Finance Director

• Apr 2021 - Present

Senior Finance Business Partner, Funding, Liquidity & Capital Management

• Mar 2017 - Mar 2021

Senior Planning Manager

• Jun 2012 - Mar 2017

Working as part of the Group Planning function with responsibility for the planning, instruction and execution of the Group's stress testing exercises in collaboration with colleagues from Group Risk.Providing support and assistance to the Group's core planning process and development of new reporting and analytical capabilities required to support increased demands from the Group Executive Committee and external parties.

Senior Manager, Strategic Finance

• Sep 2011 - Jun 2012

Secondment to help create a new Strategic Finance function, supporting the Merger & Acquisition activity of Lloyds Banking Group.Establishing processes for the analysis, approval and recognition of financial impacts of Corporate Development activity in conjunction with the Group Corporate Development Team.Development and implementation of Strategic Initiatives underpinning the Group Strategic Review.

Senior Manager, Financial Change & Business Insight

• Sep 2009 - Jun 2012

Initially appointed to oversee the generation and implementation of process improvements and systems upgrades to speed up the management accounting and planning functions within IRB, the role expanded to encompass impact management of the Islands Banking integration (combining Bank Of Scotland International Limited with Lloyds TSB Offshore Limited), and the assistance with Capital Raising for the integration of the Lloyds Bank International Spain business, as well as management of IRB's involvement in Group-wide system implementation projects.In 2011, the role has been pivotal in developing a tactical Business Insight Reporting Solution (reporting Key Performance Indicators based upon a combination of customer, marketing and financial data) and developing an extensive programmes to improve cooperation between the Customer Insight & Analytics and Finance Business Insight functions.In addition, I have developed plans for a long-term Data Management solution, aimed at improving understanding of the customer, sales, financial and marketing information within the businessin a controlled and robust systems environment. This has involved coordinating a team of internal and external staff and managing the project budget to deliver a coherent study on time and on budget.

Group Planning Manager

• Jan 2009 - Nov 2009

Oversight of the creation of financial plans for the newly combined Lloyds Banking Group. Development of system solutions for the combination of HBOS plc information into the LTSB reporting framework.Development of a single planning and forecasting framework for the new combined entity, encompassing stakeholders from two different heritage organisations.Development of reporting tools used in the Government Asset Protection Scheme negotiations in Feb-Mar 2009.

Group Planning Manager

• Mar 2007 - Jan 2009

Production of planning information for the combined group, providing information to Group Executive Committee regarding the one, three and five year plans. Preparation of scenario analysis and investigation of asset disposal impacts on profitability and performance. Development of reporting methodology for compliance with the FSA's integrated regulatory reporting framework for planning (FSA 014) Production of planning information for the combined group, providing information to Group Executive Committee regarding the one, three and five year plans. Preparation of scenario analysis and investigation of asset disposal impacts on profitability and performance. Development of reporting methodology for compliance with the FSA's integrated regulatory reporting framework for planning (FSA 014)

Associate, Planning & Change Management

• Mar 2006 - Mar 2007

Management of a Process Improvement project which sought to increase competitiveness by reducing time spent processing new business transactions, from deal origination through to the final funding process. Management of a number of other projects across a wide range of topics including marketing initiatives, corporate hospitality, compilation of responses to Her Majesty’s Revenue & Customs, production of monthly Management Information relating to new business volumes, database requirements mapping and managing systems development by an experienced contractor. Additional responsibilities included supporting the business’ product development process, providing monthly updates to the executive committee, as well as providing ad hoc support to the Managing Director.

AVP - Finance

• 2005 - 2006

Assistant Manager, Finance

• Oct 2004 - Sep 2005

Part of the Ledger Management team, developed and regularly implemented procedures to translate fragmented source system data into meaningful monthly management accounts. Later, developed an effective Balanced Scorecard reporting system for four distinct businesses. Undertook additional work to develop relationships with external offices in Birmingham, New York and Scotland in order to improve the quality of information being provided to the management accounts. Part of the Ledger Management team, developed and regularly implemented procedures to translate fragmented source system data into meaningful monthly management accounts. Later, developed an effective Balanced Scorecard reporting system for four distinct businesses. Undertook additional work to develop relationships with external offices in Birmingham, New York and Scotland in order to improve the quality of information being provided to the management accounts.

Assistant Manager, Finance

• Jun 2003 - Oct 2004

Monthly management reporting and quarterly budgeting/forecasting for an international business with offices in South America, the US, Europe, Middle East and Asia. Building good rapport with regional offices to ensure smooth delivery of information, detailed commentary on variances and unusual trends and progression of detailed budgets & forecasts. Good understanding of IAS 17 and related standards dealing with international trade. Monthly management reporting and quarterly budgeting/forecasting for an international business with offices in South America, the US, Europe, Middle East and Asia. Building good rapport with regional offices to ensure smooth delivery of information, detailed commentary on variances and unusual trends and progression of detailed budgets & forecasts. Good understanding of IAS 17 and related standards dealing with international trade.

IT Support Administrator

• Aug 2002 - Jun 2003