Allira Danese Email & Phone Number

Melbourne, VIC, AU

Melbourne, Victoria, Australia

• Leadership & Team Engagement
• Led dispersed relationship management team, fostering operational excellence and a client-centric culture, resulting in consistently high internal satisfaction scores.
• Successfully navigated the Victorian Administration Team through the initial phase of Covid-19 pandemic and lockdowns, maintaining high performance and resilience despite significant operational disruptions.
• Co-Chair of Reconciliation Action Plan (RAP) Working Group, delivering on reconciliation commitments, promoting key events during National Reconciliation Week and NAIDOC week, leading the design of a new Stretch RAP.
• Conducted a comprehensive business review to identify simplification opportunities and reduce risk, delivering a strategy paper with sequenced recommendations.
• Played a key role in a major digital blueprint initiative, bridging external consultants and business SMEs to articulate business requirements and facilitate workshops. Process Design, Technology, & Transformation.

Melbourne, Victoria, Australia

• Provided team leadership in the delivery of high-quality services to clients and stakeholders of the Private Clients team. This role was performed in addition to my BAU role of Business Improvement Analyst. Leadership.
• Facilitated the growth and development of team members, supporting them in achieving their professional goals for exposure to different teams and career progression. Risk & Compliance, Process & Operational Excellence
• Navigated operational risks and ensured compliance with policies during business process changes and disruptions.
• Provided operational risk management support to the Advice business, monitoring adherence to policies and collaborating with internal teams to escalate and resolve issues concerning business processes and policies.

Melbourne, Australia

• Led process and technology improvement initiatives to deliver business benefits in the form of increased efficiency, reduced risk, an enhanced client experience, and improved staff engagement. Leadership & Team.
• Enhanced client experience and increased employee engagement by leading workshops with SMEs to identify pain points and opportunities. Collaborated with external suppliers to implement system improvements, reducing.
• Served as Manager – Trustee Services (Victoria) in an interim capacity, taking on additional duties including establishing an operational rhythm, effectively managing personnel issues, culture, and business change.
• Delivered a Proof of Concept for a Digital Fact Find & Client Portal, partnering with senior management and external vendors to design and prioritise features, showcasing a comprehensive digital solution for the client.
• Significantly improved operational efficiency for associate advisers by redesigning Review Documentation and Workflow. Led change management activities and provided training and support.

Associate Adviser| Perpetual Ltd2013 – 2017 Sales Operations Analyst | Perpetual Asset Management Australia - Perpetual Limited2010 – 2012 Account Management Coordinator | Perpetual Asset Management Australia - Perpetual Limited2007 – 2010

Bachelor Of Business, Banking & Finance

Master’S Degree, Applied Finance

Subjects completed FIN236 Quantitative Applications in Finance FIN234 Strategic Management FIN212 Investment Advice FIN235 Sales &.

Vce 2002 - 2003

Activities and Societies: 2003: * Toastmaster’s International – completion of Public Speaking Course * Future Leaders Seminar, Melbourne.