Experience

Crown Agents Bank

• United Kingdom
• Banking
• 100 - 200 Employee

• Head of FP&A

  • Nov 2021 - Present



Cynergy Bank

• United Kingdom
• Banking
• 200 - 300 Employee

• Finance Director

  • Mar 2018 - Oct 2021

  Responsible for establishing the financial longer term strategic targets of the bank and holding the executive management team accountable for its delivery, whilst managing the Finance function, which is made up of c. 15 FTE and covers Financial Control, Accounts Payable, Regulatory Reporting and Financial Planning & Analysis Responsible for establishing the financial longer term strategic targets of the bank and holding the executive management team accountable for its delivery, whilst managing the Finance function, which is made up of c. 15 FTE and covers Financial Control, Accounts Payable, Regulatory Reporting and Financial Planning & Analysis



Bank of Cyprus UK

• Head of Financial Planning & Analysis

  • Apr 2017 - Mar 2018

  Responsible for timely and insightful management information to ExCo individually and collectively in order to drive positive financial outcomes for the Bank. Outputs covered full P&L, Balance Sheet and Capital aspects of the business. Responsible for timely and insightful management information to ExCo individually and collectively in order to drive positive financial outcomes for the Bank. Outputs covered full P&L, Balance Sheet and Capital aspects of the business.



RBS

• United Kingdom
• Banking
• 700 & Above Employee

• Head of Reporting & Projects, Corporate and Private Banking Division

  • May 2011 - Mar 2017

  This role is responsible for providing financial planning and analysis for the CEO and CFO of the CPB division (c. £4.3bn revenue, £2.6bn costs, £110bn of Assets and £133bn deposits). Primarily leading a team of 5 direct reports to deliver timely and insightful management reporting across month end and quarter end cycles for internal and external consumption, including month end results, executive committee board packs and quarterly divisional appraisal packs. Providing insightful and commercially focused analysis on performance demonstrating a clear understanding of the business drivers, and updated forecasts and associated risks and opportunities.

• Head of Planning & Analysis, CIB Finance

  • Dec 2009 - May 2011

  Responsibilities included: - The management of the annual Budget and Forecasting cycles for the CIB division, including income, costs, balance sheet, treasury and indirect cost allocations, and the associated stress testing reviews- Maintain key relationships with Product, Sales and Marketing team, providing month end reporting and Ad-hoc analysisResponsibility also included providing financial support during the carve out of 5% of the RBS Mid Corporate, mandated by the EU. This support included the establishment and productionisation of financials for portfolio, providing financials and analysis for the Information Memorandum and management of bidders questions through the sale Q&A process.

• Head of Regional Reporting, CIB Finance

  • Sep 2007 - Dec 2009

  This role was responsible for providing commercially-focused analysis on both the financial and management information to the RCB regions, identifying variances to budget, underlying business trends, opportunities for income growth or cost savings and risks. This was through the management of the regional month-end reporting process, including Regional flash, analysis of results and preparation of the commentary in the Regional Executive Packs and RM / customer level reporting and analysis, whilst developing and enhancing forward looking non-financial metrics including WIP, Asset Sanctions, and share of wallet. Further, the role was responsible or managing the regional budgeting / forecasting process including income / balance sheet and RWAs,

• Consolidated Reporting Finance Manager, Regional Corporate Banking

  • Jul 2006 - Sep 2007

  This role was responsible for providing financial and management information to the business and to UKCB finance, running the month-end reporting process, including preparation of UKCB and RCB Board reports, investigating unusual amounts seen in the financials and following through to resolution and completing the cost budgeting and forecasting for the business.

• Finance Manager for Corporate Banking Services

  • Nov 2004 - Jul 2006

  Responsibilities included: provision of financial and management information to the business and to divisional finance, demonstrating judgement and a thorough understanding of the business.Managed income forecasting processes for income lines owed by the CBS product managers (which included Trade, Payments and Deposits), working across the customer franchises to build single view of income budgets



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Auditor, Banking and Insurance Division

  • Sep 2000 - Nov 2004

  Planning and undertaking year end audits for companies within Banking and Insurance division Planning and undertaking year end audits for companies within Banking and Insurance division