Data Analysis
Accomplished Senior IT Consultant with a proven track record of enhancing operational efficiency and spearheading change management initiatives. Expert in Agile methodology and technical design documentation, I excel in process improvement and strategic project delivery. My adept communication skills have consistently driven team success and business growth.
A key subject matter expert in documenting and implementing standard operating procedures that form a critical pillar in the change management process post migration go-live.
Responsibility:
As the Senior Business Analyst I am responsible for the delivery of key strategic wealth management IT projects.
Responsibilities:
I work with financial institutions to design and implement software solutions to deliver client requirements.
Responsibilities:
I am responsible for prioritizing and delegating tasks in line with client requirements and within the prescribed project timelines.
Responsibilities:
Responsible for the successful implementation of private wealth and stockbroking software for Iress clients.
Responsibilities:
Advising businesses on creating a capability for innovation, using software as the primary tool in shaping a new culture that helps improve the financial and operational health of the clients' organization.
Responsibilities:
A qualified investment professional helping individuals meet their long-term financial objectives.
Responsibilities:
Documentation
An accomplished and results-oriented IT Consultant with 10 years of experience specializing in the Financial Technology industry. Proven ability to assess client needs, translate business goals into actionable technological solutions, and drive successful implementations. I Possess deep technical expertise in Wealth Management, API's, BPM, CRM, Cloud Computing and AI/ML coupled with a strong understanding of financial regulations and compliance requirements.
I have a strong aptitude for AI and data analysis, utilizing tools such as Vertex AI, Python, SQL, and specialized financial software to derive actionable insights. Skilled in Agile methodologies and practices, contributing to effective and consistent project delivery.
I have exceptional communication and stakeholder management skills, enabling effective collaboration with diverse teams, from C-suite executives to Operations and IT professionals. Demonstrable ability to map out and optimize end-to-end business processes, identifying and addressing inefficiencies. Adept at project management methodologies, successfully planning and executing initiatives to enhance operations.
Adaptable and experienced in collaborating with cross-functional teams to deliver clear documentation, including comprehensive reports, requirements, and process documentation.
Data Analysis
Design
Documentation
Integration
UAT
Prompt Design
[Investment Performance Measurement], [CFA Institute] - [2020]
[Investment Performance Measurement], [CFA Institute] - [2020]
[Professional Competency Exam], [FPI Institute] - [2021]
Certificate in Business & Systems Analysis [www.uct.ac.za] - [2015]
Certificate in Investment & Portfolio Management [www.unisa.ac.za] - [2008]
PMI Agile Certified Practitioner [www.pmi.org] - [2022]