Gary Jones Email & Phone Number

Sydney, NSW, AU

Australia

United Kingdom

Focussed on solution design and delivery, ensuring our business stakeholders’ needs are met.Gathering requirements in an agile environment using Jira and developing solutions using Power BI and SQL.Providing coaching and mentoring to colleagues across the BI Centre of Excellence.

Cheltenham, England, United Kingdom

• Designing, developing and maintaining advanced strategic insight Power BI Dashboards and Reports
• Managing the Power BI Premium Tennant
• Producing advanced strategic insight reports and Dashboards in Power BI and Excel for C-Suite members and Stakeholders across the Global business
• Developing commercial insights through large dataset manipulation
• Procuring Software for the business, Automating processes and developing databases as well as creating Power Apps and SharePoint sites
• Identifying business improvement opportunities through workshops or interviews and developing scoping documents and business cases in order to compel the business to invest in the identified opportunities

Sydney, New South Wales, Australia

• Designing, developing and maintaining complex Power BI Dashboards, including a Cost Centre Revenue and Expenditure dashboard which allowed over 2,000 staff members, access to their data
• As part of the Finance, Strategy and Regulatory Reporting department, I produced advanced strategic insight reports in Excel and Power BI for C-Suite members as well as external reporting to Government Ministers
• Proactively providing advice to internal stakeholders on business performance and developing commercial insights through large data set manipulation, writing complex code, as well as building financial models in Excel.
• Identifying business improvement opportunities through workshops or interviews and developing scoping documents and business cases in order to compel the business to invest in the identified opportunities. Including.

Sydney, Australia

• Working on a high profile project set up to implement controls for the monitoring and supervision of financial advice following the Royal Commission and ASIC Reports
• Successfully delivering Source Code Management, Segregation of environments in to Dev-Test-Prod, applying user access restrictions and implementing change through Agile
• gap analysis, writing, reviewing, debugging code and gathering business requirements and implementing changes with strict deadlines
• Testing and documenting business metrics used to monitor Financial Advisers
• Facilitating workshops with SME’s, Risk, IT and a variety of key Senior Business stakeholders along with developing and building SharePoint sites

Sydney, Australia

• A Data Analyst role working within the Treasury and Trade Solutions Team on a payables and receivables project to review Transactional Threshold Reporting
• Create reports through Microsoft Excel, using complex formulas and macros to reconcile data, analysing credit and deposit slips to remediate previous years transactional threshold reporting

Sydney, Australia

• Shaping and implementing parts of the Market Operations Division data strategy with involvement in key data migration projects to assist in embedding data best practice into strategic initiative
• Conducting detailed analysis and facilitating workshops to understand data needs and data flow in order to improving Data Quality and Risk Management across the group
• Using data analytics tools such as, SQL Teradata, Alteryx and Power BI along with Microsoft Excel to query, extract, manipulate and reconcile data and make recommendations for changes
• Working on a fast paced data migration project, driving improvements as well as documenting and implementing changes to systems including rule creation and systems testing
• Weekly reporting along with extensive analysis such as data cleaning / modelling / blending and mapping as well as dealing with key stakeholders from around the globe in order to source data

Sydney, Australia

• A Wealth Management position analysing a range of client investment portfolios whilst contributing to initiatives within the advice remediation program
• Analysing financial documents with a high attention to detail and strong knowledge of the review process whilst following strict policy guidelines
• Using analytics and process modelling techniques to analyse and report on large data setsSystems used include CommSee, COIN, SAT and FMS.

Bristol, United Kingdom

• Designing, re-engineering and implementing department processes along with documenting reports, creating Dashboards and analysing data
• Leading operations for a department of over 100 employees, organising and leading team meetings, training new starters, producing detailed rotas and training plans
• Working within Customer services, claims, finance and underwriting departments for Life Insurance, Trauma and Income Protection
• Providing support to Financial Advisors and customers via phone and email, with full Insurance product knowledge

Bachelor Of Science (Bsc), Sport Science

Diploma In Financial Planning, Finance And Financial Management Services