We have worked across a wide variety of industries and bring industry knowledge and experience.  We also bring insights from other industries.


Experience of working for and with some of the UKs and worlds largest banking organisations, undertaking roles across:

·       Finance, Risk and Treasury

·       Business Operations

·       Change Management

·       Technology

Having lead and delivered regulatory change and business improvement initiatives for clients while working for the worlds largest consulting organisations.


We have experience in providing support to insurance companies in the following areas:

  • Target operating model design, including technology architecture and recommended reporting to enhance business opportunities
  • Second largest core platform migration in UK insurance industry, together with finance function integration
  • Cost reduction, identifying immediate cost saving opportunities and initiatives to generate cost savings over the short and medium term

Capital Markets

  • Investment Bank - Design and Implementation of required Regulatory Initiatives, Advising the Bank’s Steering and Advisory Boards with Head of Investment and Corporate Bank on Regulatory Change and directing Projects and Programmes of work to achieve firm objectives.
    • Design and Implementation of a TOM for Regulatory Change Initiatives (FATCA, EMIR, Dodd Franks, DPA (Deferred Prosecution Agreement), Tax Transparency requirement, Financial Crime initiatives, and Client Data Protection)
    • Defining Requirements with Regulators, Group General Counsel (Legal) Group Risk and Group Compliance for all required Regulations / Legislation required for the Bank.
    • System strategy and Implementation for HSBC on boarding systems to comply with Regulatory Change initiatives across 83 countries
    • Leading TOM Design work for Tactical and Strategic Initiatives on boarding and certification of client base (Multi-disciplinary Teams - Client and Consultancy working on Policy, Process, People and Technology)




We have experience in providing support to an indemnity client, providing experience and specialism in:

  • Business integration and change management in the implementation of a new policy administration platform and web portal, including customer journey and digital considerations
  • Finance and risk rearchitecture and redesign of the operating model, with the objective of reducing the capital requirements and freeing capital for business investmen

Building Societies

  • ‘Dear Chairman’ 2014 Response compilation across Risk. Compliance, Legal, IT, Operations, Finance, COO, CEO and Board of Directors and Chairman – production of fact base and presentation of qualitative answer submission in addition to formal response.
  • Group Operational Resilience – Change Agenda - Business Service Lines – Pre-cursor TOM design work to Operational Resilience Function – Targeting Nationwide IT Investment Spend and IT remediation priorities
  • Group Security – Target Operating Model – Reorganisation and alignment of Group Security function to International Security Forum (ISF) business activities and creation of new organisational design.
  • Enterprise Continuity Planning – Design, Build, Testing and Implementation of Tooling for Operational Resilience (Major Incident Management -MIM) Recovery, Business Recovery Plans and Playbooks
  • Communications and Operational Response to a Cyber Attack – Scenario analysis and preparation for NBS for Wargames and ‘Red Team’ activities to ensure NBS preparedness at EXCO behest
  • Foundational Tooling and Out of Support Programming Languages – Projects outlining IT estate and Risks for remediation and Opportunities to rationalise the IT estate.

Professional Services

Assessment of Top Tier law firms finances and development of remediation plan to improve Working Capital

  • The migration of Cameron McKenna LLP’s (Finance, IT and HR) Functions to 3rd Party Outsource provider.
  • Business Case / Proposal highlighting Quick wins, Tactical solutions and Strategic Initiatives – highlighting indicative Time / Cost and Complexity, implications and recommendations for Business to agree upon.
  • IT implementation of new AP/AR systems and migration from legacy systems in 14 Business Sites across the world


The Implementation of a Finance Shared Service Centre in Prague for an EMEA Region (22 Countries). The Service Centre was focused on AP/AR Activities in phase 1.

  • Design of a new Finance TOM AP/AR for Finance Shared Service Centre
  • Programme and Project Planning for the migration of AP/AR Finance Functions in 22 Countries within EMEA Region to a newly created Prague SSC.
  • Country migration Lead working with in situ with FD’s / FC’s and SSC Leads on Testing, migration/cut-over for 22 countries in Phase 1. Communication and Contingency planning for migration activities
  • Development of Wider Strategic initiatives and a Phase 2 for North and Latin America


Public Sector

  • Business Development and Support for the client working through their business requirements, highlighting business choices that need to be made and formulating a work programme to meet their needs for Release programmes for 3rd Party IT provider
  • Leading and Application Support and Data Integrity Team (leading a team of 20 people - Testing, Business Support, and Technical design) for Client across multiple Teams and Locations and 3rd Party providers.


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