Date post: | 16-Feb-2017 |
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Financial Assessment Team
Shyam Vara
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Today’s Agenda1) Purpose2) Who are we3) Stakeholders4) Independent Activities5) Potential Challenges6) Question and Answer
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Purpose?• The Financial Assessment Team is in place to ensure
that those Post Offices that go through the NT Programme are Financially Viable, Profitable and Self Sustainable.
• We also are responsible in ensuring full, up to date records of all information in regards to Financial Assessments as we are handling tax payers money therefore being compliant to Audits by the Government if they so please.
• We exist also to prevent closures of any Branch by making all the information given the most accurate possible, thus portraying the perfect picture of the Branches actual Financial Situation.
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Who are we?• The Financial Assessment Team comprises of : Christopher Tonge – Financial Assessment (Main) and
Proximity Analysis Manager Dennis Nelson – Financial Assessment (Local) and Business
Opportunity Manager Anthony Brown – Business Opportunity and Advertisement
Advisor Aysha Baythol – Business Opportunity and Advertisement
Advisor Samuel Johnson – Proximity Analysis Advisor Don Algama – First Line Support Advisor Shyam Vara – Implementation Advisor
• The Team is led by David Abodo (Financial Assessment, Biz Ops and Proximity Analysis Lead)
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Stakeholders?
FINANCIAL ASSESSMENTS TEAM
Help Desk Regional Managers
FCA
Imp Team
Area Managers
Agents
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Independent Activities Chris – Cross check all the Main FA’s that are completed
online and chasing missing documents/ Prepare the profit and loss (multiple assessment template)/Proximity Analysis
Don & Shyam – Ensuring Financial Assessments that Agents complete are in accordance with what the Finance team criteria
Dennis – Manages Business Opportunities which is the advertisement for Agents that opt to leave the Post Office
Aysha – Maintain Branch Ads, Manage RAPO and ensures smooth running of the Biz Ops
Anthony/Georgina – Maintain ADHOC Ads, ADHOC Survey Requests and upload MI Data
Samuel – Control of Proximity Analysis David – FA’s, Biz Ops, Proximity Analysis Lead
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Potential Challenges Unacceptable/Outdated Documentation – FA Incomplete Applications – FA Incorrect/Misinterpretation – FA Incomplete Address – Biz Ops PNO’s Dropping out – Biz Ops New Agents – Biz Ops Imaps Incorrect – Proximity Analysis NTD team and Street View updates – Proximity
Analysis
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QUESTIONS AND ANSWERS