Operating model design, through to change implementation for financial services finance function. Includes OFSAA technology.
New Bank Setup
Global Organisation
Proof of concept and design for the setup of a new banking organisation, with the migration of four existing financial services organisations into the new bank.
Setup of a new Baltic based bank.
Regulatory
Global Capital Markets
Programme Manager for the implementation of FINREP, IFRS 15 and setup of regulatory reporting for a new Baltic based banking organisation.
Core Platforms
UK Banking & Insurance Organisation
Playing a key leadership role in the second largest UK Insurance organisation core platform migration, undertaking core platform implementations and large scale migrations.
Operating Model Design
Global Insurance Organisation
Undertaking operating model design for finance, risk, treasury, tax, reporting and business operations for global and UK based
banks and insurance companies
Customer Experience
UK Building Society
Working with one of the UKs largest building societies to develop digital customer experiences.
Budgeting
UK Banking Organisation
Implementation of budgeting solutions and end to end operations at some of the UKs largest banks and global
player.
ERP Implementation
Global Banking Organisation
Implementation of Oracle and Sun ERP solutions for financial services organisations.
Project Management
Banking, Insurance & Retail
Project, programme and portfolio management for some of the UK largest organisations, leading business critical and regulation /
compliance initiatives to success.
System Design & Build
Capital Markets
Data Warehouse design for global
financial services organisation, inception through to implementation for a number of initiatives for global organisations.
Treasury Platform
Capital Markets & Banking
Treasury platform selection and re-platforming options, treasury operations
analysis.
Systems Architecture
Banking & Insurance
Full organisation architecture solution development, architecture re-engineering and delivery.
A Selection of Our Industry Experience
Treasury Manager
Experience in and responsibility for the day to day operation of a treasury function for a financial
services organisation. Team leadership and systems improvement and development.
Financial Controller
Control and reporting responsibility for a major global retail organisation, focusing on business
integration and optimisation.
Accounting
Production of management reporting, statutory reporting and regulatory submissions.
Targeted Marketing
Application of statistical and business acumen to target customers, leading to increased customer
penetration and profitability. Development of target marketing business and financial models.
E-Commerce
Leadership role for E-Commerce within a leading European home shopping organisation, with turnover circa £1bn.
Technology
Systems implementation and topmisation role for major global banking organisation.
Change Management
Extensive experience at designing, driving and delivering change at levels through to C-suite across many global
organisations, line and consulting role experience.
Systems Design & Build
Front end customer through to back end financial systems design and delivery for major global organisations.