TECHNICAL SKILLS

• 5+ years Sales Business Analyst experience within credit unions
• Through understanding of Credit union/ Mutual banking products and culture
• Advanced Excel, data mining and reporting skills
• Support the Finance team with product tracking and analysis.
• Well - developed analytical and problem solving skills
• Crystal reporting experience
• Convert data into visual reports for an instant insight using SAS or Tableau
• Ability to liaise with senior executives and IT to generate data and reports
• PeopleSoft, Microsoft Dynamics (Great Plains), Crystal Reports, ULTRADATA, SAS, Tableau,
• Advanced Microsoft Office - Word/ Excel spreadsheet/ Power Point/ Access/ Outlook
• Excellent communication skills - verbal and written
• Experienced Customer Service and able to work with a variety of people
• Attention to detail
• Time management skills - meet deadlines.
• Support projects team/managers across the business

PROFESSIONAL EXPERIENCE

Confidential,

Responsibilities:

• Data mining, cleansing data and attempt for continuous improvement/ automation in report preparing process
• Provide daily Sales Report to entire business - responsible for explaining trend and growth to the stores across Australia.
• Measuring and analysing movement across Channel Portfolios and reporting to senior management team and provide commentary
• Assisting Product Manager in maintaining and forecasting the stock level and various other stock related queries and campaigns.
• Conduct monthly sales results; compare with the budget line and prior year results. Analyse the trend and provide suggested solutions to increase activity/effectiveness to meet organisational goals.
• Provide monthly P&L’s/ Income Statements on a store level and answerable for any queries from Store/ regional managers
• Provide ad-hoc analysis to the Store and regional managers specific to their Store and region using complex SQL queries.
• Liaising with key stakeholders and clients of the organisation internally and externally.

Financial Analysis

Responsibilities:

• Assisting BA Head with budgeting, conduct ad-hoc analysis and scenario based on past year trends and present to senior management.
• Assisting BA head to develop financial models and provide business case for e.g. prepare business case to open a new location/ store and provide all necessary documentation to support a business case.
• Hardship Analysis – Timely analysis of customers facing hardship, economic value to the organisation? Benefit/ loss.
• Risk and arrears Analysis – Provide timely analysis of product disconnections through write offs, absconders and Bad-debts to national store manager.

Marketing/ Data Analyst,

Confidential,

Responsibilities:

Campaign Analysis

• Create analytic and tracking reports that help define marketing strategy for marketing leads and Create customer profiles by demographic and behavioural characteristics (Pre Campaign Analysis)
• Assisting in developing strategies for all marketing campaigns, sales activities and direct mail strategies with geographical analysis and presentation of data of members across the Channel
• Conduct post campaign analysis, measure results, response rate and report to Marketing manager, provide key comments/ send out communication to Store managers for follow up

Schedule Reporting of Product, Portfolio and sales

• Creating new Dashboard using Tableau, Customer Segmentation and analysis with geographical mapping, Budgeting and forecasting of sales, portfolio analysis and report on variance on daily/ weekly basis and present in front of Senior Management
• Analysis and reporting of daily movement in the product portfolio
• Providing board reports to senior management team on monthly basis
• Preparation and presentation of regular statistical analysis to the organisation demonstrating performance to target and strategic plan progress
• Prepare Net promoter score report on monthly basis and evaluate key issues across the organisation and report it to management
• Gather and complete regular statistical reports to the SAM Team on commitment levels, current performance and quality of sales conversations.
• Liaising with key stakeholders and clients of the organisation internally and externally

Insight Analysis

• Perform any specific analysis requested by various department managers, stores/channel managers
• Join tables and perform SQL queries (SELECT statements) to export data into excel, CSV, Access, text format and convert information into meaningful reports
• Prepare various reports using UDA reporting tool (Crystal reports) and UDA core banking system
• Convert data into visual reports for an instant insight using SAS or Tableau (initial 6 months worked on SAS creating various management reports which are now converted to Tableau)
• The creation and ongoing development of benchmarking tools both internally, externally and across differing industries to ensure a ‘best practice’ environment.
• Provide necessary support to all sales projects.
• Transaction Fee Modelling - Provided various suggestion and commentary on modelling Fee Structure
• Store/ Channel Profitability modelling – Modified and automated this report and now its run by Management Accountant on quarterly basis.
• Product Penetration modelling – Provided suggestions and complete/ finalised report which is now run monthly to get product penetration for the organisation
• Net Promoter score – updated, automated the report using Crystal Reports tool to provide insights.

Financial Support Officer,

Responsibilities:

• Accounts payable (Microsoft Dynamics/ Great plains)
• Preparation of daily cash flow
• Forecasting and budgeting of Cash flow
• Prepare costing modules
• Weekly reporting on liquidity forecasting to APRA
• Year End Budgeting and Forecasting of P&L
• Preparing Annual Report in-line with Statutory laws and standards
• Preparation and maintenance of Fixed Asset Register
• Assisting Head of Finance to create and maintain Various month end management reports and it’s Commentary
• Preparation of Adhoc reports (Upon request of different departments)