James Evans Email & Phone Number

Australia

Sydney, New South Wales, Australia

Key Outputs● To identify and define business opportunities across the enterprise to promote automation and collaboration utilising Microsoft Apps ecosystem predominately Power Platform to digitalise their experiences.

Sydney, New South Wales, Australia

Key Outputs & Highlights● Leading a diverse set of teams involving general advice consultants, high-net-worth adviser account managers & experienced administrators.● Ensured the team achieved monthly QA monitoring targets and consistently provided in-depth feedback to consultants that encouraged improvement and recognised success● Continuous implementation of operational improvements including simplifying identification of high-net-worth advisers, improving revenue reporting and… Show more Key Outputs & Highlights● Leading a diverse set of teams involving general advice consultants, high-net-worth adviser account managers & experienced administrators.● Ensured the team achieved monthly QA monitoring targets and consistently provided in-depth feedback to consultants that encouraged improvement and recognised success● Continuous implementation of operational improvements including simplifying identification of high-net-worth advisers, improving revenue reporting and escalating risk concerns with general advice procedures● Established strong working relationships with varying business units including Product, Risk, Client Operations & Distribution, including developing ad hoc reports for Marketing & Strategy teams Show less

Sydney, Australia

Key Outputs & Highlights● Enhanced overall reporting capabilities using Power BI. Developing dashboards and ad-hoc reports from the ground up to empower leadership to make more informed data-driven decisions, simplify board reporting and promote a high-performance culture ● Assisted in requirements analysis and construction of the PCS Dashboard in Power BI● Redesigned the customer feedback survey to capture higher quality data and drive positive business change through feedback… Show more Key Outputs & Highlights● Enhanced overall reporting capabilities using Power BI. Developing dashboards and ad-hoc reports from the ground up to empower leadership to make more informed data-driven decisions, simplify board reporting and promote a high-performance culture ● Assisted in requirements analysis and construction of the PCS Dashboard in Power BI● Redesigned the customer feedback survey to capture higher quality data and drive positive business change through feedback analysis● Supported the development of training/procedure documents as well as conducting workshops and running training sessions● Actively managed customer complaints from end to end. This involved consulting with the complainant, performing root cause analysis and ensuring accurate reporting to meet regulatory requirements● Nominated as PCSs representative for the Mobius Award twice. Both for efforts made in developing ad-hoc reporting to facilitate COVID early release payments & data management on Project Dice● Completed ‘Change Management for Contact Centre Leaders’ Course by BBB AdvisorySonata Digital Implementation Project (new online investor portal)● My involvement and responsibilities grew from user acceptance testing to participating with the entire team across all phases of the project. Including;○ Requirements gathering from different stakeholders across the business○ Writing user stories in Jira○ Liaising between technical and business facing teams○ Oversight of critical data for implementation○ Assisting with change management in the Call Centre● Gained valuable experience in sprint project activities including daily stand-ups, sprint planning and post sprint reviews● More recently I have been heavily involved in the ongoing prioritisation and delivery of post go-live enhancements as well as communicating these changes to executive level management when required Show less

Sydney, Australia

● Resolved inbound customer queries via phone and email by building rapport with the client, investigating and providing accurate information. This included escalating cases when needed and account managing complex enquiries● Developed my knowledge of the financial landscape both on a macro (economics, financial markets) and micro (internal products and process) scale

Sydney, Australia

●Coordinated daily bar operations between multiple teams●Trained staff and delegated nightly closing operations ●Reviewed and investigated monthly stock variances●Monitored consumer trends associated with product research and stock ordering●Implemented various upselling promotions to increase revenue●Established as a regular top daily salesman●Helped the development of daily and weekly cleaning procedures checklist

Patonga, Nsw

●Balanced daily takings●Trained staff in bartending and restaurant service skills●Handled customer issues and enquiries●Developed and maintained the cocktail menu

North Ryde, New South Wales, Australia

●Critical importance on accurate data analysis and data presentation●Monitored stock take and accountability of data of illegal substances●Maintained and resolved mechanical issues of laboratory equipment●Responsible for safe handling of illegal substances