Chris Pitman Email & Phone Number

New York, Ny, Us

New York, United States

Regulatory Technology as a Competitive Advantage. Save costs, reduce risk and transform your customer experience with TAINA's fully automated FATCA and CRS Validation Platform.

New York, United States

New York, United States

Key Strengths & Expertise:• Proven success in delivering multiple strategic projects as part of a complex global program of work• Implemented a Target Operating Model for operational Tax in accordance with US, FATCA & CRS Tax regulations• Strong work ethic with the determination to quickly become an SME and SPOC within my business domain• Advocate for new technology such as robotics, machine learning & AI to improve existing procedures & controls• Confident communicating with senior stakeholders and in customizing communications to a target audience• Agility to perform in a hybrid role requiring a mix of Project Management, Governance, and Business Analysis• Ability to positively influence stakeholder and client buy-in by demonstrating quantifiable ROI• Understand the importance of relevant, accurate and reliable data to support business cases• Agile Champion, fostering more innovative solutions via collaboration and team diversification

London, United Kingdom

• Lead a team of junior consultants• Implemented a new Global Target Operating Model for CRS Tax Classification & Reporting• Monitored regulatory bodies to identify new guidance and/or legislation releases• Delivered and managed project plans, defining key milestones, actions, risks and issues• Documented Key Operating Procedures (KOP’s), Desktop Procedures (DTP’s) and Training materials• Responsible for implementing, testing and training of any new vendor application releases• Supported the Tax MIS and Reporting program of work as an SME• Managed key Stakeholders & Vendors’ expectations and feedback throughout the project lifecycleKey Achievements:• Successfully delivered a program of work to ensure the bank was compliant with the new CRS Tax regulations• Recognized as a Global SME and Single Point of Contact for Tax Transformation in Deutsche Bank

Belfast, United Kingdom

• Client Relationship Management ensuring resolution of breaks, settlement of trades and negotiating collateral movements• Securities Lending Collateral Management for Cash, Non-Cash and Fixed Income Tri-party clients• Trade Support for the Securities Lending, Equity Finance, and Fixed Income Repo trading desks• Mitigated P&L Risk, investigating and resolving breaks in trade-economic details with our clients• Performed Mark to Market reconciliations on our client portfolios resolving any pricing breaks• Analysis of KPI reports monitoring the performance of our vendor billing comparison team• Responsible for Credit Risk reporting and other end-of-day reporting requirements• Managed Operational Risk by ensuring Key Operating Procedures and Policies were up to dateKey Achievements:• Attended local universities as part of Citi’s graduate recruitment team, presenting to over 200 prospective graduates and promoting career opportunities within Citigroup• Lead a process re-engineering project to streamline our front to back Contract Compare process, saving 1 FTE

Belfast, United Kingdom

Carlisle, United Kingdom

Foundation Certificate, Business Analysis, Pass

Award For Risk In Financial Services, Risk

Investment Operations Certificate, Investments And Securities

Bsc, Business Finance & Investment

Activities and Societies: UUC Soccer team 11 a-side & 5 a-side and Final Year Student Representative.