Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Paul Ferreira

Integration & Automation - Straight through Processing
Cape Town,WC
Paul Ferreira

Summary

Straight Through Processing, Integration and automation specialist with a proven track record at Apex Group South Africa, excelling in Financial Market data integration and problem-solving. Spearheaded initiatives that improved industry efficiency, enhanced customer satisfaction and streamlined processes, while leveraging analytical thinking to optimize system performance. Adept at managing vendor relationships, Counter party relationships and training teams, driving continuous improvement in integration and automation practices.


Recognized in the South African Fund administration industry as a thought leader. Active participant on ASISA, SUSA and the South African NMPG.

Overview

32
years of professional experience

Work History

Aprex Group South Africa

Integration & Automation Manager
01.2019 - Current

Job overview

  • Ensured compliance with industry standards and regulations throughout all phases of integration projects.
  • Increased customer satisfaction by addressing post-integration issues swiftly and effectively through proper troubleshooting techniques.
  • Supported continuous improvement initiatives by conducting post-mortem analyses on completed integration projects to identify areas for growth and development.
  • Evaluated emerging technologies to stay current with industry trends, ensuring continuous improvement of integration practices.
  • Managed vendor relationships to ensure timely delivery of products and services while maintaining cost efficiencies.
  • Developed customized solutions for seamless data migration, improving overall business operations.
  • Conducted regular audits of integrated systems to monitor performance metrics, making adjustments as needed for optimal results.
  • Created detailed documentation outlining best practices for system integrations, providing a valuable resource for future projects.
  • Trained team members on new tools and techniques for efficient integration management, elevating overall expertise within the organization.
  • Enhanced system efficiency by streamlining processes and integrating various platforms.
  • Collaborated with stakeholders to identify integration needs, developing tailored strategies for successful implementation.
  • Spearheaded change management initiatives to minimize disruption during transitions between systems or software upgrades.
  • Optimized performance by identifying and resolving system bottlenecks through thorough analysis and testing.
  • Reduced downtime during integrations by implementing comprehensive contingency plans and backup procedures.
  • Implemented robust security protocols to safeguard sensitive information during system integrations, reducing risk exposure.
  • Leveraged automation tools to streamline repetitive tasks, increasing productivity levels within the integration team.
  • Planned and implemented upgrades to system hardware and software.
  • Resolved issues and escalated problems with knowledgeable support and quality service.
  • Improved data accuracy and consistency by establishing standardized data formats across integrated systems.
  • Led cross-functional teams to successfully execute integration projects on time and within budget.
  • Facilitated clear communication among project teams, resulting in better collaboration and smoother workflows during complex integrations.
  • Analyzed complex project server issues and worked on large enterprise and business-critical applications.

Maitland Fund Services South Africa

STP Manager
08.2004 - 01.2019

Job overview

  • Design, Develop and maintain Straight Through Processes for Financial markets
  • Implement, enhance and deploy new solution.
  • Maintain compliance to financial standard and market Practices.
  • Set new and enhance existing standards to improve market efficiency
  • review existing manual processes and design, develop and implement automation of these process.
  • Review and implement new technology to automate existing manual processes.
  • Monitor integration and automation for continues improvement for stability and performance.
  • Lead teams to design, develop and implement integration of various financial platforms to create and end to end straight through process.

Finsource Pty (ltd)

Business Analyst
05.2004 - 08.2004

Job overview

  • Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
  • Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
  • Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
  • Improved business processes by analyzing current practices and recommending optimization strategies.
  • Interacted with internal customers to understand business needs and translate into requirements and project scope.
  • Collaborated with IT to develop business intelligence tools, enhancing quality of data-driven decision-making.
  • Collaborated with stakeholders to identify business needs and data sources.
  • Developed customized reports, summarizing and presenting data in visually appealing format.

XDAT Software

Implementation and Support Specialist
01.2001 - 03.2004

Job overview

  • Increased efficiency in troubleshooting processes by documenting common issues and resolutions in a centralized knowledge base accessible to all team members.
  • Resolved complex technical issues promptly, minimizing disruptions to client operations.
  • Enhanced customer satisfaction with timely and efficient support for various software applications.
  • Managed multiple projects simultaneously, ensuring deadlines were met without compromising quality or customer satisfaction.
  • Diagnosed and troubleshot hardware, software and network issues.
  • Responded to customer inquiries and provided technical assistance over phone and in person.
  • Installed, configured and maintained computer systems and network connections.
  • Researched and identified solutions to technical problems.

Multichoice Africa

Operational Analyst
08.1999 - 12.2000

Job overview

  • Evaluated the effectiveness of new policies or procedures by monitoring key performance metrics, making data-driven adjustments as required.
  • Improved operational efficiency by conducting detailed data analysis and identifying areas for process optimization.
  • Streamlined workflow processes for increased productivity through the implementation of advanced automation tools.
  • Conducted regular audits of operational procedures, identifying inefficiencies and recommending improvements as necessary.
  • Developed strong relationships with stakeholders, ensuring clear communication and alignment on project objectives and expectations.
  • Participated in strategic planning initiatives to determine optimal resource allocation based on organizational goals and priorities.
  • Investigated and resolved alerts, conducted queries and culled records to assist with maintenance and problem resolution.
  • Performed validation and testing of models to promote adequacy and reformulate models as necessary.
  • Designed data optimization and interfaces for user interaction.
  • Conducted research and analysis to develop model-based solutions to complex operational problems.
  • Developed written documents and reports related to programs and operations.

Multichoice Africa

Accountant
08.1997 - 08.1999

Job overview

  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Used advanced software to prepare documents, reports, and presentations.
  • Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
  • Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
  • Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
  • Led successful integration of financial systems following merger, ensuring continuity and accuracy of financial reporting.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Collected and reported monthly expense variances and explanations.

Multichoice South Africa

Junior Accountant
01.1993 - 08.1997

Job overview

  • Assisted with preparation of monthly financial statements.
  • Prepared bank reconciliations on a monthly basis to identify potential discrepancies between company records and bank statements.
  • Reconciled month-end totals for timely and accurate reporting of financial information.
  • Supported inventory control measures by performing physical counts and reconciling discrepancies.
  • Enhanced financial accuracy by reconciling accounts and analyzing financial statements.
  • Streamlined reconciliation processes, enhancing accuracy of financial statements.

Education

PG Academy
Johannesburg

from Business Analyst
10-1998

University Overview

Skills

  • Business analysis
  • Software development lifecycle
  • Requirements gathering
  • Enterprise architecture
  • SWIFT financial messaging
  • User training
  • Financial Markets infrastructure
  • Data integration
  • Analytical thinking
  • Problem-solving
  • Problem-solving abilities
  • Data analysis
  • Systems analysis
  • Root-cause analysis
  • Technical analysis

Timeline

Integration & Automation Manager
Aprex Group South Africa
01.2019 - Current
STP Manager
Maitland Fund Services South Africa
08.2004 - 01.2019
Business Analyst
Finsource Pty (ltd)
05.2004 - 08.2004
Implementation and Support Specialist
XDAT Software
01.2001 - 03.2004
Operational Analyst
Multichoice Africa
08.1999 - 12.2000
Accountant
Multichoice Africa
08.1997 - 08.1999
Junior Accountant
Multichoice South Africa
01.1993 - 08.1997
PG Academy
from Business Analyst
Paul FerreiraIntegration & Automation - Straight through Processing