Shannon Waters

Experience

• 

  Computershare

  Oct 2006 - Sept 2014

  Computershare Communications Services (CCS) is one of the largest mail houses in Australia, specialising in Outbound communications, digital communication solutions and inbound document processing and data capture. Within CCS I provide financial/management accounting and support for commercial decisions. This requires detailed analysis of a complex organisation. Responsibilities include: • Oversee the month end process and report variance analysis to key stakeholders.• Accurately budget and forecast across 4 sites and provide and build detailed reporting. • Trend analysis, result commentary, produce slides for executive meetings, present financial to state based management team. • Oversee the CAPEX process, validate expenditure vs forecast, produce NPV analysis on purchases. • Commercial analysis (profitability modelling, price reviews, assist with procurement RFP) • Report global KPI's to global stakeholders• Assist and develop the CCS assistant accountant Show less Computershare Plan Managers provide specialist employee equity plan management and administration solutions, Computershare Fund Services provide outsourced managed funds administration services and Georgeson provide Global corporate proxy solicitation and governance consulting services.Working across multiple business units I had responsibility for a number of varied management and financial accounting activities.• Management reporting and modelling (monthly financial analysis, profitability modelling, price modelling and strategy modelling)• Oversee and control the budget and forecast processes for each business unit working with the managing directors to accurately forecast business performance, including accurate forecast recording using Oracle Hyperion Planning. provide reporting for forecasts and budgets using Oracle Hyperion planning and financial management.• Month end financial accounting and reporting to group finance and stakeholders.• Daily cashflow reporting and cash management.• Monthly general ledger reconciliation & validation.• Fixed asset accounting• Yearly statutory accounts preparation including the building of statutory reporting templates using IBM Cognos financial statement reporting (Clarity).• Monthly reporting and monitoring for AFSL licensing requirements• Quarterly, half year and full year tax reporting (PAYG, FBT, GST returns)• General process improvement, cost reduction identification and revenue leakage identification. Show less The Operations Risk Management team is responsible for providing a vital link for Computershare investor services registry operations to internal audit and the internal legal department. The team is responsible for facilitating and communicating legal and risk changes to the registry operations. My responsibilities included:• Implemented change initiatives within the team and across Operations. Including the introduction of share ownership transfer charging and legislation change on unsolicited share buying offers.• Monitored and managed team members performance and conducted performance appraisals• Managed cultural change within the team during a significant restructure• Performed International Standards Organisation (ISO) 9000 certification internal audit• Implemented process improvements, including the introduction of a quality assurance process to ensure quality compliant responses from the team. Show less The Deceased and Transfer processing team performs the registry ownership transfers for issuer sponsored share holdings. Both deceased and transfer processing require strict legal guidelines to be followed to enable ownership transfer.Duties included:• Generating reports on work volumes, monitoring work volumes ensuring Service Level agreements and record date requirements were met• Handling escalations, answering team members queries, Investigating grey areas and formalising processes• Monitoring and managing team members performance• Identifying areas of risk and taking action to reduce risk• Implementing process improvements• Organised and ran team meetings• Assisted the Team Leader and Manager with stakeholder management. Show less Working across multiple functional areas within Computershare's registry operations I gained a ground level understanding of the Registry industry and the drivers for successful service provision with key focus on Quality of production, providing certainty as a core value proposition.Operational teams and duties included:Manual Auditing• Audited corrections to the registry, Balanced issue capital and audited corporate actions processingSpecial Projects• Liaised with internal stake holders while reviewing, updating and writing compliance procedure manuals.• Trained individuals and groups in various transactions including US tax reporting.• Travelled to Adelaide to work on IRS reporting for companies dually listed on the ASX and US stock exchanges. Generated IRS tax reports to be sent to individuals and companies. • Participated in shareholder greeting, attendance registry and counting of votes for Annual General Meetings• Completed User acceptance testing (UAT) on changes to US tax recording functionality and system changes to New Shareholder Packs recording and distributing functionality.• Audited cheques using cheque auditing techniques to maintain the integrity of the cheque room.Classify/User update• Classified documents, noted Power Of Attorney’s, recorded dividend reinvestment plan enrolments, Updated US tax details on the register.• Became US tax specialist, conducted training, answered all questions within the team regarding US tax updates, evaluated and advised of incorrect processes within the team.• Complied and wrote Error reduction reports for compliance reporting. Completed reports for my team and other teams in order to reimburse shareholders with payments and share issues for incorrectly processed transactions that resulted in shareholder complaints.Transfer/Deceased Estates/Letters• Transferred shares between holdings and to beneficiaries and executors of Deceased Estates• Learnt requirements for handling Deceased estates Show less

  • Accountant- Computershare Communication Services

    Dec 2012 - Sept 2014

  • Accountant (Computershare Plan Managers, Computershare Fund Services, Georgeson Corporate Proxy)

    Mar 2011 - Dec 2012

  • Team Leader Operations Risk Management

    Jun 2010 - Mar 2011

  • Team Coach Equity Transfers and Deceased estates

    Aug 2009 - Jun 2010

  • Investor Service Representative

    Oct 2006 - Aug 2009
• 

  BlueScope

  Oct 2014 - now

  Finance Transformation Specialist in a Corporate Risk & Resilience team focusing on Finance Transformation projects. Projects include: Finance Consolidation and Reporting tool refreshFinance System Architecture designVariance Analysis AutomationConsolidation System ReviewFinance System Roadmap DevelopmentData Governance Framework DevelopmentData Lake EstablishmentPricing Analytics with Machine LearningForecast Data Integration Improvement ESOAR reviews Show less Reporting to Vice President, Commercial & Planning, the senior analyst adds value through the preparation of information and analysis for performance monitoring and decision-making purposes across the BlueScope group. Key accountability for delivering the monthly group forecast processes and group financial modeling capability. Also a key contributor to the Group business planning and budgeting processes and delivering insights to improve business performance via routine and non-routine reporting and analysis. Seen as a subject matter expert in the understanding of key drivers of group financial performance and holds responsibility for building and maintaining group financial models.The role has a clear mandate to improve the efficiency and effectiveness of reporting, forecasting and performance analysis across the organization. A hands-on management accounting and planning role in a high profile function providing information and support to executive management and the Board. The function has close interaction with Corporate Finance & Strategy and business unit finance and commercial teams. Working in a small team of finance professionals, this role is critical in providing support and coaching of the Analyst.Responsibilities:-Perform monthly reporting activities including analysis for the Group across actuals, forecasts, budgets and long term planning-Responsibility for ensuring effective completion of monthly forecast/budget deliverables-Ensure a comprehensive understanding of Group sensitivity, scenario and debt covenant models and an ability to accurately model financial implications of changes in key macroeconomic and business operational assumptions-Assistance in the development and implementation of improvement initiatives across the BSL Group-Provide support to capital investment requirements in accordance with Capital Management Framework-Provide accounting and commercial support to key stakeholders Show less

  • Senior Analyst, Group Risk & Finance Transformation

    Mar 2020 - now

  • Senior Finance Analyst, Commercial & Planning

    Oct 2016 - Mar 2020

  • Finance Analyst, Commercial & Planning

    Oct 2014 - Oct 2016