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Wesbank - IBANK




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  • 1. T : +27 (0) 82 870 4290 (RSA) or +44 (0) 1273 911 268 (UK) E : W : WESBANK PROFITABILITY AND COST MANAGEMENT TEAM LEAD Request for Proposal 1
  • 2. T : +27 (0) 82 870 4290 (RSA) or +44 (0) 1273 911 268 (UK) E : W : AGENDA About Siva A. Business expertise and requirements B. B. Technical expertise C. C. General requirements Delivery approach Q&A
  • 3. T : +27 (0) 82 870 4290 (RSA) or +44 (0) 1273 911 268 (UK) E : W : SIVA NARAYAN Dr. Siva Narayan PhD,FCMA,ACA Professional Background Siva is a Finance Change and Transformation Practitioner with significant experience in delivering global, complex restructuring programs for the Banking industry. A qualified accountant, he has twenty years’ experience in Change Management in Oracle, SAP, OFSAA, Hyperion EPM and SAS EGRC. He is an expert in Basel III / ICAAP, UKGAAP, USGAAP, IFRS, ALM BI, LRM, ERM, Solvency II, ISO 31000, Dodd-Frank Act, SOX, SAS Customer Intelligence, Credit Analysis, Risk Analysis, both Analytics and Exalytics, and a domain expert in ERP Implementations of SAP, Oracle, SAS, Hyperion and other Advanced and Complex GRC Projects. Siva has in-depth experience of Finance systems architecture, General Ledger strategy, Enterprise Performance Management, Regulatory, Statutory and Management reporting, Finance, Risk and Treasury integration, Product Accounting solutions, Data Warehousing and Data Management, BI and EPM, and BPM. Significant Achievements • Involved in large, core retail banking transformation Project, the first of its kind, using the pioneering banking software Flexcube, Reveleus, & OFSAA, Hyperion, OBIEE in IBM DB2 Environment, HADOOP and TeraData. • Implemented a large treasury banking pilot project including HSBC Risk modules and conducting Payment Card Industry Compliance. Mitigated risks outlined within the Compliance Control. • Significant experience of designing architecture and delivering projects across finance functions. This included OFSAA modules, in particular Liquidity Reporting and Asset Liability.
  • 4. T : +27 (0) 82 870 4290 (RSA) or +44 (0) 1273 911 268 (UK) E : W : BUSINESS EXPERTISE AND REQUIREMENTS Expertise and Requirements Siva Narayan Experienced in projects delivering for the finance function within Financial Service banking environment. • Programme Manager at Allied Irish Bank <Client> (Core Retail & Investment Banking Project <include short description of project> • AIB Implementing Oracle R12 (GL/AP/AR/CM), Flex cube (CASA, TD, FD, Mortgage, GL), OFSAA (ALM, FTP, PFT) & Hyperion HPCM, SF, Planning Expertise regarding the following areas within banking, specifically with the use of OFSAA's calculation engines and data model: o Profitability; o Cost accounting/allocation; o Activity Based Costing; o Funds Transfer Pricing and refinancing models; o Credit Risk (for risk adjustment to numbers); o Link between profitability and pricing and able to guide on pricing impact from profitability;
  • 5. T : +27 (0) 82 870 4290 (RSA) or +44 (0) 1273 911 268 (UK) E : W : ..BUSINESS EXPERTISE AND REQUIREMENTS Expertise and Requirements Siva Narayan Experience in designing and building rules, that are robust yet pragmatic, in OFSAA Profitability Management. Experienced in ensuring business requirements can be matched to a technical solution that is efficient, effective, can be automated as far as possible and maintainable. Financial Service Banking industry experience in retail is critical and experience working with instalment finance/VAF businesses is preferable
  • 6. T : +27 (0) 82 870 4290 (RSA) or +44 (0) 1273 911 268 (UK) E : W : TECHNICAL EXPERTISE Requirement - Technical Siva Narayan Very good technical understanding of OFSAA and how the calculation processing works. OFSAA implementation experience in Profitability manager (indication of customers worked on is preferable). Experience in integration of third party calculation engines for data to be fed into OFSAA, for example risk management applications (SAS).
  • 7. T : +27 (0) 82 870 4290 (RSA) or +44 (0) 1273 911 268 (UK) E : W : TECHNICAL EXPERTISE Requirement - Technical Siva Experience in data requirements definitions and feeding OFSAA from a series of different source applications and other legacy systems. Experience in interfacing Profitability Manager and Hyperion Planning for cost allocation, reporting and for scenario planning. Experience in operationalising an OFSAA application management to support the product life cycles and ongoing maintenance, for example data model extensions that do not impact on the upgrade path. Able to guide on the relevant environment governance to ensure a maintainable environment once in production.
  • 8. T : +27 (0) 82 870 4290 (RSA) or +44 (0) 1273 911 268 (UK) E : W : GENERAL REQUIREMENTS General Requirements Siva Narayan Experience across a number of OFSAA projects specifically related East and West Europe with the same accounting rules. A team and network with OFSAA expertise. Preferably able to construct a team to provide a service in order to offer a blended rate and deliver the combined expertise required.
  • 9. T : +27 (0) 82 870 4290 (RSA) or +44 (0) 1273 911 268 (UK) E : W : ..GENERAL REQUIREMENTS General Requirements Siva Narayan Standardised approach that has been used on previous engagements to drive the process from functional specification to technical specification to build and implementation. Able to leverage lessons learnt from previous implementations to ensure the project avoids possible pitfalls. Able to provide knowledge transfer as well as user training in Profitability Manager.
  • 10. T : +27 (0) 82 870 4290 (RSA) or +44 (0) 1273 911 268 (UK) E : W : PROJECT APPROACH <SIVA – please put in your view on how to tackle this project, seeing that they are busy with functional design and you coming in halfway through that process> • Review…