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Project Analyst

Location:
Caroline Springs, VIC, 3023, Australia
Posted:
February 09, 2014

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Resume:

Deb Tooth

* ****** ****** **** ******* ****

043*-******

********@*******.***

CAREER SUMMARY

A highly skilled, motivated SuperB systems analyst with over 14 years’ experience in system configuration and

over 20 years’ experience in the superannuation industry. Demonstrated ability to project manage the capture of

business requirements into functional design specifications, through to system configuration and testing,

allowing a seamless handover back to the business.

A problem solver and creative thinker with a proven commitment to providing the highest level of service to the

business. Keen to work with a team of similar professionals to provide the best outcomes for the business.

Key Strengths:

• Strong organisational and analytical skills

• Authentic

• Dedicated to process improvement

• Creating smarter ways to do work

• Mentoring less experienced peers

• Attention to detail

• Team player with an ability to build relationships across all sections of the business

• Accepts responsibility and takes ownership of a problem

PROFESSIONAL EXPERIENCE

PLUM FINANCIAL SERVICES (PLUM) 2006 – 2013

Superb Systems Analyst

Employed to assist with the maintenance of the superannuation record keeping system, Superb.

• assistance with the introduction of online Bpay payments (including analysis and testing of

existing NAB processes modified for Plum)

• automatic porting of members’ death and TPD cover to the Plum Personal Plan

• testing of new accounting product to trace all cashflows from bank account through record

keeping system to general ledger to trade file

• analysis and standardisation of all insurance arrangements across 80% of Plum’s clients

• transition of BP super fund members to Plum, including 3 defined benefit categories

• provision of accurate and timely data to marketing before and after the implementation of

Plum’s on-line advice tool

• analysis of business documentation to aid in the collection and collation of member

deductions (fees etc), premium rates, different insurance arrangements across all of Plum’s

funds

• automatic porting of members’ SCI cover to the Plum Personal Plan

Key Achievements:

• successfully implemented standardization of insurance configuration

• implemented classification of all benefit classes (including removal of irrelevant classes) on

record keeping system

Deb Tooth

• helped out on a recent major project by using SME knowledge to fix defects which enabled

testing to progress

• turned around a recent project that was estimated to be 20 day’s work, in less than 10 days

MELLON (later Mercer) 2003 – 2006

Business Analyst

Employed to maintain the superannuation administration records system, including maintaining the

underlying configuration.

• fix of incorrect member data

• bulk data loads

• fund configuration

• bug fixes

• query writing and extraction

• fund design analysis

Key Achievements:

• standardisation of major client’s master trust database

• engaged with experts in finance and technology to analyse and set up systems to streamline

the payment of Ansett terminations payouts and windup

FINANCIAL IQ 1999 - 2003

Systems Analyst Implementation Specialist

Employed to convert internal (NSP Buck) funds and external funds to Superb.

• analysis of user requirements

• analysis of fund design and specifications

• Superb fund configuration

• analysis of fund data extracted from previous system

• conversion and loading of data

• testing of fund configuration

• support of users in live environment

Key Achievements:

• successful conversion of many old plans to Superb record keeping system

• mentoring of peers on standard approach to configuration

SEDGWICK NOBLE LOWNDES (later William M Mercer) 1997-1999

Senior Fund Administrator

Employed to administer a portfolio of superannuation funds, including the internal fund.

• general fund administration including defined benefits

• annual accounts preparation

• administration of voluntary insurance plan

• annual review

• communication with members

Deb Tooth

PROFESSIONAL EXPERIENCE

Business Knowledge Business Applications

Corporate Transitions Superb

ERP Transitions

Member Investment Choice Training

Accumulation Effective Communication (LMA)

Defined Benefits

Contribution/Benefits Process

Tools

Microsoft Office 2010

Microsoft Project

Deb Tooth



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