Summary
Overview
Work History
Education
Skills
Referee Details
Highlights And Achievements
Timeline
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Gideon Sarra

Docklands,VIC

Summary

I am a discerning professional with extensive expertise in both the financial and energy sectors, I am recognized for my proactive and self-driven approach, complemented by a refined and diverse interpersonal skill-set developed throughout my career. My collaborative efforts involve engaging with esteemed professionals and clients across reputable organizations in these industries. Actively seeking a challenging role within a progressive and innovative environment that values initiative and forward-thinking strategies, I aspire to contribute significantly to the achievement of business and organizational objectives. Embracing a continuous learning and solutions-driven mindset, I am dedicated to ongoing improvement and aim to be an instrumental team member, providing substantial value to the company.

Overview

7
7
years of professional experience

Work History

Operation (Meter Data) Specialist

Shell Energy Australia
06.2022 - 05.2023
  • Processing of all market transactions in accordance with the relevant Energy Laws, Rules, and Regulations and in accordance with Shell Energy's policies and procedures
  • Monitoring meter data daily delivery report
  • Management of Missing End of Month data for billing
  • Monitoring Gateway files, API Messages, Extraction of files and data sets through SQL
  • Exporting data variance to market participants through the B2B market portal
  • Building robust trust and rapport – build strong business collaborative relationship with all market participants and Network Service Providers
  • Supporting Account Managers with stakeholder enquiries
  • Handling of QLD electricity monthly rebates claim
  • On-boarding management of new contracts or resigned contracts
  • Creating service orders for metering upgrades throughout the wide-state sites in Australia On-boarding management of new contracts or resigned contracts
  • Creating service orders for metering upgrades throughout the wide-state sites in Australia
  • Resolving service orders and transfer management
  • Managing market transfers and billing exceptions within internal and external service levels
  • Management of special projects allocated by the leadership team.

Data Integrity Specialist (KiwiSaver Scheme Administrator)

New Zealand Stock Exchange (NZX)
05.2021 - 06.2022
  • Responsible for looking after the entire SuperLife KiwiSaver scheme - KiwiSaver onboarding, new application from advisory groups, change of investment strategy, and allocation of funds
  • Ensuring client/customer information and data for the SuperLife KiwiSaver Schemes are all recorded and maintained to a high level of accuracy and integrity
  • Ensuring daily contributions are received according to schedules, reconciled and posted to agreed service standards - Analyze and resolve any potential variance, escalating where appropriate
  • Worked closely with a number of stakeholders, and mainly Financial Advisers, IRD (NZ Tax department)
  • Direct support to the IT department and business analysts (project managers) in creating an efficient automated onboarding process and procedures for the Default KiwiSaver transfers, accounts receivables - daily funds allocation and cheque-book reconciliation and accounting report.

Client Services Administrator

New Zealand Stock Exchange (NZX)
01.2019 - 04.2021
  • Client Administrator for SuperLife Workplace Savings and SuperLife KiwiSaver scheme - first home withdrawal queries
  • Identity and address verification and/or AML queries
  • Retention Calls and Client Services (Inbound, online chatbot, and face to face)
  • Client journey support and main point of contact for SuperLife Invest and KiwiSaver Scheme - Investment queries, investment strategy, fund information, withdrawal query, statements, etc
  • Insurance process - Quotes, enquiries, insurance letters, claims information, underwriting
  • Created a process mind map and implemented a new insurance workflow process and procedures - productivity and efficiency improvements.

ADMINISTRATION & UNDERWRITING ASSISTANT

CBL Insurance Limited
07.2016 - 12.2018
  • Worked closely with the Executive Underwriter, dealing with bonding/surety, credit reporting, exposure reporting, monthly report and renewal report, review, and process of bond applications, etc
  • Digital Channel Intern - research and reporting analysis on the Australian Construction Tenders for commercial insurance bonds.

Education

Bachelor of Business - International Business & Business Information Systems

AUCKLAND UNIVERSITY TECHNOLOGY(AUT)
01.2017

DIPLOMA LEVEL 5 - Diploma in Sports Management & Exercise Prescription

NEW ZEALAND INSTITUTE OF SPORTS (NZIS)
01.2014

CERTIFICATE LEVEL 4 - Certificate in Medical Terminology

AUCKLAND UNIVERSITY TECHNOLOGY (AUT)
01.2013

Skills

  • Quality Operations and Assurance: Strong problem-solving acumen, investigating root causes, and implementing strategic solutions Solutions-driven mindset to ensure integrity, enhance quality standards, accuracy, and efficiency
  • MySQL Proficiency: Beginner to intermediate experience (self-taught) Skilled in data acquisition, reporting, error detection, and exporting
  • Cross-Functional Systems Knowledge and Collaboration: Experienced in enhancing and improving processes through Signavio process mapping
    Foundational understanding of SAP, Power BI, and Salesforce
    Diverse exposure to Workflow and CRM systems and tools
  • Microsoft Office Proficiency: Intermediate level proficiency in Microsoft Office suite, including Excel, Word, and PowerPointExcel skills: Manipulating data, creating formulas, and generating reports for informed decision-making
  • Stakeholder Engagement: Building rapport and trust with stakeholders through engagement strategies Actively listening, open to perspectives, aligning expectations, and collaboratively working toward shared objectives Effective in complex, dynamic, and multi-faceted environments with rapidly changing priorities
  • Organizational and Time Management: Excellent organizational and time management skills with a keen appreciation for the importance of deadlines
  • Analytical Thinking: Demonstrates analytical thinking skills in data analysis, process enhancement, and problem-solving
  • Communication: Clear and confident communicator and presenter, tailoring messages to suit diverse audiences High understanding of clear communication that benefits a wide range of stakeholders

Referee Details

Referee details are available on request.

Highlights And Achievements

  • Completed Energy Industry Meter Data and B2B training (December 2022)
  • Completed basic accounting workshop training - accounts receivables and cheque-book reconciliation reporting (August 2021)
  • Completed UAT and Agile training - systems improvement tester, UAT for SuperLife KiwiSaver Scheme (November 2021)
  • KiwiSaver Scheme B2B Management (December 2021)
  • Recognition for Continuous Improvement - Key support in the process improvement of SuperLife Insurance.
  • Completed Client Services Skills Workshops (2019)
  • Digital Channel Insurance R&D (December 2017)
  • Completed Basic and Intermediate Microsoft Office Workshop (October 2017 & January 2022)
  • Completed Basic MYOB introduction workshop (April 2016)
  • Completed Basic SAP introduction workshop (April 2016)
  • Completed Basic MySQL introduction workshop (November 2016)
  • Completed Basic Signavio introduction workshop for process improvements (November 2016)
  • Police Certificate of Bravery and Courage (December 2016)

Timeline

Operation (Meter Data) Specialist

Shell Energy Australia
06.2022 - 05.2023

Data Integrity Specialist (KiwiSaver Scheme Administrator)

New Zealand Stock Exchange (NZX)
05.2021 - 06.2022

Client Services Administrator

New Zealand Stock Exchange (NZX)
01.2019 - 04.2021

ADMINISTRATION & UNDERWRITING ASSISTANT

CBL Insurance Limited
07.2016 - 12.2018

Bachelor of Business - International Business & Business Information Systems

AUCKLAND UNIVERSITY TECHNOLOGY(AUT)

DIPLOMA LEVEL 5 - Diploma in Sports Management & Exercise Prescription

NEW ZEALAND INSTITUTE OF SPORTS (NZIS)

CERTIFICATE LEVEL 4 - Certificate in Medical Terminology

AUCKLAND UNIVERSITY TECHNOLOGY (AUT)
Gideon Sarra