Experience

Manx Financial Group PLC (MFG)

• Isle of Man
• Financial Services
• 1 - 100 Employee

• Data / Business Analyst

  • Feb 2023 - Present

  -Key deliverable is to identify issues with & improve Data Management at Conister Finance & Leasing & other associated businesses across the Manx Financial Group. -Assist the group's move onto a new Azure Dynamics 365, cloud based environment allowing the company to upscale as needed. -Create current state BAU & system process flows. -Identify 3rd party software suppliers -Build requirements for a replacement CRM platform, creating API's to external sites. -Gather requirements… Show more -Key deliverable is to identify issues with & improve Data Management at Conister Finance & Leasing & other associated businesses across the Manx Financial Group. -Assist the group's move onto a new Azure Dynamics 365, cloud based environment allowing the company to upscale as needed. -Create current state BAU & system process flows. -Identify 3rd party software suppliers -Build requirements for a replacement CRM platform, creating API's to external sites. -Gather requirements for complex Structured Finance {IWFA, RCF & BLOCK} processes. -Gather requirements for HirePurchase, Lease Agreement & Finance processes. -Gather requirements for a new workflow management tool. -Partner with the software provider to build solutions that best fit the MFG operating model including ML & AI where possible. -Self test the functional requirements. -Assist with UAT to obtain sign off. -Create a Contracts management framework that aligns to policy & follows a robust governance process. Show less



GWI

• United Kingdom
• Business Intelligence Platforms
• 400 - 500 Employee

• Business Analyst

  • Dec 2022 - Feb 2023

  -Metric project lead. -Gather requirements for a new business metric dashboard using MS Power BI. -Create requirements for new Metric reports. -Supported the Data foundation project, documenting data flows & process maps. -Conduct gap analysis across the varying streams of work. -Support requirements for the business data platform build of the new data model. -Data lake & data warehouse supported by tableau front end.



Post Office Ltd

• United Kingdom
• Retail
• 700 & Above Employee

• Business Analyst

  • Jul 2022 - Dec 2022

  -Analysed several data sources specific to reference data into the form of user stories for Technical stakeholders. -Documented AS-IS business and customer journey processes including AI opportunities. -Worked with business stakeholders to determine gaps/changes required against existing processes , then implemented solutions as part of the future state. -Partnered with Data architects, Technical service leads & CTO to establish end to end integrated API solutions for the new… Show more -Analysed several data sources specific to reference data into the form of user stories for Technical stakeholders. -Documented AS-IS business and customer journey processes including AI opportunities. -Worked with business stakeholders to determine gaps/changes required against existing processes , then implemented solutions as part of the future state. -Partnered with Data architects, Technical service leads & CTO to establish end to end integrated API solutions for the new platform. -Tested JSON output. -Documented through JIRA/Confluence Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst

  • Jan 2021 - Jul 2022

  Business Process and Technology Design. Building a framework that supports an automated regulatory reporting solution that captures event changes for Financial Contract Data. Working closely with data lakes, physical data modelling and data transformation. Responsible for requirement gathering from multiple business units and translating complex business requirements into technical solutions with the delivery team.

• Business Analyst

  • Jun 2019 - Dec 2020

  London, United Kingdom 5th AML Directive Regulatory Programme. Working within the Digitization and Business Change team I was responsible for the initial business design of the 5AMLD regulatory reporting solution for Contract and Client data through an internal reporting platform. There was a need to provisionally build a tactical reporting solution for financial contract data. As part of the wider programme I helped to roll out an interim Target Operating Model to support a time sensitive 5 day reporting… Show more 5th AML Directive Regulatory Programme. Working within the Digitization and Business Change team I was responsible for the initial business design of the 5AMLD regulatory reporting solution for Contract and Client data through an internal reporting platform. There was a need to provisionally build a tactical reporting solution for financial contract data. As part of the wider programme I helped to roll out an interim Target Operating Model to support a time sensitive 5 day reporting process.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Business Analyst

  • Dec 2018 - Jun 2019

  London, United Kingdom Data Transformation/Migration Programme Purpose of the role was to understand and document the Instrument and Pricing management processes controlled via an offshore third party vendor. • Business Analysis of an entire Data Management service. -high level flows and detailed descriptions down to individual task level. Top down/Bottom up analysis. • Produced a project plan with deliverables/timelines/dependencies/risks. • Detailed analysis and documentation of As-Is front… Show more Data Transformation/Migration Programme Purpose of the role was to understand and document the Instrument and Pricing management processes controlled via an offshore third party vendor. • Business Analysis of an entire Data Management service. -high level flows and detailed descriptions down to individual task level. Top down/Bottom up analysis. • Produced a project plan with deliverables/timelines/dependencies/risks. • Detailed analysis and documentation of As-Is front to back process flows (up to point of distribution). • Worked with key stakeholders to assess which processes were in scope for migration. • Established baseline target To-Be end state with high level Operating model. • Identified the business functions each process supported with the associated resources in both IT & Ops. • Developed Technical requirement documents. • Agreed the approach to migration and data alignment. • Documented Vendor services, Input/throughput/ouput sourcing requirements to reverse engineer each process. • Provided information on the Integration layer requirements. • Assisted the wider group in the overall design of the future state Operating model to enable price management and maintenance. • Performed impact analysis and reported latest updates back through weekly group meetings. • Use of SQL query to validate reporting criteria. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst - Finance

  • Dec 2017 - Nov 2018

  London, United Kingdom AnaCredit & IFRS9 / FCSC & CASS Regulatory Reporting Programmes Purpose of both of the programmes was to gather the required data and build a reporting process for each regulator using the datasets containing granular information. - Data Sourcing/Gap Analysis/Metadata collection (Collibra). - Excel/SQL - Product/Attribute mapping to the in-house regulatory data warehouse. - Engaged with stakeholders and Finance SME’s. - As is - To be process flows. - Documented… Show more AnaCredit & IFRS9 / FCSC & CASS Regulatory Reporting Programmes Purpose of both of the programmes was to gather the required data and build a reporting process for each regulator using the datasets containing granular information. - Data Sourcing/Gap Analysis/Metadata collection (Collibra). - Excel/SQL - Product/Attribute mapping to the in-house regulatory data warehouse. - Engaged with stakeholders and Finance SME’s. - As is - To be process flows. - Documented Business requirements. - Partnered with Governance teams to ensure policies were adhered to in accordance with standards and processes. - Defined ownership of new business processes and escalation paths for remediation in line with the Target Operating Model. - Documented BAU processes and rolled out to supporting teams. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Business Analyst

  • Dec 2016 - Nov 2017

  London, United Kingdom Future State Architecture Client Data - Core System Migration. The ambition of the programme was to integrate all core banking systems with the GBM legal entity golden source platform. The key benefit of the project was to eliminate the need to perform key attribute data remediation in each of the CBS applications.

• Senior Business Analyst

  • Jun 2016 - Dec 2016

  London, United Kingdom Future State Architecture Client Issuer Entity - Traded Risk Migration. Linking exposures with collateral via consistent Counterparty identifiers to sufficiently demonstrate compliance to BCBS261 (MRUD) and to standardise Client identification via Legal Entity Identifiers.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Global Reference Data

  • Jan 2011 - May 2016

  London, United Kingdom Ops & Technology Information Services Group Responsible for providing authoritative sources of Reference Data to Citigroup clients across the institutional Client services organisation, through the collection ,storage, analysis of Instrument, Pricing, Account and Corporate action data. Process migration between India, Manila, Poland and N Ireland.



Nomura

• Financial Services
• 700 & Above Employee

• Vice President - Reference Data

  • Apr 1998 - Dec 2010

  London, United Kingdom Reference Data Ops & Technology Responsible for leading the EMEA Reference Data team to manage Instrument Reference data in a central Security Master environment for the Fixed Income, Equity, and Derivative front office. Outsourcing BAU processes to India.