Geoff Pannozzo

Program

Global consolidation of business operation's service providers and transformation of back-office operating model

Responsibilities

• Led cross-functional teams to understand business requirements, ensuring alignment with organization's transformational goals
• Analyzing and documenting business needs, functional and non-functional requirements, and translating them into clear specifications for development teams
• Identifying opportunities for process enhancements and recommending solutions that increase efficiency and effectiveness within the organization
• Analyzing data to provide insights and support decision-making, including automation of process through Power BI and Snowflake
• Ensuring the delivered solutions meet the established requirements and quality standards through testing and validation processes

Achievement

Supported the business in the successful transformation delivery, which delivered global consistency and scalability through standardisation of internal processes

Program

SaaS implementation which replaced legacy system for a New Zealand based high net worth investment firm

Responsibilities

• Creation and maintenance of the implementation plan, factoring in development cycles, constraints such as resources and budget
• Facilitated working groups comprising of both internal and external stakeholders, which led to the creation the work breakdown structure for the overall program
• Collaborated with scrum master to groom backlog of work activity, which would be selected for upcoming monthly sprint cycles
• Stakeholder reporting including detailed status updates of sprint cycle, which would include updating JIRA boards and present weekly governance reports for management and client
• Regular client engagement which comprised of reviewing the project plan and supported RAID log

Achievement

Successfully led the deployment of software application, which resulted in the clients ability to transact across a greater spectrum of asset classes previously not serviced by legacy software

Program

CMC Markets acquisition and onboarding of ANZ's stock broking client services

Responsibilities

• Established the project plan, including the maintenance of tracking deliverables and identification of milestones
• Chaired weekly internal working group including BA's, developers, and business stakeholders to ensure tracking of deliverables aligned to the plan
• Monitoring and reporting of risks, issues and dependencies, including escalation where necessary, with defined contingencies
• Collaborated on the change management approach for the customer transition, including business procedure changes and training strategy

Achievement

Led a dedicated project team that delivered a successful client acquisition through a detailed campaign, which resulted in above projected clients onboarding to CMC Markets

Program

Divesture of CBA Group Super from Colonial First State's custody and fund administration platforms

Responsibilities

• Created and stood up a structured project team to facilitate with deliverables aligned to key skillsets and business requirements, resulting in the oversight of 3 business analysts
• Stakeholder engagement, including the role of chairing daily stand-ups and project status reporting
• Managed key external relationships between incumbent and newly appointed service providers, through weekly forums and joint monthly steerco
• Prepared inputs to facilitate the discussion pertaining to any deviation into schedule, budget, scope or delivery, which feed up to the project's steerco

Achievement

Knowing when collaborative engagement with both sets of service providers was required, especially during periods of instability within the program that threatened the scope and delivery schedule

Program

Multi-faceted client transitions, with lead delivery of AMP Life's divesture

Responsibilities

• Weekly reporting and tracking budget, schedule, resourcing and other program constraints
• Lead and facilitated internal operational workshops from concept planning, design and implementation phases
• Facilitated client and business discussion which delivered integrated road maps, capturing all phases of implementation from joint testing/UAT and production execution
• Mentored staff under my direct report, providing support and key knowledge across the stream

Achievement

Internally promoted to lead a team of professional services to complete the historic restructure of AMP Life and $100b AUM

Program

CRM deployment to service business development managers and sales

Responsibilities

• Lead the business case development phase to secure funding from board
• Fostered and developed strong stakeholder relationships which contributed to the success and “buy-in” of the business for the chartered project
• Created the project schedule, resourcing requirements and budget. Including syndicating with all parties (clients, vendors, technology, internal stakeholders) to ensure that achievable, integrated plans are developed and adhered
• Day-to-day management of the project including; people, risks and issues, financial management (ensuring the project was delivered within budget or to specified tolerances)

Achievement

Successful delivery of CRM platform for the business, that allowed greater transparency of client leads and integrated workflows to reduce/eliminate manual operations

Program

Transition manager working across multiple clients simultaneously within Shared Services

Responsibilities

• Developed and managed the transition plan by recording all transitional activities, identifying all key milestones and ensuring deliverables are tracked to specification and agreed schedule
• Daily monitoring for any key risk/issues by reviewing the status of the transition plan and action logs
• Created change management plans focusing on service level agreements, training and communication, whilst working collaboratively with the client service and change teams to ensure client's expectations are aligned within the operating business model

Achievement

Ability to exemplify my time management and multi-tasking skillsets, acquired through the role and co-ordination of multiple projects