Experienced professional with a strong background in banking and insurance. Skilled at converting complex mandates into practical business strategies. Achieved success in establishing systems and processes that enable senior executives to make informed decisions. Recognized for promoting collaboration and advancing organizational objectives. Brings a unique combination of technical expertise and business acumen to drive success.
Overview
22
22
years of professional experience
1
1
Certification
Work History
GOVERNANCE MANAGER
Australia and New Zealand Banking Group Limited (ANZ)
06.2024 - Current
Strategically lead an uplift program to enhance ETE complaint handling processes, collaborate with stakeholders to drive improvements and mitigate risks, provide central governance for complaint procedures, uplift financial frameworks, implement control treatments, and oversee complaint handling activities with updated metrics and reporting to ensure regulatory compliance and operational excellence
Identified key risks and issues in a regulatory data submission process and provided recommendations to mitigate the risks through collaboration amongst technology, business and senior executives
Partnered with the data team to identify high impact processes across complaint handling
Enabled senior leaders to make informed decisions by guiding and assisting the data team to build appropriate oversight KRI metrics
Collaborated with assurance business partners to understand the key risks and controls across the business and embedded them into various process models
Authored and presented various business requirement documents, summary reports and process documents for approval from senior leaders
GUEST LECTURER
Financial Services Accountant Association (FSAA)
06.2016 - Current
Conduct ad hoc lecturing sessions on Life Insurance Modules organised by FSAA and facilitate FSAA in designing and updating training modules according to constant Life Insurance industry changes
REPORTING & INSIGHTS MANAGER
Australia and New Zealand Banking Group Limited (ANZ)
01.2020 - 05.2024
Led wealth management reporting, analysed data for improvements, managed ASIC Breach reporting, conducted risk assessments, published management reports, present systemic trends, formulate board papers, mitigated data risks, supported product reviews, managed data changes, and implemented quality assurance frameworks
Led the project to automate ASIC Breach reporting using SharePoint and Qlik Sense, resulting in a 30% reduction in manual reporting time
Managed the smooth transition of data from various systems to Salesforce, identifying and mitigating key data security risks
Implemented a comprehensive Quality Assurance and Fairness Framework across multiple portfolios, enhancing reporting accuracy and stakeholder confidence
Re-designed and uplifted the quality of various committee reporting to meet stakeholder requirements
Built and implement various management report enabling data driven decision making
FINANCIAL PERFORMANCE MANAGER
TAL Dai-Ichi Life Australia Ltd (TDL)
01.2019 - 12.2019
Led the production of performance dashboards, presented financial indicators to leadership, developed stakeholder reports, formulated budgets and forecasts, tracked expenses, monitored KPIs, improved cost allocation, communicated budget processes, and managed strategic and operational risks
Designed and automated the ALSL monthly Financial Performance Reporting and FLASH Reporting template using advanced financial modelling techniques
Collaborated with the Valuation and Capital team to identify and remove actuarial model differences between TAL and SLSL, ensuring consistency in financial reporting
Designed and automated monthly Financial Performance Reporting and FLASH Reporting template
Worked with Actuarial Valuation and Capital team to identify model differences and recommend methods to reconcile the difference
SENIOR FINANCIAL ANALYST-INVESTMENTS
TAL Dai-Ichi Life Australia Ltd (TDL)
06.2018 - 12.2018
Led life business projects for Suncorp's sale to TDL, rectified financial discrepancies, redesigned cashflow tools, remediated Wealth business, presented insights, acted as Finance Lead for investment custodian changes, and drove process improvements and automation
Led the remediation project to rectify balance sheet and P/L discrepancies, ensuring no negative impact on Suncorp policyholders
Acted as Finance Lead in the project to change investment custodians, mapping processes and identifying technical and statutory requirements
Presented key papers to Suncorp Steering Committee on investment fund transfers and tax implications
Remodeled daily cash instruction process for improved investment procedure
Mapped policy liabilities across various Suncorp Life entities
Produced key financial reports, implemented Kaizen Model for continuous improvement, and led multiple LEAN projects, significantly enhancing finance processes and driving operational efficiency
Led the implementation of the Kaizen Model for continuous improvement, resulting in streamlined processes and increased efficiency
Managed multiple LEAN deployment projects to enhance finance processes, reducing operational costs and improving accuracy
CREDIT CONTROLLER
AXION Financial Services
01.2009 - 06.2010
CLIENT RELATIONSHIP MANAGER-FINANCE
Austic Printing Australia
08.2008 - 12.2008
FINANCIAL ANALYST, JUNIOR ANALYST, BOOKKEEPER
01.2003 - 12.2008
Education
Master of professional accounting -
06.2010
Bachelor of Business Administration - Majoring in Finance & Accounting
06.2008
Skills
Effective Communication
Data Driven Strategic Decision Making
Project Management
Report writing
Data analysis
Process modelling
Process improvement
Risk management
Team Management
Leadership
Risk and Governance
MS PowerPoint
MS Word
MS Forms
SQL
Qlik Sense
Power BI
MS Excel
SAP Signavio
JIRA
Confluence
COR
NFR
Salesforce
SharePoint
Certification
Associate Member of CPA Australia, 08/2015
Process Improvement Methodologies- LEAN, Kaizen Model, 02/2015
FSAA Introductory Accounting Course on Life Insurance, 06/2014
RG-146, 01/2011
Skills Experience - Technical Expertise
Effective Communication across Business and Senior Executives
Data Driven Strategic Decision Making
Project Management
Report writing and presentation using: MS PowerPoint, Word, Forms
Data analysis and reporting using: SQL, Qlik Sense, Power BI, MS Excel
Process modelling and improvement using: SAP Signavio