Kai Brittnell Email & Phone Number

Cape Town, Wc, Za

Cape Town, Western Cape, South Africa

Key areas of responsibility:•Collect, analyze and present operational data to our Offshore team.•Conduct complex calculations involving offshore funds and exchange rates to assess the impact of specific transactions on clients' financial positions. Processed unit adjustments to correct affected accounts when necessary.•Perform daily control checks to ensure any instructions on Offshore accounts were processed correctly.Achievements:•Developed an automated solution to assist an existing manual process, resulting in a daily time saving of over two hours.•Led a project to investigate and resolve errors in bulk model portfolios, completing calculations involving fund conversions, exchange rates, and trade dates.•Built an email solution to reduce the time spent on sending bulk emails to clients.

City Of Cape Town, Western Cape, South Africa

Key areas of responsibility:- Conduct comprehensive analysis, focusing on enhancing operational efficiency and stakeholder satisfaction through automation initiatives- Apply problem-solving skills to drive the successful delivery of RPA projects, collaborating closely with department leaders and consultants to identify and implement automation opportunities.- Coordinate and manage both operational and strategic RPA projects, ensuring seamless integration of automated processes within the business environment- Cultivate and maintain relationships with stakeholders across the business and external vendors, fostering collaboration and alignment in RPA project objectives.Achievements:- Implemented a robust project rollout template, strategically designed to foster brand identity and maintain consistency when rolling out RPA initiatives.- Led a data integration project, merging information from multiple sources. Automated notifications were triggered for consultants upon finding matches, streamlining processes, saving time, and reducing errors.

City Of Cape Town, Western Cape, South Africa

Key areas of responsibility:•Interpret and create visualizations to assist internal stakeholders in making business decisions. •Assist the Life & Retirement operations department by completing calculations to assist in the correction of errors.•Assist with monthly bulk error corrections.Achievements:•Automated a daily report which saved 1+ hour/s per day.•Assisted in building a risk matrix that detects fraudulent activity.

Cape Town, Western Cape, South Africa

Key areas of responsibility:•Distributed all incoming client instructions to the relevant teams for processing.•Performed daily reconciliations to ensure all client instructions were attended to, improving service efficiency and accuracy.Achievements:•Implemented several minor process changes that when combined saved up to 16 hours per day, improving overall workflow efficiency.

Pgdiploma In Financial Planning, Financial Planning And Services

Bcom, Strategic Brand Management

Activities and Societies: University Student Representative Council

Bachelor Of Engineering - Be, Geomatics

Activities and Societies: UCT Cycling club