Gisela Budler Mba, Cfp®, Airmsa Email & Phone Number

South Africa

Remote

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South Africa

Program Oversight Manager Advanced Certificate in Short- Term InsuranceNQF 6 & 7 Enterprise Risk Management academic owner Development of training material and academic programs for Risk and Compliance subjects.Knowledge of Skills Development Act and SAQA framework requirements.Develops presentations, handbooks, brochures, spreadsheets and other information reports for students. Attend conferences and symposiums.Academic Research and writing of academic material. Instructional design and module outcomes design.Areas of knowledge: FAIS, FICA, POPIA, Non-Life Insurance Regulations, Life Insurance Regulations, GAAP in Compliance.

Conduct client risk assessment.Collecting and analyzing documentation, statistics, reports, and market trends.Establishes policies and procedures to identify and address risks in the organizations services and departments.Review and assess risk management policies and protocols; make recommendations and implements modifications and improvements.Recommend and implement risk management solutions such as insurance, safety and security policies, business continuity plans, or recovery measures.Review and analyze metrics and data such as cash flow, inventory, breakage, and employee activity that could uncover fraudulent behavior.Draft and present risk reports and proposals to executive leadership.Manage and oversee sales team of 5.

Responsible for the implementation and execution of risk management framework for the Firm.Coordinate risk management activities across the Firm based on a holistic and Firm-wide view of risk.Analyze and report to the Firm’s EXCO risk events and exposures.Embed risk management policies and parameters in the Firm's processes.Harmonize, synchronize and rationalize standard operating proceduresEnsures the collection of operational risk data, including internal risk events and key risk indicators.Project ManagementMaintain and develop new stress test scenarios to evaluate the operational risks.Facilitate the risk and control self-assessment process to determine residual risk exposures.Coordinate risk management training and facilitation for the Firm.Monitor key performance indicators and other attributes related to risk management program effectiveness using CRM and dashboard systems.Reconciliation of Premium and Commission bank account.

Execute tasks that assist the client in engagement acceptance procedures, within the Quality, Risk and Reputation Strategy and in close cooperation with the Quality & Risk Director, PPG Expert and other stakeholders. Perform document background checks, analyze group structures, identify and follow-up on required information for identification and verification of anti-money laundering requirements and preparing a preliminary quality & risk assessments and recurring analysis or engagement details. Prepare solutions to and follow up on issues about quality & risk files to ensure that the best possible service can be offered to internal customers in close cooperation with all stakeholders.Assist in the realisation of projects related to the Quality and Risk area.Adopt a customer-oriented attitude by guiding stakeholders and offering them the most appropriate solution and excellent service.

Perform project implementation, installations, and upgrades. Conduct user training and prepare training guides.Scope business processes and drafting of Business Requirement Specifications document.On-site, remote, and help-desk supportReport and form customizationEvaluation of customers' needs and requirements. Business analysis and tailoring of software solutions. Business process design and documentationAchieve all the necessary Acumatica certifications.Constant refreshing of training badgesEffective Communication with Team, Project Manager and Director Updating timesheets, support cases and other administrative duties Monthly reporting to Management on commissions and premiums.

Project ManagementCapturing of Local Creditors invoicesPreparation of creditors reconsPrepare and capturing month end payments. Monitor and analyse creditors age analysis (investigate old outstanding debt)Ensuring all invoices are completely processed for month, raising provisions where necessary.Performs and maintains ERP system installation and configuration.Loading and maintenance of all Master filesLoading new brokers, insurers, and service providers Conduct and maintain system management and month end procedures.Posting modules and balancing of control accounts Providing training and support to usersAnalyse, troubleshoot and resolve day to day issues. Processing of transactions for commission, refunds, debit order collection and clawbacks.

Master Of Business Administration - Mba, Business Administration And Management, General

Completed by dissertation

Postgraduate Diploma In Financial Planning (Cum Laude), Financial Planning

3rd in class 2016

Bachelor Of Commerce (Bcom), Risk Management

Graduated in 2013 with distinctions in Strategic Management & Project Management Majored in Investments, Management Accounting & Business.

Senior Certificate, Senior Certificate

Education record