Alison Lim Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Responsible for leading a team of project management resources to support a multi-year, $100m+ transformation program with the objective of simplifying and delivering profoundly easy digital services to 1.2m members to support growth and reduce cost to serve. The Transformation Hub provides governance, financial and resource management, commercial and project management services to the program.

Sydney, New South Wales, Australia

Responsible for preparing First State Super's response to the House of Representatives Standing Committee on Economics' review of the superannuation sector.Responsible for driving the development of the First State Super FY21 business plan.

Sydney, Australia

Responsible for helping MetLife Australia build a competitive advantage, achieve scalable growth, and deliver on its commitment to increased earnings as a key member of the Office of the CEO.Responsible for supporting the CEO and Australian Leadership Team in the planning and execution of strategic initiatives, including business case development, problem solving, efficiency gains and value creation, and developing a clear understanding and support for organisational change management.Responsible for leading the internal communications and public relations function, and (on an interim basis) the strategy and transformation function.Executive sponsor of MetLife Australia's Corporate Social Responsibility Committee (2017-2018).

Sydney, Australia

Responsible for delivering a pricing strategy for the BT Platforms business, incorporating all distribution channels (salaried/aligned, badged, IFA and direct), across the existing BT Wrap and Asgard platforms.Responsible for establishing and running a committee focussed on revenue management across the BT Platforms business to provide good governance around revenue related initiatives and to ensure targets were met.

Sydney, Australia

Responsible for supporting the Chief Executive Officer & Chief Investment Officer in the execution of her role across strategic, operational and change management dimensions. Responsibilities included developing a 3-5 year business plan for MLC Investment Management, leading a team of delegates on an international best practice benchmarking study tour and driving a cultural transformation program.

Sydney, Australia

Responsible for overall Board engagement ensuring that the required Boards and Committees have appropriate and fit for purpose information to make decisions relating to the implementation of the Federal Government's Stronger Super reforms. Delivered over 40 board papers and 4 board workshop packs to boards representing 3 superannuation trustees, 3 superannuation administrators, 1 life company and 1 investment consultant over a 7 month period.

Sydney, Australia

Trusted advisor to the Executive General Manager, Investment Platforms and member of the Investment Platforms Leadership Team with responsibility for a diverse range of strategic, operational, business management and communication oriented tasks to enable the portfolio of investment platform businesses to realise its strategic agenda. Responsibilities included:- managing the board reporting process and relationships with Company Secretariat and the Office of the Trustee- overall responsibility for internal communications and related employee engagement initiatives on behalf of the EGM- leading organisational change projects and corporate governance initiatives- acting as the delegate of the EGM as required- managing the process for overseeing, monitoring and reporting on trustee funding for projects- undertaking general business management functions

Sydney, Australia

Responsible for supporting the Executive General Manager, Asset Management and contributing as a member of the Asset Management Leadership Team, across a range of operational, strategic and communication oriented tasks, and ad hoc project activities. Responsibilities included managing the board reporting process, facilitating strategic planning and general business processes, and leading projects and organisational change initiatives on behalf of the EGM.

Sydney, Australia

Responsible for identifying opportunities, and creating associated projects for execution, to enhance profitability by reducing complexity while increasing innovation. Activities included:- managing and resolving asset transfer, unit pricing and investor equity issues for product rationalisation initiatives, including a business super product trade-up and termination of an IDPS and 16 associated unit trusts- managing the amalgamation of two life company investment structures to promote investment efficiencies, reduce inconsistency and duplication and enable future convergence of products.- designing and implementing an enhanced process for decreasing turnaround times for investment in internal funds for an IDPS.

Sydney, Australia

Responsible for managing a team of five pricing analysts to produce accurate daily unit prices and unit trust distributions for a range of statutory fund products and unit trusts and implementing investment and product strategies.

Project focused on implementing best practice processes and principles relating to all aspect of client valuation. Responsibilities included:- managing the end-to-end review of stand-alone business units (including wrap platforms and corporate superannuation administration) and developing recommendations for acceptance by the business- reconciling long standing tax provision and developing policies and procedures for managing tax in unit pricing- providing subject matter expertise in the review and verification of unit pricing calculations and policies within our New Zealand office.

Sydney, Australia

Business analyst supporting a bespoke unit pricing system, with responsibility for developing, enhancing and maintaining system functionality to meet business requirements, investigating and resolving production issues, and providing on-site support.

London, United Kingdom And Sydney, Australia

Responsible for:- streamlining management information and statutory reporting processes to improve the accuracy of reports and efficiency of month-end processes;- re-engineering quarterly management information capture and collation from 150 global branches and subsidiaries;- providing position statements and middle office decision support relating to European equities and bonds.

Sydney, Australia

Client manager for several multinational clients with responsibility for providing Australian and international tax consulting and compliance services, identifying consulting opportunities, managing deliverables, managing client relationships, staff training and mentoring.

Mbt

Chartered Accounting, Merit List (Top 5%) For Tax And Ethics Modules

Bcom Llb