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Portfolio Reporting Specialist
Senior Business Analyst turning complex data into adopted decision-making insights across government and healthcare.
New ZealandPortfolio Reporting Specialist at IAWAI Flowing Waters
Set up monthly and quarterly portfolio reporting for a new water services entity’s capital portfolio (Water Supply, Wastewater, Stormwater). Took sole ownership of the reporting cycle in month one. Built a 700+ project status and budget workbook for committee reports, extended the inherited Water Services Strategy workbook, and started a Psoda data clean-up.
ExcelData AnalysisSharePoint
Independent BA and analytical consulting practice. Engagements span requirements analysis, process mapping, BI development, and stakeholder advisory across government and commercial environments
Senior analyst role in Community Funding operations. Built the demographic health equity framework, primary care analysis framework, and ED dashboard covering 523,000 annual presentations across 12 networks. Developed the $31M dental capitation mediation model
Power BIQlik SenseData VisualizationReportingPortfolio AnalysisFinancial ModelingFinancial ReconciliationsSNOMED CT (Specification Standardisation)Microsoft Teams
Senior analyst role in Community Funding operations. Built the demographic health equity framework, primary care analysis framework, and ED dashboard covering 523,000 annual presentations across 12 networks. Developed the $31M dental capitation mediation model. (267 chars
Provided independent business intelligence, market intelligence, and analytics/advisory services across New Zealand and Southeast Asian markets. Developed Power BI applications to deliver actionable insights for clients.
Business IntelligenceMarket IntelligencePower BIData AnalysisAdvisory Services
Identified and resolved critical gaps in a clinical reporting tool related to data quality and operational continuity during a divisional restructure. Supported patient incident management and data purification activities in the final phase of transition.
Clinical ReportingData QualityIncident ManagementOperational Continuity
Led proof-of-concept development for prospective clients in Australia and the United Arab Emirates, improving data quality and financial accuracy. Used the improved data to secure new international business.
Proof Of Concept (POC) DeliveryData QualityFinancial AccuracyBusiness Analysis
Established a sustainable funding and service delivery framework for a nationwide network of regional support trusts and contracted policy agents with minimal ongoing central agency presence. Managed vendor/contract relationships, developed master services agreement materials, and supported procurement and tender processes.
Delivery FrameworksContract ManagementVendor ManagementMaster Services AgreementsProcurement Panel Processes
Developed reporting templates and Excel-based dashboard solutions, including advanced macro functionality. Supported reporting and dashboard creation for business intelligence needs.
DashboardingExcel MacrosBusiness Intelligence
Provided analysis and advisory for aged care capacity planning within a national shared services context. Built long-term capacity planning models to 2032 and coordinated annual budgeting processes across a multi-organizational financial planning environment.
Long Term Forecasting To 2032Stakeholder Reporting (Minister Level)Service Planning Analytics
ole-charge PM/BA on a ~$250K platform refresh migrating a Visual Basic system to cloud, automating paper-based approvals. Produced BPMN 2.0 process maps; ran the RFQ tender process.
Agile DeliveryRFQTender Coordination
Conducted reviews of an in-house data capture system used by a large portion of the department and delivered validated recommendations that were implemented. Delivered program and project work using PRINCE2 and structured program methodologies.
Data Capture System ReviewPRINCE2Program Coordination
Provided sole-charge financial oversight of annual payments to bilateral and multilateral partners, including UN agencies. Conducted budget variance analysis, accrual accounting, and financial reporting.
Financial Reporting
Held early-career technical and analytical roles within New Zealand’s national tax administration. Worked as a clerk and business analyst with COBOL programming responsibilities.
COBOLBusiness AnalysisTax Administration
Bachelor of Counselling coursework (partially completed), completing 2.5 of 3 years before completion status changed.
Credential ID 79h8vi7go5eh
Credential ID m8hzvm5xdmft
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Credential ID df8f9583d5014ef4b1f4a8dc86c46846
Credential ID df8f9583d5014ef4b1f4a8dc86c46846
Earned the Microsoft Certified Power BI Data Analyst Associate credential for data visualization and business intelligence.
Profile sourced from Himalayas.