Description

I help COOs and Heads of Change in Banking & Financial Services reduce costs, maximise benefit realisation and create operational efficiencies in excess of $10m whilst mitigating delivery risk by enabling and leading Process and Technology transformation.

A results driven finance professional with 19 years of experience working within notable blue chip organisations, with a strong background in shaping and delivering business, finance and technological change. A highly capable Programme and Project Manager with wide ranging transformation experience and a successful track record of delivering end-to-end Global technology solutions and business transformation. An aptitude for building and maintaining relationships across complex stakeholder groups with competing priorities whilst motivating on/offshore global teams, recognising strong communication as one of the keys to success.

Skilled in Agile Project Management, Stakeholder Management and Program Governance, holding Chartered qualifications in both accounting and tax and with certified knowledge of several delivery methodologies including Agile and Prince 2 (Waterfall).

Languages

English
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

HSBC
Senior Project Manager (Finance Transformation & Data Services)
BANKING AND INSURANCE
May 2023 - Today (3 years and 1 month)
London, United Kingdom
Delivered initiatives across the Global Finance Transformation portfolio, with direct accountability to the Finance COO, including mobilisation of the Finance Data Service ('FDS'), facilitating better risk management, regulatory compliance and the provision of high quality business insightwhilst achieving a $5m annual RTB save
• Established the Data & Architecture Office (DAO) as a primary pillar of FDS; with clearly articulated business outcomes supported by a 2yr roadmap, delivery model and governance methodology
• Steered the initial analysis and design for the reorganisation of the Global Finance function to maximise efficiency and reduce complexity in supporting HSBC Regulators, shareholders and Global businesses whilst seeking opportunities to improve the partnership with Enterprise IT and the Group Data & Architecture Office
• Led the Agile transformation of FDS and the wider Finance function, leveraging best practice from other Group Businesses & Functions
Agile method Project Management Digital Transformation
Credit Suisse
Program Manager (Client & Credit Technology)
August 2021 - March 2023 (1 year and 7 months)
Mitigated regulatory risk by enabling enhancements to Client Lifecycle Management tool (Fenergo) in support of a subsequent migration of client data from legacy system, avoiding potential fines and regulatory licencing issues
• Implemented robust governance and controls framework across both program and delivery management to mitigate delivery risk and achieved a 40% reduction in missed releases and open defects deployed into Production
• Successfully led the transition from Waterfall to Agile involving full front-to-back process re-design and behavioural change, supporting an 80% reduction in costs, and further improving KPIs to zero missed releases, zero open defects deployed into Production and eliminating the issues of scope creep and missed requirements
• Primarily responsible for creating the IT-delivery strategy and facilitating senior stakeholder buy-in
HSBC
Senior Project / Program Manager (Wholesale Client Services)
July 2019 - August 2021 (2 years and 1 month)
Senior Project Manager within the digital transformation programme with accountability for delivering multi-year cost savings through automation of client onboarding workflow via vendor (Fenergo) and in-house solutions for 1000+ users across 30 countries
• Successfully drove the in-house proposition for an alternative to vendor solution, from proof-of-concept to implementation, enabling cost avoidance of $5m
• Operationally led the team's contribution to enabling an additional annual cost reduction of $2m through demising of legacy systems
• Achieved a 4% reduction in vendor delivery cost and improved output quality through driving a Waterfall to Agile transformation supported by SoW re-negotiation
• Mitigated operational risk to zero by managing multiple competing priorities and workstreams in a complex matrix environment, achieving results by driving global, cross departmental collaboration
• Presented and steered conversation with MD level stakeholders on strategic planning to ensure ongoing business case viability