Anne-Marie Lyons

Experience

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  AXA

  Jan 1989 - Mar 1990

  Fund Administrator (HESTA)
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  Norwich Union Insurance

  Apr 1990 - Mar 1992

  Fund Administrator (Corporate Super)
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  Tower Trust / Austrust

  Aug 1992 - Jul 1996

  Senior Administrator (Small APRA Funds & IDPS)
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  Perpetual Limited

  Jul 1996 - Aug 2002

  Senior Operations Manager / Manager Client Relationships & Service / Project Manager

  Successful management of core operating system transition.Management of transition project following the acquisition of AXA Trustees, including management of system, operations & staff integration.New product implementation including; product design, marketing material, pricing structure, software selection and process design.Execution of operating model redesign resulting in increased profitability. Improved efficiency through restructure of team functions & increased levels of expertise through staff development. Show less

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  National Australia Trustees

  Nov 2002 - May 2004

  Transition Consultant & Project Delivery Stream Lead

  Transfer of the Small APRA Fund portfolio from NAB Trustees to Perpetual Trustees following the sale of the business.

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  Avanteos (Colonial First State Custom)

  May 2004 - Oct 2005

  Head of Operations

  Managed a team of 40 operational and service staff, responsible for administration of $3b in assets (across Superannuation & IDPS products). - Ensuring scalability of operations to effectively manage rapid growth of the business.- Negotiation and delivery of Service Level Agreements and service standards.- Strategic planning for the development of the business unit as well as day-to-day management of the team & staff development.- Meeting all compliance obligations and maintaining effective controls. Show less

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  MLC / NAB

  Oct 2005 - Oct 2006

  Developed and implemented a redesign and efficiency improvement program for MLC’s Group Life Underwriting business. Led the Business Stream for the Integration of NAB & MLC's Corporate Super Products. Designed and implemented the Change Management, Organisational Design, Operating Model & Business Readiness Strategies. Managed a team of Business & Process Analysts.

  • Business Transformation & Org Change Management Consultant

    Jul 2006 - Oct 2006

  • Senior Project Manager - Business Integration & Transition

    Oct 2005 - Oct 2006
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  OAMPS Insurance Brokers (Wesfarmers Insurance)

  Oct 2006 - Jan 2012

  Designed, planned and delivered a major strategic business transformation program, reporting directly to both Trustee and Management Boards. Key Responsibilities included:* Strategic design, planning and delivery of the Transformation Program; including business case development, budgeting, projection modelling, benefits management and executive / board reporting.* Establish PMO capability; structure, recruitment, training, development, governance, financial and project reporting processes. * Operational Management of the Super Fund; Trustees Services, Claims, Risk & Compliance, Operations, Fund Accounting, Management Accounting, Client Service, Relationship Management, Product & Marketing and Business Development teams.* Overseeing significant outsourcing arrangements including; Investment Management, Asset Custody, Group Life and Contact Centre functions.* Overall accountability for business performance including full P&L responsibility.* APRA ‘Responsible Manager’ and overall responsibility for compliance with all internal and external governance, regulatory and audit requirements.* Leadership, development and mentoring of Senior Management roles. (6 direct reports).Key achievements:Fund received ‘rising star of the year’ nomination from SuperRatings due to improved product features and lowered product fees to clientsDelivered significantly improved board, financial & project reporting. Improved overall staff capability, engagement & performance. Implemented improved operating model and increased business profitability through reduced costs. Achieved profitable sale of the business and successful management of the transition to the owners. Show less

  • Branch Manager - Adelaide (Secondment)

    Sept 2011 - Jan 2012

  • General Manager Superannuation (Fund CEO OAMPS Super) - Strategic Transformation Program

    May 2007 - Sept 2011

  • Risk & Compliance Manager - OAMPS Superannuation (Contract)

    Oct 2006 - May 2007
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  OAMPS / Wesfarmers Insurance

  Jun 2011 - Sept 2012

  Senior Project & Operations Manager - Offshore Market Placements Australia

  Establishment of the Offshore Market Placements business unit (a Lloyds underwriting agency) within OAMPS Insurance Brokers.Development of the business case, business plan, financial projections, on-going operating budget and project budget for establishment of the new business unit.Design and establish the operating model, system requirements, operational procedures, risk and compliance needs and training requirements.Launch the new business and products nationally to the broking network.Recruit and initially manage the on-going operational resources (Underwriters, Admin Manager and Operational team). Show less

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  Insight Development - Projects and Consulting

  Jul 2012 - Jan 2017

  Principal & Owner (Strategist, Human Behavioural Specialist, Facilitator, Speaker, Coach & Mentor)

  Various project, contract, consulting and mentoring engagements, enabling business owners and leaders to :* Improve people management skills, to become genuine leaders of themselves and others,* Develop and implement strategies to effectively manage rapidly growing businesses,* Achieve brilliant outcomes while managing significant business changes,* Understand more about human behaviour to get the best out of themselves and others,through delivery of; Leadership Mentoring, Executive Coaching, Strategic Planning, Change Management, Staff Engagement & Innovation Programs, Facilitation & Training, Peak Performance Coaching and Leadership Development Programs. Show less

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  Link Group (formerly Superpartners)

  Apr 2013 - Feb 2015

  End-to end Program Management & Delivery for multiple project portfolios across Transitions & the HESTA Client Portfolio.Stakeholder management and reporting, budgeting, forecasting, resource management, strategic delivery and operational planning.Oversight of multiple Project Teams (up to 100 people, including developers, testers and change analysts) while also performing hands-on delivery as a PM where required.Direct line management, mentoring and development of Senior Project Managers, Project Managers, Project Analysts, Reporting Analysts and Business Analysts. (8 people) Show less

  • Pipeline Manager

    Sept 2014 - Feb 2015

  • Transitions Program Manager & Client Engagement and Delivery Manager

    Apr 2013 - Aug 2014
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  Link Group (LNK)

  Feb 2015 - Sept 2016

  Integration & LinkLabs Manager - Senior Project Manager

  Delivered a number of projects & key initiatives as a senior member of the Superpartners / Link Group Integration Office Leadership Team, reporting directly to the Head of Integration. Established LinkLabs - Model Office & Innovation Hub (including solution design, strategic approach, operational management & embedding)Program Managed the Facilities, Infrastructure & People Streams for business relocation of 2,000 staff to new purpose built premises.Centralised some Sydney operations to MelbourneDelivered a number of key change management and engagement initiatives as part of the Superpartners / Link integration. Show less

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  Mercer (Marsh & McLennan Companies)

  Oct 2016 - Jul 2019

  Head of EPMO - Strategic Planning, Pipeline, Governance, Analyst & Test Leader (Principal)

  Leading the Mercer Pacific PMO (Strategic Portfolio Planning, Pipeline, Quoting, Estimations, Framework, Governance, Reporting, Value Analysis, Resource Management & Financial Management) Leading the Test Practice & the Analyst Practice (comprising Business Analysts, Process Analysts, Business Systems Analysts & Data/ETL Analysts). 8 direct reports with a team over 150 people including a contingent of contract resources.

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  QMV / Novigi

  Oct 2019 - Nov 2024

  Specialist Consultant (Merger, Integration, Transformation and Transition Expert)

  Engagements included:CareSuper Merger Due Diligence - Project DirectorCareSuper & Spirit Super Merger, SFT and Admin Transition - Planning & Scoping Consultant, Implementation Advisor, Specialist ConsultantLGIASuper & Energy Super Merger (Brighter Super), SFT and Admin Transition (Brighter Super) - Planning & Scoping ConsultantEnergy Super Admin Transition - Project Assurance Consultant & Transition AdvisorESSSuper - Project Director

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  IDEE Group

  Dec 2021 - Mar 2023

  Senior Consultant (EPMO, Delivery & Portfolio Management)

  Engagement with RSL Queensland Delivered uplift to Portfolio Management function and EPMO practices. - Provided advice and guidance on industry good practice approaches to Portfolio & EPMO management.- Embeded annual portfolio management planning linked to organisational strategy.- Designed and implemented quarterly portfolio planning practices, reporting, and processes.- Delivered uplift to Steering Committee reporting, executive reporting, financial forecasting, resource management, estimations, and stakeholder engagementEngagement included Caretaker Head of Enterprise Portfolio (Governance /EPMO Role) & Sub-Portfolio Program Manager (Delivery Leadership Role) for 6 months while perm recruitment conducted. Show less

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  Equip Super

  Nov 2024 - now

  Transformation Program Director (Mergers & SFTs)