David Taylor
SME & Change Lead, Customer Transaction Management at CurrencyFair.com- Claim this Profile
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Bio
Credentials
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QFA Qualified Financial Advisor
The Institute of Banking
Experience
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CurrencyFair
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Ireland
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Financial Services
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1 - 100 Employee
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SME & Change Lead, Customer Transaction Management
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Feb 2017 - Present
• Responsible for shaping this new role in the organization to support system improvement and automation initiatives• Liaising with Business Transformation team to input into roadmap design and support on functional specification document creation• Bridging between technology and operations teams to provide schedule and progress updates, including attending daily technical scrum meetings• Subject matter expert for all customer transaction flows• Responsible for procedure documentation and maintenance• Played significant part in major de-risking of manual process touch points in monetary flows • Owner of UAT testing planning and case design sign off for Operational impacting projects• Serves as escalation point for complex transaction corner cases
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Payments Team Lead
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Apr 2016 - Feb 2017
• Managing quality and performance of team • Mentoring, objective setting, feedback and 1 to 1s• Exception handling and escalation point for team• Ensuring customer’s funds are processed safely, effectively and promptly • Managing company’s liquidity and cash exposure for foreign exchange • Building and maintaining relationships with colleagues across all company functions• Working with AML and Compliance to ensure regulatory requirements are continuously upheld
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Payments Administrator
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Nov 2014 - Apr 2016
• Responsible for end to end flow of fund assignment to customer’s wallets and prompt processing of outgoing payments• Provided senior members of the team and management with regular progress updates• Responsible for escalating with bank partners when required • Timely completion of reconciliation processes across 50+ bank accounts• Expert on internal financial tools and banking platforms
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AIB
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Ireland
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Banking
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700 & Above Employee
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Payments and Reconciliations Administrator,
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Mar 2011 - Nov 2014
• Responsible for daily bank account reconciliation of multiple bank account balances• Management of fund sweeping to NAMA accounts• Compilation of daily and monthly reports to NAMA, including asset disposal, derivative and swaps• Communication with internal stakeholders, NAMA and Capita case managers on fund application• Working under a pressurized environment to ensure daily KPI, internal controls and audit requirements were met• Training of new staff members joining the team• Cross trained on all functions within this team of 5 to ensure sufficient coverage for holidays/absenteeism• Participated in a project to create efficiencies in the daily workflow of all teams in the department• Undertaken regular courses such as anti-money laundering, operational risk awareness, conflicts of interest, code of conduct, and customer conflicts
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KPMG Ireland
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Ireland
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Accounting
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700 & Above Employee
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Repayments Administrator
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Sep 2007 - Aug 2009
○ Working on a multi-million Euro Government Repayment Scheme undertaken by the Forensics department in KPMG○ Assessing the repayments due to individuals which involved trend analysis of financial records and calculating repayments○ I quickly progressed to the position of reviewer and was made responsible for training and handling a team of 4 employees ○ Working on a multi-million Euro Government Repayment Scheme undertaken by the Forensics department in KPMG○ Assessing the repayments due to individuals which involved trend analysis of financial records and calculating repayments○ I quickly progressed to the position of reviewer and was made responsible for training and handling a team of 4 employees
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Education
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2003 - 2006
University College Dublin
Bachelor's degree, Sport and Fitness Administration/Management
Community
