Sep 2024 – Feb 2025 · 5 mos · Sydney, New South Wales, Australia · Hybrid

• Report Development for All Hospital Departments: Created and developed comprehensive Power BI reports and dashboards for various hospital departments, enabling staff to access near real-time data and insights.
• Providing Meaningful Insights for Leadership: Generated actionable insights relied upon by the hospital leadership team to monitor past performance and predict future outcomes across all aspects of the hospital.
• Translating Business Requirements into Visual Reporting: Collaborated with the business analyst to gather reporting requirements and translated them into visually impactful and meaningful Power BI solutions.
• Creating Scalable and Efficient Semantic Models: Developed scalable, sustainable, and efficient semantic data models that are robust and adaptable, ensuring long-term usability of reporting solutions.
• Optimizing Performance and Efficiency: Monitored report performance and leveraged upstream and downstream data transformations to ensure reports are delivered efficiently and effectively.
• Ensuring Data Accuracy and Integrity: Performed ETL processes to integrate data from various source systems into Power BI, ensuring data accuracy and integrity across all reports and dashboards.
• Documentation and Best Practices: Developed and maintained comprehensive documentation for all Power BI solutions and provided guidance on best practices for Power BI development and data visualization.

Jan 2024 – Sep 2024 · 8 mos · North Sydney, New South Wales, Australia · Hybrid

• Responsibilities:
• Provide comprehensive Power BI support to a diverse range of Fortune Global 500 and government clients, ensuring high availability and performance of business intelligence solutions.
• Advise clients on capacity management best practices and base-level architecture setups to optimize Power BI deployments for their organizations.
• Perform in-depth analysis and troubleshooting of complex technical issues, coordinating with multiple teams to identify root causes and implement effective solutions.
• Assist in testing and developing in house AI tools that assist Customer Service Agents with case resolution.
• Conduct training sessions and provide guidance to clients on optimizing their use of Power BI and other integrated tools.
• Manage stakeholder relationships by communicating complex solutions in a consultative, basic and constructive manner.
• Achievements:
• Achieved a 5/5 Customer Satisfaction Score (CSAT), supporting Power BI for a range of Fortune Global 500 and government clients.
• Managed up to 23 cases simultaneously, including high-severity cases, ensuring timely resolutions and maintaining strong customer relationships, leading to improved satisfaction and retention.
• Successfully managed and resolved over 80 cases in six months, earning "Customer Hero" recognition three times for exceptional performance and positive customer feedback.
• Passed Checkpoint 3 certification within two months, enabling support for premium clients and ensuring shared capacity licenses met standards, enhancing service delivery and client trust.

Sep 2020 – Jan 2024 · 3 yrs 4 mos

• Systems: Power BI, SQL, Power Query, Excel, (Macola ERP)
• Responsibilities:
• Champion continuous improvement in financial reporting and data analysis through the design and implementation of self-service tools and applications. These tools generate actionable insights, elevating the quality and accessibility of financial information.
• Collaborate seamlessly with sales, marketing, and operations teams to offer comprehensive financial guidance and advanced analytics. This collaborative approach fosters cross-functional alignment and data-driven strategic decision-making.
• Conduct thorough analyses of financial and operational results to identify drivers of key performance indicators and generate actionable insights.
• Ensure accurate and timely monthly financial reporting and analysis, consistently delivering invaluable insights to senior management for well-informed decision-making.
• Lead the annual budgeting and quarterly forecasting processes, leveraging advanced forecasting tools to navigate seasonal budget fluctuations.
• Achievements:
• Built a company-wide forecasting system with advanced Excel, Power Query and Power BI that transformed operational procurement, sales forecasting, and financial budgeting. Developed interactive Power BI reports to provide real-time insights for company leadership.
• Produced a 20X improvement in processing time for a key data sequence, optimizing efficiency and productivity using SQL, Power Query, Power BI, Advanced Excel, and VBA. Built and automated an innovative data pipeline and bypassed a legacy ERP system, thereby revolutionizing the data analytics and reporting processes.
• Implemented a complete overhaul of the company's financial reporting processes, providing greater visibility into performance and driving strategic decision-making.
• Achieved significant efficiency gains by automating manual processes within the finance team using SQL templates. This not only saved countless labor hours but also enhanced accuracy.

Jun 2020 – Sep 2020 · 3 mos

• Responsibilities:
• Prepare year-end financial reports through reconciliation of all accounts, ensuring accuracy and compliance with financial regulations to facilitate a smooth financial year-end process.
• Achievements:
• Uncovered and resolved a significant financial discrepancy of $150k in unaccounted expenses through improved accounting practices.
• Achieved a significant milestone by being offered a permanent position within three months of a six-month contract, reflecting the value brought to the organization.

Jun 2017 – Jun 2020 · 3 yrs · Belrose · On-site

• Systems: Infor Sun Accounting System, Excel, SQL
• Responsibilities:
• Managed a $320 million annual budget for 280 stores across Australia, New Zealand, and Hong Kong, overseeing a rigorous four-month budgeting process using Infor Sunsystems Accounting. Reported directly to the Financial Controller.
• Generated Month/Quarter/Year-end management reports for all 280 stores to analyze and assess the group's financial performance.
• Managed all fixed asset accounting, reconciliations, and reporting on a $150 million portfolio.
• Prepared annual FBT, monthly GST returns for the Australian entity, and ABS reports for AUS & NZ.
• Oversaw retail store accounting, including make good, fit-out contributions, and deferred revenue.
• Completed EOFY reporting and tax returns for a $10 million Hong Kong entity.
• Achievements:
• Automated data reporting processes using Excel VBA, resulting in a 20% reduction in work hours required to generate monthly management reporting. Created a comprehensive data report comprising 10 different reports, providing insights to all owners and executive management.
• Met rigorous deadlines by delivering three annual budgets on time. In FY21, completed ahead of schedule, a first-time achievement for the organization. Implemented automated budget processes using SQL scripts, driving significant efficiency gains.
• Saved the company $50,000 per year by implementing a paperless, automated accounts payable system using Advanced Excel and VBA.
• Transitioned the business to a paperless, cloud-based credit card system, enhancing expenditure accountability for 50 cardholders. This process detected potential fraudulent transactions.
• Assumed responsibilities of the Financial Controller in his absence, leading two direct reports.

Aug 2015 – Jun 2017 · 1 yr 10 mos · Sydney, Australia

• Systems: Tech1 (Accounting), Ultracs (core banking)
• Responsibilities:
• Monthly accruals, profit and loss reports, fixed assets, reconciliations, accounts receivable, FBT return.
• Achievements:
• Implemented excel macros to automate daily reporting tasks, proactively identifying variances and ensuring financial accuracy. This initiative streamlined accounts payable processes through electronic invoicing, significantly reducing manual workload and allowing for the acquisition of valuable financial reporting skills.
• Reduced tax by $10K in the 2016 FBT tax return.

Apr 2014 – Aug 2015 · 1 yr 4 mos · Pymble

• Systems: Oracle (Drive)
• Achievements:
• Initiated a new by the minute work allocation process, increasing general productivity by 20%.
• Improved staff training resulting in a 50% improvement in reconciliation corrections and a decrease in volume of accounts with negative provisions.

Oct 2013 – Apr 2014 · 6 mos · Pymble

• Achievements:
• Consistently achieved monthly targets resulting in promotion to senior position within 6 months.

Jan 2009 – Feb 2011 · 2 yrs 1 mo · Sydney, Australia

• System: Oracle