senior managers to implement projects and BAU test strategies. My key achievement in this role was having a considerable input to the refining the operation processes for both the Project team and the Test team. Show less

    • United States
    • Information Technology and Services
    • 1 - 100 Employee
    • Project Office Coordinator
      • Nov 2011 - Dec 2013

      Whilst working within the HR Department at Apex Computers a role became available within the Project Office which my Line Manager recommended me for, recognising my skill sets and capabilities. During my time in the role of Project Office Coordinator I gained my PRINCE2 Foundation qualification along with my CSCS Construction Site Visitor pass in order for me to visit Project sites that were still under construction. I implemented and executed many of the operational processes within the Project Office: ensuring the required initiation documents for Projects are supplied prior to appropriately assigning to a Project Manager based on their skill set and availability, owning and updating the central Project Office Services spreadsheet used to track the progress of all projects, creating and amending the opportunity forecast with accurate financial reporting in SalesForce, controlling the calendars of both internal and external project resource, recording and reconciling completed timesheets for both consultant utilisation and financial reporting purposes. My key achievement was managing the Aldi new store deployment project, coordinating the deployment of the structured cabling, point of sale and back office IT systems along with the telephony rollout to 50-60 new Aldi stores per year. Show less

    • IT Services and IT Consulting
    • 1 - 100 Employee
    • HR Coordinator
      • Feb 2010 - Nov 2011

      I entered the role of HR and Site Services Administrator on my second Apprenticeship scheme gaining my Diploma in IT User Skills (ITQ) Level 2. While at Apex Computers I also took on a further Apprenticeship advancing my previous Level 2 NVQ in Business Administration to EDI Level 3 NVQ Diploma in Business Administration. Working in a larger company gave me more opportunity to see a wider business process due to there being more and varied functions within the business. My main function within this role was the administration of employee records including TOIL and absence, fuel cards, insurance claims, booking and recording training requirements and the upkeep of H&S records and Risk Assessments. I was also involved in other aspects of the business, regularly assisting the Marketing Manager with Projects and events. In addition, I carried out ad hoc duties for the Procurement Team, the HR Manager and the Managing Director, as well as providing holiday cover for the Accounts Department and Reception. My key achievement was liaising with both internal and external parties from an Operations level up to a Senior Management/Board level, as well as working closely with Departments on the continual improvement of operational processes. Show less

  • Oxford College ODL
    • Oxford, United Kingdom
    • Student Services Advisor
      • May 2009 - Jan 2010

      I entered the role of Student Services Advisor on an Apprenticeship scheme and gained my NVQ Level 2 in Business Administration along with gaining experience in a busy working environment within a small company. My role was multi-functional, mainly communicating both verbally and via email with student queries and dealing with complaints. I worked within Business Operations, processing enrolments, processing invoices, taking payments, dealing with debtors, printing and packing course materials, issuing certificates and academic references. However my key achievement within this role was the involvement I had working on the college website, updating new and existing courses on both the Oxford College and re-sellers websites, as well as writing and publishing articles. Show less

Education

  • Quanta
    PRINCE2 Foundation, Project Management
    2013 - 2013
  • Construction Skills Certification Scheme
    CSCS Construction Site Visitor
    2013 - 2013
  • JHP Training
    EDI Level 3 NVQ Diploma in Business and Administration, Business Administration and Management, General
    2011 - 2011
  • JHP Training
    Diploma in IT User Skills (ITQ) Level 2, Information Technology
    2010 - 2010
  • JHP Training
    NVQ Level 2 in Business Administration, Business Administration and Management, General
    2009 - 2009
  • Farmors School
    10 GCSE's including English, Maths, ICT and Business Studies achieved in 2008
    2003 - 2008
  • QA
    Microsoft Excel 2016 Intermediate, Pass
    2018 - 2018

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