Daniel Eshman Email & Phone Number

Australia

Adelaide, South Australia, Australia

Adelaide, South Australia, Australia

Responsible for supporting the planning, execution and ongoing management of all required product management activities. This includes ensuring the products are compliant with current and future legislation and regulations, the products are improved to meet customer needs, issues/incidents are resolved and opportunities to improve profitability are identified and implemented. Key responsibilities and deliverables include:• Incident management (rectification and remediation)• Assisted… Show more Responsible for supporting the planning, execution and ongoing management of all required product management activities. This includes ensuring the products are compliant with current and future legislation and regulations, the products are improved to meet customer needs, issues/incidents are resolved and opportunities to improve profitability are identified and implemented. Key responsibilities and deliverables include:• Incident management (rectification and remediation)• Assisted with the review of the Investment Governance Policy (IGP)• Product owner for delivery of Portfolio Holdings Disclosure (PHD) for wealth management businesses within BT as required by ASIC• Development and delivery of Super Member Annual Reports as required by the Corporations Act 2001• Assist with execution of the Annual Super Expense Recover Project for Asgard Capital Management Limited• Manage the Product Management Inbox• Process development and enhancement activities• Participated in GS007 audit by describing and demonstrating key system controls• Investigate and prepare evidence to support Australian Financial Complaints Authority (AFCA) disputes• Soft skills demonstrated through the role include but not limited to leadership, problem solving, critical thinking, memorandum writing, stakeholder engagement and time management. Show less

Adelaide, South Australia, Australia

Service Manager for Panorama Gap Build to support Wrap migration. Key Responsibilities include;• Investigate and communicate business requirements to external teams - ensuring those requirements and solutions adhere to legislative obligations (both ASX and banking/financial services)• Assist business analysts, developers and testers with the elaboration, development and testing of business requirements• Breakdown and solve complex scenarios and communicate the solution to the… Show more Service Manager for Panorama Gap Build to support Wrap migration. Key Responsibilities include;• Investigate and communicate business requirements to external teams - ensuring those requirements and solutions adhere to legislative obligations (both ASX and banking/financial services)• Assist business analysts, developers and testers with the elaboration, development and testing of business requirements• Breakdown and solve complex scenarios and communicate the solution to the project team, senior management and impacted teams in the wider business • Prepare and present a Risk and Controls matrix of the project build while incorporating a high level view to apply ASX obligation framework• Sign off and accountability on project build, testing and work instructions Show less

Adelaide, Australia

Reporting to Team Manager of BT Wrap Equities and Managed Funds, key responsibilities include:• Equity Transfers/HINs Subject Matter Expert• Communicate/advise with external/internal stakeholder groups (advisers, brokers, other platforms, share registries, tax and other internal teams) Building and Maintaining these relationships• Transfer equities on and off platform within Self-Managed Super Fund framework• Operate within the bounds of ASX and SMSF legislation• Solve adhoc… Show more Reporting to Team Manager of BT Wrap Equities and Managed Funds, key responsibilities include:• Equity Transfers/HINs Subject Matter Expert• Communicate/advise with external/internal stakeholder groups (advisers, brokers, other platforms, share registries, tax and other internal teams) Building and Maintaining these relationships• Transfer equities on and off platform within Self-Managed Super Fund framework• Operate within the bounds of ASX and SMSF legislation• Solve adhoc problems as they arise• Maintain/update/develop reports and work instructions• Develop new staff• Cross-skill across multiple functions (Corporate Actions, Managed Fund Transfers, Equity Trading, Term Deposit Trading)• Manage the equity transfers function – 4 people• Processing large value transactions• Meet critical deadlines under high pressure• Work with management and tax for process improvements Show less

Adelaide, Australia

Reporting to the Manager of Finance, the key responsibilities associated with this position include:• Payroll, Accounts Receivable, Accounts Payable• Perform daily receipting and bank reconciliations• Cash flow – prepare cash estimates for the Finance Manager• Update fortnightly revenue and expense graphs for forecasting• Respond to payroll and invoice queries• Undertaking various ad hoc finance projects as directed by the Finance Manager• Assist and advise on… Show more Reporting to the Manager of Finance, the key responsibilities associated with this position include:• Payroll, Accounts Receivable, Accounts Payable• Perform daily receipting and bank reconciliations• Cash flow – prepare cash estimates for the Finance Manager• Update fortnightly revenue and expense graphs for forecasting• Respond to payroll and invoice queries• Undertaking various ad hoc finance projects as directed by the Finance Manager• Assist and advise on improvements to current rostering/payroll/invoicing system• Develop new finance intern• Assist with the development and transition into new system software• Prepare and lodge superannuation for payment• Debt collection• Database management Show less

Adelaide, Australia

Financial Planning And Services

Bachelor’S Degree, Commerce (Finance)

Diploma, Leadership And Management

Diploma, Accounting