Stuart Brown Email & Phone Number

Sydney, NSW, AU

Melbourne, Victoria, Australia

• Documenting the Finance business requirements to incorporate the fund reserves, receipting, cashbook functions with the accounting software for the new products and transferred members
• Documenting the Regulatory Reporting business requirements for integration of transferred member accounts
• Conducting workshops with internal and external stakeholders to gather and collate requirements
• Develop detailed user acceptance test cases to verify existing, and new functionality created, that will be used to administer the transferred member accounts.

Adelaide, South Australia, Australia

• Designing and documenting the future state process to manage the investigation, allocation, and refunding of unallocated receipts
• Facilitated workshops internal stakeholders to gather and collate Operations and Finance team process requirements
• Established and maintained engagement of subject matter experts to enable business rules documentation
• Liaised with the change management team to complete change impact assessments.

Sydney, New South Wales, Australia

• Authored business rules to record standard policies and guidelines to provide consistent and efficient practices for the administration team
• Coordinated workshops with internal stakeholders and their clients to gather and collate fund-specific business rule information
• Creation of a Confluence Page for the administration teams to use as a collaborative workspace to store and manage business rules documentation
• Demonstrated the use and features of Confluence to administration teams and created an accompanying user guide to update the business rules as required.

Sydney, New South Wales, Australia

• Establishment of new and updated features in the Orchestrator workflows in Sonata for SuperStream and Insurance process models
• Conducting workshops with internal and external stakeholders to gather and collate requirements to document new process model designs
• Showcasing new Sonata functionality to external stakeholders to demonstrate the operation of new and updated features in process models
• Oversight of Insurance transition testing and defect management for Sonata Orchestrator development
• Evaluate and analysing datasets and letter templates for Investment product correspondence.

Sydney, New South Wales, Australia

• Ensuring all regulatory reporting was prepared and lodged according to legislative requirements to the ATO and APRA
• Providing the administration and technology teams technical advice regarding regulatory reporting operations and the impact of legislative change
• Remediating historic Transfer Balance Account Report issues for Term Allocated and Market Linked pensions
• Preparing and lodging weekly reporting for the APRA Early Release of Super Initiative and validating daily application lists from the ATO
• Reviewing, updating, and documenting regulatory reporting procedures and policies in response to the Information System Risk Assessment performed by the ATO.

Sydney, Australia

• Lead Business Analyst for the Protecting Your Super (PYS) Package superannuation legislative change, to prepare the business requirements document impacting all Link Group clients.
• Perform analysis and lead discussions to elicit targeted business requirements.
• Prepare comprehensive business requirement documents that meet the needs of internal and external stakeholders.
• Coordinate and chair workshops, internal and external presentations, and document sign-off meetings.
• Assist Technical Analysts in the solution design process, UAT planning and delivery, and post implementation support.
• Review and re-design processes for functional and operational change.

Sydney, Australia

• Determining the impact of key change projects to on-board new clients, successor fund transfers and registry system migrations
• Analysing and providing guidance to achieve sign-off of business requirements that directly impacts reporting operations and functions
• Ensuring that regulatory change items are included and progressed in the IT prioritisation program
• Providing the operations teams with technical advice regarding the impact of legislative change on administration processes.

Sydney, Australia

• Preparing and submitting regular cashflow reports to multiple financial institutions and clients
• Completing regular reconciliations of fund transactions and unit prices
• Supervising, reviewing and approving work completed by the offshore investment operations team
• Ensuring all regulatory reporting was prepared and lodged according to legislative requirements to the ATO.

Sydney, New South Wales, Australia

• Providing support to identify and resolve procedural and system issues raised by internal operations teams
• Working with internal technology partners rollout new functionality and write accompanying processes manuals
• Managing ATO audits and preparing formal responses on behalf of the business
• Ensuring all regulatory reporting was prepared and lodged according to legislative requirements to the ATO.

Sydney, Australia

Advanced Diploma, Accounting

Diploma, Financial Planning And Services