Joshua Bean

Experience

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  MDA Property Systems

  Sept 2005 - Feb 2008

  System Developer

  MDA Property Systems is the leading property management system used by owners, property managers, investors, and property valuers in Southern Africa. It has clients in the rest of Africa and the Middle East.Analyst / ProgrammerWorked for MDA Property Systems analysing, maintaining, and enhancing a packaged property management accounting software system (MDA Manager). Responsibilities to the business and system included:• Analysing new system requirements and drawing up design specifications of new modules (MS Word, MS Excel, and MS Visio).• Design, development and implementation of property management system ( VB.net, VB6, T-SQL, Crystal Reports, SQL Server 2000/2005, RDO, ADO, ADO.Net )• Package, deployment, and version control (Wise Install, and MS Access) • Maintenance and upgrading of existing code, Reports,Views, and Stored Procedures.• Successful 2 year full system conversion from VB6 to the VB.NET (Artinsoft Companion)• Client support on site and over the phone (ODBC, Windows 2003, SQL 2000/2005)• Training users step by step on how to use the property management system from data input to complex financial reporting and transaction tools.• Performing sales demonstrations to new prospective clients (MS PowerPoint).• Business domain knowledge in property management and accounting.• Mentoring and teaching junior staff in company development standards, company ethos, and technical skills. • Business analysis, design and development of an SMS text component in the MDA Manager systemAchievements: • SMS text component in the MDA Manager lead to cost savings to the business’s clients.• Integral part of conversion project from VB6 to VB.Net which extended the software package product life. • Providing technical solutions for problems faced in converting to Crystal Reports XI and VB.Net. Show less

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  King's College London

  Aug 2008 - Aug 2009

  Data Analyst Programmer

  King’s College London is one of England’s oldest and most prestigious university institutions. It is a multi-faculty research-led university college ranked as one of the world’s top 25 universities.Data Analyst / Programmer • Development and batch execution of SSIS packages for importing and exporting of data from multiple enterprise data sources to and from college central identity/customer repository (SQL Server 2005).• Developed a new enhancement for the identity management system to transfer contact information to the College’s Active Directory (DTS, T-SQL, VB.NET and ILM2007).• Data requirements gathering, analysis, and mapping of XML data for import and export from/into the student records system (SITS) using Stu-Talk module.• Requirements analysis, business process design, development and project management of a financial interface which library and financial accounting system.• Developed an ASP.Net web application to manage the College’s Department Code data for the identity and access management systems.• Provide support, maintenance and new development enhancements for identity and access management systems.• Analysis, development, documentation and maintenance of bespoke applications, applets and web services or involvement in the customisation the College’s enterprise application systems.• Provide web services to integrate and report on the college’s different enterprise data sources.Achievements: • Development of Financial Interface which led to increased efficient, reduced cost and effort.• Developed an ASP.Net web application to better manage the College’s Department which provided better management and security of data increasing efficiency.• Developed a new enhancement for the identity management system to transfer contact information to the College’s Active Directory providing college staff/students with better access to contact data increasing communication and productivity across the college. Show less

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  BITE Consulting Group Ltd.

  Aug 2009 - Nov 2010

  IT Consultant- Data Analyst Programmer

  To work with a number of clients and satisfy their needs or each agreed period. Full development lifecycle using particular knowledge of financial accounting, property managment, and identity and access managment.Responsible for business analysis, design and development using VB.Net, ASP.Net, SQL server 2005, and Crystal Reports. Carry out the agreed scope of work and satisfy contractual terms with the client.

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  RBS Global Banking & Markets

  Nov 2009 - Aug 2010

  Data Analyst

  RBS- Global Banking & Markets is the investment banking arm of the RBS banking group. .Data AnalystWorked within the IT department LOFT (Lending Operations & Technology). The project centred on the improvement and development of GBM’s employee systems. I was tasked with analysing, improving, communicating with the business around the systems data quality. My responsibilities included:• Analysed and improved financial cost centre data capture, mapping, and feed into employee data systems. (SQL 2005, Oracle 10g, Excel, SSIS)• Loading and integrating employee, cost centre data from multiple data sources onto one data platform for analysis and comparison. (SQL Server, Oracle 10g, People Soft, Khalix)• Producing data extracts and investigating incidents affecting data quality of employees.• Matching, analysing, loading, cleansing and tracking trends in employee data. (SQL Server, Oracle 10g,Excel, SSIS)• Designed the processes for tracking employees who were suspected to have left GBM.• Identifying, communicating, and building relationships with business managers across GBM regarding the data quality cleanup and future headcount procedures. • Producing KPI reports and statistics on data quality progress (SQL)• Helped analyse and design the processes and tools for business managers to validate their employee data for headcount reporting.• Designing data quality template to send to business managers to verify their data (Excel, VBA)• Delegating and managing other data analysts with data quality tasks.Achievements:• Significantly reduced the employee data quality issues hitting milestones, which allowed new business processes to take hold, improving the bank’s operating efficiency.• Became an expert reference point in cost centre data, improving mapping process and resolving major bugs. This led to project team saving time and money on data cleanup procedures. Show less

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  Direct Axis

  Nov 2010 - Feb 2012

  Business Analyst

  Business AnalystWorked within the IT systems department Agile development team primarily focussed on the enhancement, maintenance and development of loan application systems. I was tasked with defining, analysing and specifying business requirements for stakeholders in business and IT.My Responsibilities included:• Help business owners submit high level business requirement to Product owner for prioritization • Gather information, analyse and design requirement packages including (user story, user interface mock-up, and Process Flow) to satisfy business requirements (MS Visio, BPMN, SCRUM)• Facilitate JAD sessions with business stakeholders and IT development team members to gather information about business problems formulate requirements and design technical implementation.• Analysis, design and implementation of key project deliverables: Quick & Turbo online web loan application, sending of loan documentation by alternative channels email, post, IVR, web, and providing a new loan application workflow to asses application’s Fraud status • Research, functional specification and feasibility assessment of replacing the current Banking transmission software Hymet to internal bespoke enhancement.• Solution research, design, presentation of online Digital Access architecture; registration, login and one time pin for digital customer to securely register and login to a secure profile.Achievements:• Saved business time and money in providing a new loan application workflow to asses Fraud account verification service in an automated fashion.• Design digital online registration and login process which will be used for all digital channels going forward (IVR, Web, Mobi)• Analysed and designed better business processes and saved business money through implementation of providing loan documentation to customer’s channel of choice.• Instrumental in the successful implementation of Turbo and quick online web and mobi loan applications. Show less

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  DVT

  Nov 2010 - Feb 2012

  Business Analyst

  To work with a number of clients and satisfy their needs or each agreed period. Full development lifecycle using particular knowledge of financial services, Scrum, and Business Analysis.Responsible for business analysis, design and development using BPMN, Scrum, .Net, SQL server, and Crystal Reports. Carry out the agreed scope of work and satisfy contractual terms with the client.

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  Old Mutual

  Mar 2012 - Jun 2013

  Senior Business Analyst

  Worked within Global edge technologies business unit delivering investment platform solutions for Skandia UK. The development centred on the Skandia investment solutions (SIS) platform focussing on the enhancement of the platform to meet customer needs and FSA compliance regulations. My role was leading the functional design, challenging and expanding business requirements with 3rd parties, business and internal technical stakeholders.My Responsibilities included:• Engage with business users and analysts to help formulate and expand business requirements to suitable level of detail.• Perform functional analysis, prototyping and design including screen mock-ups, data modelling (ERD), and business process flows (BPMN, MS Visio)• Lead functional design walkthroughs with the business and technical teams.• Engaging with technical team members and performing data analysis (Object Star, SQL Server 2008) for the purpose of optimising batch processes meeting non functional requirements.• Functional analysis, design, and implementation of all Skandia investment platform financial advisor tool requirement changes (Portfolio maintenance, Fund performance and Capital gains tax reporting) to enable Skandia to meet the FSA Retail distribution review compliance regulations.• Analysed and lead design for a solution to delete redundant data that breached UK data protection rules within the Investment platform. (BPMN)• Analysed, designed and implemented new fund position data extract for PControl fund administration software. (SQL server 2008, ControlM, Object Star, Business Works)Achievements:• Delivered Tools Retail distribution review requirement changes a month before project schedule saving the programme valuable time and enabling resources to help out other project areas.• Created data deletion solution to enable Skandia comply with UK Data Protection rules, well within budget and time constraints, saving money and prevented legal penalties accruing to the client. Show less

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  Curo Fund Services

  Jul 2013 - Aug 2014

  Business Analyst

  Worked within Curo Fund Services IT department delivering projects within their architecture renewal programme. The role centred on the implementation of pControl Unit Trust and SYmmETRY multi manager NAV pricing product solutions. My responsibilities included:• Business Analyst worked on the migration of SYmmETRY off the Interlink multi-manager pricing product onto pControl. • Investigation and analysis into current Interlink reports used by internal Curo operations team and SYmmETRY client. Rationalised, consolidated and optimized the reports required with internal and external stakeholders. • Specified data requirements during onsite technical workshop with the pControl Milestone vendor. • Business analysis, design and implementation of internal pControl Reporting solution (SQL reporting services, c# .NET, SQL)• Produced functional and data requirement specification artefacts. (report mock-ups design)• Functional testing, ensuring data coverage, and UAT test support for report solution. (Mantis)• Cash allocation and distribution business and functional requirements gathering, analysis and definition for pControl implementation of Unit Trust NAV Pricing solution. (Use Case)• Target operating models To Be analysis and design for cash allocation and distributions operation functions (MS Visio context and system modelling diagrams)• Performed investigation and research into potential data warehouse product solution for the Curo Business.Achievements:Delivered the analysis, design and testing of pControl reporting solution under a tight deadline on time and under budget. Show less

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  Sanlam Investments

  Sept 2014 - Aug 2019

  Worked on the SIPortal project for over 1.5 years including establishing new web architecture using (Java micro services, APIs, Angular), user journey design, UX design, business and system analysis, integration design, security implementation, for secure portfolio view and digital new business on boarding process. My responsibilities included:• Held journey and design workshops with business and Digital Agency (King James) to facilitate journey design. (MS Visio, PowerPoint, Invision, Marvel)• Facilitated technical workshops and got buy in with Group Technology Infrastructure architects conveying requirements and journey. • Eliciting requirements from various business and technical stakeholders for UX and journey design. • Testing journey design concepts through business, technical, and regulatory acceptance criteria.• Testing architectural patterns through proof of concepts.• Detailed business, systems, and data analysis to generated detailed user stories, data models, and process flows. (BPMN, User stories, JIRA, Angular, APIs, Postman, MS Excel, SharePoint, MS Visio)• Performed systems and integration analysis to design micros services and APIs used by the front end. (Postman, SQL Server, JSON)• Managed outsourced Vendor requirements Managed vendor development Implemented secure portfolio• Provided requirements for styling existing Vendor web pages to match design of new SIPortal pages.Achievements:• Implemented new Secure Portfolio View giving customer better online tools to understand performance, asset allocation and branding.• Implemented Smart Invest digital on boarding process from fund selection to integration into back office, including integration with existing portfolio view. Show less Worked as the IT support manager, responsible for all production IT issues across a suite of in-house and outsourced applications. Product owner of the primary in house application. My responsibilities included:• Management of IT support team of 3 support analysts and 1 support coordinator:o Annual performance reviews based on key performance areas (KPA)o Hiring of new analysts.o Continuous check-in, feedback, and review through one on one meetings.• Managed business as usual backlog requirements for the SCION application, providing priority, analysis and strategic direction to the development team. (JIRA, SharePoint)• Analysis, design and documentation (user stories and requirements documents) for product requirement for SCION. (BPMN, MS Visio, SQL)• Monitoring and problem triaging of incidents (SQL, SPLUNK)• Compiling incident reports, root cause analysis and implementation of mitigation recommendation.• Stabilised a problematic correspondence system, establishing a new baseline of expectation, improving handling of change, and testing process.• Established incident and change logging process and categorisation with JIRA and standard change templates. (JIRA, WIKI)• Established set of application support responsibilities for the team to execute on (Standard operating procedures, daily and monthly activities, and reporting requirements) (BPMN Process Modelling, MS Word)• Producing MI reports of support, incidents and change requests (Power BI, SQL)• Responded to audit queries regarding change management, quality assurance, security and access management processes. Implemented any audit findings.• Release management of BAU changes and assessment of risk of project changes into the production system. (CA change management)Achievements:• Stabilised correspondence system reducing production issues and business risk.• Facilitated a busy high performing team in a complex environment. Show less

  • Digital Business Analyst

    Feb 2018 - Aug 2019

  • Information Technology Support Manager

    Jan 2017 - Jan 2018

  • Senior Business System Analyst

    Sept 2014 - Dec 2016
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  10x Future Technologies

  Dec 2019 - Mar 2023

  Product Owner
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  Morningstar

  Mar 2023 - now

  Product Owner