Gunjan Bamrah
Point Cook,VIC
Summary
Business Analyst with over 16 years experience in the Financial services industry possessing extensive knowledge of Advice technology from a configuration, development and functional requirements perspective.
My professional expertise lies in identifying business improvement needs, working with stakeholders to design business initiatives, implementing strategy and initiating various projects to improve operational efficiency. I have a range of analytical and interpersonal skills working in Agile project environments delivering business requirements, user stories, current and future state processes, stakeholder engagements and showcases.
Having worked in Advice technology development, I have directed the achievement of business efficiencies through tailoring and implementing technology solutions, guiding analysts and technology experts.
With a drive to excel and a proactive approach in identifying gaps and providing solutions, I seek career opportunities that will provide a pathway for continuous development. I have a drive to learn new things and expand my horizon to develop professionally and personally.
Overview
21
21
years of professional experience
Work History
Business Analyst
IRESS
08.2019 - Current
- Collaborate with stakeholders to define project objectives and criteria.
- Analysis of business process requirements in the context of existing tools and processes.
- Leading initiatives to deliver outcomes by directing the team towards achieving Roadmap items.
- Improve business direction by prioritizing customers and implementing changes based on collected feedback.
- Develop design and prototypes of proposed Scalable solutions.
- Documentation of solution requirements.
- Facilitate sessions with the team that are focused on using metrics to drive improvement.
- Ensure customer value is delivered frequently and appropriate measures are in place.
- Keep up-to-date with organisational delivery frameworks and approaches.
- Ensuring team processes are understood and effective.
- Ensuring JIRA is being used as required and accurately reflecting current activity.
- Assist and support implementing technical enhancements as well as improvements to the operating model and business processes.
- Run sessions with relevant stakeholders to showcase Sprint releases and delivery of new solutions.
- Engage in regular Client forums to discuss delivery of roadmap items ensuring best practice scalable solutions are being provided to the clients.
- Build and maintain strong internal and external relationships and open communication channels with a variety of stakeholders.
Advice Technology Developer
BT Financial Group
07.2015 - 07.2019
- Site administration of XPLAN, which supports around 1300 users across a multi-licensee site being Magnitude and Securitor.
- Development and configuration of the XPLAN Interface to improve user experience.
- Development, coding and implementation of licensee templates, including the SOA, ROA, Fact Find, FDS & Ongoing Service Agreements as well as a suite of Review Documents.
- Liaising with the BT XPLAN support, training and implementations teams to receive and respond to feedback from the adviser network.
- Collaborate with project managers to select ambitious, but realistic coding milestones on pre-release software project development.
- Review and build best practice workflows/ task management within XPLAN.
- Monthly sprint releases and implementation of changes to the Advice documents suite as well as the interface in line with requirements delivered by the Advice Documentation team.
- Detailed and extensive user acceptance testing for bug fixes, site upgrades and other new releases.
- Liaising with key contacts at IRESS to ensure XPlan site is optimised for the end users.
Business Solutions Consultant
IOOF Holdings Ltd
08.2014 - 06.2015
- Lead communication planning by engaging with relevant stakeholders.
- Project Management of initiatives as a result of Business Steering Committee.
- Plan, design and schedule phases for large projects.
- Facilitate workshops to collect project requirements and user feedback.
- Eliciting and communicating business requirements from internal and external stakeholders.
- Preparation of high quality Business Requirements, Design Concepts and Functional Specifications.
- Assess and define solutions based on risk, impact and feasibility.
- Implementation and extensive testing of solution builds in test and live environments.
- Roll out and training of new processes and functionality.
- Produce cross functional workflows of core system processes.
- Recognise and meet competing priorities and deadlines.
- Develop customized reports, summarizing and presenting data in visually appealing format
Business Solutions Consultant
Shadforth Financial Group Ltd
12.2011 - 08.2014
- All duties performed are consistent with the role at IOOF Holdings Ltd.
XPlan Development Analyst
Snowball Group Ltd
04.2009 - 12.2011
- Business Process Consulting.
- Workflow design and implementation within XPlan.
- Collaborate with project managers to select ambitious, but realistic coding milestones on pre-release software project development.
- Creation of Task, Thread and Diary templates.
- Design customized solutions for proposals to potential customers.
- Design and coding of document and email templates.
- Interface design and development.
- End to end data migration and training.
- Participate in software field testing to verify performance of developed projects.
- Creating training and procedural documentation for existing and new functions.
- Preparation of test scripts for major releases and minor patches.
XPlan Support Specialist
Snowball Group Ltd
04.2007 - 04.2009
- Day to day site administration of XPlan.
- Assist XPlan users with all XPlan related queries.
- Work on new and existing features as well as troubleshooting and fixing issues.
- Communicate with clients to verify roots and causes of software problems.
- Reconciliation of user licensing against monthly invoices.
- Track and document customer interactions in customer relationship management system to maintain accurate records.
- Develop queries in XPlan for end users to run.
- Central data feed processing and management for the entire dealership.
- Upkeep of Data integrity and other data management processes.
- Liaise with IRESS for upgrades.
- Conduct exclusive testing on bugs and fixes.
ANZ Administration Officer
PCI Call Centre Solutions
06.2004 - 04.2007
- Defining KPIs for the teams and ensuring that they are met while maintaining agreed service levels.
- Providing regular and relevant feedback to teams.
- Perform Quality checks on Agent Performances for commission structures as required.
- Maintaining and developing client/ higher management relationships.
- Internal budget forecasting along with producing daily, weekly and monthly reports both for review by clients and higher management.
- Processing applications and sending supporting documents to ANZ alongside Merchant.
- Liaising with the Logistics departments for the installs.
- Monthly Client Invoicing for all new sign ups.
- Providing training and support to staff on the road in Victoria as well as Inter-state.
ANZ Sales Executive
PCI Call Centre Solutions
02.2004 - 06.2004
- Providing prospective ANZ Merchants Financial Solutions for their Eftpos facilities.
- Ensuring all new merchants are eligible businesses and profitable to the Client.
- Provide Customer Service to new merchants.
- Worked within minimal supervision and implement ones' initiatives to help improve processes.
- Worked closely with General Manager of Sales with respect to confidential Company matters.
- Produce Month End reports for Exxon and Mobil.
- Perform Reception duties.
- Compiling Reports for a Pilot Campaign for Flight Centre.
- Provide personal assistance to General Manager of Sales.
- Daily & Weekly Report for Telstra Bigpond Campaign.
Quality Assurance Officer
PCI Call Centre Solutions
05.2003 - 12.2003
- Checking all recorded contracts.
- Exporting files and recordings to clients.
- Providing regular feedback to the Training coordinators to amend and improve training information.
- Daily, weekly and monthly statistical reporting to higher management as well as clients.
- Liaising with other team leaders and managers in order to develop strategies that ensure optimal campaign results.
- Conduct evaluations to identify weak areas and identify problematic issues while promoting corrective methods.
Customer Service Representative, Customer Service Manager
HSBC
08.2002 - 02.2003
- Providing Personal banking services to HSBC customers based in United Kingdom.
- Offering various bank products to customers suitable to their needs.
- Update account information to maintain customer records.
- Handling customer queries with regards to various fees and charges posted to their accounts.
- Actively listen to customers, handle concerns quickly and escalate major issues to supervisor.
- Conducting role plays with new staff members.
- Offering support to Team leaders with regards to call coaching and other team exercises.
Education
Bachelor's Degree - Hospitality Management, Accountancy, Financial Management And Statistics
Welcomgroup Graduate School of Hotel Admin
Manipal, India2002
DFP1a And DFP1b - Financial Planning And Services
Kaplan Professional
Skills
- Effective stakeholder management and communication
- Highly skilled in using project management tools such as Agile, Waterfall and Scrum methodologies
- Business administration systems and processes and workflow planning
- Team focussed with positive attitude to motivate self and others
- Good leadership skills with problem solving abilities
- Ability to foster strong team relationships to encourage positive team culture
- Experience in creating detailed documentation, with good technical understanding
- Confidence to work across multiple projects at any one time in dynamic environment
- Well-developed research and analytical skills
- Attention to detail and efficient time management with ability to solve complex problems
- Excellent understanding of Fintech solutions with demonstrated ability to become proficient in new software and systems
Timeline
Business Analyst
IRESS
08.2019 - Current
Advice Technology Developer
BT Financial Group
07.2015 - 07.2019
Business Solutions Consultant
IOOF Holdings Ltd
08.2014 - 06.2015
Business Solutions Consultant
Shadforth Financial Group Ltd
12.2011 - 08.2014
XPlan Development Analyst
Snowball Group Ltd
04.2009 - 12.2011
XPlan Support Specialist
Snowball Group Ltd
04.2007 - 04.2009
ANZ Administration Officer
PCI Call Centre Solutions
06.2004 - 04.2007
ANZ Sales Executive
PCI Call Centre Solutions
02.2004 - 06.2004
Quality Assurance Officer
PCI Call Centre Solutions
05.2003 - 12.2003
Customer Service Representative, Customer Service Manager
HSBC
08.2002 - 02.2003
Bachelor's Degree - Hospitality Management, Accountancy, Financial Management And Statistics
Welcomgroup Graduate School of Hotel Admin
DFP1a And DFP1b - Financial Planning And Services
Kaplan Professional
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