Experience

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  Aviva

  • United Kingdom
  • Financial Services
  • 700 & Above Employee

  • Operational MI Consultant

    • Oct 2012 - Present

    • Provide accurate and timely MI aligned to the strategic objectives of UKL• Provide high quality reports, in terms of accuracy, format and fitness for purposes• Responsible to develop and implement efficient processes within the team • Act as a customer point of contact and respond to internal customer queries• Ensure that my own reports / processes are efficient and cost effective and I’m continually implementing changes to these where / when appropriated• Work within specialist team of MI Analysts and consultants to provide the business with Daily / Weekly / Monthly and Ad-hoc business reporting• Broad knowledge of all Life and Pensions products plus exposure to At Retirement and Protection products including Income Protection• Regular use of SQL / Query Analyser and /or Microsoft Office plus internal systems like Midas, SAP Business Objects, SM/GMS, Enterprise Guide (SAS), Siebel and Eureka. • Responsible to lead and manage the MI Freeze Reports Project for a set period of time including liaising with all stakeholders involved, managing and tracking the workflow using strong organisation skills so that project progressed within the specific timescales, analysis and suggestions for improvements of reports by pulling information from SQL and other sources, proactively raising awareness to SBUs re accurate maintenance of database so to reflect actual savings against targets, raising issues / awareness of potential issues with main Project Manager together with solutions where applicable / within my area of knowledge• Self-Development: In house Impact and Influence Skills, in house Database/SQL course and APM Introductory Certificate in Project Management

  • Trading Consultant

    • Jun 2009 - Sep 2012

    • Responsible for the production of Regular Reports within set timescales and to the required standard• Pro-actively drove improvements, developed reports and challenged report production to ensure that reports provided maximum insight with the least resource• Pro active developed key reports to provide greater insight and drive improved sales performance• Lead and supported where necessary the process improvements on reports to reduce resource requirements by 20%• Proactively challenged report production and challenged stakeholders (where appropriate) to cease their production or move to a different area• Lead and supported where possible the Platform reports i.e. Divisional report and Regional Packs, Trading Updates report and IPP Trading Packs• Provided specific market research as requested by Distribution & Marketing• Comfortable in communicating with a large range of stakeholders from across the business i.e. Directors, Hof and other business areas. Actively attended various open sessions with David Barral and Phil Willcock and was able to ask some questions directly.• Have lead discussions and challenged cost and processes for the cost centre budgeting with Director, various HOs, support staff and Finance (Partnerships). Arranged and facilitated meetings with key stakeholders to improve scorecard process and delivery.• Have presented various webex sessions on Touchstone reports (created by me) to support the regions’ work.• By managing and facilitating the QF and TPO processes and production was able to built strong contacts with various propositions areas; those contacts supported the decision of leading the MI and Analysis reports within our team for At Retirement and Protection Solutions BUs from May to October 2012.• Self development: Excel 2003 level 2 course run by QA and Touchstone Life Training and Certificate (WorkLoad Financial Business Consultants Ltd)

  • Best Advise Consultant

    • May 2006 - Jun 2009

    • Provide training to sales support and IFAs on using Best Advice systems (via email & phone)• Provide specific market research as requested by Distribution & Marketing• Provide competitor data to Marketing for analysis• Identifying need for and producing sales aids for Distribution• Actively responsible for selling the benefits of using the team across the intermediary sales force and Marketing• Responsible for the continuous redesign of the team’s Pulse site to reflect improvements/additional material for Distribution and Marketing• Improving team processes• Ensuring accuracy of data on Best Advice systems (working alongside Marketing) and challenging the info available on other provider’s products

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  Williams Lea

  • York, United Kingdom

  • Planner Consultant

    • Oct 2005 - Apr 2006
    • York, United Kingdom

    • Responsible for planning and delivery of literature for all Mandatory projects (e.g. Pensions Simplification and ACD/ABI changes) and major projects• Key influence in the implementation of new processes around Marketing Services and WL• Training new members of the team and some Marketing Services teams on the new systems and processes due to the outsource process

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  Norwich Union Life

  • York, United Kingdom

  • Planning Consultant

    • Aug 2001 - Oct 2005
    • York, United Kingdom

    • Acting as Team Manager from February to October due to manager leaving• Responsible for all work allocation, monitoring processes and delivery of projects• Training new agency staff on day to day responsibilities, planning and delivery of projects plus maintenance of all appropriate systems• Key point on the implementation of systems/processes in the transitional period before outsource to Williams Lea• Responsible for planning and delivery of literature for all mandatory and major projects• Looking after all the review work and collating it with major projects to avoid duplication/extra costs and cut expenses• Looking after the planning mailbox and dealing with queries from various areas as they arouse• Set up the system and responsible for maintaining the literature communication distribution list plus directing two teams (York/Norwich) regarding the processes