Experience

Financial Software Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Nov 2022 - Present

  Develop a new vision for FSL that takes it from an award winning investment tax solution provider, to a business partner that helps our clients transition to wealth management 4.0 through ongoing innovation and an in-depth understanding of investor expectations. Having initially focused on software, FSL leverages its expertise to meet the demands of a changing market and evolved its offering to include financial services data. In addition to CGiX, its other solutions include a comprehensive database of corporate actions that supports its products and is also used for offshore investment and excess reportable income. And ETHiX, an ESG modelling software which lets users create an accurate picture of ESG performance and advice on sustainable investment strategies. The team also offers tax and data consultancy services to some of the UK’s largest banks and wealth firms. Show less

• Head of the Business Analysis team

  • Aug 2015 - Jan 2023

  Managed the newly combined Business Analysis and the Application Support functions. Created a new Tax Reporting Consultancy service for FSL. Expanded the Bureau Service into new clients. Led the on boarding of all new CGiX clients as well as promoting FSL’s Software as a Service offering. Restructured the BA Team to improve the customer service offering and increase regular interaction with all clients.

• Application Support Manager

  • Feb 2017 - Aug 2019

  Following an increase in clients adding Application Support to their CGiX installation, took responsibility for the team, recruited and trained additional members to double the servicing capability. Established new working processes between the Applications Support Team and the Business Analysis Team/Customer Support to identify and develop new functionality for CGiX. Worked closely with the Software Development Team to fix and test bugs and system improvements. Managed the customer upgrade process for all Bureau Service clients. Show less

• Application Support team

  • Aug 2015 - Feb 2017

  Established new Application Support function at FSL, to maintain and support CGiX for Software as a Service clients. Developed new processes to improve the existing Bureau Service for customers including major banks, wealth management firms and platform providers.Built SLA reporting into the Service Desk and therefore improved the Client’s Service Delivery reporting. Developed better links with the clients that embedded FSL’s services into their business and fostered longer term relationships. Show less



Unisys

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Desktop Support Logistics

  • Feb 2008 - Mar 2015

  Organising teams of IT engineers Project managing technology rollouts across London for MPS (Metropolitan Police Service) Organising teams of IT engineers Project managing technology rollouts across London for MPS (Metropolitan Police Service)



Atos

• France
• IT Services and IT Consulting
• 700 & Above Employee

• IT incidents and Desktop Support for the Metropolitan Police Service.

  • Apr 2004 - Jan 2008

  Responding to 1 st line IT incidents and Desktop Support Responding to 1 st line IT incidents and Desktop Support