Shantel B.

Experience

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  STANLIB

  Mar 2008 - Nov 2008

  Unit Trust Reconciliation Officer

  • Perform all the necessary administrative tasks required in portfolios including: processing and reconciling asset transactions for all asset types and income in the portfolios, attending to client cash flows and related transactions and attending to all asset queries on the portfolio. Responsible for client liaison (generally query resolution related) and client reporting (checking monthly/quarterly statements). Responsible for monthly compliance monitoring and monthly script reconciliations• To perform daily cash reconciliations for Unit Trusts and Multi-Manager portfolios.• To perform daily script reconciliations for various Money Market Funds• To perform monthly call and script recons for Unit Trusts and Multi-Manager portfolios.• To identify all timing difference and valid reconciliations items • To communicate and follow up on reconciling items with internal and external clients.• Resolution of reconciliation items• Participate in projects initiated by or impacting the Reconciliation Team (new system testing and implementation). • Formulating/updating process documentation. Show less

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  Standard Bank Group

  Nov 2008 - Aug 2013

  To provide Business analysis services to the Business Banking and Card Acquiring Portfolios within Business Banking division of Personal and Business Banking IT department of Standard Bank.Long Term Project: Description:• 3 year long project to migrate Medium Term Loans across 7 streams to a new a Product management systemo Process Stream Lead - Process Engineero Support BA for data migration, data mapping and integration streamsRoles and Responsibilities:• Creation of Business Process Models AS-IS and TO-BE through Process modeling (ARIS, International Best Practice);• Gap analysis of AS-IS to To-BE process against the Integration and MI streams• Process analysis and optimization • Internal reviews of supporting Bas output• Ensure conformance to ARIS standards to produce training material• Validation and testing of new processes• Ensure all deliverables are delivered on time, within budget, scope and quality• Provide regular, continuous and accurate feedback to project management teamMultiple Work Request Descriptions: Work requests as sole BA.1. To develop and document functionality for the annual pricing process in order to collaborate customer details and concessionary pricing with generic pricing template2. To develop a new screen on the Card system that will allow the capturing of the additional fields that are required in the exported flat file3. To re-allocate merchant batches on the pre-settlement platform (Generic Switch), Automation of merchant parameter review, Partial process automation and MIS Reporting generation.Roles and Responsibilities:• End to End Business Analysis across all the 6 BABOK knowledge areas• All required BA documentation through SDLC Show less • Project reporting on weekly and monthly basis for the allocated portfolio • To provide administrative support to the Business Lending, Transactional Products, Small Enterprises, Fleet Management and Project Management Office MIS Portfolios• Process analysis and optimization • Internal reviews of supporting BAs output• Ensure conformance to ARIS standards to produce training material• Validation and testing of new processes• Ensure all deliverables are delivered on time, within budget, scope and quality Show less Duties/Purpose: • Understand the structure of a financial institution and how Business Analyst role is effective in ensuring profitability• Rotations across branches, suites, business centres, cash centres, executive management and general aspects of the bank to strengthen your understanding of customer relationship management in roles such as a Private Banker, Account Analyst and Business Manager and • Understand how to create memorable customer-centric experiences• Worked on 2 mini projects on Private Banking and Private Clientso Compiling Business Caseso Compiling Business Requirements Documents Show less

  • Business Analyst

    Jun 2009 - Aug 2013

  • Portfolio Administrator/ Business Analyst

    Jan 2012 - Jul 2012

  • Project Administrator/Business Analyst

    Oct 2010 - Jan 2012

  • Business Intelligence Analyst

    May 2010 - Sept 2010

  • Operations Officer/Business Analyst

    Jun 2009 - Apr 2010

  • Graduate

    Nov 2008 - May 2009
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  FNB South Africa

  Sept 2013 - Oct 2014

  Senior Business Analyst

  Projects: Various projects within the Private Clients, Premier Banking and Wealth divisions which including internal staff scorecards, eBucks calculator and one-view of ring fenced clients.Duties: • Define the scope of the project• Pursue enquiries with clients to understand the “why” rather than the “what” of the requirement• Be the primary interface between business representatives and technical resources for the development or implementation of business applications• Hold Brainstorming workshops or JAD sessions to gather requirements and drive workshops when necessary• Liaise with relevant stakeholder management to prioritise project deliverables• Ensure effective stakeholder management - Keep management, users and developers informed of progress through effective communication and management of expectations• Analyse the problem from different angles and perform gap analysis • Understand the existing business processes and new business requirements through a structured process and requirement documenting, validating and translating it into detailed functional specifications that are used by developers to craft a technical solutions• Create low fidelity prototypes, wire frames, mock ups and screens using Balsamiq• Ensure effective coordination of the projects and their inter-dependencies, any risks and any other issues that may arise. This includes timeline and milestone management.• Test ensure that the delivered solution meets agreed business requirements and functional specifications• Creation and transfer of user training and support on new processes and applications to the business owners• Participation in post project implementation review Show less

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  Investec

  Oct 2014 - May 2015

  Technical Business Analyst

  Projects: • Maintenance and support of reconciliation coding for transactions in Global MarketsDuties: • Design, minor code and implement changes for the business operation of Transaction Reconciliation• Support internal clients by analysis, trouble shooting and resolution of incorrect transaction reconciliation code• Technical system administrator support of operation reports

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  Nedbank

  May 2015 - now

  Provides direction and guidance to 20+ Business Analysts and Process Engineers to ensure efficient, effective and quality delivery on a strategic programme for the Corporate and Investment banking, Business Banking and Retail Banking divisions. Impacted products include Transactional products, cash solutions, card, credit, investments and Servicing of these products for the bank. 2020 & 2021: Awarded formal recognition at group level of the Bank. 2022 & 2023: Team and individual nominationsTeam Role:- Manages and leads a team of Business Analysts and Process Engineers who belong to fully stacked squads. - Communicates programme goals, framework practices, and programme deadlines to team. - Motivates and set goals for team members and assesses performance against agreed goals - Responsible for recruiting, training and coaching of the right candidates that best suit the programme- Ensures the team aligns to and follows best practices as set out by the bank's BA and PE Community of PracticeStakeholder management:- Influences and builds relationships with stakeholders across all levels of the organisation internally and externally, across multiple geographies to ensure easy resolution of issues raised by the team- Actively involved in the formation of bank's Community of Practice which includes strategies for interaction, shared vision and general direction for best practices and Agile frameworks. Journey (Value Steam with multiple Agile Release Trains:- Highly organised and comfortable with making tough decisions daily regarding the team or the team's activities in the journey- Effectively keeps track of moving parts across the journey and adapts to new information and goals- Diligently assesses the impact of any changes and communicates both to the team and the journey- Ensures alignment across all squads in the Release Train - Forms part of the leadership team responsible for strategic direction and discovery of new initiatives Show less Received multiple programme awards for going above and beyond expected responsibilitiesEnd to end digitization of corporate and business banking client on-boarding and product on-boarding by internal (staff) and external clients Business-As-Usual projects for Investment Banking - Capital Markets from front, middle and back office on various business platforms of Front Arena, JSE - Nutron, Talx, Hermes and Swift for Derivative Markets, Money Market and IRCs Bonds. As well as auxiliary project services for Credit, Compliance and Finance. Duties: • Orchestrate the collaboration between Product Owner, Business Sponsors, SMEs, Experience Designers, Testers and Development groups in a squad and inter squads• Work with stakeholders beyond just the above delivery team to understand drivers behind the stated requirements and articulate this analysis clearly to the delivery team• Instrumental in the analysis, design and building of critical and complex custom designed business application• Create story mapping and story naratives and ensure that all aspects of agreed definition of ready are included in the digital story on JIRA• Pair with designers on mock ups (high and low fidelity) and user journey mapping• Validate stories in the Dev environment with the developers and QA environment with test analysts• Manage the story wall - Both physical and digital • Evangelise Agile, Lean, and Continuous Development analysis best practices in the programme• Facilitate workshops to elicit requirements and generate ideas and content for solving difficult problems Show less

  • Technical Product Owner

    Jan 2024 - now

  • Programme Lead: Business Analysis and Process Engineering

    Oct 2019 - Mar 2024

  • Senior Agile Business Analyst

    May 2015 - Oct 2019