Bio
Experience
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Discover Energy
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Melbourne, Victoria, Australia
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Policy and Compliance Officer
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Dec 2021 - May 2022
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Melbourne, Victoria, Australia
Key Responsibilities• Update and Review of Policies• Development of Compliance Calendar• AER and ESCV Compliance Reporting• AER and ESCV Performance Indicators Reporting• Compliance assessment and automation requirements for ESCV enhanced key performance indicators reporting function• Internal Compliance Audits Program • Compliance Breach and Obligations Matrix Development• DNP Checklist and Process Assessment• Debt Collection Process Compliance Assessment and Advice• Customer Service and Sales Quality Assurance • NSW Remote Re-energisation and Remote De-energisation case preparation• Provision of general compliance advice for business• Ongoing assistance with Compliance Training components for various business unitsKey Achievements• Successful development of business reports for AER and ESCV KPI reporting.• Successful Implementation of audit program for Life Support and EIC (explicit informed consent)• Successful set up of QA for Customer Service and Sales
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Blue NRG
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Melbourne, Victoria, Australia
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Compliance Officer
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Sep 2021 - Nov 2021
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Melbourne, Victoria, Australia
Key Responsibilities• Operations Procedures Review for 5min settlements• Sales Scripts Review• DNP Checklist and Process assessment• Proposals for Better Bills AER Initiative• Developing cross check Matrix for ESC proposed changes for Compliance and Key Performance Indicators Reports• Assessing Promotional Deals ProposalsKey AchievementsSuccessful implementation of changes to Operations Processes in preparations for 5mns Settlements
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1st Energy
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Melbourne, Victoria, Australia
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Compliance Business Partner
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Jul 2019 - Dec 2020
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Melbourne, Victoria, Australia
Key Responsibilities• Maintenance and ongoing update of Energy Obligation Compliance Matrix (as per latest guidelines of Energy Retail Code and National Energy Retail Rules)• Implementation of Government Compliance Guidelines across External and Internal Sales Framework• Participation in QA Monitoring and recommendations for Sales Framework• Participation in establishment of Family Violence Framework• Assistance with Hardship Framework enquiries• Recommendations and assessment of implementation of Remote de-energisation re-energisation processes in NSW• ESCV Audit facilitation on understanding Retail obligation to obtain explicit informed consent• ACCC Audit participation Key Achievements• Assisted in getting Salvation Army Hardship Fund Agreement in Tasmania• Successfully managed facilitation of ESCV audit • Development of Sales Scripts for External and Internal Sales Partners• Development of QA Scorecard for External and Internal Sales Partners• Establishing and overlooking implementation of Family Violence Policy for external customers and employees
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M2 Energy
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452 Flinders Street
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Senior Regulatory Analyst
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Jul 2012 - Apr 2019
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452 Flinders Street
Key Responsibilities• State Compliance Reporting• Australian Regulator Reporting• Review of Gas Safety Case• Green Energy compliance, calculation, forecasting and monitoring for VIC, NSW SA and QLD;• Development of NGER procedure, compliance, calculation and monitoring• Establishment of internal procedures for participation in the Victorian Declared Wholesale Gas Market• Concession Reconciliation• On-going improvement, accuracy and timely delivery of policies and processes documentation.Key Achievements • Successfully managed to establish concession reimbursement procedure and recovered around $1,000,000 across three states;• Successfully come through the audit and compliance requirements for green energy for 2012,2013.2014,2015,2016,2017,2018• Successful development of business reports for AER KPI reporting;• Successfully completed an AEMO Overview of Gas Short Term Trading Market Course• Successfully completed an AEMO Overview of VIC Declared Wholesale Market Course.
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TRUenergy
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525 Flinders Street
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Pricing Operations Business Process Analyst (Contract)
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Mar 2012 - Jun 2012
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525 Flinders Street
Key Responsibilities• Development and optimisation of Pricing Operations processes• Development of process for Excluded Services charges updates and implementation in the Energy Australia billing systems• Ongoing improvement, accuracy and timely delivery of process documentation• Contribution to ongoing improvement, efficiency and accuracy of pricing related processes, tools and outputs• Accurate verification of configuration and testing results from instructed implementation• Generation and optimisation of stakeholder templates and documents as a part of re-pricing activities• Regular correspondence with the industry representatives and other parties.Key Achievements • Successfully conducted verification of Test Summary Reports and Production Validation Testing for Excluded Services Charges Update for Victoria and Interstate• Assisted various departments in understanding of excluded services charges application process in the TRU Energy billing systems.
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Neighbourhood Energy
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Melbourne, Victoria, Australia
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Senior Tariffs and Contracts Analyst
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Oct 2009 - Feb 2012
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Melbourne, Victoria, Australia
Key Responsibilities• Conduction of annual tariff reviews for VIC• Reporting on wholesale energy and green product• Portfolio Performance• Assessment and management of green liabilities• Analysis and assistance with quarterly forecasts on budgets• Customer Profitability Analysis• Competition Monitoring• Settlements.Key Achievements • Developed Pricing Strategy for Residential and Small Business Customers in VIC• Conducted review and developed annual tariffs for VIC • Assisted with pricing plans and system input• Assisted Billing Department with Tariff Mapping Guide;• Developed Database of Standing and Marketing offers for every Electricity Retailer in Victoria• Created Model for Monitoring Competition for Residential and Small Business• Customers in Victoria• Come up with the wholesale price proposal for 2011 VIC Tariffs• Developed Tariff Model for residential and small business customers in QLD• Conducted Workshop on the meaning of Dynamic Energy Retailer• Successfully negotiated contract for acquiring Victorian Energy Efficiency Certificates for 2010 and 2011 obligation• Successfully come through the audit and compliance requirements for green energy for 2010 and 2011.
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AGL
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Melbourne, Australia
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Revenue Assurance Specialist Customer Operations
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Aug 2008 - Sep 2009
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Melbourne, Australia
Key Responsibilities• Coordination, facilitation, detection, recovery and prevention of revenue leakage in all its forms in Network Reconciliation Area as well as Income Finance• Assisting with the implementation and development of the RA function• Assisting with the generation and provision of accurate, timely and relevant monthly reporting packs for the Revenue Assurance and Business Transformation dashboard.Key Achievements • Provided assistance in creating the correct process chart for timely application of Excluded services tariff updates • Assisted Network Reconciliation Area in creating interface between Billing and• Network Reconciliation• Developed Short Initiative Propositions to capture interface between Service Order Team and Network Reconciliation Team in order to recover excluded services fees where Distributor was at fault.
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AGL Energy
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Melbourne, Australia
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Energy Analyst
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May 2007 - Aug 2008
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Melbourne, Australia
KKey Responsibilities• Performing data analysis and reconciliation for load following contracts• Performing weekly derivative settlements and market settlement• Performing data analysis and reconciliation of data at the detailed level• Performing monthly accruals and financial forecasts for the month end reporting• Updating and monitoring prudential requirements• Performing gas settlement and monthly accruals for gas financials.Key Achievements • Provided smooth transition of settlements processes from Powerdirect to AGL.
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Powerdirect
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385 Bourke Street
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Energy Analyst
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Jun 2005 - May 2007
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385 Bourke Street
Key Responsibilities • Performing Network Billing Analysis for B2B Reconciliation• Performing data analysis and reconciliation for load following contracts and weekly derivative settlements• Performing Trading Position Reports• Handling Project Work involving automation of settlements and data manipulation.Key Achievements• Using Excel, developed a technique to define correct billing periods for Powerdirect Customers. This exercise helped to dispute incorrect charges and resulted in savings for the company• Put forward proposition for automating the settlement process• At the same time designed an Excel model for derivative calculation, designed as a backup for the automated system• Came up with idea of accrual process for financial reporting to assist company with the cash flow forecasting.
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Education
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1992 - 1995Melbourne University
Bachelor of Science (B.S.), Applied Mathematics
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