Experience

Independent Governance Group (IGG)

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Associate Director

  • May 2023 - Present



Now part of Independent Governance Group

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Trustee Manager

  • Dec 2022 - May 2023



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Head of Finance & Risk Reporting

  • Jul 2016 - Dec 2022

• Pension Fund Accountant

  • Sep 2012 - Jun 2016

  Assisted the Chief Financial Officer of the HSBC Bank (UK) Pension Scheme. Responsibilities include: - the production of management and financial accounts, - management and reporting of scheme risks, - management of external and internal auditors, - management and reporting of scheme budgets, - management of various third party suppliers, and - VAT quarterly returns and ad hoc filings (e.g. PPG related claims). Deputise for the CFO when required.



Royal Bank of Scotland

• Finance Manager

  • Mar 2008 - Sep 2012

  Managed a team of accountants within the in-house pensions administration department of RBS. The team was responsible for treasury management, management reporting and financial reporting for approx. 18 schemes. I was also responsible for risk management of the department. I was also responsible for the departmental budget management.



Grant Thornton UK LLP

• United Kingdom
• Accounting
• 700 & Above Employee

• Audit Senior to Supervisor

  • Jan 2004 - Mar 2008

  Joined as an Audit Senior specialising in pension schemes. Supervised the audit of many of the firm's largest pension scheme audits. Provided pension schemes technical advice to regional offices and annual firm wide audit quality reviews.



PKF International

• United Kingdom
• Accounting
• 400 - 500 Employee

• Auditor

  • Aug 2000 - Feb 2003

  Auditing pension schemes while studying for ACCA.