Role Overview: Business Analyst for Iress (FinTech), wealth management product and services provided to major banks and financial institutions within Australia, New Zealand, UK, Canada and South Africa. In my role as a business analyst, I am involved in various initiatives for Iress’ product Xplan
Lead Business Analyst (Compliance Projects)
–General Data Protection Regulation (GDPR) Compliance: Analysed various modules within Iress’ product Xplan to ensure the product’s adherence to GDPR rules and regulations
–Regulatory Compliance: Created reports from Xplan on key regulatory indicators based on guidelines provided by the Royal Commission for Iress’ regulatory product Lumen.
–Data Streaming Service: Responsible for analysing and providing key data points from Xplan for Iress’ data streaming service to capture change events from Xplan so a secondary data store can be build. The data is stored in a normalised view and allows the end user the ability create business intelligence dashboards
Secondment Global CRM Initiative
–Global CRM: Collaborated with regional business teams to build an in house CRM Platform. Developed reports and business intelligence using tools such as Power BI and Data Studio for CRM
-Defining user journeys based on user personas. Document user journeys and proposed solutions for the inception workshops
-Facilitating workshops and refinement sessions with Agile delivery team and technical leads collating and verifying story requirements and estimates
-Conduct kick-off sessions on user stories with the development team for a clear understanding on acceptance criteria
-Conduct functional reviews with team in readiness for a showcase with key stakeholders
-Participate in Agile ceremonies such as stand ups, showcases, retrospectives
-Undertaking research and analysis to decide the best path forward and shaping business cases.