Allison Holmes Email and Phone Number

Senior Account Executive across a portfolio of projects focused on operational transformation in banking & capital markets. I work to understand client goals and challenges and collaborate with Strategy, Consulting, Technology, Song (Customer Journey) and Operations colleagues to develop and deliver practical, scalable and effective (risk and performance) solutions.

Advisory services focused on business model development, go-to-market strategy, and all aspects of financial and risk management for cyber security organizations.

As CFO - Responsible to the CEO and Board of Governors for management of financial resources and strategic planning. Managed through the commercial impact of the COVID 19 Global Pandemic and transformed the Finance division to one focused on effective ERP leverage, strategic business development, revenue diversification, financial planning & analysis and scenario modeling. As CRO - established an Enterprise Risk Management Function.

Chief Financial Officer (CFO) - LegalManaged global cost base and litigation reserves, improved financial focus, developed a long-term financial strategy, and established supporting initiatives.

Chief Controls Officer (CCO) - Core Governance & InfrastructureReturned to the UK for a year for family reasons. During this time established the infrastructure of Barclay's new Global Chief Controls Office moving the function from vision to BAU. Delivered a revised global RCSA (resulting in the relaxation of regulatory restrictions), golden source performance reporting, policies and procedures, QA team and global governance delivery.

Chief Auditor, Global Corporate FunctionsRe-designed the Corporate Functions audit approach and team. Delivered enhanced audit findings on time and on plan. Established a global audit approach aligned to shared services operations.

Multiple roles: EMEA Institutional Equities Division CFO - Zero-based role development. Trusted financial and operational advisor to Head of the EMEA Institutional Equities Division and his leadership team.Head of Finance, Morgan Stanley Glasgow and Budapest - Seconded to Scotland to establish a Finance Operations Global Shared Services Division from zero-base to 250FTE, became General Manager of the entire enterprise (1500 FTE) and Head of Finance Operations in Budapest (300FTE). Designed, implemented and led sustainable, cost-effective and globally integrated centers of expertise for:Legal Entity Control l Product Control | Business Management and Management Reporting | Liquidity and Funding Control | Tax | General Ledger Control | Regulatory Controllers | Accounts Payable | Fund Accounting. Led multiple global projects e.g. Global Legal Entity Rationalization (reduced consolidated population from c. 1600 to c. 800 in 3 years.Redesigned the Legal Entity Control Operating model during the 2008 Financial Crisis to deliver 300% reporting at 50% of the original cost.Head of Global Corporate Support Services Finance Controllership Transformation - Developed a strategic operating model for commercial expense management globally.Head of Global Compensation and Tax Control

Vice President Balance Sheet Control - Implementation and leadership of Account Ownership & general ledger substantive quality assurance

Internal Audit - M&S Financial ServicesHead of Internal Audit - North America & JapanSenior Manager - Store Development Group Financial Control

Management Trainee Position with role rotations across all Finance functions along with the requirement to train for and pass the Association of Chartered Certified Accountants examinations. After qualification I worked in Commercial Finance supporting the Commercial Insurance businesses with pricing, financial reporting and reserving.