Varsha Ananthula Email & Phone Number

Sydney, New South Wales, Australia

Sydney Cbd, New South Wales, Australia

Assessed and documented the quality of the advice provided for management understanding of issues and required modifications to planner education and process. Assisted in the test-and-learn design of the Document & Data Collection processes. Performed a deep dive of the selected client’s CRM records to understand and document the advice outcome enabling further filtering of records for the regulator. Investigated Statement of Advice and other planner files to obtain relevant details of various Defined Benefit schemes via understanding of the complex Defined Benefits superannuation schemes and the differing advice documents.Constantly innovating and optimizing the existing data platform and process flow to better suit Assessors' needs and information delivery, as well as integrate it into existing system. Assisted in the testing of the varied process options via exhaustive data collection which included gathering statistics such as recording issues and monitoring the end-to-end duration. Assisted in defining the additional data required for remediation assessments and Performed ad-hoc tasks that were relevant to the role.Data audits and analysis of the required agreements for Client appointments and Service Delivery.

Sydney Cbd, New South Wales, Australia

Coordinated with SD project surveys. Assisted with enquiries from committee members and stake holders relating to committees. Maintained project database, resolving issues for colleagues, and communicating solutions. Performed all administrative tasks that were relevant to the role in a timely manner. Actioned to Project Variation Requests in IRIS. Assisting our Project with tracking data and preparing detailed reports for key stakeholders. Assisting IT staff with new user staging information.Compile and condense multiple spreadsheets into single data points.

Master Of Technology - Mtech, Computer Science

Bachelor Of Technology - Btech, Computer Science