Kylie Luszczynski Email & Phone Number

Sydney, Nsw, Au

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Lavande is a Private Equity-owned company that has recently purchased 50 retirement villages with 10,000 residents from Stockland. The PE firm are EQT which are the 3rd largest PE firm in the world and are required to separate the business from Stockland by 31st July 2023. This TMO Analyst role will support the Program Director, help drive the program forward and help build out a transformation-wide critical path.

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, Australia

My role is to provide support across on the run side of the portfolio along with key insights and co-ordination across the Enterprise Portfolio within the Delivery Operations capability team to assist Program Directors/Managers & Project Managers, currently sitting at 144+ people. This also includes providing consult to the Head of Enterprise Delivery & Transformation for the Group Executive meeting pack agenda and content each month along with communications to be sent to the wider group. A key strength is my willingness to be a team player and proactively lend a hand across the team and take ownership where and when needed to ensure the team are successful in meeting targeted timeframes and achieving delivery to plan.Achievements:- Managed and centralised the combining of processes during merger of First State Super and StatePlus PMO teams into EDT.- Travelled to Melbourne regularly to set up the Program operating rhythm and Governance of the First State Super and VicSuper merger until completely resourced and operational. - Worked with Finance Business partner to establish new operating rhythm, excel spreadsheet creation, reporting and tracking once First State Super and StatePlus operations completed.- Provided support to the Change Director who ran 12 workshops resulting in the creation of an analysed data pack, outcomes, themes, insights and actions that was presented to Group Executives.

Sydney, Australia

Program BoB and FusionJune 2016 First State Super acquired StatePlus as an investment of the fund. To harness the strength of this powerful alliance, Program BoB ('Best of Both') was initiated in order to design ad implement the future business operating model for the integration of StatePlus and First State Super.Proactive planning in support of the respective programs to ensure governance schedules and submissions are met. Ensure quality and timely program/project reporting is available via PPM (software)Maintenance and monitoring of scope managementCreation and maintenance of Decision registerFinance - create funding requestsResource management - maintain organizational structures along with accurate staff information Risk & Issue dependency management

Sydney, Australia

*The Infinity Program comprises of 21 individual workstreams and 17 Project Managers established to scope, plan and implement the transition of the CommInsure life insurance business from CBA to AIA. Each workstream is led by a Sponsor and stream lead from the CBA Businesses. (CommInsure,CBA,CFS)*My role is to provide key support, co-ordination and administration duties at a Program level working in the Transition Management Office and provide Project Managers support where needed, program currently at 175 people **Achievements- Set up all Governance administration and documentation logs and On-boarding booklet for all new joining Program staff - Created, manage and maintain SharePoint site and sole Administrator for Project Infinity - Moved 76 people successfully from CBP South to 1 Market St in Feb 18**Key Responsibilities:- Creation and preparation of packs for the Steering Committee and taking minutes and actions when required- Establish, manage and monitor the governance framework for the team and ensure being met - Create continuous fortnightly Key Stakeholder communications prepared for all levels of management- Responsible for resourcing and monitoring vacant positions in conjunction with Project Managers and Agencies (approvals / daily rates / contract dates / time sheeting)- Risk / Issues / Decisions – identifying, reporting, and continuous monitoring for updating by all PMs- Budget / Financials – responsible for all forecasting, tracking including consultant SOW monitoring- Monitor / review / collation of Program Weekly status reports - Organisation / Preparation of program workshops (materials / agendas / people)- Organising team events and catering (awards / birthday cakes / team lunches)- Responsible for all of the Invoice payments and reconciliation- Coordination and implementation of regular team meetings / agenda- Responsible for on-boarding / off-boarding project team members

Sydney, Australia

This project has 3 key Workstreams: Review Remediation Service, Regulatory Change and Risk Framework management and is currently scheduled to complete in a 6 month time frame.My role is to provide key support, co-ordination and administration duties to the Program Manager and Project Managers running simultaneous projects for multiple CBA streams.Achievements- Provided Initial Review assistance of OGS clients as a Case Assessor to help team meet tight deadlines in Workstream 1- Reviewed database of Advisors and training requirements being rolled out into the new system LMS on Workstream 2 - Created and Induction booklet for all new starters of the programKey Responsibilities:- Creation and preparation of packs for the Steering Committee including content management and agenda, attend and take minutes / actions- Manage and establish the governance frameworks for the team and ensure being met- Producing ad-hoc analysis reports: (word / excel / charts / tables)- Strong communication skills to ensure clear and concise messages- Risk/Issues/Decisions – identifying, reporting, and continuous monitoring and lead meetings for update- Budget / Financials – responsible for all forecasting, tracking and reconciling - Establish / collation and Review of Program status reports (weekly / monthly) - Facilitation / Organisation / Preparation of program workshops (materials / agendas / people)- Organising team events and catering (outdoor activities / awards / birthday cakes / team lunches)- Proactively lend a hand and take ownership where / when needed to ensure team meet deliverables- Scheduling program milestones and continuous monitoring for key deliverables- Responsible for all of the Invoice payments and reconciliation- Monitoring of team Resource management including timesheet monitoring / approvals / contract dates- Creation and ownership of team SharePoint / Yammer sites- General ad-hoc administrative duties

Sydney, Australia

The Retirement Program is a broad program that will help to secure and enhance the financial well-being of customers as they enter retirement is a key strategic priority for CBA’s Wealth Management. My role is to provide key support, co-ordination and administration duties to the Program Manager and 3 Project Managers running simultaneous projects for multiple CBA streams.Achievements- Volunteered to lend a hand to another program and resulted in a new role

Sydney

Corporate Operations Group (COG) provides specialist professional services, human resources, workplace infrastructure, technology and market operations to Macquarie's businesses. The primary purpose of COG is to support and enhance the value of Macquarie through the creation of an efficient, scalable operating model. My role is to provide governance structure and support for two Program Managers who deliver enterprise-wide information management services. My specific focus was on the implementation of SharePoint Online and a mobility solution for iManage WorkSite, however my accountability spanned the costing and delivery schedules many projects under these programs.Achievements- Set up visual Milestones wall- Verbally participated in SharePoint working groups- Analysed the IT team’s data reporting and costs to be charged to Group

Sydney

The Advice Review Program is a new, far-reaching program of review and remediation with independent oversight, to deliver fair and consistent outcomes for any customers of Commonwealth Financial Planning or Financial Wisdom who may have received poor financial advice. (600+ staff)My role is to support the Head of Governance (PMO) and IM respectively as well as:* support 5 Project Managers of the PMO running simultaneous Projects * support IM Leadership team 6* and support numerous business stream leadsAchievements- Created and distributed PMO Newsletter / Hints & Tips- Created 600 Lanyards for all staff members- Coordinated and created Business unit signage for 2 floors- Analysed and reported data findings for the Business risk & Insights team- Sole owner of SharePoint administration for Group- Monitored and reported BA resources and workload to Head of PMO

Sydney

The Advice Transformation program successfully rolled out the Business Process Management (BPM) workflow system to 700 Financial Planners of the Westpac Group in September 2013. The project is responsible for providing support on BPM to the Business until the system is handed over in September 2014. The method used by the Project for this delivery is the Agile approach.Providing support across the Advice Transformation Program teams: Change Management Business Implementation Client File ManagementKey Responsibilities:Change Management: Support for phone coaching in the absence of team members Creation and delivery of Webinars in the absence of team members Creating communications scripts for Client File management ‘Pick up 4’nationwide Creating training and operational manuals for all BPM updates once rolled outBusiness Implementation: - Create, maintain and manage the Business implementation schedule for BPM upgrade monthly periodic roll outs (Go/No Go) User Acceptance Testing – BPM End to End process Writing test scripts for UAT testing Detecting and recording of all defects when testing Participating in daily defect meetings Gather feedback and present in weekly meeting for Doc Ingestion Pilot Analyse and solve any daily Doc Ingestion user queriesClient File Management: - Managing logistical support for Planner file pick up nationwide - Preparing documentation slides for Steering committee - Providing communications to be sent out

Sydney

POSITION OBJECTIVEThe ATP Coach will work with the Advice Capability Development Coaches to: Support the implementation of BPM/ CFM (FileNet) and the Business Support strategy Provide Business support to Planner and Planner Assistants (incl. Partnerships), Regional Managers, Paraplanners and other peers in the use of BPM and CFM/ FileNet nationally Coordination point for Business Support learning’s, process and system updates Work with peers, Regional Managers, Planners, Planner Assistants, ATP Project Support and Other relevant business partners to contribute to the successful ATP roll-out and transition to business as usual (BAU).At all times, this position demonstrates behaviours in accordance with our corporate values and desired BTFG culturePOSITION RESPONSIBILITIES ________________________________________Business Support Provide ongoing coaching and ATP Business Support to Planners, Planner Assistants, Paraplanners, RM’s and peers Answer and resolve all ‘How to’ issues raised from Planners, Planner Assistants, Paraplanners, RM’s and peers Ownership of each query through to resolution Escalate any unresolved issues to ATP Project Champion Follow-up within agreed SLA timescales with the ATP Project Champion and get back to relevant Planners, PA’s, RM’s or Other peers with a resolution. Support implementing and embedding the new processes and systems being delivered by ATP.Meetings Attend and contribute to daily de-brief during training (otherwise a meeting twice weekly) to log top queries, address any unresolved issues and receive progress updates for inclusion in training, work instructions and communications Simplifying and synergising administrative work processes.Communication & Correspondence Log User queries  Ensure relevant ATP communications are despatched to all key stakeholders.

Sydney, Australia

The Key Responsibilities:1. Support the Program in the effective running of key PMO (Program Management Office) functions. 2. Provide administrative support to the Program Manager and 3 Project Managers to ensure high-quality and timely project documentation (Agile approach)3. Drive initiatives and support the continuous improvement of project and program management practices within the team Duties:• Manage the project governance reporting requirements• Preparation and distribution of agendas / material for Program Manager and all meetings eg. Steering Committee, Design Council, Team Lead working group• Maintaining project plans, risk and issue registers along with procedures and process for information management• Manage and track the Budget versus Actuals along with forecast and monthly reporting (identify any risks)• Establish and implement processes required to maintain/update the project documentation via stakeholder consultation and communication• Liaise with Key Stakeholders and the broader business across all levels of management• Manage SharePoint directories and all documentation uploads including team contact list / holiday and leave register• Scheduling / Organising of all Project related meetings and guests for the wider team (External Consultants, SME’s, Sprint participants)• Continuous monitoring and reporting of key milestones including tracking / investigating / qualifying • Support Project Managers / Stream Leads in project planning, establishing project budgets and other project initiation activities along with administrative duties• Maintain monthly reporting to update the Group to ensure the critical path milestones were on track • Maintain and provide support for the team to ensure the Project Plan is followed.• Built and maintained ‘War room’ for Key Stakeholders• Managed and updated Implementation schedule for Project

Sydney

To provide operational support to the Front Office – Fund Managers The key responsibility is the daily balancing of Portfolio involving reconciliation across all cash and assets in portfolios so daily clearance for unit pricing issue to the market. Duties:- Process all daily cash movement requests – including swap settlements, 11am cash movements, Term Deposits- Daily reconciliation and administration of portfolio's - Product knowledge and reading of Financial market instruments and newspapers- Reconciliation of portfolio positions across various structured products- Processing corporate action movements in line with market- Ensuring derivative products confirmations matched with counterparties- Meeting daily time frame unit pricing sign off- Liaising with senior management and associated administrative staff- Collating monthly stats on portfolio activity- Diary management of daily task completion- Daily liaising with custodian for queries- Co-ordinating meetings with colleagues at all levels for monthly business process catch ups- Ensuring procedure manuals are up to date- Preparing quarterly presentation stats for portfolio managers- Involvement with project teams for expertise of operations knowledge- Managing excel macro driven spreadsheets uploading and reconciliation purposes- Process expenses and invoices- Providing support for historical reconciliations and solving

To provide support to the Front Office – Fund Managers Due to the Operations division of UBS being re-located to Singapore, my position became redundant which forced me to pursue employment with Challenger.Duties:Daily reconciliation and administration of portfolio's Product knowledge and reading of Financial market instruments and newspapersProcess all daily cash movement requests Process expenses and invoicesCollating monthly statistics on portfolio activity to present to Fund ManagersDiary management of daily task deadlinesConstant communications with Custodians and Market counterpartsCo-ordinating meetings with colleagues at all levels for monthly business process catch upsLiaising with Senior Management and Associated Colleagues on a daily basisEnsuring procedure manuals are up to datePreparing quarterly presentation statistics for Fund Managers Career Progression: UBS Global Asset Management

Sydney

The position was to provide support and guidance to 5 administrative staff. Duties:Assist managers with staff performance reviewsDiary managementDatabase maintenanceAssist and review checklistsUpdating procedures manualsRecruitmentLiaising with internal and external auditorsDelegating workloads to staff membersReconciliation of daily cash and assets in portfoliosPreparation of monthly Investment Asset figures to Management Career Progression: UBS Global Asset Management

ASX Daily diary monitoring to meet deadlinesPrepare reports for Fund Managers dailyPrepare submissions for custodians for Portfolio Entitlements dailyCollating monthly figures to report to managementSuccessfully implemented new company standardised templates which significantly increased efficiency of work processes Career Progression: HSBC Custody Nominees, Australia Branch

Sydney, Australia

Provide support and guidance to 4 administrative corporate action staffReporting directly into the Manager dailyAuthorising daily work schedules Extensive recruitment as the team grew from 4 to 8 within 9 months.

Sydney

Higher School Certificate, Year 12

Secretarial Business College

Certificate, Change Management Principles