Experience

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  MAP Consulting NZ

  • Napier, Hawke's Bay, New Zealand

  • Small Business Consultant

    • Oct 2023 - Present
    • Napier, Hawke's Bay, New Zealand

    Working with small business to optimise processes & systems and ensure brand visibility. Specialist knowledge of accommodation & tourist sector.

• 

  Be My Guest NZ Ltd

  • Waiheke Island, New Zealand

  • Owner & Managing Director

    • Oct 2015 - Jul 2023
    • Waiheke Island, New Zealand

    Owner & Managing Director of Be My Guest Waiheke, a business managing a portfolio of luxury holiday homes. Operations included marketing of holiday homes, management of bookings, preparation of houses for guests & guest liaison. Role included:- managing a team of up to 12- driving a migration to new booking system- design & build of new website- drove growth of business from 28 properties to 62- marketing & social media- owner relationship & reporting- financial management - onboarding of new properties- systems management & business process improvement

• 

  Citi

  • Client Onboarding Issues Management

    • Apr 2015 - Jul 2015

• 

  Jupiter Asset Management Limited

  • United Kingdom
  • Investment Management
  • 500 - 600 Employee

  • Organisational Change Project Manager/BA

    • Jan 2015 - Apr 2015

    Managing Organisational Change work stream within Programme implementing change around SICAV funds.Responsible for:- Reviewing all industry guidelines and regulations to determine responsibilities and agree target operating model- Completing gap analysis with existing model - Making recommendations as to how to implement target operating model

  • Client Migration Manager

    • Jun 2014 - Dec 2014

    Working on migration of 4500 clients due to sale of Private Client business. Responsible for:· Handshake point between the project teams at the buy & sell ends with regard to all client TIF’s (Transfer Instruction Forms); tracking & progress reporting around these · Production of daily MI data around clients transferring & AUM· Liaison between Fund Managers & offshore compliance team with regard to offshore accounts & KYC data required to meet regulatory requirements; client interaction around this where necessary· Liaison between Fund Managers & the business teams at both buy & sell ends, to ensure all client data provided & accounts set up correctly· Communication with third parties (SIPP providers, External Fund Managers, External Custodians) & ensuring all necessary documentation is completed· Post migration client communications & queries

• 

  Swiss Re

  • Switzerland
  • Insurance
  • 700 & Above Employee

  • Change & Release Project Manager

    • Dec 2010 - Dec 2013

    • Defining & implementing a change process for core Data Integration area, ensuring requirements agreed by all stakeholders, development & Unit testing completed & documented, UAT signed off & changes signed off by all business owners prior to implementation• Championing this Release Management Process and ensuring that the process is adhered to by all parties• Managing monthly releases into production using Jira application, ensuring all changes required move through analysis, development & test phases, as well as handover to supportLiaising with stakeholders & business areas to agree & prioritise changes- Coordination of test cycles & environments- Owning & running the weekly change advisory board, ensuring conflicts, priorities & issues were raised at this, capacity planning- Involved in on-going Business process review & re-engineering

  • IT Analyst

    • Jan 2010 - Dec 2010

    • Migration of cash feeds to flow through Data Warehouse, interfacing of these, designing & populating mapping tables between source & target systems, data integrity checks & alerts• Designing & Implementing reports to provide business areas & support with visibility of data- Implementing Automated Regression Testing Tool for use in system upgrades & changes

• 

  BNP Paribas Securities Services

  • Project Manager & Business Analyst

    • Feb 2002 - Jan 2010

    - Managing projects through entire lifecycle, from initiation, through agreeing scope & specifications, through full testing cycles & into implementation, including- Managing Client Migrations- Managing implementation of new data delivery feeds to & from new clients- Re-engineering the daily performance service offered to clients, and development of tool for this- Rebuilding bespoke asset creation engine and all data feeds to & from this- Automating daily & monthly SLA reporting, including renegotiating of all SLA's- Ensuring all projects adhere to CMMi Project Management standards- Reviewing & redesigning applications & interfacing data across platforms

• 

  Morley Fund Management

  • IT Support Analyst

    • Sep 2000 - Feb 2002

    • Day-to-day support of HiPortfolio and associated systems in a Unix environment• Primary support point for Mercator Braid STP system, with feeds to and from HiPortfolio, Oasys and Swift, investigating any problems and gateway failures• Completion of project for Compliance during merger of companies, setting up investment rules for 25 new portfolios• Client migrations