Craig Montgomery Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

• Responsible for the research and analysis of archived project documentation to be re-integrated into a new project. Tasks included;
• Research and analysis of past project documents (procedures, strategies, project plans, etc)
• Technical procedure documentation
• Process improvement
• Internal/External workshopping
• Business analysis and project management

Sydney, New South Wales, Australia

• Contracted role to assist the Trustee Office in project managing the completion of the Successor Fund Transfer of the IAG & NRMA Super Plan to Sunsuper on 14 November 2020.Responsibilities included;
• Managing several project plans
• Running and attending project meetings
• Creation of project workshops
• Member communications
• Publications of formal Board papers

Sydney, New South Wales, Australia

• Responsibilities included:
• Data analysis
• Creation of data integrity processes
• Collaboration with Administration Teams to resolve data integrity concerns
• Providing training on the use of data integrity strategies
• Reporting and discussion of data integrity issues with Clients

Sydney, Australia

• Project Business Analyst role in the Stand Alone Superannuation Client Projects Team working on a wide scope of projects such as insurance policy and fee changes, investment changes, SFT's and Wind-Ups plus cosmetic.
• Preparation of project documentation (charters, quotes and scope documents)
• Creation and Management of Project Plans
• UAT Creation, Planning and Testing
• Production Testing
• Review and facilitation of training sessions and materials

Sydney, New South Wales, Australia

• Client Fund Administrator role responsible for the administration of several of the companies Clients across 6 years. Funds ranged from small Defined Benefit Funds to mid-size Industry Funds to large Corporate.
• Management of BAU admin tasks (new entrants, member requests, payments, etc)
• Peer Review and management of outsourced tasks
• Responding to Client enquiries
• Responding to Member enquiries
• Member/Fund documentation