Warren Lee
Rosebery
Summary
Experienced business analyst with a proven track record of enhancing team performance and streamlining processes to meet project requirements. Strong communicator with a diligent work ethic and task prioritization abilities. Able to leverage past experiences to make informed decisions for future success.
Overview
14
14
years of professional experience
Work History
Business Analyst, Data and Digital
Macquarie Group
07.2024 - 01.2025
- I was involved with working on an operational improvement and process automation project for the global operations teams within a Macquarie Capital divisional business.
- The position involved understanding and documenting stakeholder requirements, developing automation requirements where necessary, creating relevant documentation such as test plans, process flows and other project related documentation as well as creating, reviewing and validating user stories and requirements.
- Strong stakeholder management skills are essential as operational teams are spread between Sydney Head Office, the New York Office and the London Office.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
Senior Business Analyst
Resimac Group Limited
08.2022 - 08.2023
- I initiated the Comprehensive Credit Reporting (CCR) Project for the Resimac mortgages business.
- Lending of any type require applicants to be assessed for credit worthiness.
- One aspect of the assessment process is understanding an applicant’s financial management history.
- Prior to 2014, only defaults and judgements (negative information) were reported and recorded by Credit Reporting Agencies.
- Changes to the Privacy Act allowed more information to be recorded and reported (positive or comprehensive information) by Credit Reporting Agencies.
- Information includes monthly repayment history for 24 months, Financial Hardship arrangements and whether credit enquiries had been taken up as active accounts.
- Gathering, validating, and documenting business requirements for technical development teams.
- Stakeholder management.
- Vendor management.
- Business Case development and creation.
- Identify risks and benefits of proposed solutions.
- Interpreting information and deciphering technical terms for non-technical teams to understand
. - Implementing and testing of solutions
. - Actively participate in continuous improvement activities to bring efficiencies and improve business processes, internal controls, and compliance.
- Successfully identified specific business requirements from ambiguous information provided by a variety of functional teams.
- Created and documented 'As-Is' and 'To-Be' process flow diagrams for easy interpretation.
- Successfully gathered regulatory requirements from Industry Bodies and from Legislative documents.
- Developed and created the Business Case for project funding approval.
- Managed the requirements and cooperation of external vendors associated with the project as well as internal team requirements and other project initiatives.
- Built good working rapport with business stakeholders.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
Business Analyst
BT Financial
08.2020 - 09.2021
- I was a member of the Advice Remediation Team working on the ASIC Fee for No Service Remediation Project.
- The team was accountable for providing remediation payments, vital customer information with regards to program inclusion, payment status, payment details as well as handling customer enquiries.
- My immediate team was responsible for identifying, testing and supporting project and business requirements for the program.
- This included managing customer communications and supporting technical and non-technical teams for successful implementation.
- Support the execution and implementation of the project through detailed data analysis to ensure data integrity for remediation calculations and customer communications.
- Assist with the development and writing of Business Cases, Business Requirement Documents and operating procedures.
- Work with technical teams to enhance the CRM system by specifying and developing requirements based on business requirements.
- Collecting and prioritising business requirements from a variety of operational teams.
- Assist with external supplier management.
- Stakeholder management.
- Assessed and managed the project end to end procedures through the delivery of the project process map for all activities.
- Successfully supported and managed the necessary system changes to the CRM system for the roll out of the remediation activities.
- Managed external vendor relations and secure communications for project/program data.
- On time delivery of project deliverables.
- Analyzed data to identify root causes of problems and recommend corrective actions.
Business Analyst
HSBC Bank Australia
07.2018 - 01.2020
- I was accountable for identifying, testing and supporting project and business requirements for the successful implementation of the operational initiatives of Mortgage Lending Division of the bank.
- Support the implementation of the Crown Project to roll out ApplyOnLine to the proprietary branch network through on-site branch support and online support of all branches, nationally.
- Assist with the development of Business Cases, Business Requirement Documents and other project initiatives including working closely with credit teams to ensure requirements and policies are appropriately met.
- Write, execute, monitor and analyse test scripts for monthly ApplyOnline software releases prior to production release to the HSBC distribution network.
- Stakeholder management across different teams and departments within the bank.
- Assessed the bank’s Salesforce instance for front-line staff and back-office teams for functionality and completed interim changes that provided accurate reporting of operational and sales activities.
- Successfully supported the roll out of ApplyOnline to branch network by providing on-site training and on-line operational support during and after implementation.
- On time delivery of monthly system testing of allocated test cases. This entailed writing and executing test scripts, fault finding and monitoring using QC and JIRA.
Various Business/Project Analyst Positions
Commonwealth Bank of Australia
12.2010 - 06.2018
- Accountable for identifying, planning and implementing discreet pieces of work to support operational and product initiatives of the bank.
- Requirements gathering through understanding the strategic priorities of the Bank.
- Analysing data to help identify strategic and tactical opportunities.
- Liaising with the stakeholders to develop strategic priorities.
- Contribute to scrum meetings.
- Assist with the development of Business Cases, Business Requirement Documents and other project management tools such as change requests and fault reporting and monitoring.
- Represent the business unit in project working groups as a Subject Matter Expert.
- Define and design Salesforce components, as required.
- Interpret business needs and requirements to the technical team and interpret technical issues back to business stakeholders.
- Manage the activities of technical teams based locally and abroad.
- Stakeholder management through updates on progress of projects through regular project meetings and progress demonstrations of build.
- Change impact analysis and activities.
- Generated standard and custom reports to provide insights into business performance.
- Developed customized reports, summarizing and presenting data in visually appealing format.
- Developed complex dashboard and reporting tools to track business performance metrics.
- Created dashboards to monitor and track key performance indicators.
Education
No Degree - Administrators Course
Salesforce Australia
Sydney, NSWMBA -
Macquarie Graduate School of Management
Sydney, NSW04.1994
Bachelor of Arts - Industrial Relations And Economics
University of New South Wales
Sydney, NSWSkills
- CRM
- Salesforce
- Dynamics 365
- Requirements gathering
- Stakeholder Management
- Business process improvement
- Analytical thinking
- Operational reporting
- Microsoft Office Suite
- Data visualization
- Verbal and written communication
- Pivot tables
- Agile methodologies
- User acceptance testing
- Business process mapping
- Business acumen
Timeline
Business Analyst, Data and Digital
Macquarie Group
07.2024 - 01.2025
Senior Business Analyst
Resimac Group Limited
08.2022 - 08.2023
Business Analyst
BT Financial
08.2020 - 09.2021
Business Analyst
HSBC Bank Australia
07.2018 - 01.2020
Various Business/Project Analyst Positions
Commonwealth Bank of Australia
12.2010 - 06.2018
No Degree - Administrators Course
Salesforce Australia
MBA -
Macquarie Graduate School of Management
Bachelor of Arts - Industrial Relations And Economics
University of New South Wales
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