Greater Melbourne Area
A Finance Industry Professional with extensive project and business experience across defined benefit, Mastertrust, corporate super, industry funds, insurance and personal super in the public and private sectors. I bring strong operational, analytical and broad industry experience to my roles. Proven to be results orientated, I am a natural innovator. Strengths: - Proven track record of delivering project outcomes and business goals. - Demonstrated ideas generation with implementation into the business. - Self-starter who enjoys autonomy as well as working in a team. - Confident and successful at building relationships with key stakeholders. - Solid experience mentoring and developing members of staff. - Effective trainer and technical document writer. - Process mapping current and future state. - Organised and methodical. - Easy to get along with, flexible in my outlook and an advocate for change.
CPS 230 Project November 23 - present Catalyst Program - Migration and Transformation August 21 -November 23 Tranche 2 Insurance Only Superannuation Products Lead • Successfully managed entire project lifecycle from elicitation of requirements, solution design, development, testing, defect resolution, implementation, business delivery and Hypercare. • Migration of data from external system including establishment of new, tailored product with creation of customised E2E processes onto Bravura’s Sonata Alta. • In-depth analysis of business, product and system rules in which I created several matrixes for testers and to support business change and delivery. • Managed the creation of detailed E2E process maps with Process Analysts including business rules, product rules, automated and manual tasks and correspondence. Organised E2E walkthroughs of processes with business stakeholders. • Complete E2E suite of functions including monies in, new members, off-boarding and account closure, age expiry, insurance claims, reporting, exit statements. • Complex, bespoke product with sensitive employer relationship requiring deep understanding of superannuation and insurance legislation, product and business rules. • Worked closely with Product Owner, Risk and Compliance Managers, Senior Business Managers, senior stakeholders and project team to deliver bespoke processes to accommodate specific and unique product requirements. • Worked alongside vendor to deliver solution, including working with overseas team.
IDII Project May-July 2021 Digital Adviser Portal Claim Lodgement - Requirements elicitation - Initiated and lead workshops with Digital development team to design and build changes to adviser portal allowing claim lodgement including inbuilt bespoke and complex business rules. - Worked with UX designer on E2E customer experience - Worked with senior stakeholders to develop digital content inline with brand messaging. Sanagi Program January 2019 - July 2021 Regulatory Reporting Lead and Technical Business Analyst - MAAS/MATS - APRA reporting - Tax reporting including PAYG and PSAR - Operational reporting - Customer Statements Elicitation and writing business requirements. Creating technical specifications. Working closely with business SMEs, developers, testers and vendors to ensure delivery of requirements. Understanding of end to end processes and how these are to be represented in reporting. Business requirement walkthroughs with stakeholders and vendors.
Consumer Lending Initiative. Wealth Regulatory Initiative. Detailed business requirements, user stories and acceptance criteria. Lifecycle implementation from initiation through to delivery and warranty. Process mapping both current and future state. Worked with Technology teams to determine future state and detailed requirements. Drove engagement with Product, Legal, Group Tax and Regulatory Compliance teams. Senior stakeholder management and engagement. Agile BA Champions Network member embedding change into the BA practice. This included presenting at BA Masterclasses in both Sydney and Melbourne and presenting at NAB's BA Town Hall events.
Project Sunrise
Federal Government Defined Benefit Schemes - CSS (Commonwealth Superannuation Scheme) and PSS (Public Sector Superannuation Scheme). Superannuation Administration Reform (SAR) Project. Technical Team -Complex manual defined benefit calculations. -Annual Statement delivery. AML/CTF -Anti-Money Laundering and Counter Terrorism Funding investigation and reporting. - Developed new processes during a period of change for the organisation.
Project Red Tiger was established by MLC’s board of directors to reinvigorate the MasterKey platform by developing a new suite of investment and superannuation products. This included renewing systems, processes and methods of administration and introducing innovative ways of working. My role was to analyse and write business requirements and develop a detailed change management and training plan. Using my communication skills I promoted the project deliverables through staff engagement activities. I developed a group of business champions to become advocates for change. I implemented and a managed the rollout of product, systems and process changes to around 500 staff members.