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A Software Professional with over 20 years experience in the Finance Industry and ten years in the not for profit sector. Most recently I have been managing the implementation and ongoing enhancement of CRM, predictive dialer and reporting and analysis systems. I have a passion for working with business users to solve their problems using a combination of software and process improvement.I have worked for several years in Mortgages, and have specialised in Customer Relationship Management and maximising the value of the customer database in effective marketing.Recently, I have also been applying my skills to building a web based CRM/ERP system aimed at small manufacturers.Specialties: Maximising the effectiveness of CRM as a marketing tool. Dashboards, Data Extraction and manipulation, Mortgage Sales Systems, Mortgage Calculation modules, Excel VBA programming, PHP programming Power BI.
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PrincipalSystemate Software SolutionsSydney, Nsw, Au
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Enterprise Insights Data AnalystAruma Jul 2022 - PresentSydney -
Fundraising Applications ManagerAruma May 2009 - Aug 2022Sydney, New South Wales, AustraliaResponsible for all CRM and Call Centre Applications, including Database Management, Reporting and Business IntelligenceDeveloped and implemented a detailed performance monitoring tool for Call Centre Staff providing live measurement and comparison to targets.Built dashboards in Power BI to monitor all KPIs of the Fundraising team.Selected, converted and implemented a migration to the Raiser's Edge CRM system. -
PrincipalSystemate Software Solutions Mar 2009 - PresentWorking closely with a client in the manufacturing industry I have built a web-based, integrated system to link- the initial sales process, - the costing of products,- raw material ordering,- inventory control,- barcode measurement of factory labour- service desk, and - production line monitoring so that all aspects of the organisation have a complete view of the pipeline, cash flow and delivery details.Other areas of expertise include:- CRM Selection, - CRM Implementation, - Data Manipulation, - Data Cleansing, - Business Analysis, - Advanced Excel Programming, - Process Reengineering, - PHP development, - Website construction- Power BI
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Fundraising Applications ManagerHouse With No Steps May 2009 - Jul 2019Responsible for all CRM and Call Centre Applications, including Database Management, Reporting and Business IntelligenceDeveloped and implemented a detailed performance monitoring tool for Call Centre Staff providing live measurement and comparison to targets.Built dashboards in Power BI to monitor all KPIs of the Fundraising team.Selected, converted and implemented a migration to the Raiser's Edge CRM system. -
Computer TutorThe Parramatta College Feb 2009 - Oct 2016Tutor in MS Excel, MS Office, MYOB, Bookkeeping
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Business Initiatives LeaderWizard Home Loans Jan 2002 - Feb 2009Managed Branch Sales Systems. Worked with Sales management to implement performance measures to increase the effectiveness of the branch network. Developed a Branch Dashboard to monitor performance trends of branches across the full business model. Branch Dashboard became a key tool for coaching branches to improve performance. Worked with Marketing management to modify Sales Systems to support a Referral Selling Program.
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Project ManagerGe Money Home Lending 2004 - 2007
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Business Analyst/Project ManagerGe Money 2004 - 2006 -
Project ManagerSyntegra 1999 - 2001Managed implementation projects for ING Direct
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Senior Business AnalystFinancial Network Services Pty Limited 1997 - 1999Implemented BANCS at Illawarra Credit Union
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Project ManagerCuscal 1991 - 1997Led the specification, development, testing and implementation of software improvement projects including CUBECS, a project to streamline the payroll credit process across the Credit Union industry
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Financial ConsultantAnswcu 1985 - 1988Consulted with NSW Credit Unions in their budgetting and Strategic Planning process
Paul Sinclair Skills
Paul Sinclair Education Details
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Marist Bros DundasSchool Certificate -
Hba ConsultingTraining & Assessment -
Accounting
Frequently Asked Questions about Paul Sinclair
What company does Paul Sinclair work for?
Paul Sinclair works for Systemate Software Solutions
What is Paul Sinclair's role at the current company?
Paul Sinclair's current role is Principal.
What is Paul Sinclair's email address?
Paul Sinclair's email address is pa****@****ail.com
What is Paul Sinclair's direct phone number?
Paul Sinclair's direct phone number is +614217*****
What schools did Paul Sinclair attend?
Paul Sinclair attended Marist Bros Dundas, Hba Consulting, University Of Sydney.
What are some of Paul Sinclair's interests?
Paul Sinclair has interest in Poverty Alleviation.
What skills is Paul Sinclair known for?
Paul Sinclair has skills like Marketing, Vba, Crm, Change Management, Strategic Planning, Microsoft Sql Server, Php, Business Analysis, Project Management, Microsoft Excel, Performance Dashboards, Data Analysis.
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Paul Sinclair
Brisbane, Qld -
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Paul Sinclair
Greater Melbourne Area1acfonline.org.au
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