See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI

Credentials

  • Pandas and NumPy Fundamentals Course
    Dataquest.io
    Jan, 2021
    - Apr, 2026
  • Financial Services Cloud Specialist
    Trailhead
    Dec, 2020
    - Apr, 2026
  • Python for Data Science: Intermediate Course
    Dataquest.io
    Nov, 2020
    - Apr, 2026
  • Python for Data Science: Fundamentals Course
    Dataquest.io
    Oct, 2020
    - Apr, 2026
  • AI for Trading
    Udacity
    Jan, 2020
    - Apr, 2026
  • SAP Certified Application Associate - SAP S/4HANA Cloud - Finance Implementation 2018
    SAP SE
    Apr, 2018
    - Apr, 2026
  • SAP Certified Application Associate - SAP S/4HANA Cloud Onboarding 2018
    SAP SE
    Apr, 2018
    - Apr, 2026
  • SAP Banking Services 8 Certification
    SAP
    Jan, 2013
    - Apr, 2026
  • SAP Banking Services 6 Certification
    SAP
    Jan, 2010
    - Apr, 2026
  • SAP FI Certification
    SAP
    Jan, 2010
    - Apr, 2026
  • Successfully completed Chartered Financial Analyst (CFA) Program (Does not currently meet the requirements to hold the charter)
    CFA Institute
    Jan, 2006
    - Apr, 2026

Experience

  • Thought Advisory
    • Wellington, Wellington Region, New Zealand
    • Head of Payment Transaction Processing
      • Oct 2021 - Present
      • Wellington, Wellington Region, New Zealand

  • EY
    • Wellington & Wairarapa, New Zealand
    • Senior Manager
      • Oct 2015 - Oct 2021
      • Wellington & Wairarapa, New Zealand

      Functional lead and payment lead on SAP Banking Service (BS) and SAP Payment Engine (PE) implementation. Payment processes implemented:- Real-time card transactions.- File based batch transactions.- Real-time customer initiated transactions via internet and phone banking channels.- Real-time transaction from internal banking channels.- Standing and forward orders initiated out of SAP BS.

    • SAP Consultant
      • Dec 2007 - Oct 2015

      SAP Banking Services consultant focusing on:- Blueprint documentation for payment and loans processing.- Payment order functionality to transfer funds between two SAP accounts (including loan repayments and term deposit funding), to transfer funds between a SAP BS accounts and internal bank accounts managed on a third-party system, create outward SWIFT payments, process payments via AMSL and NZClear (New Zealand Payment Systems) and process payments to nostro accounts.- Payment item functionality to create cheques deposits, cash deposits, cheques withdrawals, cash withdrawals, fee transactions and loan repayments.- Foreign exchange management using real time rates from treasury system, the application of customer specific margins and the calculation of profit amounts used for client profitability reporting.- Nostro account management, including the derivation of nostro accounts for payment transactions based on customer specific criteria.- Fee transaction processing, including percentage based transaction charges, fixed value transactional charges and standalone charges.- Configuration of transaction types and posting control office in SAP BS.- Definition and configuration of the SAP end of day, start of day and periodic job schedule.- Setup products and financial conditions for demonstration of loan, current account and term deposit functionality based on customer requirements.- Functional specification and testing of foreign currency related enhancements for payment order processing in a multi-currency banking environment.- Definition of data required from SAP BS for client profitability and risk capital (Basel II) reporting.- Document and create supporting documentation for AS-IS and TO-BE financial processes.- SAP General Ledger (GL) account mapping for treasury transactions originated in non-SAP systems.- Configuration and testing of GL accounting for SAP Banking Services.

    • SAP Banking Consultant
      • Jul 2006 - Dec 2007

      - SAP Banking Services to SAP GL interface and account mapping requirements.- Client profitability requirements from SAP Banking Services (interface to external system)- Basel II Requirements from SAP Banking (Interface to external system)

    • Consultant
      • 2003 - 2006

      - Configuration, functional specification, testing and documentation of sales order, sales ledger, purchase order, purchase ledger and general ledger components based on business requirement joint application design (JAD) sessions.

    • Actuarial Student
      • Feb 2000 - Dec 2002

      - Calculation of regulatory redress values for pensions and free standing additional voluntary contributions schemes misrepresented during sales process.

Education

  • 2000 - 2000
    University of Pretoria/Universiteit van Pretoria
    B.Com(Hons), Actuarial Science
  • 1997 - 1999
    University of Pretoria
    B.Com, Insurance Science

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles