Business Analyst with 18+ years of experience supporting business operations, financial administration, and process improvement across diverse industries. Skilled in business requirements gathering, stakeholder engagemen…
Business Analyst with 18+ years of experience supporting business operations, financial administration, and process improvement across diverse industries. Skilled in business requirements gathering, stakeholder engagement, process analysis, data analysis, and reporting to support informed business decision-making. Experienced in developing Power BI dashboards, working with SQL fundamentals and advanced Excel, and leveraging JD Edwards, Simpro, and Xero to improve operational efficiency and financial processes. Recognized for translating business needs into practical solutions, communicating insights effectively, and collaborating with cross-functional stakeholders to drive continuous improvement.
Managed financial processes including Xero reconciliations, invoicing, and debt collection Provide financial administration and operational support to multiple businesses within the Level Group network, including Garcia Plumbing & Gas (Wellington), Level Electrical East Tamaki (Auckland), and Mod Plumbing & Gas (Australia) Manage end-to-end invoicing, accounts receivable, debt collection, and Xero reconciliations Perform supplier statement reconciliations, purchase order matching, and accounts payable administration Support cash flow monitoring, financial reporting and month-end processes Assist with systems clean-up, process improvement initiatives, and administrative workflow optimisation Collaborate remotely with business owners, managers, and operational teams across New Zealand and Australia Maintain accurate financial records and support business decision-making through timely reporting and analysis
Gathered and analysed client requirements and produced functional and technical documentation
Collaborated with development teams on system enhancements and implementations
Managed end-to-end client onboarding, training, and post-implementation support
Facilitated workshops and stakeholder consultations to drive adoption and process improvement
Coordinated cross-border system implementations, including Avis Namibia
Led a team of three consultants, managing performance and service delivery
Improved internal support workflows and client query resolution processes
Delivered technical support and resolved client system issues
Maintained high levels of client satisfaction through responsive problem-solving
Managed financial processes including Xero reconciliations, invoicing, and debt collection Conducted market research on 30+ competitors to support pricing strategy, positioning, and growth planning Coordinated job scheduling and operational workflows in Simpro, improving efficiency and turnaround times Maintained supplier and contractor relationships to support day-to-day operations Attended networking events to identify new business opportunities and generate leads
Led marketing initiatives and managed CRM and JD Edwards systems Generate and analyse financial and operational reports using Hubdoc, integrated with JD Edwards (JDE), to support business performance monitoring and decision-making Analysed local and global market trends, including hydrogen and industrial gases, to identify growth opportunities Developed market share and competitive analysis to support strategic decision-making Supervised team members and aligned marketing outputs with broader business objectives Designed and executed customer experience surveys, analysing insights for senior leadership Partnered with a Microsoft service provider to design and deploy a new CRM solution
Conducted market trend analysis, competitor research, and economic monitoring Supported sales teams through targeted lead generation and data-driven marketing campaigns Managed CRM development, survey analysis, and performance reporting Prepared executive-level reports and presentations to guide strategic planning Compiled marketing plans and aligned implementation with broader business objectives and strategic priorities
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