Key Responsibilities:- Assist in the preparation and maintenance of existing financial models within Excel, using VBA automation.- Liaise with business stakeholders to gather requirements for new financial models to be built.- Design and build new financial models following the specifications provided by the business stakeholders, using VBA programming.- Implement changes to existing models as specified by business users when issues arise.- Conduct UAT for new financial… Show more Key Responsibilities:- Assist in the preparation and maintenance of existing financial models within Excel, using VBA automation.- Liaise with business stakeholders to gather requirements for new financial models to be built.- Design and build new financial models following the specifications provided by the business stakeholders, using VBA programming.- Implement changes to existing models as specified by business users when issues arise.- Conduct UAT for new financial models to ensure all bugs/errors are addressed.- Build and manage a custom workflow tool, within Excel, to be used by the Trust Reporting, Trust Operations and Superannuation teams within the Investment Scheme Reporting and Operations Team to submit and action any change requests for the existing financial models, and for requesting new models/workbooks as needed.- Write procedure documents for any models built, along with documenting the common VBA code used in all existing financial models.Accomplishments:- Documentation of the VBA code used throughout various Trust Accounting Excel workbooks.- Built and maintained the Seed Capital Monitoring Model used by the Superannuation team to monitor the monthly movement of Funds within the Seed Capital Loan.- Daily, Fortnightly and Monthly Substantial Shareholding Models, used by the Superannuation team to monitor and report the percentage of ANZ holdings within external funds.- Change Management Tool, built in Excel, to capture and monitor the workflow of Change Requests within the Investment Scheme Reporting and Operations Team.- Automated the updating and Change Authorisation of the Authorised Master Bank Account Register (AMBAR).- Built and maintained the Authorised Master Bank Account Register Search (AMBARS) Tool, used for quickly searching the AMBAR for authorised bank accounts to confirm the account exists before making a transfer. Show less

Key Responsibilities:- Management of Customer & Operational reporting requirements including maintenance/enhancement of existing reporting and creation of new reports within MS Excel and Tableau as required.- Maintenance and creation of Cost Request Documents utilising forms and macros within MS Word as required.- Implement and manage automated reporting scenarios for all operational and exception reporting within Excel and Tableau.- Ad-hoc data analysis and creation of basic… Show more Key Responsibilities:- Management of Customer & Operational reporting requirements including maintenance/enhancement of existing reporting and creation of new reports within MS Excel and Tableau as required.- Maintenance and creation of Cost Request Documents utilising forms and macros within MS Word as required.- Implement and manage automated reporting scenarios for all operational and exception reporting within Excel and Tableau.- Ad-hoc data analysis and creation of basic one-off reports as required.- Liaise with the IT providers regarding the management of reporting systems.- Manage data integrity within the Case Management system to ensure accurate reporting.- Liaise with stakeholders from all parts of the business to provide ad-hoc reporting, improvements on current reporting, creation of new reporting strategies, data analysis for financial, end-of-month and customer reporting, and basic training and knowledge sharing.- Management of Tableau Server users, groups, refresh schedules and security privileges. Show less

Key Responsibilities:- Provide business performance and decision support mechanisms through timely and accurate information management.- Defining customer requirements & developing reporting frameworks and protocols to meet customer’s needs.- Sourcing, validating and analysis of data and provision of information to internal/external customers.- Maintenance and ongoing development of existing business systems as well as developing and implementing new systems such as web enabled… Show more Key Responsibilities:- Provide business performance and decision support mechanisms through timely and accurate information management.- Defining customer requirements & developing reporting frameworks and protocols to meet customer’s needs.- Sourcing, validating and analysis of data and provision of information to internal/external customers.- Maintenance and ongoing development of existing business systems as well as developing and implementing new systems such as web enabled technologies.- Responsibility for the timely and accurate processing, administration and delivery of daily, weekly and monthly Reporting against Service Level Agreement (SLA) License Compliance criteria.- Assist Operations Managers to understand their area performance by supporting enquiries related to performance reports.- Contribute to Business Intelligence Team projects, including those associated with process improvements such as reporting automation and workflow migration.- Interpret customer needs into useable tools and information to support decision making.- Complex data analysis and statistical manipulation to enable solution generation, problem solving and continued business performance improvement.- Support of in-house MS Access based Tracking System front-end (SSTS) and Oracle database back-end. (SSDM). - Create Tables, Procedures and Views within Oracle, using TOAD.- Action work requests from help desk queue (FrontRange) on a daily basis.- Handling workflow exception errors when they occur. Show less

Key Responsibilities:- Resolving customer complaints.- Supporting/coaching staff members in the team with difficult jobs or new processes.- Reconciling data between CCS & MBS to ensure they match so that billing can occur.- Knowledge of the end-to-end billing process- Understanding where exceptions occur along the billing path.- Liaise with other sections, including Registrations, Debtor Management, and TheContact Centre to ensure billing can occur in a timely manner.