Jim Coleman Email & Phone Number

London, England, United Kingdom

Supporting clients with:Treasury operating model and controls design, implementation and testing.Leading new banking licence application process, including mobilisation.Drafting, agreeing and adopting relevant policies, including liquidity, funding, market & interest rate risk, capital risk, wholesale credit risk, treasury operational risk and funds transfer pricing.Drafting, agreeing and adopting key prudential documents, including Internal Liquidity and Capital Adequacy Assessment Processes (ILAAP & ICAAP), Liquidity Contingency Plans (LCP), Recovery Plans, Solvent Wind-down Plans, Resolution Packs.

London, England, United Kingdom

Camberley, England, United Kingdom

Consultancy contract to design the treasury function essential to Fiinu’s banking licence mobilisation.• Drafted and obtained Board Risk Committee approval for policies including liquidity, funding, market & interest rate risk, capital risk, wholesale credit risk, treasury operational risk and funds transfer pricing.• Designed and agreed treasury operating model including permanent team structure.• Reviewed and updated critical regulatory submissions including ILAAP, Recovery Plan and Liquidity Contingency Plan.• Proposed and agreed funding diversification strategy to reduce costs and concentration risks.

London, United Kingdom

C-suite member leading on treasury and capital for UK regulated retail bank.Main deliverables, accountabilities and achievements include• Establishing and designing the treasury function essential to PCF’s 2017 banking licence application.• Leads an eight-member team to optimise capital, liquidity, funding and interest rate risk management.• Significantly reduced annual funding cost, refinanced wholesale funding and negotiated new funding lines.• Led risk-based funds transfer pricing project across lending and funding.• Accountable for critical regulatory submissions including ILAAP, ICAAP, Recovery Plan and Resolution Pack.• Led the bank’s successful application to join the Bank of England’s Sterling Monetary Framework.• Member of the group’s senior leadership team, Executive Committee, ALCO, Executive Risk Committee, and regular attendee of Board and Board Risk Committee.

London, United Kingdom

• Designed and implemented the treasury operating model for Sainsbury’s Bank to support JV buyout of Lloyds Banking Group by J Sainsbury plc.• Negotiated refinancing of Lloyds loan facility and interest rate swaps immediately prior to buyout of the bank.• Accountable for critical regulatory submissions including ILAAP, ICAAP, Recovery Plan and Resolution Pack.• Led the bank’s successful application to join the Bank of England’s Sterling Monetary Framework.• Negotiated and executed a bilateral secured wholesale funding facility with JP Morgan.• Negotiated and executed a bilateral unsecured wholesale funding facility with a UK insurance company.• Recruited and managed a 16-member team and mentored the succession to Sainsbury’s Group Treasurer.

London, United Kingdom

The TSB divestment was a highly complex programme to deliver the restructuring plan Lloyds Banking Group (LBG) agreed with the European Commission (EC) in November 2009. The divestment programme's objective was to prepare for sale TSB Bank plc as a stand-alone banking business with some 630 branches.• Led the establishment of TSB Bank treasury to support £24bn sale, including 632 national retail branches (Project Verde).• Led the design and build of TSB Bank’s standalone treasury function, requiring extensive stakeholder management, team building, and regularly engagement with the programme directorate and Lloyds senior executives.• Constructed the Information Memorandum funding plan to support the sales process.• Negotiated with a long list of potential bidders, including PE firms, SPVs, UK and international banks and building societies.• Negotiated with preferred bidder up to signing heads of terms, whilst maintaining option of IPO flotation.• Recruited and developed a high-performing team to support the CEO, CFO, and ExCo in establishing the TSB Bank Treasury.

London & Newcastle, Uk And Dubai, United Arab Emirates

Abu Dhabi, United Arab Emirates

London, England, United Kingdom

London, England, United Kingdom

London, United Kingdom

Bachelor Of Science - Bsc, Pure Mathematics

BSc (Hons) in Pure Mathematics with minor specialisations in Computational Science, Astronomy, Statistics and Applied Mathematics.

Master Of Business Administration - Mba, Business Administration And Management, General, Distinction

Dissertation: Marketing (Choice and Confusion in the UK Residential Mortgage Market) Specialisations: Entrepreneurship and Customer.

Fellowship, Corporate Treasury

Diploma, Situational Leadership