Konrad Smyth Email & Phone Number

Australia

Melbourne, Victoria, Australia

In my role, I:● Function as the Project Manager for the Australian Reconciliations team, responsible for devising and coordinating global initiatives, taking actions to achieve implementation including requirement gathering, solution development, stakeholder engagement, training, and reporting to management and global peers.● Lead development of targeted solutions to close out specific risk sand controls gaps and in efficient manner, such as Python scripts, and Excel VBA automation. ● Act as in-region SME for the global reconciliation engine TLM, involving close collaboration with the global product owner and the TLM IT team regarding sprint planning, bug fixing, upgrades and file mapping. ● Develop data dashboards in PowerBI for management transparency and insight generation.● Assist with development and maintenance of control scripts, focusing on risk mitigation and helping to develop an increasingly robust controls environment.

Melbourne, Australia

In my role, I:● Functioned as a Project Manager for the AU reconciliations team, responsible for devising and coordinating new initiatives, taking actions to achieve implementation including development, stakeholder engagement and training, as well as reporting to management and global peers on project statuses. ● Lead development of targeted solutions to improve efficiency within the team, such as Python download scripts, and Excel automation. ● Assisted the team with all tech related queries and issues.● Acted as in-region SME for our primary reconciliation engine TLM, involving close collaboration with the global product owner for long term upgrade and SAAS outsourcing initiatives as well as system maintenance tasks such as fund on/off-boarding, troubleshooting and administration. ● Performed data analysis via Excel and PowerBI, set up automated dashboards leveraging Power Automate, and helped train crew on analysis tools and techniques.● Assisted with development and maintenance of control scripts, focusing on risk mitigation and helping to develop an increasingly robust controls environment. ● Stayed up to date with market and industry risks to determine their impact on reconciliations processes, such as the European short sale bans during March/April, or rec cleanup prior to to OFAC restrictions on Chinese companies.

Melbourne, Australia

In my role, I:● Was responsible for ensuring the quality and depth of investigation of Reconciliations Associates on all types of reconciliations. ● Actively provided feedback to leaders about knowledge gaps, work allocation splits, current and future project ideas.● Maintain close relationships with other Investment Operational teams by arranging focused meetings, representing Reconciliations at huddles, escalating queries with other finance leaders within Australia and globally.● Provided training and mentorship to Associates, assisting to upskill their level of financial acumen and operational efficiency by showing them the root causes of issues, deep investigation techniques and computer shortcuts.● Acted as the primary contact within the team for NeoXam and TLM queries, working continuously to ensure I had a complete understanding of how those systems work to ensure I’m able to problem solve and raise issues as early as possible. ● Built various EUCTs and tools from scratch with my Excel VBA knowledge to provide transparency and visibility to data that leaders and other investment teams can use to inform their decision making.

Melbourne, Australia

In my role, I:● Reconciled cash and security positions of dozens of large portfolios, detecting material breaks and abnormalities, and escalating these with internal and external teams to preserve the integrity of the investment data.● Took the initiative to teach others best practices around reconciliation, workflow and break investigation.● Pursued process improvement, taking a leading role in implementing changes that increased the quality and/or efficiency of reconciliations● Utilised my Excel and VBA experience to automate repetitive tasks, extract reporting data for charting and visualisation, and assist as technical support for the team. ● Was outspoken in meetings, presenting my ideas honestly with clear reasoning and evidence to support them, whilst also taking others ideas onboard seeking to understand their point of view.● Gained deep knowledge of the systems: TLM, SCD, NeoXam and Aladdin.

Melbourne, Australia

In my role, I:● Worked on a Portfolio Administration Product with 2,000+ accounts and $3 billion FUM.● Specialized in ASX, Managed Fund and International investment tax reporting.● Performed processing and reconciliation of distribution and dividend income (with a focus on managed funds and unlisted investments).● Engaged in extensive use of IRESS IPS database, GBST Shares and Class Super software.● Performed analysis of offers, financial statements and corporate actions for presentation to advisers and clients.● Prepared and lodge managed fund applications and redemptions.● Acted as the primary manager of pricing for all unlisted investments: Liaising with third-parties to obtain NAV values, verifying unit pricing calculations, updating systems and checking for errors and anomalies. ● Formed part of the lead report developer team: Co-lead implementation of ASX ETO Reporting (enabling $2,000,000+ of turnover 2HFY17 to be reflected on reports) and the establishment of Foreign Currency feeds (automating daily feeds for 230+ positions, saving 2 labour-hours per week).● Co-lead implementation of performance reports into our reporting suite, including verifying managed fund performance figures and ensuring accuracy of performance graphs (August 2017).● Acted as the upgrade manager for our primary IRESS IPS portfolio database: Inclusive of detailed testing, analytics, stakeholder communication and risk management. ● Actively initiated process improvement, including developing an Excel tool to save the equivalent of 100 labour-hours per year for end of FY managed fund tax reallocation (June 2017).

Melbourne, Australia

In my role I;• Acted as the primary assistant to a boutique financial planning firm owned and run by my parents.• Engaged in client relationship management, SoA and other legal document preparation.• Extensively used IRESS XPLAN software for portfolio management.• Was responsible for preparation and lodgement of the firms BAS using MYOB accounting software.

Graduate Certificate Of Data Science (Applied), Mathematics And Computer Science, Gpa 6.750

The award of the Graduate Certificate in Data Science (Applied) required Konrad to: 1. Have knowledge and understanding.

Bacherlors, Banking And Finance