Ryan H

Ryan H Email and Phone Number

Senior Business Analyst at Zurich Financial Services Australia
Ryan H's Location
Greater Sydney Area, Australia
About Ryan H

Expert in Financial Advice Processes and Financial Advice TechnologyPreviously involved in:FoFA (Future of Financial Advice Regulation) - Disclosure and Best InterestsTraining end users and new staff on various software including CommPay, COIN, XPLAN, in-house life insurance, superannuation and financial planning CRM technology.Currently working on CBA's Future Advice Model (FAM) Program as Senior Business Analyst for XPLAN Configuration stream.• Strong problem solving ability and technical mind, with the advantage of being able to communicate effectively with both technical/development teams and the end user.• Effective use of Agile methodology and knowledge of full SDLC• Proven track record over ten years in the Financial Services Industry, building on adviser services experience and training.• Focused on identifying new business opportunities and achieving challenging business goals, as well as delivering a high standard of client service.• Results-oriented with demonstrated success in delivering significant Advice Technology projects within challenging deadlines and strict budgets.• Excellent communication and interpersonal skills, with the ability to develop rapport and influence key clients and stakeholders.XPLAN Subject Matter Expert5+ years experience with all aspects of support and solution delivery using the XPLAN platform. Experienced with managing large XPLAN transition projects and advice transformation projects.

Ryan H's Current Company Details

Senior Business Analyst at Zurich Financial Services Australia
Ryan H Work Experience Details
  • Zurich Financial Services Australia
    Senior Business Analyst
    Zurich Financial Services Australia May 2020 - Feb 2021
    Sydney, New South Wales, Australia
  • Tal Australia
    Senior Business Analyst
    Tal Australia Mar 2019 - May 2020
    Sydney, Australia
  • Commonwealth Bank
    Senior Business Analyst
    Commonwealth Bank May 2018 - Mar 2019
    Sydney, Australia
  • Paragem Pty Ltd
    Business Consultant
    Paragem Pty Ltd Nov 2017 - May 2018
    Sydney, Australia
  • Commonwealth Bank
    Senior Business Analyst
    Commonwealth Bank Jun 2015 - Jun 2017
    Sydney, Australia
    Working in the XPLAN Configuration stream of the Future Advice Model (FAM) Program.
  • Tal Life
    Business Analyst
    Tal Life Jan 2015 - Jun 2015
    Sydney, Australia
  • Shadforth Financial Group Ltd
    Business Analyst (Xplan)
    Shadforth Financial Group Ltd Jul 2013 - Jan 2015
    Sydney, Australia
    Key responsibilities include:• Assisting financial planning practices to gain the most from XPLAN, including improvement of advice policies and procedures and training on various advice modules.• Working on SFGA Advice Technology transition project to ensure minimal impact for users of current in-house software in their transition to XPLAN.• Helped deliver FoFA solution for SFGA, particularly the Fee Disclosure Statement (FDS) generation.
  • Mlc
    Xplan Transition Consultant - Team Lead
    Mlc Aug 2012 - Jul 2013
    North Sydney
    Responsible for the transition of adviser practices from various software packages to XPLAN.3+ years of IRESS XPLAN knowledge and good ability to efficiently identify project and configuration risks.Problem solving and excellent communication skills – both written and verbal - are my best attributes.
  • Iress Market Technology
    Transition Consultant
    Iress Market Technology Sep 2010 - Aug 2012
    Sydney
    Responsible for transitioning financial adviser practices from various financial software to XPLAN, including implementation of data feeds and database conversion.
  • Macquarie Group
    Product Analyst/Implementation Co-Ordinator
    Macquarie Group Sep 2009 - Sep 2010
  • Cmc Markets
    Client Services Administrator
    Cmc Markets Jul 2008 - Sep 2009
  • Asteron
    Technical And Training Analyst
    Asteron Oct 2004 - Jul 2008
    Trained all new team members in the Adviser Services team, both in the commission department and agency department.I also was a technical specialist and escalation point for complex queries regarding adviser commissions and transfers.

Ryan H Education Details

Frequently Asked Questions about Ryan H

What is Ryan H's role at the current company?

Ryan H's current role is Senior Business Analyst at Zurich Financial Services Australia.

What schools did Ryan H attend?

Ryan H attended University Of Sydney.

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