Experience

Business Energy Claims

• United Kingdom
• Facilities Services
• 1 - 100 Employee

• Head Of Operations

  • Sep 2020 - Present



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Assistant Vice President

  • Sep 2017 - Nov 2019

  Designed and implemented the target operating model for Regulatory Engagement within the Risk Division, and enhanced the TOM for Regulatory Adherence.Project Managed two projects from conception - implementing a governance structure, identifying key milestones, and creating weekly status updates to the Risk COO. Developed and implemented minimum standards for the Risk Division, providing additional training and direction to the areas falling below the requirement.Created MI reporting to inform the CRO and senior management a holistic view of all regulatory interactions, their current status, and a summary of their impact.Conducted Business Analysis and gathered requirements for a strategic tool utilised by senior management in the Risk Division, maintaining a backlog with JIRA.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• BCBS 239 Consultant

  • Sep 2015 - May 2017

  Determining and implementing strategy for BCBS 239 Risk Aggregation, tracing lineage for Key Data Elements in the Equities domain, adding Rules and Controls to aid data quality and integrity.Constructing a ubiquitous Data Dictionary for universal use across the bank, detailing definitions of Key Data Elements specific to BCBS 239.Engaging key Managing Directors to understand complex risk applications and data within the bank, enabling for a full and comprehensive review.Subject Matter Expert (SME) for Risk and Equities within the BCBS team.



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• PMO Consultant

  • Jun 2015 - Aug 2015

  Managed an incumbent IBM team deploying the Component Business Model (CBM) approach across the entire group, at an enterprise level. Created a Project Charter and PID, as well as managing the RAID log for the project lifecycle.Utilised Microsoft Project to document key milestones and their associated timelines, ensuring activities were completed in a timely manner.Produced weekly updates for key MD and senior management meetings, discussing project progression and Risks and issues that the project was encountering.



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Jan 2015 - May 2015

  Implementing control measures to ensure clients adhere to EMIR regulation, specific to individual derivative and hedging products.Producing a weekly management report on the progress of the project for senior stakeholders, formulating business strategy and identifying potential issues that could arise.Creating Excel models for analysts to record data, ensuring greater efficiency and data integrity, consequently managing the project’s operational risk. Implementing control measures to ensure clients adhere to EMIR regulation, specific to individual derivative and hedging products.Producing a weekly management report on the progress of the project for senior stakeholders, formulating business strategy and identifying potential issues that could arise.Creating Excel models for analysts to record data, ensuring greater efficiency and data integrity, consequently managing the project’s operational risk.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Financial Consultant

  • May 2014 - Dec 2014

  Reviewed and examined ISDA, prime brokerage and listed derivative agreements relating to posted collateral requirements in line with changing financial regulation.Communicated with, and presented to, senior directors of Credit Suisse to determine project scope and identify possible issues that would cause renegotiations to occur.Demonstrated initiative by producing a report on mid-term issues that could affect the delivery of the time-sensitive project and creating resolutions to mitigate regulatory fines.



Diagnostic Capital Limited

• United Kingdom
• Accounting

• Summer Analyst

  • Jun 2013 - Aug 2013

  Independent advisor for a £10mn acquisition helping to create Company Comparison Analysis whilst managing client relationships.Produced a detailed equity research report on the healthcare industry in the Middle East, including currency risk, with a selection of target companies for acquisitions. Furthered interpersonal skills by securing over £5m from High Net Worth individuals for investments within the healthcare space. Independent advisor for a £10mn acquisition helping to create Company Comparison Analysis whilst managing client relationships.Produced a detailed equity research report on the healthcare industry in the Middle East, including currency risk, with a selection of target companies for acquisitions. Furthered interpersonal skills by securing over £5m from High Net Worth individuals for investments within the healthcare space.



RBC Brewin Dolphin

• United Kingdom
• Financial Services
• 700 & Above Employee

• Off-Cycle Analyst

  • Nov 2011 - Feb 2012

  Compiled economic reviews for clients (Inc. £6.8bn pension fund) by analysing financial models, reviewing forecasts, and researching using Capital IQ, Fidessa and Bloomberg. Detailed financial modelling and industry analysis of equity market opportunities in European and Global markets.Created and presented equity research proposals to senior management and High Net Worth clients, demonstrating commercial analysis and financial management techniques. Compiled economic reviews for clients (Inc. £6.8bn pension fund) by analysing financial models, reviewing forecasts, and researching using Capital IQ, Fidessa and Bloomberg. Detailed financial modelling and industry analysis of equity market opportunities in European and Global markets.Created and presented equity research proposals to senior management and High Net Worth clients, demonstrating commercial analysis and financial management techniques.



Sponge Group

• Marketing Research Analyst

  • Jul 2010 - Sep 2010

  Formulated costs involved in projects of both time and money and demonstrated how implementing further operations into the mobile applications or websites would enhance value.Worked with a team to brain storm for creating and delivering marketing capaigns with branding.Developed the launch of mobile sites and applications through market research analysis. Formulated costs involved in projects of both time and money and demonstrated how implementing further operations into the mobile applications or websites would enhance value.Worked with a team to brain storm for creating and delivering marketing capaigns with branding.Developed the launch of mobile sites and applications through market research analysis.