Anna Morrison Email & Phone Number

Sydney, New South Wales, Australia

Sydney, Australia

Responsible for the delivery of Mortgages and Commercial strategic portfolio of work and the delivery of data and analytics to support business decision-making and sales management.Key Deliverables:Identify, plan and prioritise strategic projects and initiatives to deliver business objectives. Balancing multi squad capacity, cross functional departments, budget and risk. Interface with cross functional stakeholders, heavily technology focused, to drive successful portfolio and project delivery, cost management and business outcomes. Portfolio and project reporting, structure and governance. Driving leadership oversight, and adherence to agreed project management frameworks. Workshop facilitation for business process improvement, process engineering and process documentation.Workshop facilitation for requirements gathering, definition and refinement. Data and reporting requirements definition and refinement, interfacing with technical Data and Analytics team members to deliver comprehensive data sets and data visualisation to meet business needs. Data analysis to support business decision making, portfolio prioritisation and initiative business case activity.

Australia

Responsible for the management and delivery of various projects across Pepper's business.Key HighlightsLaunching a new product suite, funded by a third party. Managing evolving business case metrics with the backdrop of the global pandemic. Extensive stakeholder management due to complexity and impact across the organisation.Implementation of eSignature functionality via Pepper's panel solicitors. Managing technical delivery through third parties with multiple dependencies, internal and external, across a 3 phase delivery. Development and implementation of change and communications approach, internal and external.Third Party Servicing, via Pepper's offshore BPO. This encompassed several projects within the portfolio including; the design and development of Pepper's service offering, development of bespoke service models, leading tender responses, onboarding new clients including technical and business delivery. Telephony transformation. Leading the project scope, design and delivery planning of a replacement telephony platform and telephony service provider. Impacting all business users across the Pepper group. Design and Implementation of DDO Regulatory response. Managing Pepper's response to ASIC regulatory changes including impact assessment, design and implementation of required business changes (technical solutions and operational change)and development and implementation of change, communication and training plans.

Sydney, Australia

Responsible for supporting the development of Retail Banking strategy, and communication of this, within the Retail Business. This includes;Management of feedback programs connecting frontline with senior leaders.Management of accountability frameworks and monitoring delivery of agreed strategic initiatives.Cascade of Retail strategy and key messages across the business. Preparation of detailed reviews and presentation of findings on key business issues.Collation of required information for Board, Committee and Exco reports.Overview and management of change initiatives impacting Retail Business.

Sydney

Key deliverables:Driving the successful implementation of change initiatives and major projects within the Retail Network. Introducing and maintaining tools, processes and guidelines to support stakeholders to deliver to best practise standards.Engaging group wide stakeholders to drive consistency in change management practises.Representing the Retail Network in key programs of work.Facilitating stakeholder and Retail leadership discussions to gain the best outcome for all impacted business units.Planning and prioritising change based on strategic focus. Change initiative and implementation planning and execution for local level change, reviewing and supporting at group wide level.Monitoring, reviewing and approving all communications reaching the Retail Network including incident communications. Assisting stakeholders to develop and execute effective communication plans.Drafting key communications for execs and senior leaders.

Australia

Partnering with the broader COO team on strategic and tactical projects to achieve the Retail Bank's objectives. Projects included;Leading the ongoing refinement and rollout of Icon Branches and Icon Operating Model across Corporate and Franchise sites. Change manager at sites converting to the new design and operating model. Development and delivery of all training.Strategic planning and assessment of sites in Corporate network.Ongoing process, procedure and operating model reviews to achieve best practise.Engagement model and process definition for franchise network.Benefits tracking, analysis and communication throughout the business.Stakeholder and supplier relationship management.Coaching and feedback at exisiting sites to achieve best practise.

Sydney Area, Australia

Responsible for the creation and roll out of initiatives that enable the branch network to operate efficiently and achieve target across people, risk, sales and customer measures.Projects include: Redesigning the physical branch and customer experience from initial conception through to pilot phase and BAU roll out. Change Manager for roll out of the design to new sites.Financial controls and budget allocation for the network including forecasting, analysis, budget adherence, FTE planning and management.Introducing and embedding a Sales Operating Rhythm.Developing a sales incentive program and KPIs for all branch roles. Ongoing network engagement, feedback and control of application of the scheme.

Sydney

Core responsibilities in this role were to perform support activities for the Retail Stores Leader including travel arrangements, email and diary management, controllable costs including initiatives to achieve targets, and event management.In addition I coordinated and liaised with the wider admin team in my line of business on these processes.In my additional capacity, I worked with the National Operations Manager and the HR team to drive retail stores HR & operations initiatives. This included me both supporting and leading various project work; controllable cost analysis and action planning, budget reviews and allocation, invoice processing and approval, people & culture initiatives & action planning, development and execution of an engagement framework and associated activities, supporting development sessions for leaders across the network, and assessment centres & recruitment initiatives.

Manchester, United Kingdom

supporting the Lead HR Business Partner and wider HR team with project work, stakeholder management, email / diary organisation and various ad hoc duties. Projects include: analysis of People and Culture survey verbatim to aid effective action planning; mid year and end of year review calibration; training heat maps; grievance cases.Part of the change stream implementing one the largest system changes in the UK at the time. This gave exposure to the fast paced, flexible change environment and change management. In addition to this CFS had bought several smaller financial services companies which gave exposure to the processes related to mergers including; company restructure, merging several terms of employment and rewritting job descriptions / responsibilities.

Education record

Education record