Experience

Nucleus Financial

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Project Manager

  • Aug 2023 - Present



Railsr

• Financial Services
• 100 - 200 Employee

• Project Manager - Global Operations

  • Apr 2021 - Jul 2022

  Railsbank: an open banking FinTech startup, going through hyper-growth and global scaling; a dynamic high pressure environment. Managed projects that improved, standardised and scaled the operational function. Delivered strategic change / transformation projects across the organisation. Led the preparation and rollout of Salesforce’s pricing and quote tool (CPQ) into the sales operation. Co-ordinated impact analysis and process design to facilitate integration of new products and pricing structures, ensuring efficient operational support and accurate financial billing. Launched an automated KYC data collection product, enhancing operational effectiveness and ensuring compliance with regulatory requirements. Oversaw the assessment and tracking of Treasury Ops remediation backlog, establishing collaboration channels to encourage continuous improvement and mitigate operational risk. Helped improve client onboarding and fulfilment of regulatory, KYC and Cards scheme compliance, resulting in improved efficiency and customer satisfaction. Show less



Royal London

• United Kingdom
• Financial Services
• 700 & Above Employee

• Business Readiness Lead

  • Sep 2019 - Apr 2021

  Managed business readiness activity, which ensured IT teams were able to operate the new digital solution in day-to-day operations as part of the #ThinkBeyond Programme. Supported IT Service Transition and integration efforts, developing Service Models and facilitating Post Go-Live activities to enable smooth adoption and efficient operation of the new or modified service. Co-ordinated delivery using Agile methodologies and tools, employing sprint planning, stand-ups and retrospectives to optimise team collaboration and project execution. Took charge of creating and maintaining the milestone plan and status reporting. Led the governance process for Acceptance Criteria, tracking and reporting on its progress. Show less



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Lead Business Analyst

  • May 2015 - Dec 2018

  Responsible for the analysis and delivery of a series of Change Management projects from initiation to implementation, utilising Waterfall and Agile methodologies and governance frameworks. Project experience included the creation of a new mandated ‘ring-fenced’ Bank, with specific focus on the design and delivery of a functioning payments infrastructure; managing the withdrawal of LBG transaction compliance servicing provided to TSB; a mortgage account data migration from legacy to strategic systems. Responsibilities included scoping, impact assessments, gathering requirements and traceability, analysing the customer and colleague experience, process (re) design / mapping, data analysis, testing and implementation. Designing and delivering Operational change by working in partnership with both internal Subject Matter Experts and external consultants. Extensive liaison with IT colleagues to develop workable solutions. Creating the communications and training strategies to ensure colleagues are prepared for change. Embedding change by establishing robust Post-Implementation support arrangements and ensuring systems and process continued to work successfully following the Migration activities. Show less



Royal Bank of Scotland Business

• United Kingdom
• Banking
• 700 & Above Employee

• Change Project Manager

  • Oct 2014 - May 2015

  Administered the initiation process, mobilisation, and early lifecycle of new Technology change projects. Governed, managed and co-ordinated working groups, established collaboration channels, created milestone plans and progress reports to ensure accurate monitoring of deliverables and project performance. Formalised the requirements gathering process for a Debt Management system upgrade, which re-focused and helped advance the project. Administered the initiation process, mobilisation, and early lifecycle of new Technology change projects. Governed, managed and co-ordinated working groups, established collaboration channels, created milestone plans and progress reports to ensure accurate monitoring of deliverables and project performance. Formalised the requirements gathering process for a Debt Management system upgrade, which re-focused and helped advance the project.



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Business Analyst

  • Sep 2013 - Aug 2014

  • Provided analysis on several business change workstreams within Markets Operations, following their divisional transfer from Commercial into Global Payments in 2013.• Facilitated fact-finding workshops with Business area experts to gather data, map processes and identify opportunities for a leaner and more agile operating model.• Undertook gap analysis of Business Unit Control Function operating models to understand divisional differences and the colleague impact. Documented findings and made recommendations for improvement to senior stakeholders. Show less

• Project Manager

  • Jan 2013 - Sep 2013

  Successfully delivered within agreed governance and timescales the Business Unit’s approach and strategy for managing the migration of 63k accounts from a legacy to a strategic system.Responsible for the development and set-up of the implementation structure, logistics and governance. This included Command & Control, resourcing, training, communications and post-live support arrangements.Designed and delivered communication sessions to c. 50 colleagues covering the implementation approach and roles and responsibilities, which ensured people were ready for the event. Show less

• Business Analyst

  • Oct 2010 - Feb 2013

  • Coordinated and led the impact assessment of c.50 functionality gaps (deltas) between two accounting systems, working with internal subject matter experts and external consultants, to understand the operational, technical, people and customer sides of change. • Catalogued 300 ‘as-is’ business processes and undertook gap analysis of the processing and servicing differences between Lloyds and BoS operating models to reduce customer impacts.• Designed and drafted ‘as-is’ and ‘to-be’ process maps and user guides for operational colleagues, establishing a governance framework for their review and approval. Show less



Tesco Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Business Analyst / PMO

  • Mar 2010 - Sep 2010

  Established a functional PMO and provided oversight and control of risks, issues, dependencies, and plans. Established a functional PMO and provided oversight and control of risks, issues, dependencies, and plans.



Royal Bank of Scotland Business

• United Kingdom
• Banking
• 700 & Above Employee

• Senior Business Analyst

  • Aug 2004 - Feb 2010

  Delivered Change Management projects working to industry / Prince 2 methodologies and governance. Delivered Change Management projects working to industry / Prince 2 methodologies and governance.