Anna Buckingham Email & Phone Number

- Functional maintenance of Microsoft Dynamics CRM application – ensuring ongoing service and that CRM itself evolves (from technical/ functional perspective)- Single point of contact for all CRM related matters and change request approval: responsible for ensuring business requests are robust/ beneficial to all stakeholders and that whilst the system may be tailored for jurisdiction or service line specific needs, the overall global landscape and audience are respected- Main point of interaction between end users and technical experts, preparing and providing training sessions/ reference materials- Escalation point for IT Service Desk/ Application Manager for licences/ access/ permissions- Management of external developers and steering of design, test and launch of software releases, fixes and new functionality/ enhancements - Overseeing maintenance and ‘policing’ of data (inc. line management of Global Data Steward) to ensure quality of output; identifying best practice in order to maintain good audit and keep quality high- Supporting/ enabling Commercial Data Analyst(s)/ Global Data Steward(s) to design and deliver high quality data output to the people who are marketing, selling and delivering services and enable visibility from multiple angles: client account, service line, delivery country, sector, sales team. - Responsibility for implementation of CRM and data migration following mergers/ acquisitions/ opening of new offices- Working to improve engagement across the business, both on the side of the users, and those people requiring information and data from CRM- Analysis of problems, providing solutions, and initiating change requests to support business processes: understanding the needs of the various parts of the business and assisting with defining and filtering functional CRM requirements, using knowledge and understanding of what is and is not possible in CRM (out of the box or via customisation)

- Establishment of Global Sales Operations team, working alongside the Global Sales Director to put in place core processes and maintain a sales operations structure. I have had personal responsibility for:- Financial Operations: preparation, management and approval of budget and expenses for team of 100 FTE, management and facilitation of incentive and commission schemes and general liaison with Group Finance.- IT Liaison: CRM business sponsorship and ongoing functional development as well as user training and guidance across the group. - Functional CRM Lead role within 'Lead-to-Revenue' enhancement and CRM upgrade project.- Data Management and Analytics: reporting, forecasting and internal business intelligence for the Executive Committee, investors and other audiences, oversight of CRM upkeep and housekeeping.- General Operations/ Revenue Management: facilitation of global governance/ sales qualification process and coordination of remote team of regional sales operations managers and assistants.

- Founder member of Global Implementation team, responsible for the implementation of TMF services (bookkeeping, payroll, company secretarial) for global clients.- Creation of TMF internal methodology, tools and techniques for implementation; point of contact for implementation/proposal guidance for TMF staff around the globe, at all levels.- Development and ownership of global incentive scheme sponsored by CEO/ Sales Director, including development of effective solutions for opportunity submission, tracking and incentive calculation within SharePoint and Excel, and managing query/ issue resolution.- Troubleshooting and process improvement, both in the implementation field and in conjunction with the ICT department in Amsterdam, in line with TMF’s global growth.- Programme management and oversight of sales and marketing transformation projects, including coaching inexperienced peers and upward management of senior colleagues.- Training groups of visiting overseas colleagues in operational techniques, as well as soft skills for living and working in Europe.- Supervising and delegating to remote team of junior coordinators; fee, scoping and contract negotiation for large multi-national proposals across EMEA, Latin America and Asia.- Supporting global sales team in the production of high quality proposals for TMF services, maintenance of implementation-related sales documentation and presentation to prospective clients of this material via telephone conference and in person.- Design/ management of various collaborative spaces in MS Sharepoint for client reporting and internal communication purposes.

Tax Accounting and Risk Advisory Services (TARAS) - Part of the TARAS global project office responsible for mobilising a large scale global expatriate tax enquiry.- Development/planning of the implementation phase and associated documents for use by regional project offices and to enable seamless delivery of the project at a global level.- Responsible for leading a workshop and training key senior stakeholders unfamiliar with project management as a concept, in the effective use of documents and processes. - Construction and ownership of the project eRoom as a project management tool.- International Social Security: Assisting with the assessment and treatment of social security liability for international assignees on behalf of EY and external clients.- Ad hoc research and advice to clients regarding social security matters.- Process improvement – development of tools and techniques, largely Excel-based, to streamline and minimise time spent on social security compliance.- Calculation of National Insurance liability for individuals based on compensation information.- Planning and cost-comparison against schemes in countries outside the UK, considering pension, healthcare and benefit implications.- Supervision and review of compliance process, ie. certificate of coverage/E101 applications.

Projects & Client Service Team, Global Tax Operations (GTO) - Global networking, working closely with and developing solid network relationships with senior members of a large number of local EY offices around the globe.- Project managing the implementation of EY services for clients across approximately 80 countries; project managing the provision of services by EY and a number of independent third parties; managing EY local and client teams, from juniors to partners and facilitating process; negotiating scope and fees; supervising/delegating work appropriately; leading conference calls; regularly reporting to stakeholders on progress.- Assisting a large Telecommunications Company in Singapore with the process-mapping of a manual quote to cash process for their Chinese subsidiary in order to enable local language- and currency-supported invoicing in the absence of Oracle capabilities; managing the client team in terms of actions and issue resolution, both whilst in Singapore and remotely from London.- Testing, analysis and development of the team’s project management methodology and standard documents, presentation to the Management Team with a recommendation.- Experience in global pricing management and fee negotiations with local EY offices. Contributing to the writing of proposal documents, coordinating between team members and other EY teams to meet tight proposal deadlines.- Liaising with Quality and Risk Management to prepare client and engagement acceptance documentation in accordance with group and Firm procedures.- Preparing for and attending internal and client meetings and presentations with targets and key EY contacts in close cooperation with Project Leaders. Demonstration of the web-based EY Global Tracker tool.

Practitioner Certification

Ba(Hons) 2:1, French, German And Linguistics