Delivery of all KYC related initiatives within Financial Crime Change Program.6 initiatives in flight at any given time.Lead team of 35 (average) across 12 month periodSuccessful delivery of 7 initiatives to date all reducing risk, uplifting controls and ensuring compliance with AML/CTF obligations.

Conducted a strategic review of priority change on behalf of Executive Management across all delivery teams balancing risk against requirements for the upcoming financial year.Prioritisation and delivery planning of all initiatives to reflect strategic priorities.Resource / workforce planning for all change delivery teams (PM, BA and Testing functions) to enable delivery of strategic priorities including management of the day to day demand and supply across the… Show more Conducted a strategic review of priority change on behalf of Executive Management across all delivery teams balancing risk against requirements for the upcoming financial year.Prioritisation and delivery planning of all initiatives to reflect strategic priorities.Resource / workforce planning for all change delivery teams (PM, BA and Testing functions) to enable delivery of strategic priorities including management of the day to day demand and supply across the teams.Vendor relationship management incl. contract negotiations Show less

Leading a team of 15 Project Managers and 4 Project Analysts I successfully delivered a 12 million dollar Portfolio of Projects each year.I achieved an increase in throughput, and a decrease in risk exposure, by orchestrating capability uplift in the Transitions and Change team. The capability uplift was achieved through a combination of changing the team composition and realignment of work practices.I focussed on employee engagement and my leadership approach of respect… Show more Leading a team of 15 Project Managers and 4 Project Analysts I successfully delivered a 12 million dollar Portfolio of Projects each year.I achieved an increase in throughput, and a decrease in risk exposure, by orchestrating capability uplift in the Transitions and Change team. The capability uplift was achieved through a combination of changing the team composition and realignment of work practices.I focussed on employee engagement and my leadership approach of respect, empowerment and enablement was reflected in the team satisfaction measure (NAB Speak Up Step Up tool) with a 10% increase each year. My approach included active management of both good performance, through recognition and reward for success, and behavioural issues through performance management with consequence.Implemented a strategy and structure for the Risk Event Remediation Team, enabling the team to reach a stretch target. Show less

Established a PMO for the Transitions and Change team consisting of an Assurance Manager, Release Manager and 4 Project Analysts.Introduced appropriate governance and controls through a scalable risk based governance process. Established good working relationships with key partners Technology and Product to deliver portfolio of change.Managed business priorities and expectations through a high growth and change period.Introduced a Project Assurance function which… Show more Established a PMO for the Transitions and Change team consisting of an Assurance Manager, Release Manager and 4 Project Analysts.Introduced appropriate governance and controls through a scalable risk based governance process. Established good working relationships with key partners Technology and Product to deliver portfolio of change.Managed business priorities and expectations through a high growth and change period.Introduced a Project Assurance function which strengthened the risk maturity within the delivery process resulting in fewer risk events introduced through change.Established the project analyst function to enable Project Managers to focus on delivery activities. This reduced our delivery costs through increased effectiveness and ensured full coverage of governance activities.Re-engineered our governance forums allowing appropriate engagement of executive sponsors so that their time was spent effectively resulting in increased executive engagement.Acted as the Head of Transitions and Change for 2 months during a structural transition period taking on responsibility for all change teams.Promoted to Senior PMO and Delivery Manager after successful period as acting Head Of Transitions and Change, increasing my responsibility from PMO to incorporate responsibility for the Project Management Team. Show less

Developed strong cohesive relationship with Technology partners allowing for a more collaborative work environment and improved quality and frequency of change delivery.Successfully managed prioritisation and implementation of significant increase of change in the form of new business – we delivered 13 corporate client transitions in one year where 3 were delivered the previous year.Chairing the Plum Project Prioritisation Forum I managed Executive engagement through this high… Show more Developed strong cohesive relationship with Technology partners allowing for a more collaborative work environment and improved quality and frequency of change delivery.Successfully managed prioritisation and implementation of significant increase of change in the form of new business – we delivered 13 corporate client transitions in one year where 3 were delivered the previous year.Chairing the Plum Project Prioritisation Forum I managed Executive engagement through this high change period.Established a stage gating approach for project governance which enabled the high volume of change to be delivered with an appropriate level of governance overlaid.Reengineered small enhancement request process and reviewed existing backlog to validate benefits and ensure changes were aligned to the strategic direction of the business. This enabled increased delivery of appropriate enhancements.With technology partners introduced a risk based approach to change delivery to allow less complex changes into weekly releases increasing change frequency and customer satisfaction.Chairing the Project Control Group I ensured project progress was communicated accurately, clearly and appropriately to multiple audiences including key business stakeholders Show less

I successfully managed a number of wide ranging regulatory, business improvement and client transition projects. Most notable project delivered was project to establish MLC as the preferred insure for PFS Nominees. I was responsible for all elements of the projects, including business and technology components, with full budget accountability.I managed transition of corporate clients into and out of Plum Corporate Superannuation Products, including management of internal and external… Show more I successfully managed a number of wide ranging regulatory, business improvement and client transition projects. Most notable project delivered was project to establish MLC as the preferred insure for PFS Nominees. I was responsible for all elements of the projects, including business and technology components, with full budget accountability.I managed transition of corporate clients into and out of Plum Corporate Superannuation Products, including management of internal and external resources, relationships, governance and legal componentsManaged external vendors to deliver including architects, engineers and software suppliers. Show less

Stream lead for the development phase of financial reporting program leading a team of 3 Business Analysts and 4 Analyst Programmers.Designed and delivered workflow changes for the financial reporting program and for Federal Budget changes.Established reputation for delivering high quality work with solutions delivered to test without defects.

I was the primary resource working with clients to design and develop workflow solutions, taking on project management, business case development, workforce planning, budget management and reporting, delivery management (including management of client personnel), test planning and execution, training design and delivery, senior stakeholder management and governance.Clients I worked with included Retirements Benefits Fund, Hobart TAS, and HSBC Alternative Fund Services, Hong Kong… Show more I was the primary resource working with clients to design and develop workflow solutions, taking on project management, business case development, workforce planning, budget management and reporting, delivery management (including management of client personnel), test planning and execution, training design and delivery, senior stakeholder management and governance.Clients I worked with included Retirements Benefits Fund, Hobart TAS, and HSBC Alternative Fund Services, Hong Kong (commended for work ethic, commitment in challenging circumstances and embracing Asian work culture by Head Of Operations HSBC). Show less

Working for a variety of clients in financial services including State Street/ABN Amro, Lloyds TSB General Insurance, Lloyds TSB Credit Card Services I specialised in business process review and redesign leading to the design and implementation of workflow solutions utilising DST’s AWD Product.For these clients I undertook a variety of activities including analysis of business concepts, facilitation of requirements gathering workshops, CRM integration, UAT coordination, end user… Show more Working for a variety of clients in financial services including State Street/ABN Amro, Lloyds TSB General Insurance, Lloyds TSB Credit Card Services I specialised in business process review and redesign leading to the design and implementation of workflow solutions utilising DST’s AWD Product.For these clients I undertook a variety of activities including analysis of business concepts, facilitation of requirements gathering workshops, CRM integration, UAT coordination, end user training, knowledge management and transfer. Show less

I was the lead business representative responsible for the successful design, development and implementation of a workflow solution (AWD) used in 4 geographical locations in the UK. I prepared user manuals and deliver end user training to ensure take up of the solution. I also provided business support both pre and post implementation. My role also required me to liaise with regulatory auditors, manage a team of 6 consultants and the professional development of graduates… Show more I was the lead business representative responsible for the successful design, development and implementation of a workflow solution (AWD) used in 4 geographical locations in the UK. I prepared user manuals and deliver end user training to ensure take up of the solution. I also provided business support both pre and post implementation. My role also required me to liaise with regulatory auditors, manage a team of 6 consultants and the professional development of graduates employed to work on the program. Show less

I undertook business analysis to provide business solutions that were compliant with regulatory guidance.I assisted with the design and user acceptance testing of an 'in house' system being developed for use in the Pensions Review Project.I undertook User Acceptance Testing (UAT) of software being developed by a third party vendor. I provided post implementation training and support of the above system and software.

I was responsible for valuations of personal pension contracts including fund values, illustrations of future projected benefits and annuity quotations.

I gained a thorough understanding of the pensions industry, in a highly pressurised environment, through the administration of Personal Pension and savings accounts.

I gained a thorough understanding of the life assurance industry through the administration of life assurance and endowment policies.