Operations Transition and Change Manager

• May 2023 - Present

Senior Change & Project Associate

• Jan 2021 - May 2023

Change & Project Associate

• Nov 2016 - Jan 2021

Team Lead

• Mar 2016 - Oct 2016

Responsible for running the recently formed Asset Reconciliations team Ongoing staff development/skills matrices Training, development plans & regular one to one progress reviews Client visits for abroad operations Set up of new change/testing team for automated reconciliations system Training and induction days for new recruitment in Brno Daily/weekly client calls relating to progress and MI reporting

Senior Administrator

• Nov 2013 - Mar 2016

Responsible for Reconciliations and client relations with 5 of FNZ clients Successful execution and sign off over 5 migrations of client data to new platforms Ensuring share class conversions were carried out, liaising with clients and Corp Action team, and that all funds were reconciled One to ones/reviews with graduates and staff members working on the 5 clients CMAR data for monthly submissions Weekly and ad-hoc meetings, with clients, to discuss ongoing issues, aged breaks… Show more Responsible for Reconciliations and client relations with 5 of FNZ clients Successful execution and sign off over 5 migrations of client data to new platforms Ensuring share class conversions were carried out, liaising with clients and Corp Action team, and that all funds were reconciled One to ones/reviews with graduates and staff members working on the 5 clients CMAR data for monthly submissions Weekly and ad-hoc meetings, with clients, to discuss ongoing issues, aged breaks, audits and reporting issues Responsible for Internal FNZ and Client audits, reconciliations.

SME Project Role

• Jun 2015 - Sep 2015

Secondment Responsible for on-boarding Asset Reconciliations for a large profile client Defect tracking and resolution Production of weekly status reports for use in internal and external steering committees Client meetings to discuss proposed SLAs and requirements for Asset Reconciliations team Client workshops to determine their required reporting and data requirements Secondment Responsible for on-boarding Asset Reconciliations for a large profile client Defect tracking and resolution Production of weekly status reports for use in internal and external steering committees Client meetings to discuss proposed SLAs and requirements for Asset Reconciliations team Client workshops to determine their required reporting and data requirements

Administrator

• Sep 2009 - Nov 2013

Part of a team that moved Reconciliations function from Leicester to Edinburgh. Project reconciliations SME of implementing an automated reconciliation system. Aiding in build requirements,procedures and rollout. Project reconciliations SME for a new core operations system. Liaising with suppliers and Ernest & Young, project managers. Primary responsibilities included: Timely completion of cash and general ledger reconciliations Liaising with all departments to resolve… Show more Part of a team that moved Reconciliations function from Leicester to Edinburgh. Project reconciliations SME of implementing an automated reconciliation system. Aiding in build requirements,procedures and rollout. Project reconciliations SME for a new core operations system. Liaising with suppliers and Ernest & Young, project managers. Primary responsibilities included: Timely completion of cash and general ledger reconciliations Liaising with all departments to resolve reconciliation breaks Production and issuance of department MI Supervision of team in managers absence Training of any staff, as required Regulatory reporting to Finance team CMAR admission, to Finance, for cash reconciliations on a monthly basis Show less Part of a team that moved Reconciliations function from Leicester to Edinburgh. Project reconciliations SME of implementing an automated reconciliation system. Aiding in build requirements,procedures and rollout. Project reconciliations SME for a new core operations system. Liaising with suppliers and Ernest & Young, project managers. Primary responsibilities included: Timely completion of cash and general ledger reconciliations Liaising with all departments to resolve… Show more Part of a team that moved Reconciliations function from Leicester to Edinburgh. Project reconciliations SME of implementing an automated reconciliation system. Aiding in build requirements,procedures and rollout. Project reconciliations SME for a new core operations system. Liaising with suppliers and Ernest & Young, project managers. Primary responsibilities included: Timely completion of cash and general ledger reconciliations Liaising with all departments to resolve reconciliation breaks Production and issuance of department MI Supervision of team in managers absence Training of any staff, as required Regulatory reporting to Finance team CMAR admission, to Finance, for cash reconciliations on a monthly basis Show less

Reconciliation Analyst

• Nov 2008 - Aug 2009

Temp position Timely completion of daily reconciliations Liaising with departments to resolve reconciliation breaks Contacting third parties in relation to aged cash breaks Temp position Timely completion of daily reconciliations Liaising with departments to resolve reconciliation breaks Contacting third parties in relation to aged cash breaks