Experience

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  AIA Australia

  • Sydney, New South Wales, Australia

  • Senior Business Analyst at AIA - Savings and Investment business sale to Resolution Life Australia

    • Jun 2022 - Present
    • Sydney, New South Wales, Australia

    Preparation of the following member operations functions for the sale o Claims processing (Group & Retail)o Underwriting processing (Group & Retail)o Compliant resolution (Group and Retail)

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  Commonwealth Bank

  • Sydney, New South Wales, Australia

  • Senior Business Analyst at CBA - CFS Divestment

    • Mar 2021 - Jun 2022
    • Sydney, New South Wales, Australia

    Separation of the highly integated cash products First-rate Saver and Term Deposits from CBA to enable CFS to operation as stand alone business.

• 

  Zurich Australia

  • Sydney, New South Wales, Australia

  • Senior Business Analyst at Zurich Australia - OnePath sale to Zurich Australia

    • Oct 2019 - Mar 2021
    • Sydney, New South Wales, Australia

    Support the Zurich Finance function to incorporate OnePath products in the Zurich finance processesSupport the OnePath Reinsurance team to adopt the automated Zurich Reinsurance processes.

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  National Australia Bank

  • North Sydney

  • Senior Business Analyst

    • Mar 2019 - Oct 2019
    • North Sydney

    Responsible for documenting customer service and internal and external dispute resolutions processes, to enable the teams to be created and trained. Ensured NAB policy and procedures followed with the aim of ensuring a strong customer service experience for customers enquiring or complaining about their remediation outcome.

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  Suncorp Group

  • Sydney, Australia

  • Senior Business Analyst at Suncorp Group - Suncorp Life sale to TAL

    • Nov 2018 - Mar 2019
    • Sydney, Australia

    Responsible for the Accounting and Finance TSA's (Transitional Service Agreements) to enable the sale to complete on time. Worked with Service Owners and Recipients to agree on the service definitions additions, deletions, and amendments. Provide the information to enable service costing and accounting process.

• 

  Commonwealth Bank

  • Sydney, Australia

  • Senior Business Analyst CBA - CommInsure sale to AIA

    • Nov 2017 - Nov 2018
    • Sydney, Australia

    Project Sale of CommInsure (CMLA) to AIA. Responsibilities; • Build current state model for Life Insurance business (New Business to Contact Centre) identifying key processes and applications • Identify processes and applications that required data separation between CMLA & CBA• Lead workshops to identify process and application changes to enable data separation• Designed and documented new processes with process descriptions and maps. • Created and/or updated Standard Operating procedures with process changes to enable training• Log all data segregations changes for training and change implementation plans• Created Operations business model with status of process and application changes to enable Gate 2 sign off

• 

  National Australia Bank

  • Senior Business Analyst at NAB - MLC sale to Nippon Life

    • Mar 2016 - Nov 2017

    Responsible for creating the billing process to enable NAB Wealth to invoice MLC Ltd for the post-sale Transitional Service. This involved eliciting and agreeing, wth over 50 NAB service owners and MLC service recipients, the method of charging for each service, and designing the billing and governance processes. The invoice process was successfully implemented and invoicing commenced in the first month.

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  Macquarie Group

  • Sydney

  • Senior Business Analyst

    • Nov 2013 - Mar 2016
    • Sydney

    Senior Business Analyst on the Records and Information Management Program to establish a Records Management systems and business process across the Macquarie Group. Reporting to the Program Manager and Program Director responsible for the Current State Assessment, Stakeholder Analysis, Stakeholder Requirements, Business Case, Project Initiation Document, documentation of Functional and Business Requirements and gap analysis of the preferred systems to these requirements.

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  Qantas

  • Sydney, Australia

  • Senior Business Analyst

    • Jun 2012 - Aug 2013
    • Sydney, Australia

    Analysed, designed and implemented a set of Revenue Assurance processes and reports, to ensure members receive their points and the business its revenue. Over 20,000 members matched raising over $6 million in first 12 months.

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  YBM Financial Services

  • Senior Financial Planner

    • Nov 2011 - May 2012

    Provided professional Financial Advice to clients of YBM based on the accounting firm. Advice ranged from Superannuation, Retirement Planning, Insurance and Investments, with specialisation in SMSF, Business Risk, Estate Planning and Aged Pension.

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  Westpac

  • Senior Financial Planner

    • Jan 2010 - Oct 2011

    Provided professional Financial Advice to client of Branch staff and Business Bankers from Lithgow to Gilgandra in the Central West of New South Wales. Advice ranged from Superannuation, Insurance and Investments, with specialisation in SMSF and Business Risk.

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  Financial Fundamentals

  • Sydney NSW

  • Director Financial Planning

    • Jan 2006 - Dec 2010
    • Sydney NSW

    Built, managed and successfully sold a financial planning business providing professional Financial Advice in Superannuation, Retirement, Investment and Insurance. Specialising in SMSF and Business Insurance.

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  INGA

  • Sydney NSW

  • Senior Business Analyst

    • Jan 2003 - Dec 2005
    • Sydney NSW

    Responsible for the development and implementation of a set of business processes and reports to enable the accurate movement of funds and eliminate unit pricing errors. These reports enabled INGA to meet its enforceable undertaking obligations to ASIC. The business processes were replicated across a number of legacy systems to improve the movement of funds and unit pricing process.

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  Westpac

  • Sydney NSW

  • Senior Business Analyst

    • Jan 1998 - Dec 2002
    • Sydney NSW

    Numerous projects projects across the business ranging from- Post Implementation Review of the Steering Committee on the Operational Data Store- Upgrade for the IVR system to co-ordinate systems testing with external providers, design and implement UAT and training staff- Common User Front end to document business requirements, map data flows and identify client matching issuers between legacy systems.

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  MBF

  • Sydney

  • Project Manager and Senior Business Analyst

    • Jan 2000 - Dec 2001
    • Sydney

    Managed a small project to implement a new payment channel. Reported directly to Stakeholders, managed Business Users, and worked with IT Development Staff to deliver a new payment channel which improved member services and significantly reduced reconciliation staff time.

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  National Australia Bank

  • Melbourne, Wellington, Glasgow, Leeds

  • Business Process Re-engineering Analyst

    • Jan 1996 - Dec 1998
    • Melbourne, Wellington, Glasgow, Leeds

    Responsible for the process mapping of the Mortgage and Credit Card origination and recoveries processes, across NAB's businesses in Australia, New Zealand and UK. AS IS maps were created with resources measured using Activity Based Coasting and TO BE mapping with data flow identification and benefits identification. Outcome in UK was a centralised Mortgage Processing Centre in Glasgow for the British banks.

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  Dawson Consulting International

  • Melbourne, Australia

  • Supply Chain Analyst

    • Jan 1994 - Dec 1995
    • Melbourne, Australia

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  Retail Business Consultant

  • Sydney

  • Business Consultant

    • Jan 1992 - Dec 1993
    • Sydney

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  Deloitte Australia

  • Sydney, Australia

  • Management Consultant / Auditor

    • Jan 1989 - Dec 1992
    • Sydney, Australia

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  Woolworths Limited

  • Sydney, Australia

  • Store Manager / Trainee

    • Jan 1980 - Dec 1985
    • Sydney, Australia