Experience

GBST

• Australia
• IT Services and IT Consulting
• 300 - 400 Employee

• Business Analyst

  • Nov 2018 - Present



Ohpen

• Netherlands
• IT Services and IT Consulting
• 100 - 200 Employee

• Business Consultant

  • Apr 2018 - Oct 2018

  Supporting the development of back office functionality to ensure the provision of a UK compliant system. During this period:- •Provided a leading role in development of the platform with specific focus on UK business and operational designs to ensure that a viable and feasible platform proposition was created for the UK market •Undertook gap analysis of client's current Business Requirements and existing system functionality to ensure integrity of project roadmap •Attended Design Authority meetings to ensure that development opportunities were understood and agreed by all parties •Supported the creation and sign off of Business Requirement documents •Supported testing and reviewed all tickets created in Zendesk, prioritising necessary system fixes by attendance at Change Advisory Board •Reviewed all business change requests, documented requirements, attended meetings and provided support for these to be included in the project roadmap, where necessary •Responsible for the review of all Durable Media, addressing issues regarding layout, font and content •Provided support for ther integration of the Altus Transfer Gateway to support re-registration and transfer capability in the UK. Also designed and provided training to all UK staff on new system functionality •Supported the creation of new AML and Finance Reporting functionality •Travelled to Ohpen Head Offices in Amsterdam on several occasions to ensure that the functional design was fully understood by system developers, creating a good working relationship to enable any issues to be dealt with in an efficient manner Show less



Burbidge Consultancy Limited

• Director

  • Aug 2017 - Apr 2018



Fidelity International

• United Kingdom
• Financial Services
• 700 & Above Employee

• Pensions Data Analyst (Contractor)

  • Aug 2017 - Apr 2018

  Data analysis of large DB and DC Pension Schemes using various sources and systems to support findings. Performing data integrity checks to establish PTFC entitlement for scheme members. Data analysis of large DB and DC Pension Schemes using various sources and systems to support findings. Performing data integrity checks to establish PTFC entitlement for scheme members.



Old Mutual Wealth

• Existing Business Transformation Subject Matter Expert

  • Jul 2013 - Jun 2017

  Seconded to International Financial Data Services (IFDS) to assist in their design and build of a platform system to support administering Old Mutual Wealth back office processes. During this period :-• Provided a leading role in development of their platform with specific focus on business and operational designs • Undertook gap analysis of current IFDS system functionality and ongoing system build for another third party against OMW business requirements• Worked closely with Business Analysts, Projects Managers and Solution Architects across multiple companies to support the creation of Business Requirements • Engaged with IFDS design authority team to ensure that development opportunities were maximised for IFDS, creating a viable and feasible platform proposition• Instigated a number of pension enhancements to address missing functionality• Signed off Business Requirements and Functional Design documents• Supported the development and sign off of all required interfaces, workflows, and business and E2E processes• Influenced UK Electronic Transfers and Re-registration Group to change market practice and enhance pension transfer capability• Worked with third party supplier, Altus, to integrate their Transfer Gateway into IFDS back office to provide straight-through processing• Travelled to Melbourne, Australia, on several occasions to ensure that functional design was fully understood by system developers Show less

• Pension Specialist

  • Feb 2009 - Jun 2013

  Supporting Pension Operations and Retirement Proposition in developing plans, designing processes, shaping strategies, and reaching solutions to improve operational effectiveness, provide enhancements and create a better customer experience.During this period:-• Managed a small team responsible for responding to complex issues, providing required illustrations, and dealing with minor system issues.• Developed good relationships with colleagues across the Project, Technical and Marketing teams as well as IT supplier, Global Edge Technology (GET).• Involved in the delivery of a number of high profile OMW projects, including system (Siebel) upgrade and RDR, which included the delivery of illustrations for all products• Successfully lead and implemented several pension projects including Change of Pension Age, 10 Year illustrations, changes to Capped and introduction of Flexible Drawdown, Abolition of Protected Rights, Fixed Protection and Reduction in Lifetime Allowance. This required the ability to influence others at all levels, analyse information, clearly articulate concerns and provide solutions to complex problems, especially when considering manual workarounds for system failures.• Supported GET by travelling to Cape Town to assist their System Integration Testing • Supported User Acceptance Testing by creating test scripts, Model Office and Business Readiness• Acted as Operational lead when taking difficult decisions whether to deploy system deliveries when unexpected issues were raised during Business Verification Testing• Designed and implemented several system enhancements to improve back office functionality and customer satisfaction, including the ability to automatically complete Transfers, undertake Partial open Market options and process payments of Tax Free Cash more quickly.• Designed and provided training to Customer Experience teams, enhancing users understanding of Pensions, Old Mutual Wealth’s products and business processes. Show less

• Operations Manager

  • Mar 2004 - Jan 2009

  During this period I was an Assistant Manager (Pension Service and Income Drawdown Teams) and then promoted to Pensions Manager. This involved:-• Ensuring all staff received the required support to carry out their day-to-day work• Reviewing and restructuring teams, including the implementation of lean methodologies• Recruiting additional staff• Setting out clear expectations for productivity, efficiency and quality • Improving team performance to meet Service Level Agreements• Assessing training needs, resulting in development and execution of a training programme to support all new entrants, and introducing a skills database.• Managing attendance and conduct of the teams to meet company standards, taking necessary disciplinary action, when required• Attending Board meetings as and when required• Providing Senior Management with reports on team performances • Monitoring costs and expenses to ensure agreed budget limits are met, including staff salary review and management of staff expectations• Supervising the T&C Overseers within the teams and assessed their competence against the requirements of FSA T&C rules and regulations • Successfully enhancing systems to meet the requirements set out in Product Risk Review• Handling any escalated issues and dealing with them effectively, including investigation and response to Complaints within required timescales Show less