Experience

Principality Building Society

• Financial Services
• 700 & Above Employee

• Head of Customer Services

  • May 2021 - Present

  Leading a customer services department of just under 200 colleagues - responsible for residential mortgage underwriting, telephony operations, operations support, mortgage and savings admin, outcome testing, arrears, complaints, registry and operational resilience.

• Head of Financial Reporting & Control

  • May 2018 - Apr 2021

  Lead on all external financial reporting, including financial statements, Pillar III disclosures and all financial, capital, liquidity reporting to the EBA, BoE and PRA.Member of Finance Committee - a first line risk management committee with responsibility for developing and monitoring financial plans and performance, treasury operations, statutory and regulatory reporting and monitoring of financial risk appetite and any issues arising.Member of Model Governance Committee - a first line risk management committee with responsibility for the development and oversight of the group's IRB capital and IFRS 9 loan loss provisioning models.Other responsibilities included pension scheme cash flow and accounting, working with external actuaries and investment managers; corporate direct and indirect tax returns; financial payments, operations, accounts payable and Treasury back office operations; management of critical and key supplier and outsourcing relationships; group corporate property.Material Risk Taker responsibility



Nationwide Building Society

• United Kingdom
• Financial Services
• 700 & Above Employee

• Head of Technical Accounting

  • Dec 2017 - May 2018

• Head of Accounting Policy

  • Nov 2015 - Dec 2017



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Director

  • Sep 2001 - Nov 2015

  Based in Deloitte's South West Financial Services practice working primarily with retail lenders and deposit takers, insurers and wealth management businesses. Specialising in external audit relationships with listed and large private organisations, including reporting on financial statements, interim reviews, internal control systems and regulatory returns. Based in Deloitte's South West Financial Services practice working primarily with retail lenders and deposit takers, insurers and wealth management businesses. Specialising in external audit relationships with listed and large private organisations, including reporting on financial statements, interim reviews, internal control systems and regulatory returns.