Agenda - UNSW Finance...Agenda Welcome Finance Teams 2018 New Staff & Recognitions 2018 President Awards Finance Nominees Finance Star Awards Quick Quiz UNSW student solar car sets

Agenda▪ Welcome

▪ Finance Teams 2018

▪ New Staff & Recognitions

▪ 2018 President Awards Finance Nominees

▪ Finance Star Awards

▪ Quick Quiz

▪ Happy Holidays from Finance

▪ Seasons Greetings

2018 – What a year!

• Top 5 Priorities

• 2019 the Year Ahead

• A Year of Consolidation and

Efficiency

Welcome

UNSW student solar car

sets new efficiency

world record

• The UNSW Sunswift solar car team

cruised into the record books on

Friday 7th December

• Arriving at Sydney’s McMahon’s Point

having driven from Perth

• The cost to run the car was under $50

Global Ranking of

Academic Subjects

• Highest number of top-100 subjects of

any Australian university

• Between 2017 and 2018, we have

doubled the number of UNSW

subjects ranked first in Australia

• 24 subjects in the top 50 in the world,

and three subjects - Water

Resources, Mining and Mineral

Engineering, and Civil Engineering - in

the top 10 in the world

UNSW signs world-first

solar energy agreement

• UNSW Sydney has announced an

arrangement with contract partners

Maoneng Australia (Maoneng) and

Origin Energy (Origin) for an offsite

Solar PPA

• The 15-year solar supply agreement

with Maoneng is the first of its kind in

Australia

• It will allow UNSW to achieve its goal

of carbon neutrality on energy use by

2020

Royal Society of NSW

Clarke Medal

• World-leading marine ecologist

Professor Emma Johnston has won

this year's Royal Society of NSW

Clarke Medal

• Second consecutive year the prize

has been awarded to a UNSW

Science researcher

• Awarded for her novel research on the

impact of human activities in complex

marine ecosystems.

• Chair of the CSC

Finance – 5 Key 2018 Priorities

1.Build Finance Capacity & Capability

2.Faculty & Division Collaboration model

3.Strategic Procurement (value)

4.Travel Management (automation)

5.Expense Management (automation)

AMBER

Status:

AMBER

GREEN

GREEN

GREEN

Management Reporting & Analysis - Anita Bisht

& Albert Lee

Group Financial Control - Donal Kirwan

Strategic Procurement - Paul Royds

Finance Operations - Yvonne Balakian

Research Finance - Isabella Cheung

Finance Process & Technology Strategy - Sharon Post

Finance Business Partners - Daniel Lipman

Treasury, Investments & Insurance - Peter McCarthy

& Elpida Adamopoulos

Strategy 2025 -Wayne Wang

CFO Office – Jack Walsh, Maddy Stephen

& Anna Thompson

Finance Teams - Year in Review

Management Reporting and Analysis

MR&A Townhall PresentationManagement Reporting and Analysis

Presented by: Anita Bisht (Senior Group Management Reporting Analyst) Albert Lee (Team Lead)

Where has the year gone?1. Month End

2. Forecast

3. Budget

How have we made Finance a better place?

✓ Assisted GFC in closing out 2017 year-end

✓ Worked closely with MIS, on Testing and implementation of the

People Planning Tool, as well as Schools’ Dashboard / Financials.

✓ Coordinated with UNSW Canberra on the annual return to the

Department of Defence

✓ Assisted Treasury to compile the Standard & Poor’s annual review

✓ Contributed to the Safety & Sustainability with the UNSW annual

Declared Wages return for Workers compensation

✓ Contributed to the Student Load Planning and various Government

submissions with UPP

✓ Affiliated with Financial Operations to provide exposure to MR&A

activities

Who light up MR&A?Congratulations on completing PWIL Program: Imelda Wihardja

Congratulations on completing CPA Program: Crystal Tan

Our List of nominations for President’s Award:

Marie Saparamadu Paul Jackson Imelda Wihardja

George Sloane Stephen Brown

University Global Challenge Champions:

1st Place: Your Pace or Mine

(Ashish Sharma, Paul Jackson, Stella Siu, Vicky Phung, Richard Banks, Stephen Brown, Pras Nadkarni)

3rd Place: Pimp My Stride

(Gautier Du Verdier, Lynette Petrie, Stefanie Smith, George Sloane, Tania Rahman, Monica Romero Gutierrez, Talea Bader)

Who light up MR&A?

Ashish Sharma

Charity: Movember

Raised: $1,220

Stephen Brown

Charity: Movember

Raised: $300

Anita Bisht

Charity: Liptember

Raised: $620

During our “downtime”…

Group Financial Control

E N A B L E E X C E L L E N C E l D E LI G H T C U S TO M E R S l H A P P I F I C ATI O N

Group Financial

Control

Key achievements 2018

❖ Supporting a culture of ‘doing the right thing’:

• Monthly expense monitoring reports

• Revision (and roll-out) of Business Expense Procedure

❖ Effective and efficient implementation of new accounting standards: • Lease and revenue impact assessed and ready for 2018

• Streamlined the Annual Report for 2018

❖ Supporting sustainable growth in controlled entities:

• 18 controlled entities

• Established 2 new controlled entities and 3 associates in the past 2 years

Strategic Procurement

30 Sept

Savings Target: $14.2m

Savings Achieved $15.2m

Strategic Procurement 2018

Feb

New Procurement Policy framework rollout +

Training

30 Nov

Stretch Target: $18m

Savings Achieved $17.26m

August

Procurement Website Launch

Nov

Category Management Framework

EM endorsed Category Plans

2025 Savings Target:$133m

March

Templates & Tools Go Live

Jan

18Dec

18

IT EM INDRME

Our Team

Finance Operations

Dec 2018 - Highlights Finance Operations

• People

• Finance Services

• Accounts Receivable

• Accounts Payable & Helpdesk

• And there’s more


People:

• 14 people moved into other roles within finance and other parts of UNSW

• President’s Award Nominations 3 teams, (1 team nominated twice) plus 5

individuals

• 40 Finance Star nominations

• Developed an interactive Induction program for new starters in FST

• Daily huddles covering up to 6 locations

• Brown Bag lunches with the Director every quarter at city and campus –

ask anything you want!!

• Feel good Fridays – ending the week on a positive note

• Celebrated monthly birthdays and many other occasions


Finance Services:

• Improved turnaround times from 84% in 3 workings days to 99.5% in

3 working days on increased volumes

• Took on additional work

o AGSM, Kirby institute, 3 Medical research centres

• Improved Processes across Billing and Purchasing


Accounts Receivable

• New work taken on:

o Collections for Law, Coop and MED,

o Receivables for Unisearch and NSI

o Processing of 40% subsidy for staff enrolment into UNSW courses

• Reduced Student and Sponsored Student debt to the lowest in over

5 years

• Many process improvements, including

o Automated ANZ Global daily bank statement report

o Created Onestop journal transaction type in Onestop to

automatically process bank charges

• Team has dedicated one hour each Friday to focus on improving their

skills and knowledge


Accounts Payable & Helpdesk:

• Insurance enquiries migrating to Help desk

• New Purecloud Telephony system introduced

• Vik our Robot implemented for the creation of Domestic& International

vendors in NSF – saving 30 mins per vendor created

• Reduced credit card o/s greater than 60 days from Nov 2017 $1.7 mill

to Nov 2018 $183k

• Kicked off the Expense management system project which will enable

users to acquit credit cards and enter exp reimbursements more

easily and timely


And there’s more:

• Commenced the building of the Accounting Support function

• Moved Engineering FST into Chancellery, now only one team located

within a faculty/division (Business)

• Introduced (Nov) a Customer feedback survey link on every closed

case – our most recent weekly survey produced a result of 82% of

respondents rating us 5/5 for customer service


And Finally:

• Thank you to all our colleagues in Finance as without you none of this

would have been possible

• We look forward to the exciting challenges that will come in 2019


Research Finance

Research Finance

Completed 2,000 financial statements

Approved over 20,000 POs, credit card statements and expenditure reimbursements

Managed 6,930 internally and externally funded research projects

Received no material adverse External Research Finance Audits points

Research

Finance

What’s next?

Online Workflow System on-

live on Monday next week

Finance Process &

Technology Strategy

Finance Process & Technology Strategy

2018 Achievements and Pipeline

• Staff Reimbursable

Expenses

• Student payments

• Mobile Capability

• Credit Card

• General Inquiry

• Buy Hazardous Goods

• System Access Request

• Customer Invoices

• Buy from UNSW

Catalogues

• Customer Feedback

• Expenses Dashboard

• Student Payments

• Credit Card Dashboard

• Approvals Dashboard

Reporting:

• Project Financials

• Financial Reporting

• Reporting General/Other

• People Planning Process

• Security Clean-up

• Data Structure & Cube re-

design

• UAT & DR Environments

ACHIEVEMENTS


Expenses



• Credit Card

• General Inquiry




• Buy from UNSW

Catalogues






Reporting:







design


ACHIEVEMENTS

Making buying easier

Using preferred suppliers

Online Forms

Customer Focus

Buy stationery


Expenses



• Credit Card

• General Inquiry




• Buy from UNSW

Catalogues






Reporting:







design


ACHIEVEMENTS

Expenses Dashboard


Expenses



• Credit Card

• General Inquiry




• Buy from UNSW

Catalogues






Reporting:







design


ACHIEVEMENTS

Project Financials

Customer Focus

No software required ~ web

based

Mobile device compatible

Up to date financial information

instantly

• Credit Request

• Payment Request

• Purchase Requisition

• Bill Preview

• Billing Dashboard


Dashboard

• Position based delegation

Finance Website Re-design

Reporting

• Executive Reporting

• Month End Reporting

• Research Finance

Reporting

• Tree Structure Sources

PIPELINE

• Credit Request

• Payment Request


• Bill Preview

• Billing Dashboard


Dashboard

• Position based delegation

Finance Website Re-design

Reporting

• Executive Reporting

• Month End Reporting

• Research Finance

Reporting

• Tree Structure Sources

PIPELINE

Search for past invoices

Create new invoices

Drill to additional information

Integration & Upgrades & Other Projects

INTEGRATION– Travel Integration

– Jaggaer Integration

– InfoEd Integration

– Catering App

UPGRADES– OneStop

– Citrix

– Calumo

OTHER– Purchasing Tools Ease of Use

– Other / General

– Security Review & Improvements

– Research Finance Statement Process Application

Integration, Upgrades & Other Projects

Centralised billing of Airfare

and accommodation

Integration, Upgrades & Major Projects

No more reconciling




– Catering App

UPGRADES– OneStop

– Citrix

– Calumo


– Other / General




New “FIN Research Finance

Reporting” Application




– Catering App

UPGRADES– OneStop

– Citrix

– Calumo


– Other / General




Tracks Research Finance

Statements and Acquittals




– Catering App

UPGRADES– OneStop

– Citrix

– Calumo


– Other / General




Chief Investigators approve or

reject statements in an email




– Catering App

UPGRADES– OneStop

– Citrix

– Calumo


– Other / General



Customer Guidance

− Project Financials – RF & MR&A

− FST for Divisions

− Science School Managers meeting

− Webform session for Philanthropy

− NSF Q&A for Philanthropy

− Science School Managers Meeting x 2

− Finance PO & Billing Training Creative

Services

− School Financials MR&A

− MR&A Team Meeting

− Calumo Workshop (Science)

− Calumo Workshop (Built)

− PO Approval Process workshop

(Science)

− Payroll Allocations for new MR&A

− Project Financials Workshop for MR&A

− PeopleSoft Overview for new MR&A

− Self Service Overview for Estate

Management

− Hands on Calumo Training (Built)

− Tools that Deliver Value (MR&A and RF) x 6

− Reporting Training (Law)

− Credit Card Self Service Training for

Program Office

MARCH APRILMo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su

1 2 3 4 1

5 6 7 8 9 10 11 2 3 4 5 6 7 8

12 13 14 15 16 17 18 9 10 11 12 13 14 15

19 20 21 22 23 24 25 16 17 18 19 20 21 22

26 27 28 29 30 31 23 24 25 26 27 28 29

30

MAY JUNEMo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su

1 2 3 4 5 6 1 2 3

7 8 9 10 11 12 13 4 5 6 7 8 9 10

14 15 16 17 18 19 20 11 12 13 14 15 16 17

21 22 23 24 25 26 27 18 19 20 21 22 23 24

28 29 30 31 25 26 27 28 29 30

JULY AUGUSTMo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su

1 1 2 3 4 5

2 3 4 5 6 7 8 6 7 8 9 10 11 12

9 10 11 12 13 14 15 13 14 15 16 17 18 19

16 17 18 19 20 21 22 20 21 22 23 24 25 26

23 24 25 26 27 28 29 27 28 29 30 31

30 31

SEPTEMBER OCTOBERMo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su

1 2 1 2 3 4 5 6 7

3 4 5 6 7 8 9 8 9 10 11 12 13 14

10 11 12 13 14 15 16 15 16 17 18 19 20 21

17 18 19 20 21 22 23 22 23 24 25 26 27 28

24 25 26 27 28 29 30 29 30 31

NOVEMBER DECEMBERMo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su

1 2 3 4 1 2

5 6 7 8 9 10 11 3 4 5 6 7 8 9

12 13 14 15 16 17 18 10 11 12 13 14 15 16

19 20 21 22 23 24 25 17 18 19 20 21 22 23

26 27 28 29 30 24 25 26 27 28 29 30

31

− Project Financials for Project Managers x 4

− UNSW Clarity Financials and

myUNSW Project Financials workshop x 2

− Tools that Deliver Value (MR&A and RF)

− Project Financials for Project Managers x 4

− Project Financials @ St Vincent’s Hospital

− Reporting Tool Overview – Student

Central

− NSF Training – Deans Unit Science

− Reporting Training 1 – Engineering

− Reporting Training 2 – Engineering

− Self Service Options, Engineering HoS

& SMs

− One Finance Divisional Engagement Session

− MR&A Team Meeting (Reporting Cubes)

− Human Resources (Invoicing & Purchasing)

− Gifts & Accounts workshop (Philanthropy)

− One Finance Divisional Engagement

Session

Guidance Workshops Held in 2018

UNSW Finance 101

UNSW Finance 101 for non-Finance

staff

No software required ~ web

based

Mobile device compatible

Up to date financial information

instantly

Finance Process &

Technology Strategy

Finance Business Partners

2018 for FBPs…

1011121314151617181920

FBP team over 2018

AutumnUNSW Summer – no students, no academics, no month-end; no worries!

March = Autumn; and the real work begins

Winter is coming…

WinterLots of FBP changes – departures and arrivals

Forecasting

Student Load Planning

Faculty/Division initiatives

Finance v customer

SpringThe budget cycle

SummerBudget done

New reporting lines

The same people in the team for a whole quarter!!

December…the suns out / it’s Summer…what?!?

Treasury, Investments

and Insurance

UNSW Insurance

Treasury & Investments

Strategy 2025

81

S2025 Finance

82

➢ Continuous improvement & Uplift of project management & change capabilities

S2025 Finance

83


➢ $3b → $4b

“The essence of strategy is choosing what not to do.” Michael Porter

S2025 Finance

To 2025

Str

eam

, In

itia

tiv

es,

Pr

ojec

ts, P

ipel

ines

Depth & richness of data

84


➢ $3b → $4b → $2.5b


S2025 Finance

To 2025

Str

eam

, In

itia

tiv

es,

Pr

ojec

ts, P

ipel

ines


85


➢ $3b → $4b → $2.5b


S2025 Finance

To 2025

Str

eam

, In

itia

tiv

es,

Pr

ojec

ts, P

ipel

ines

Div

isio

nal/

Facu

lty,

M

ob

ilis

ati

on


86


➢ $3b → $4b → $2.5b

➢ Integration & ‘Collective Responsibilities’

“Building a visionary company requires one percent vision and 99 percent alignment”Jim Collins & Jerry Porras, Built to Last


S2025 Finance

To 2025

Str

eam

, In

itia

tiv

es,

Pr

ojec

ts, P

ipel

ines

Div

isio

nal/

Facu

lty,

M

ob

ilis

ati

on


87


➢ $3b → $4b → $2.5b


➢



“Simplicity is the ultimate sophistication” Leonardo Da Vinci

S2025 Finance

To 2025

Str

eam

, In

itia

tiv

es,

Pr

ojec

ts, P

ipel

ines

Div

isio

nal/

Facu

lty,

M

ob

ilis

ati

on


88


➢ $3b → $4b → $2.5b


➢ Embedding processes that add value – no surprises



“Simplicity is the ultimate sophistication” Leonardo Da Vinci

S2025 Finance

To 2025

Str

eam

, In

itia

tiv

es,

Pr

ojec

ts, P

ipel

ines

Div

isio

nal/

Facu

lty,

M

ob

ilis

ati

on


Office of CFO

Office of CFO

Office of CFO

Office of CFO

Office of CFO

Office of CFO

Chris Carbert

Catrine Larsson

Di Sheedy

Alison Cameron

Deb Haines

Lisa Reynolds

Thalia Hambides

Nuha Fariwala

Thankyou..

2018 UNSW Starters

Aftab HosseinAli Shadman

Andrea Rossetti

Andreas Kuswara

Anish Malhotra

Anita BishtAudry Maury

Billy Wong

Brian Xie

Carmen du Plessis

Catherine HectorCarlos Osorio

Carol Betkowski

Chanael Dorlys

Davina Saverethiar

David VillaricaDennis Markou

Derya Yegek

Dinu Pathirana

Elena Tchaoun

Emma HuEric Sandiego

Farooq Ahmed Butt

Frances Kong

Gashie KajanGeorgina Owens

Grace Hu

Hea-Ran Park

Hugh Lam

Ian PurdyIda Lee

Jack Walsh

Jade Cui

Jia Khan

John BayasJose Lecaros Urday

Karen Buffini

Katrina Dijke

Kawsar Badra

Kellie KoutsKimberline Fernandez

Laurence Law

Liya Xu

Lucas Sol Quinn

My Linh HaMadeleine Stephen

Maire Brady

Manita Shrestha

Mohini HiraniNikki McConnell

Paul Royds

Peter McCarthy

Pierre Lambert

Ramya RavindranRebecca King

Richard Banks

Stella Siu

Steven Chan

Suzanne WoodsSteve Pappas

Talea Bader

Tayyab Gill

Theresa Dela Cruz

Tina SciglitanoTracey Chirambasukwa

Veneet Sood

Vidushi Dua

Xing Goh

Yuanhong Wang

Staff Milestones

5 yearsAnne Roger

Ariel Huang

Daniel Roy TaylorElspeth Ninaus

Lynette Petrie

Karyn Doyle

Marie Saparamadu

Mauricia Lopes Megan Moody

Nathan Nguyen

Petr Prazan

Rachel Hu

Timothy NeemsWilfred Francis Fernando

10 yearsAchamma Kurlekar

Francine Porto Gomes

Jackie DuJanz Reinecke

Joseph Lopes

Julie Buckley

Komala Devi Perumal

Lekana Toubia Li Min Michael Luo

Rajinder Cullinan

Shafiqul Islam

Sophia Shaowei Peng

15 yearsAzita Karpour

Harry Ziazias

Maria Perkov

20+ yearsAndrew Kell

Catrine Larsson

Gregory KaschJacinta D'Souza

Michael Wigan

Vivian McCoy

Yvonne Balakian

Finance welcomes… Baby Arham Adnan

Baby Darini

Baby Matthew

Baby Liam

Baby Freddie Tucker

Emma Michelle

Maeve Lyn Elise

Simone Georgia Reed

Kirby Doyle

Baby Mun Baby Matilda Grace O’Keeffe

Daniel Girgis

Baby Freddie

Baby Viann

Henry Gilbert Short

We Remember

John Hilton Diane Croxford

2018 President’s Awards

Finance Nominations

And the nominations and winners are…

Staff Award

Nominations:

Payam Ahmadi Chanael Dorlys

Rochelle McDonald Meena Popal

Meena PopalDecember 2018

Finance

Values individual differences and contributionsof all people and promotes inclusion.

Staff Award

Nominations:

Darren Anderson

Anna Thompson

Dennis Markou

Catrine Larsson

Vibha Bhattar

Payam Ahmadi

Imelda Wihardja

Jo Harjoyo

Aftab Hossain

Christine Sabile

Jacinta D’Souza

Petr Prazan

Andrew Morgan

Matt Cressman

Imelda WihardjaDecember 2018

Finance

Treats others with dignity and empathy. Communicates with integrity and openness.

Staff Award

Nominations:Tony Gardner

George Sloane

Manita Shrestha

Dennis Markou

Florianne Bibon

James Josh

Melissa Yau

Jack Walsh

James Brown

Vicky Phung

My Linh Eam

Leah Fan

Gagan Monga

Aoife Crowley

Urania Stamios

Pras Nadkarni

Chandesh Shah

Billy Wong

Michelle O'Connor

Jonny Cummins

Maddy Stephen

Rebecca King

Komala Perumal

Jeannie Zhu

Christine Papageorgiou

Imelda Wihardja

Quintra Rijnders

Claire Kong

Julia Timofeeva

Aoife CrowleyDecember 2018

Finance

Works effectively within and across teams. Builds relationships with internal and

external stakeholders to deliver on outcomes.

Staff Award

Nominations:

Carlos Araes

Michelle O’Connor

Ali Farghaly

Beth Llarena

Adele-Rae McAneney

Camille Soncini

Isabella Cheung

Dennis Markou

Michelle O’ConnorDecember 2018

Finance

Thinks creatively and develops new ways of thinking. Initiates and embraces change.

Staff Award

Nominations:Meena Popal

Maire BradyDaisy Wang

Elpida Adamopoulos

Kuda VereBilly Wong

Suzie Woods Dennis Markou

April Lin

Simon ChoyYennie Fadjar

Michael KhawJenny Ng

Simon Choy

Aoife Crowley

Mangala NavaratnamChristine Papageorgiou

Leah Fan

Swati SrivastavaUrania Stamios

Julie BuckleyAshley Kumar

Imelda Wihardja

Lucy SunFrances Pranoto

Rochelle McDonaldStella Siu

Michael Wigan

Sumathi Poobalan

Marian McGuirk

Lovenish BatraVicki Huang

Michelle O'Connor

Steve JosantoAllen Duong

Jia WuJonny Cummins

Maria Perkov

Uma KumarAli Farghaly

Jenny NgClaire Kong

Manita Shrestha

Mangala NavaratnamDecember 2018

Finance

Delivers high performance and demonstrates service excellence

Dennis MarkouDecember 2018

Finance

Represents the UNSW Behaviours

Christmas Quiz – Heads or Tails?

1. I am number 5 of 8 children,

Of the 8 children, 5 are accountants

Of the 5 accountants, 3 are married to accountants. True or False?

2. Michelle O’Connor is part of the famous Gaze basket balling family and her married

name is Gaze. True or false?

3. Janet Pursehouse climbed Mt Kilimanjaro. True or false?


4. Are Catherine Yeung’s siblings names based on the letters of

the alphabet? True or False?

5. Is Chris Pratt a Roosters support? True or False?

6. Andrew’s middle name is the same as his son’s. True or False?

7. Chris Carbert was a paid lecturer for a number of years in the Faculty of Engineering at

UNSW. True or False?

8. Was UNSW established in 1949? True or False?

9. According to the 2018 QS World University Rankings is UNSW rated 47 th overall in the

world?


Wishing you all a safe and happy holiday!See you in the New Year!

Documents

Agenda - UNSW Finance...Agenda Welcome Finance Teams 2018 New Staff & Recognitions 2018 President Awards Finance Nominees Finance Star Awards Quick Quiz UNSW student solar car sets