Reporting & Systems Manager (SOGC)
CMTEDD – Shared Services Procurement
Total years of experience :17 years, 11 Months
(Shared Service Procurement Services manages all ACT government’s department’s capital works and goods services procurement activities. It is also responsible for setting procurement activity guidelines on behalf of ACT Government.)
Key Responsibilities:
• Spearhead a team of three members to deliver efficiencies in business process analysis and development of in-house reporting systems based on SharePoint and Access databases.
• Apply sharp analytical abilities in financial modeling using statistical software and Excel to analyze income-expenses trends and patterns.
• Currently involved in the administration and development of Oracle Project Billing module and its integration with Oracle E business systems.
• Achieve milestone in the development and enhancement of reporting capabilities and documenting business systems, and processes of Oracle Project Billing module.
• Meticulously authorize user acceptance testing certificate to the in-house Oracle technical team regarding changes to the Oracle project module.
• Actively participate in meetings with stakeholders, including Technical Consultants, Project Officers and Executive Directors to identify business process improvements and manage the change process.
• Duties include managing adhoc projects such as Oracle Project processing centralization and delivering training to users.
• Diligently analyze monthly project’s status for cost, time and deliverables in conjunction with PMO office and develop project dashboard reporting using Access and Excel.
• Drive efforts for developing automated reporting capabilities (monthly variance, budgeting) of the department using Microsoft Excel and Access.
• Proficiently use industry reference models and best practices to design and implement targeted operating models focused on removing redundancies, improving quality, controlling costs and enhancing revenue generations.
• Regularly communicate with project leaders and heads of internal departments to forward changes and business requirements.
• Create project plans for knowledge transfer; identify key challenges, issues and risks in project delivery and develop risk mitigation plans in association with the client team.
(The business was established to provide consulting and business advisory services to small to medium enterprise in Canberra. I am also a registered tax agent and the practice currently focuses on offering value added IT services along with traditional accounting services.)
Key Responsibilities:
• Utilized strong background in providing traditional accounting services, including tax services, business advisory and business structure related advice.
• Explore new and effective approaches in business consulting services, including set-up of internal management reporting system, business performance benchmarking, asset management and reporting and costing systems.
• Expertly provide software consulting services which include users’ functional requirements analysis and assisting in the selection of appropriate software packages (e.g. ERP software Microsoft Dynamics, Business Intelligence software - Microstrategy, Open Source software - Orange CRM).
• Offer assistance with IT services which includes analysis of existing infrastructure and recommending future’s lower cost of infrastructure.
• Successfully solve organization’s business challenges through process excellence and change enablement, operational value realization and strategy.
• Deliver integrated solutions and end-to-end business services to meet the changing needs of the organizations.
• Worked with vendors and end users to translate requirements into design specifications.
(ICT Shared service delivers ICT services to all ACT government’s departments and is a cost recovery organization. It is responsible for managing the entire ICT infrastructure, including data centers to provide the services.)
Key Responsibilities:
• Held accountability for preparing & monitoring budgets; preparing miscellaneous monthly management reports which included variance analysis reports, monthly financial management reports; and providing financial commentaries for the business development branch.
• Associated closely with the costing team in developing costing models in Clear Cost software to estimate cost inputs in delivering IT services and Service level agreement charges.
• Formulated an innovative strategy to lead the budget process and also drafted instructions and guidelines for preparing draft budgets and due dates for review.
• Customized reports as per the gap analysis and the requirements generated during the process of implementation.
Performance Milestones:
CMTEDD - Shared Services Procurement
• Credited for effectively designing supplier management database, and SharePoint portal for Shared Services Procurement.
• Earned praise for dexterously designing a job costing system for client Mass Steel in Microsoft Access.
• Contributed as a working committee member of Oracle R12 implementation focus group to identify system configuration.
• Streamlined the project management methodology and moved project management to a new platform resulting in simpler and more reliable compliance.
IBEX BIZ Consulting
• Set a high standard of accomplishment in providing solutions of identified trouble points, identification of processes, process optimization, transitioning and overall client relationship management.
• Remained on the cutting edge with proven success in building and maintaining relationships with key corporate decision-makers, establishing large volume, high profit accounts with excellent levels of retention and loyalty.
CMTEDD - ICT Shared Services
• Commended for establishing, documenting, testing and maintaining internal controls and procedures for financial reporting to ensure their effectiveness.
• Credited for establishing quantitative performance standards for the key result areas, and implementing processes to achieve such standards.
ACT Department of Justice & Community
• Made significant contributions by providing financial systems (Oracle & TM1) and procedures training to departmental staff.
• Recognized as a forward thinker who is highly accomplished in the execution of key organizational objectives.
Collaborative Consulting
• Capitalized on the sales opportunities for IBM Cognos TM1, BI and Cognos Express and other BI software.
• Contributed technical and strategic inputs in evaluating and assimilating emerging technologies suitable for business needs.
Key Responsibilities:
• Charged with developing forecasting model and business intelligence management report in excel and access.
• Liaised extensively with a legal branch to update financial policies and provided business unit inputs.
• Applied advanced knowledge of various financial acts and regulations as well as knowledge of accounting principles, standards and practices while interpreting and applying legislation to determine their impact on the business.
• Utilized strong skills in the preparation of monthly reports which included treasury reports, variance analysis reports, financial management reports and special purpose reports like Commonwealth Grant reports.
• Compiled and presented estimated outcomes and miscellaneous reports to assist preparation of the Department’s internal budget allocation process.
• Handled responsibilities for the preparation of end of year financial report and updated accompanying financial statements, notes as per accounting principles and treasury guidelines.
• Tasked with managing trust accounting, including reconciliation and reviewing trust’s compliance with statutory provision.
• Assessed the quality of data for accuracy, completeness, consistency, temporal reliability, uniqueness and validity.
(Collaborative Consulting is an IT resource provider firm with 15 staff and activities ranges from software development to on-site software consulting. Started in 2007 with 4 staff and turnover of $200, 000 the company had managed to touch turnover of $1.2 million in 2008.)
Key Responsibilities:
• Entrusted with the onus of presenting solutions to key stakeholders within enterprise sized organizations.
• Dealt very capably with the crucial areas of creating business models and ERD diagrams based on operational requirements using Visio.
• Used exceptional interpersonal skills to collaborate with internal Technical Consultants, Project Managers, and Account Management to deliver end to end implementations, including gathering of business requirements, establishing business needs, performing insights analysis, and providing ongoing support, insight and direction for clients.
• Interfaced and coordinated with clients to design, define, and modify insights analysis studies leveraging their qualitative and quantitative data. Implemented the studies, provided insight findings, and collaborated with clients to identify insights driven business recommendations.
• Deployed strong communication skills in interacting with clients to clearly and succinctly communicate insights both verbally and visually through presentations to the client and their internal stakeholders.
• Successfully reviewed business, functional, non-functional and system requirements with business stakeholders and gained consensus and sign-off on the requirement documents.
• Took instrumental role in identifying opportunities to utilize current/innovative technical solutions to improve business processes and products that provided cost savings and efficiency gains.
(Deakin Alliance before merging with Beams & Associate in 2009 used to be a mid tier chartered firm with offices in three locations in Canberra & NSW. With staff strength of 20 staff Deakin Alliance was at the forefront of business consulting, personal wealth management and tax compliance.)
Key Responsibilities:
• Undertook responsibilities of business coaching & consulting mainly small businesses.
• Additionally responsible for company financials and tax return, fringe benefits tax return preparation, personal Income tax return preparation, assessment and preparing family tax benefits claim, BAS and account reconciliation.
• Interpreted financial and specific industry trends and customer data financial spreadsheets on customers, categorized & entered data, and analyzed data.
• Exercised solutions oriented approach in problem solving and finding quick solutions to all ad hoc issues on a daily basis.
• Actively engaged in reviewing and analyzing program proposals, plans, audit reports and studies for their financial impact upon the organization.