Experience

ARKK

• United Kingdom
• IT Services and IT Consulting
• 1 - 100 Employee

• Strategic Partnerships and Alliances Manager

  • Jan 2023 - Present

• Technical Sales Consultant

  • Mar 2021 - Jan 2023

  Leading as ARKK's ESEF technical consultant, working closely with ARKK's clients and design-agency partners to ensure they have successful live filings. ESEF is ESMA's latest reporting mandate that requires all main-market listed companies in Europe to prepare and submit their annual financial statements digitally in iXBRL format.

• iXBRL Team Manager

  • Jun 2016 - Mar 2021

  Belfast, United Kingdom Directly responsible for the overall effectiveness of the iXBRL tagging operation; completing 6000+ iXBRL conversions annually and ensuring that all client files are tagged within agreed service levels. This will also apply to the new ESEF mandate from ESMA which will impact companies from 2021. Owner the IXBRL product development. This involves working closely with regulators and clients to ensure it remains current and is a client's product of choice.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Administrator

  • Aug 2015 - Jun 2016

  County Dublin, Ireland · Liaising with a internal and external clients in a polite and professional manner, resolving queries in a timely manner. · First point of contact for a number of HSBC’s top tier clients, including HSBC’s Exchange Traded Funds for which I was the sole administrator. · Quality Checking reports, emails and documents for other team members. · Liaising with both internal and external auditors, and then resolving any issues identified in the audits. · Working as part of a team… Show more · Liaising with a internal and external clients in a polite and professional manner, resolving queries in a timely manner. · First point of contact for a number of HSBC’s top tier clients, including HSBC’s Exchange Traded Funds for which I was the sole administrator. · Quality Checking reports, emails and documents for other team members. · Liaising with both internal and external auditors, and then resolving any issues identified in the audits. · Working as part of a team, ensuring all targets are met and escalating any issues to senior management. · Participated in implementing and testing a new email service to be introduced to the whole company. · Completed training with colleagues abroad to outsource number of the team’s daily tasks. Show less



International Financial Data Services (IFDS)

• United States
• Information Technology & Services
• 500 - 600 Employee

• Associate Two, Team Leader

  • May 2013 - Aug 2015

  County Dublin, Ireland • Supporting the development of staff and acting as mentor for team members. • Holding 1 to 1’s and performance reviews of direct reports. • Identifying and assisting with on-going training requirements and knowledge acquisition. • Reviewing Monthly/Weekly reporting KPI’s/Management reporting for Senior Mgmt ensuring these are both relevant and accurate. • Reporting to Team Mgmt resources required to handle both current/projected volumes and initiatives. • Timely escalation and… Show more • Supporting the development of staff and acting as mentor for team members. • Holding 1 to 1’s and performance reviews of direct reports. • Identifying and assisting with on-going training requirements and knowledge acquisition. • Reviewing Monthly/Weekly reporting KPI’s/Management reporting for Senior Mgmt ensuring these are both relevant and accurate. • Reporting to Team Mgmt resources required to handle both current/projected volumes and initiatives. • Timely escalation and rectification of complaints and errors in line with Compliance and Regulatory Guidelines, ensuring root cause analysis and proposed solutions are completed. • Liaising with internal and external clients in a polite and professional manner, resolving queries in a timely manner. • Adherence to KYC requirements. • Liaising with our bankers to ensure any return of funds, payment queries are resolved efficiently. • Ensuring all trade types were settled in a correct and timely fashion for multiple clients. • Ensuring Trailer fees and Distributions payments are paid on time. • Monitoring the ETA database for failed payments. Show less



Santander Bank, N.A.

• United States
• Banking
• 700 & Above Employee

• Personal Banking Advisor

  • Sep 2010 - Sep 2012

  Belfast, United Kingdom · Responsibilities included opening current accounts, saving accounts, credit cards, personal loans, home insurance and small business bank accounts. · Cross-selling products. · Providing excellent customer service. · Maintaining a heavy focus on the frequently changing AML requirements.