Greater Melbourne Area
Strategic, proactive Accounting and Insurance professional with 20 years experience in the fields of Business Analysis, Systems Accounting, Fixed Asset and Finance Accounting and Inventory management gained through various top tier companies in Australia, England and New Zealand. Most recently transitioned to the Transformation Services team as a Business Analyst where I capitalise on the wealth of experience gained in previous roles in the Collections and Financial Operations teams at AIG. This previous experience has enabled me to hit the ground running and immediately add value. Currently working in a hybrid Agile project environment.
Data Quality Capability & Reporting (ETL & Reporting) Engage stakeholders to gather requirements and determine scope for implementing a Data Quality Capability to covert disparate bordereaux received into a standard template for automatic ingestion into the system. Contribute to creation of ‘Epic’s using JIRA Create and shape ‘User Stories’ in the backlog and contribute to sprint planning sessions to allocate to sprints Work with Product Owner to prioritise ‘User Stories’ to be completed Vendor assessment and documentation to guide stakeholders in down selection Define and scope vendor engagement and pilot model for prospective vendors Initial UK vendor engagement for pilot vendors and ongoing vendor management Co-ordinate pilot with each UK vendor to showcase ability to convert data based on ‘playbook’ of most complex bordereaux arrangement. As a bordereaux SME with detailed knowledge of bordereaux data including taxes and charges, responsible for creating technical business requirements to convert the bordereaux using complex rules and validations including calculations for ARPC, FSL, Stamp Duty etc. Robotics Process Automation Engage stakeholders to gather requirements and determine scope for implementing RPA into current policy administration system Business Requirements Document preparation Prepare as is and to be process maps Document cost and benefits identified from attempting to implement pilot product Prepare requirements and work with Enterprise SME to upload a pilot product into new policy administration system to determine viability of RPA Run POC for bordereaux management tool including scoping, requirements gathering, BRD preparation, UAT and provide feedback on suitability Reverse Migration of Profit Centre Admin Gather data to calculate current and future FTE requirements Assist Project Manager with calculating costs and benefits Process mapping of current and to be processes
Process Improvement: Analyse current business practices by engaging with subject matter experts in Collections, Reinsurance and Service Claims to document currents state and create procedural documentation to satisfy audit findings. Advise on areas of process improvement by translating and simplifying requirements. Recommend solutions to improve efficiencies, in particular quick wins that can be achieved via the ‘Optimisation Project’ and improvements via Computron (ERP). System testing: Payment Validation and Policy Cancellation Liaise with Shared Services in Malaysia to clarify requirements for above new functions in Computron. Co-ordinate and participate in UAT testing to ensure new functionality works as expected. Troubleshoot issues with Shared Services. Provide final sign off. Cash Receipting Date Co-ordinate with Shared Services to remediate Cash Receipt Date issue. Provide analysis and examples of issue and end state requirements. Test provided solutions and specify recommendations for implementation. Collections: Back-up for Cash Receipting and eTravel auto-marry function when SME is on leave. Reconciliation and clearing for Surety, Casualty and PCG. Month End Collections tasks Act as SME for all AR Computron related issues. Liasing with ANZ to troubleshoot issues for the Cash Active file Surety: Perform Surety Bonds administration tasks whilst new person being hired. Reconcile bonds with payments received and clear via Computron. Handover to new Surety Admin person. Ongoing support and training.
Perform ETL of daily data from various front end systems via Middleware/Genex into Computron financial system, ensuring proper flow and integrity of data Posting of transactions from sub ledgers Reconciliation of production and claims data on a monthly basis Preparation of month end expense reports for all departments Month end processing and reconciliation, including allocations Reconcile and close sub-ledgers and general ledger to ensure timely reporting Maintain financial system master data and reference tables Maintain users & authorisers on financial and banking systems Act as interface between F&A and IT, AP, AR and Treasury Facilitate transfer of knowledge to outsource partners in India Facilitate Financial System Improvement Systems Implementation: Computron Workflow: Expense Cycle Management (ECM), Purchase Cycle Management (PCM) and Journal Cycle Management (JCM) modules - including scoping, UAT and providing super user support. Concur (expense reimbursement system) - including scoping, UAT and providing super user back end support. Computron V15 upgrade - including extensive UAT testing of all modules for upgrade
Provide timely and accurate supply of information to finance department customers Provide systems support for the finance department On-going technical administration of databases outside the datawarehouse environment Perform and develop complex ETL processes Set up and maintain data mapping from BPCS to HFM Manage submissions of financial data to parent company in US using HFM via FDM Ensure accurate integration of various sub systems into the General Ledger, Data warehouse and Financial Planning Systems Provide backup support for technical administration of the data warehouse and financial planning systems Sound working knowledge of reporting and data analysis suites, including Cognos, BI Cubes, HFM (FDM), SQL, MS/Access and Excel. Develop and document a clear understanding of business needs and translate these needs into technical solutions.
Technical support of Peoplesoft General Ledger and ANZ financial systems Resolution of problems/queries from ANZ Users (approx 4000 users in Australia, India and Asia Pacific) Month end processes and ad hoc reporting Maintenance of Data Integrity Co-ordinate and process system maintenance Systems performance monitoring including daily interface files, batch processing, balance compare and suspense account monitoring Identify and resolve issues, risks and dependencies around security and integrity Project Management of enhancements Recommend, progress and implement system, process and operational enhancements Scope, design, and test approved resolutions of problems, enhancements and new initiatives/projects relating to financial systems
Validation and clean up of fixed asset data in Peoplesoft tax, regulatory and company ledgers for conversion to Oracle Analysis and consolidation of account coding and structure between Peoplesoft and Oracle Ad hoc fixed asset enquiries Monthly Fixed Asset Reporting