Shane Singh
Summary
A reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations to achieve desired optimisation and benefits.
Overview
18
18
years of professional experience
Work History
commercial & Operations Lead
Mercer
12.2022 - Current
- This role focused on the delivery functions of financial management and continuous improvement, for Mercer Outsourcing Australia Pty Ltd and Mercer Financial Advice Australia Pty Ltd.
Program manager
Active super
09.2022 - 12.2022
- Program Manager for the merger of Active Super and Vision Super.
Performance measurement & planning Manager
Active super
02.2020 - 08.2022
- Role aims to drive a performance culture to achieve better outcomes for Active Super members.
Advice Practice & Process manager
AWAre Super (First State SUPER)
02.2020 - 02.2020
- Primary focus is to create, maintain and continuously improve the standard operating procedure for all financial advice delivery staff.
Business Engagement manager
AWAre Super (First State SUPER)
01.2018 - 02.2020
- Primary is to be the project manager product owner for the financial advice function.
Senior Manager, CLIENT EXPERIENCE
STATEPLUS
08.2016 - 01.2018
- Manages projects, reporting and workforce planning for the contact center and administration staff.
Business Analyst- sales, marketing & Client experience – Future operating model transformation
Stateplus
04.2013 - 01.2014
- Aimed to help support and enable design of a new business model.
PRACTICE MANAGER
STATEPLUS
02.2012 - 04.2013
- Manage a regional office regarding revenue and management of financial planners and support staff.
financial Planner – Telephone advice
STATEPLUS
12.2009 - 02.2012
- To provide personal and general advice to members of the STC super schemes and Commonwealth super schemes.
CLIENT SERVICE OFFICER – PARRAMATTA
STATEPLUS
11.2009 - 12.2009
- To provide service and administration assistant to financial planners and their clients.
PARRAPLANNER/CASE MANAGER
PATRON FINANcial ADVICE
01.2008 - 11.2009
- To provide service and administration assistant to independent dealer group financial planners.
DIRECT SALES ASSOCIATE
GE CAPITAL
01.2007 - 01.2009
- Inbound and outbound sales role for personal loans and car loans.
Education
Lean Six Sigma – Green Belt -
International Lean Six Sigma Association
01.2019
Certified Associate Project Management -
Project Management Institute
01.2019
Diploma Financial Planning -
IIT
01.2009
Skills
- 10 years of experience of delivery operational efficiencies and transformational benefits
- 12 years of leadership experience
- A collaborative business partner and builder of effective relationships with key stakeholders
- Solid experience in business process modelling and improvements
- High acumen in financial analysis, budget management and business planning
- Demonstrated ability in project management and strategic execution
Accomplishments
- Commercial & Operations Lead, Mercer, 05/01/23
- Led successful creation of new business function.
- External client projects delivered on time and within budget.
- Implementation of new technology systems.
- Program Manager, Active Super, 09/01/22
- Program management of the due diligence phase.
- Received agreement from both Boards to progress.
- Performance Measurement & Planning Manager, Active Super, 02/01/20
- Created project management office.
- Designed and implemented continuous improvement framework.
- Business Engagement Manager, AWAre Super (First State SUPER), 01/01/18, Project managed implementation of CRM and financial planning systems.
- Senior Manager, Client Experience, StatePlus, 08/01/16, Project managed implementation of new contact center.
Workreferences
Upon Request
Timeline
commercial & Operations Lead
Mercer
12.2022 - Current
Program manager
Active super
09.2022 - 12.2022
Performance measurement & planning Manager
Active super
02.2020 - 08.2022
Advice Practice & Process manager
AWAre Super (First State SUPER)
02.2020 - 02.2020
Business Engagement manager
AWAre Super (First State SUPER)
01.2018 - 02.2020
Senior Manager, CLIENT EXPERIENCE
STATEPLUS
08.2016 - 01.2018
Business Analyst- sales, marketing & Client experience – Future operating model transformation
Stateplus
04.2013 - 01.2014
PRACTICE MANAGER
STATEPLUS
02.2012 - 04.2013
financial Planner – Telephone advice
STATEPLUS
12.2009 - 02.2012
CLIENT SERVICE OFFICER – PARRAMATTA
STATEPLUS
11.2009 - 12.2009
PARRAPLANNER/CASE MANAGER
PATRON FINANcial ADVICE
01.2008 - 11.2009
DIRECT SALES ASSOCIATE
GE CAPITAL
01.2007 - 01.2009
Lean Six Sigma – Green Belt -
International Lean Six Sigma Association
Certified Associate Project Management -
Project Management Institute
Diploma Financial Planning -
IIT