Experience

Pepper Advantage

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Finance Operations Manager

  • Sep 2022 - Present



Metro Bank (UK)

• United Kingdom
• Banking
• 700 & Above Employee

• Manager - Savings & Tax

  • Jan 2020 - Sep 2022

  London, England, United Kingdom

• Savings & Tax Specialist

  • Feb 2019 - Jan 2020

  London, England, United Kingdom Focus on tax reporting and MI requirements. My role includes monitoring product performance and risk metrics to ensure ISA transfers are in line with HMRC guidelines and ensure adherence to regulatory and mandatory changes. I maintain a strong understanding of tax compliance and regulatory issues with ISA and large fixed term savings products. Based on daily analysis of money market accounts, I communicate findings and make recommendations to implement changes. I work largely with Microsoft… Show more Focus on tax reporting and MI requirements. My role includes monitoring product performance and risk metrics to ensure ISA transfers are in line with HMRC guidelines and ensure adherence to regulatory and mandatory changes. I maintain a strong understanding of tax compliance and regulatory issues with ISA and large fixed term savings products. Based on daily analysis of money market accounts, I communicate findings and make recommendations to implement changes. I work largely with Microsoft Excel and Microsoft Dynamics 365 (CRM).

• Business Expert (Business & Commercial)

  • Jan 2018 - Feb 2019

  Watford, England, United Kingdom Consisting of providing client services and products including account opening and on boarding. Focusing majorly on business and commercial clients, I built up a pool of knowledge around Risk, AML and credit risk. This role involves verifying Client ID, in-depth KYC, KYB, due-diligence and prior to onboarding on Business products, lending facilities and Mortgages. I network and keep in contact with a portfolio of clients and I work with large stakeholders throughout the bank.

• Retail Banking Specialist

  • Oct 2016 - Jan 2018

  London, England, United Kingdom This role involves cash/cheque handling, assisting customers with account openings and daily banking. My job involves making deposits and withdrawals for a range of customers. I complete payments for customers including SWIFT, CHAPS, SEPA and faster payments. I maintain a professional and subdue relation.



BDO UK LLP

• United Kingdom
• Accounting
• 700 & Above Employee

• Audit Associate

  • Sep 2015 - May 2016

  London, England, United Kingdom I worked in the Financial Services team based in the global head office. My role consisted of working on all 3 parts of the audit, planning, execution and completion of private clients. My focus was to work on testing and procedures to ensure assurance of systems and accounting methods are a fair and accurate representation of the business. I was a key point of contact for audits. I was able to produce reports, presentations and memos to publish my results.



UK National Audit Office

• United Kingdom
• Government Administration
• 700 & Above Employee

• Audit Associate

  • Sep 2014 - Jul 2015

  London, England, United Kingdom I worked on financial audits focusing on the public sector, specifically within the Department of Energy and Climate Change (DECC) and other high profile energy clients. My duties includes audit testing primarily and working on controls management. The testing involved taking an outward facing and proactive approach in developing a professional relationship with the clients.