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.
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Senior Business AnalystZurich Financial Services Australia May 2020 - Feb 2021Sydney, New South Wales, Australia -
Senior Business AnalystTal Australia Mar 2019 - May 2020Sydney, Australia -
Senior Business AnalystCommonwealth Bank May 2018 - Mar 2019Sydney, Australia -
Business ConsultantParagem Pty Ltd Nov 2017 - May 2018Sydney, Australia
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Senior Business AnalystCommonwealth Bank Jun 2015 - Jun 2017Sydney, AustraliaWorking in the XPLAN Configuration stream of the Future Advice Model (FAM) Program. -
Business AnalystTal Life Jan 2015 - Jun 2015Sydney, Australia -
Business Analyst (Xplan)Shadforth Financial Group Ltd Jul 2013 - Jan 2015Sydney, AustraliaKey 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. -
Xplan Transition Consultant - Team LeadMlc Aug 2012 - Jul 2013North SydneyResponsible 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. -
Transition ConsultantIress Market Technology Sep 2010 - Aug 2012SydneyResponsible for transitioning financial adviser practices from various financial software to XPLAN, including implementation of data feeds and database conversion. -
Product Analyst/Implementation Co-OrdinatorMacquarie Group Sep 2009 - Sep 2010 -
Client Services AdministratorCmc Markets Jul 2008 - Sep 2009 -
Technical And Training AnalystAsteron Oct 2004 - Jul 2008Trained 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
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Psychology
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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