Medibank Private Contracts
Michelle Sheppard
* B.AppSc (Mathematics & Computer Science)
* B.Bus (Management & Marketing)
* Adv.Dip Accounting
Medibank Private - CONTRACT #1
Actuarial Analyst - 2005 to 2009
Analyst role reporting to Chief Actuary & CFO, performing a multitude of duties inclusive of financial, statistical & forecast modeling & reporting in conjunction with creation of automated analytical business models.
Achievements
- Productively supported implementation of BI tool – COGNOS:
- Worked closely with BI team on data warehousing project
- Provided technical requirements & specification documentation (tables, dimensions, queries, module data cubes)
- Included analysis of existing (legacy) system
- System build testing – output requirement analysis & authorization
- Cognos report building training successfully completed
- Designed, built & released numerous automated reports as required of management / business units
- Reduced the processing time required from 1-2 days to 3-4hrsand ensured company liquidity requirement by successful re-development, automation & management of outstanding claims provisioning system on-time & within budget.
- Facilitation of painless audits within Finance Department. Achieved through continuous self compliance & by also supporting colleagues. Introducing improved transparency within models, profoundly assisted audits in becoming a seamless process.
- Productively supported entire organisation by offering other departments the benefit of individually designed & often automated business solutions (with a smile):
- Treasury & Investments - Investment analysis system (Excel Based)
- Treasury & Investments - Daily cash flow management reporting program (Excel based)
- HR - Exit & Entry Survey Analysis Program (Excel based)
- Compliance - Treatment Plan (Access DB)
Medibank Private - CONTRACT #2
Investments / Corporate Finance Analyst (Contract): 2004 to 2005
Investments role supporting Treasury & Finance department in the research, analysis, negotiation, purchase & management of the investment products & services.
Achievements
- Maintenance of Product Costing Model ensuring wise investments & increased profit generation. Contributed to the turn-around from massive loss to significant gains &exceeding budget expectation. Ensured adequate cash-flow existed in banking operations on a daily basis by developing, analyzing & advising on complex data.
- Successful facilitation of process for upgrade to Austraclear (system reconciliations & training).
- Assisted in the monitoring & reconciliation of SAP accounting ledgers. Systems created improved transparency & ensured regulatory compliance.
- Provided a superior level of advice &assistance to Management Accounting, Financial Accounting & Treasury staff by creating custom designed &automated modeling tools (i.e., monitoring, forecasting & statistical analysis applications).
- Created Investment & Compliance Reporting System on-time and within budget by working closely with management and staff to define requirements, providing in-depth training & ongoing support. This required in-depth understanding of compliance regulations & application to investments & resulted in easy to understand reporting.
- Created Cash flow Reporting System, provided training & support, which resulted in easy to understand visual representation of complex information which received excellent feedback from the CFO, senior management & board members.
- Assisted in the analysis of the organizations investment advisors selection process by:
- Performed analysis & mathematical modeling of advisors to produce score based recommendations
- Providing graphical representation of analysis for presentation to Senior Management & Board Members
- Assisting in the co-ordination of tasks and creation of final Board Package
Brief overview of Michelle Sheppard
Michelle Sheppard is a Pro-active, energetic and results driven team player with excellent communication and leadership skills. Strong focus on planning, compliance, key stakeholder engagement, strategic change and risk management and business process improvement.
Vast knowledge of all phases of the SDLC - data mapping and complex business requirements gathering, business process modeling, stakeholder management, workshop facilitation and documentation to include compliance and regulatory requirements.
Advanced excel & database modeling skills developed across a broad number of applications. Broad experience managing large data warehouses – building, capturing, maintaining, integrating, manipulating & reconciling data.
Michelle has an unprecedented reputation for presenting complex information in a straight forward manner to assist the decision making process.
Senior levels of experience to include:
- Cross functional analysis
- Analysis and development of processes and work instructions
- Key stakeholder management (BU management, process owners etc.)
- Workshop facilitation
- Change management & business readiness
- Representing the business throughout the change cycle to ensure business requirements are met, tested and implemented successfully
- Ensuring compliance requirements are successfully captured and implemented
- Knowledge management
- Delivering processes and work instructions
- Management of risks and issues (to include remediation activities)
Professional Skills
Competencies
• Business analysis
• Project management / process / governance & control
• Report writing / presentations (BRDs, PRDs, PSRs, PIRs, periodic reporting…)
• Relationship / stakeholder management
• Financial analytics
• Change management & deliverables (surveys, plans, heat maps, e2e scenarios)
• Risk management
• Flexibility & adaptability
• Customer focus
• Problem solving
• Data analysis
• Systems analysis
• Document control
• Mathematical modeling (including statistics, forecasting & optimization techniques)
• Software engineering – creation of customized advanced specialist applications
• Programming - Visual Basic, SQL , XML, Scripts, Modules, Data Cubes (VB, Oracle SQL Developer)
• SDLC / ERP / BI tools / Data management
System Skills
• MS Office Suite - all programs including advanced Excel, Access, Project & Visio
• Visual Basic programming for MS automation
• Great Plains (Microsoft Dynamics GP)
• Oracle – DB Developer
• PeopleSoft
• Clarity - TechCentral
• SQL Server Management Studio
• Cognos
• SAP
• Crystal Reports
• Modules & Data Cubes i.e., Olap for excel
Qualifications
Bachelor of Applied Science (Mathematics/Computers)
Swinburne University of Technology, 2002
Bachelor of Business (Management & Marketing)
ACU (Melbourne), 1999
Advanced Diploma of Accounting
Open Colleges, 2012
Additional Training/Development
Team Leader Development Program
ANZ, 2012
Professional Memberships
• IIBA Member (International Institute of Business Analysis)
• IIAT Member (International Institute of Accounting Technicians)
• CPA – Foundation Level Member
Academic degree requirement fulfilled
