Experience

Castle Trust Bank

• United Kingdom
• Banking
• 100 - 200 Employee

• CFO

  • May 2018 - 5 years 8 months

  London, United Kingdom CFO for this PE backed Bank, serving customers’ mortgage, point of sale borrowing and savings needs. Having achieved authorisation, now delivering organic and inorganic growth to achieve investor returns.



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Managing Director, Group Business Performance

  • Oct 2013 - Apr 2018

  London, United Kingdom  Reporting to the Group Financial Controller, leads the Planning and Stress Testing functions for Barclays across Finance, Treasury and Risk, and the associated change portfolio  Accountable for the Commercial Planning Process (Group 5 Year Plan and Internal Stress Test), Strategic Risk Assessment, Risk Appetite, Balance Sheet Optimisation, RWA, Capital and Liquidity Planning. Monitoring risks to plan  Accountable for the EBA and BoE Stress Testing Processes, and EBA and PRA… Show more  Reporting to the Group Financial Controller, leads the Planning and Stress Testing functions for Barclays across Finance, Treasury and Risk, and the associated change portfolio  Accountable for the Commercial Planning Process (Group 5 Year Plan and Internal Stress Test), Strategic Risk Assessment, Risk Appetite, Balance Sheet Optimisation, RWA, Capital and Liquidity Planning. Monitoring risks to plan  Accountable for the EBA and BoE Stress Testing Processes, and EBA and PRA engagement  Present results to Group Exco and Board, supporting the Group FD, Group Treasurer and Chief Risk Officer  Represents Barclays in Industry Fora for IFRS9 and Stress Testing – UK Finance  Designed and delivered the business operating model and technical architecture for business performance management across BP&A and Cost. Delivered a 40% efficiency save over two years (220 FTE)  Established global process ownership via centres of excellence for planning, reporting and analytics in India  Implemented the Group Balanced Scorecard and wrote Strategy and Risk disclosures for the Annual Report  BP&A Function Control Framework owner  Business Performance lead on the Barclays Structural Reform Programme, witness statements and Ratings Agency briefings  Finance lead for the 2013 Rights Issue Show less



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Finance Director, Global Markets

  • Sep 2012 - Sep 2013

  London  Member of the Markets Management Committee; supported the Co-CEO of the Investment Bank in his capacity as Head of Markets (£10Bn Business)  Ran Monthly Business Reviews by product and owned the planning and forecasting processes. Moved the dialogue from Revenue reporting to focus on profit maximisation and balance sheet optimisation. Worked with Risk and Treasury to set and monitor intra-day, monthly and quarterly limits  Finance lead on the balance sheet optimisation project… Show more  Member of the Markets Management Committee; supported the Co-CEO of the Investment Bank in his capacity as Head of Markets (£10Bn Business)  Ran Monthly Business Reviews by product and owned the planning and forecasting processes. Moved the dialogue from Revenue reporting to focus on profit maximisation and balance sheet optimisation. Worked with Risk and Treasury to set and monitor intra-day, monthly and quarterly limits  Finance lead on the balance sheet optimisation project, determined and tracked management actions, and constructed RWA and Balance Sheet MI for Treasury and the Front Office. Finance lead on the cost optimisation programme  Managed a team of 120 people across New York, London, Chennai and Singapore, supporting the regional business heads  Following the merger of FICC, Equities and Distribution to form Markets, formed a finance team to support both the Co-CEO and the Securities Heads. Realigned all daily reporting, established and chaired the monthly business review process to review business performance, cost control and capital usage  Led the Strategic Review, planning cycle and restatement process driven by the roll out of new Performance Cells by Group  Finance lead on Regulator engagement for the Markets business  Establishing group-wide Revenue Sharing Arrangements to incentivise cross-business deal teams  Delivered the Finance location strategy, placed 30 roles in India and developed plans to migrate a further 100 roles (completed in H1 2014)

• Finance Director, Distribution

  • Dec 2011 - Sep 2012

  London, United Kingdom  Member of the Distribution Senior Management Committee, supporting the Global Head of Distribution. Responsible for all aspects of financial planning and performance reporting for the Sales Teams of this £8Bn business. Set up, owned and operated the process and control framework in respect of the reporting of Sales Credits  Head of Finance for the EMEA IBD/RSG business supporting the European Heads  Head of Coverage Performance for the Corporate Bank Front Office supporting the UK… Show more  Member of the Distribution Senior Management Committee, supporting the Global Head of Distribution. Responsible for all aspects of financial planning and performance reporting for the Sales Teams of this £8Bn business. Set up, owned and operated the process and control framework in respect of the reporting of Sales Credits  Head of Finance for the EMEA IBD/RSG business supporting the European Heads  Head of Coverage Performance for the Corporate Bank Front Office supporting the UK co-MDs, and UK Exco



Barclays Corporate Banking

• United Kingdom
• Banking
• 700 & Above Employee

• Finance Director, Group Business Performance (Global Corporate Bank)

  • Sep 2010 - Dec 2011

   The responsibilities of the previous role (below) were expanded to include management of the Financial Planning and Analytics team supporting the Corporate Bank CEO, CFO and Corporate Bank Exco  Stabilised the Corporate Financial Planning and Analysis team to provide consistent, high quality reporting, analysis and forecasting to the Corporate Bank Exco and in support of Finance Committee. Drove the agenda for business reviews and deep dives. Wrote the Corporate Bank’s disclosures for the… Show more  The responsibilities of the previous role (below) were expanded to include management of the Financial Planning and Analytics team supporting the Corporate Bank CEO, CFO and Corporate Bank Exco  Stabilised the Corporate Financial Planning and Analysis team to provide consistent, high quality reporting, analysis and forecasting to the Corporate Bank Exco and in support of Finance Committee. Drove the agenda for business reviews and deep dives. Wrote the Corporate Bank’s disclosures for the 2010 Statutory Accounts and supported the CEOs investor day speeches  Supervised year end close and managed crystallisation of key accounting disclosures with Financial Reporting / Technical Accounting  Led the 2011 Planning Cycle and Stress Test and partnered with the FSA on their 2011 Business Unit review  Finance lead on the Corporate Balance Sheet reduction programme, working with Treasury and the business to design product strategy by geography  Finance lead on the disposal of the Indian and Russian businesses  Successfully migrated 60 Finance and MI roles to India and established an integrated team structure, governance framework and processes for continuous improvement  Established Financial and Headcount reporting processes to allow Corporate’s cost reduction actions to be monitored and tracked  Managed Corporate Bank’s Finance, Risk and Balance Sheet Management MI Teams Show less



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Finance Director, Barclays Commercial Bank (UK)

  • Jan 2008 - Sep 2010

  London, United Kingdom  Member of the UK Management Committee  Finance lead on the set up of the Global Corporate Bank and migration of 10,000 clients to Business Banking  Delivered the Finance infrastructure to support the Commercial Bank’s Sales objectives; managed Finance’s response to the reorganisation of the business. Supported the roll out of a new sales process, implementing a new incentives and performance management framework (Incentive and Bonus Scheme, Performance Plans, MI and CRM tools… Show more  Member of the UK Management Committee  Finance lead on the set up of the Global Corporate Bank and migration of 10,000 clients to Business Banking  Delivered the Finance infrastructure to support the Commercial Bank’s Sales objectives; managed Finance’s response to the reorganisation of the business. Supported the roll out of a new sales process, implementing a new incentives and performance management framework (Incentive and Bonus Scheme, Performance Plans, MI and CRM tools, reporting processes and governance framework) enabling the business to monitor depth and quality of client relationships. Led the Regional Business Reviews Show less



Santander UK

• United Kingdom
• Banking
• 700 & Above Employee

• Senior Manager Finance

  • Apr 2005 - Dec 2007

  London, United Kingdom  Finance lead on the post merger integration of Abbey National. Set up the infrastructure for cost reduction. Worked on the Life Business disposal, acquisition and launch of the UK Cards Business, launch of Santander Asset Management and Santander Insurance



EY

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

• Management Consultant

  • Aug 2004 - Apr 2005

  London, United Kingdom



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Management Consultant

  • Jan 1998 - Jul 2004

  London, United Kingdom



AstraZeneca

• United Kingdom
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Group Reporting Accountant

  • Apr 1997 - Jan 1998

  West Sussex, United Kingdom, United Kingdom



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Management Consultant

  • Sep 1993 - Apr 1997



Kuwait Petroleum Corporation

• Kuwait
• Oil and Gas
• 700 & Above Employee

• Planning Analyst

  • Jun 1992 - Sep 1993

  London, United Kingdom