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Work Background
SanlamBusiness Analyst
Mar. 2025City of Cape Town, Western Cape, South AfricaAnalysing an existing investment system for migration of data and business processes to a new platform being developed.
Old Mutual WealthSnr Business Analyst consultant at Old Mutual Wealth
Jul. 2019 - Jan. 2025Cape Town, Western Cape, South AfricaContracting to Old Mutual Wealth to help with numerous migration, product, systems, communications, commissions, regulatory compliance, systems integration, data management, investigations, and business process improvement projects in the full policy lifecycle from new business to claims.
MMI HoldingsSenior Business Analyst
Jan. 2017 - Jun. 2019Cape TownMy primary responsibilities were: • MI/BI analyst - creating a data warehouse to hold data for multiple MMI International African country companies, getting requirements, analyse, design, extract, test, format and deliver MI/BI reports. • Communications BA: Ensuring that all the hundreds of client communications – letters, e-mails and communications produced in the legacy systems, and manually by client service consultants are identified, compared with existing communications in the target platform, and specified taking into account the company Client Value Proposition , legislative requirements, and the existing products which will be migrated. I need to ensure that compliance needs are met and that the resultant communications are client-centred and in plain language. • Policy values/product business analyst: In this role I am investigating potential data inaccuracies, quantifying the financial impact of these, recommending corrections, and specifying high-level systems changes in preparation for migrating a million plus accounts from the legacy system to a new target system.
Metropolitan LifeSenior Financial Business Analyst
Feb. 2014 - Dec. 2016Cape TownMy personal responsibilities were: • Product owner and business analyst for the stop order premium collection capability business process and IT renewal and redesign
• General financial BA for Premium Management capabilities
• AC (Authenticated Collections) debit orders project.
• General business analysis and consulting support for all premium management business processes irrespective of the premium collection method.
• General input into new product design and processes
• Client data product owner and business analyst implementing changes and migration paths
Metropolitan LifeProduct Owner
Jul. 2013 - Jan. 2014Cape TownMy personal responsibilities were: • Product and process owner for Premium Management across all collection methods
• Product and process owner for the migration of client data to new platforms.
• Product and process owner for the migration of legacy policy data to new platforms. Mapping processes, data, and client communications across the full product lifecycle.
• Process Owner for client communication
• General management strategy, and impact analysis support
• Financial Services Board (Regulator) contact person regarding policy loan issues.
Metropolitan LifeBusiness Process Integration Specialist and Product owner
Sep. 2011 - Jun. 2013Cape TownMy personal responsibilities were: • Mentoring junior colleagues
• Identify growth areas and institute actions to enhance business analysis skills
• Core systems renewal business processes
• Monitor, identify impacts, manage legislative changes on business processes and systems
• Establish the team’s internal processes. Co-create new paradigms and templates for documenting, monitoring and tracking business requirements
• Ensure previous business prioritisation processes are transformed to new business structures.
• Ad Hoc hot spot intervention analysis & recommendations.
• Test Forum recommendations implementation
Metropolitan LifeBusiness Process Manager
Jun. 2006 - Aug. 2011Cape TownMy personal responsibilities were: • Managing and mentoring a team of business analysts --- Day to day team workload management and balancing. --- Prioritisation --- Team budget planning and management. --- Increase, bonus, and promotion identification, evaluation and recommendation. --- Corrective/disciplinary actions --- Career developmnet: Training planning, execution and management • Directly supporting a 130-strong operational business unit. • Cooperating with Distribution, Product development, Legal & compliance, Accounting, Auditing, IT • Pro-actively investigating potential new efficiency gains and managing them through all the stages of: initial creativity, business case justification, business requirements specification, systems specification, testing, training & transition, implementation, and post-implementation monitoring. • Monitoring new legislation for impacts in my business area, and then managing compliance, newly created opportunities and risks.
• Identifying and investigating fraud risks.
• Evaluation of the reason, merits, and impacts of each new business process change request.
• Representing Metropolitan Life on the ASISA National Credit Act working Committee.
• Business ownership of policy and client databases. • General business managers support
• Business continuity plan (BCP) for the business area. • Establishing and driving a “Test Forum” to renew and redefine the business and IT systems test processes.
• Business process and systems renewal requirements analysis and evaluation of local and international solutions.
• Company representative on ASISA forums for implementation of the South African National Credit Act
Metropolitan LifeSenior Business Analyst
Oct. 2003 - May. 2006Cape Town Area, South AfricaMy personal responsibilities were: • Analysis and specification of change requests
• Generation of improvement proposals to the business areas. • Legacy Renewal investigations. • Regulatory change impact analysis and business process and systems change specification.
• Creating “straight-through” business processes to eliminate hand-offs
Sage LifeHigh Level Designer (Senior Business Analyst)
Jan. 2001 - Sep. 2003Cape Town and JohannesburgContracted through Paracon Business Solutions. Working at Sage Life. Paracon undertook the development of a new administration system for Sage Life on behalf of Sage’s outsource partners, EDS. Traveling between Johannesburg and Cape Town. My personal responsibilities were: • Premium collection process and systems
• Premium clearing and suspense management processes and systems
• Commission processes and systems input
• Systems integration
Old Mutual ZimbabweHigh Level Designer (Senior Business Analyst)
Oct. 1998 - Sep. 2000Harare, Zimbabwe and Cape Town, South AfricaContracted through Paracon and Global Edge Technologies, a subsidiary of Old Mutual. Global Edge Technologies’ primary business involved developing an integrated process and workflow system for Old Mutual group insurance companies. This included Individual Life, Group Benefits and Unit trust systems. Traveling internationally to Zimbabwe. My personal responsibilities were: • Full life administration system
• Premium collections (cash, Debit orders, Stop-orders, Internal payment)
• Interfaces to the existing receipting and payment systems
• Accounting interfaces to the general ledger and accounting reporting
• Policy servicing lifecycles
• Unit Management systems • QA testing and planning.
• Commissions’ calculations and reporting
Southern LifeIT Team manager (Corporate actuarial)
Jan. 1994 - Sep. 1998Cape Town Area, South AfricaThis period included aspects of systems analysis, business analysis, project management, team line management and work management My personal responsibilities were: • Delivering IT changes and solutions across actuarial valuations and statistical systems. • Recruiting, training and mentoring • Business strategy and co-ordination
• General divisional management input and support
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