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Claire Saunders Peterson
Independent Business Analyst/Consultant
39northoaks@gmail.com
Summary
Claire Saunders Peterson is a BComm graduate from University of Natal in Economics and Finance.
She has 18 years of experience in the financial services and serves as an independent Business Analyst/
Consultant and has worked for many financial services companies in Cape Town namely:
Investec, State Street, Allan Gray, Standard Chartered Bank, Old Mutual, Maitland and Cadiz.
Experience
Business Process Analyst at State Street
July 2015 - Present (1 year 1 month)
Contractor - Business Process Analyst
Desk +27 21 681 2073
State Street Global Services l GTS EMEA l State Street House, River Park, Gloucester Road, Mowbray,
7700, South Africa
¤ Standard Operating Procedure Risk Assessment for Audit Purposes.
¤ Creating applicable SOP's for Global Services - GSS Enterprise to support the Middle Office environment.
¤ Creation and maintenance of a overarching Standard Operating Procedure for GSS Enterprise - Tier 2
Support incl Service Offering, Incident Mgmt, Prod Cycle Support, MIS Reporting across applications
(RKS, GTM, EDW, MySSC, Tax8 etc)
¤ Forward Methodology Knowledge Base
Senior Business Analyst at Cadiz Asset Management
September 2014 - June 2015 (10 months)
Implementation of Microsoft CRM - Single Client View and Retail Development Platform in conjunction
with EOH.
Analysis and driving delivery of business requirements for Flexcube/Oracle and Decalog/Neoxam.
Claire Saunders
Senior Business Analyst
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Tel: +27 21 670 4627
Fax: +27 21 657 8306
Cell: +27 72 668 5796
E-mail: claire.saunders@cadiz.co.za
Website: http://www.cadiz.co.za
Senior Business Analyst/Consultant at Maitland
January 2014 - September 2014 (9 months)
Maitland Fund Services www.maitlandgroup.com
Define a framework for Maitland Compliance Services by developing an enhanced Compliance Reporting
Engine for all the currently defined and outstanding business requirements relating to Compliance
Regulatory and Mandate Rules such as Reg 28, CISCA, ASISA, Reg 30
Senior Business Analyst/Consultant at Dynamic Visual Technologies (DVT)
September 2012 - December 2013 (1 year 4 months)
Assignment: Metropolitan Health Group (MHG) www.mhg.co.za
• Utilizing IBM's BPM Business Process Management tool
• Model, simulate, execute, change, monitor, and optimize core business processes within MHG for MRM
(Medicine Risk Management)
• Defining and implementing Year end Requirement for MHG for various schemes
• Defining Fraud Management Framework for GEMS business unit
• POC for Project Management Tool (PPM)
Hyperion Planning/Process Analyst at Old Mutual
June 2010 - January 2012 (1 year 8 months)
• Defining and automate and business processes to optimize the use of people, systems, and information for
the broader Finance 2010 programme
• Utilizing process modelling tool called using Metastorm BPM - Provision
• Supporting business process analysis, and business process management.
• Enhancing process for automatic execution of analytical, operational and client facing reports
• Hyperion/Essbase planning for Cost Allocation Model
Report Business Analyst at Allan Gray Proprietary Limited
September 2008 - December 2009 (1 year 4 months)
• Analysis of reporting for the institutional business
• Defining batch maintenance for automatic execution of analytical, operational and client facing reports
• Defining Historical Reporting requirements for legacy reports
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• Analysis of new reports for the Fundamental System
Consultant/Business Analyst at Morse
December 2005 - September 2008 (2 years 10 months)
Assignment 2: State Street Corp www.statestreet.com
• Detail analytical focused business analysis Project Rainbow SA
• Analyze information and identify gaps and discrepancies in gathered information
• Documentation/ communication of specification to relevant parties.
• Interaction with business/ SSC solution (locally and globally) experts to facilitate Internal SLA with GSS.
Assignment 1: Allan Gray www.allangray.co.za
• Define automated testing tool approach for Allan Gray
• Analysis of potential vendors based on high level categories i.e. Mercury, Compuware
• Assess the benefits of an automated testing solution in terms of Management of testing requirements,
Quality Assurance, Performance Testing
Card Business Analyst at Standard Chartered Bank
November 2003 - December 2005 (2 years 2 months)
• Analysis of new card related products i.e. Fuel Card, Debit Card, EMV
• Analysis the pricing and profitability of specific products to ensure cost effectiveness
• Compile and collate the business requirements with relevant stakeholders through a well defined Business
Requirements Document [BRD]
• Liaising with business partners i.e. MasterCard and Wesbank to ensure that relationship are maintained and
that the requirements are met through well defined Service Level Agreements
Financial Consultant - Contract at pointBreak CWA
May 2003 - November 2003 (7 months)
• Project and process management.
• Assessing IT requirements from feasibility to implementation.
• Organizational re-alignment with regards to people management issues.
Product Business Analyst at Nedbank
September 2000 - January 2002 (1 year 5 months)
• Involved in Business Discovery of project to develop Product Management Information System.
• Defining business requirements through conducting interview, specification, generating of reports and
presentations.
• Delivering outputs, including data specifications, data delivery and data analysis.
• Creating and enhancing Profitability Model in conjunction with MIS Finance Team.
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Unit Trust System Business Analyst at Investec Asset Management
February 1997 - September 2000 (3 years 8 months)
Officer/Analyst: (March 1998 – September 2000)
• Involved in development, implementation, delivery, testing and continued management of Quartz system.
• Sub-project Manager for Year 2000 Business Contingency Project.
• Involved in Y2K Quartz testing, ensuring compliance of Unit Trust Administration system.
Skills & Expertise
Business Analysis
Business Process Improvement
Process Improvement
Business Requirements
Business Process Mapping
Requirements Gathering
Visio
SDLC
Business Process
Change Management
Project Management
Requirements Analysis
Metastorm
Provision
Hyperion Planning
Essbase
Smartview
Risk Management
Education
University of Natal
Bachelor of Commerce (B.Com.), Economics and Finance, 1987 - 1992
Cape Wine Academy
Diploma, Diploma in Wine, 2000 - 2002
Parktown High School for Girls
High School, Matric with University Exemption, 1988 - 1992
Grade: Grade 8 - Grade 12
Activities and Societies: Hockey - A Team; Tennis - A Team; Indoor Hockey - A Team
