Katherine Percival

• Led the implementation of key data governance and intelligence platforms and developed the overall data and AI governance and business intelligence practices for the enterprise, ensuring regulatory compliance and boosting business performance.
• Successfully transitioned reporting and analytics solutions during a company acquisition, optimized data management processes and enhanced overall data maturity.
• Delivered staff training, education and masterclasses and the technical delivery of the Data Governance and Intelligence Platform on Collibra, Records in Place management system on RecordPoint, and Master Data Management and Enterprise Reference Data Management solutions on Informatica.

• Led the consolidation and development of a centralised data governance and analytics function for the newly separated Wealth business at MLC Australia.
• Developed solutions to improve business access to conformed data, including the development of a data lake and self-service access to the semantic layer of the enterprise data warehouse.

• Led the development of the Wealth Data Strategy, resulting in agreement to build the data lake to drive business growth and retention.
• Led a team focused on providing compliant data analytics and reporting and communications solutions as well as delivery of impactful insights.
• Enhanced customer engagement and retention through data-driven strategies.

• Led the development and delivery of services like SuperMatch and Member Loyalty program and Retirement Calculators to drive inflows and reduce outflows.
• Collaborated with business and technology teams to ensure scalable solutions and aligned communications at lowest cost.
• Analyzed customer behaviours to adapt strategies and drive innovation in superannuation experience.

• Led business design on Stronger Super program, resulting in operational optimization and cost reduction.
• Evaluated outsourcing opportunities for Wealth Management operational capabilities.
• Developed a business team focusing on regulatory project delivery and business strategy at National Australia Bank.

• Leadership of business delivery and design phase of projects introducing new investment options and pricing structure for superannuation and pension products.
• Collaboration on the high level design of the My Super offer.
• Development of project management, business analysis and user acceptance test expertise in the delivery of small to medium projects in a wealth management business unit.
• Other roles for MLC in this period from Architecture through to Business Analysis.

• Managed consultancy projects at Tyndall Investment Mgt and Royal & Sun Alliance, overseeing team and stakeholder management.
• Collaborated on development of application architecture post-acquisition, co-developed data model for Wealth business.
• Successfully delivered unit pricing upgrades, investment structure enhancements, and platform support.

Software development lifecycle

Deceased estate and personal trust administration