Daniel Marks Email & Phone Number

Wellington, New Zealand

Central coordinator for strategic, operational, regulatory, technological, and administrative initiatives within the BNZ Markets business. Drive alignment across key business functions to address critical issues and support business objectives.

Wellington & Wairarapa, New Zealand

Overall responsibility for the Product Control function. The role covers key controls and reporting of revenue and balance sheets, daily and monthly, for both Markets and Treasury. Business partnering, project management, coaching and stakeholder management are at the forefront of this role. Key deliverables:- Significantly enhanced BNZ Markets Product Control function from a controls, insights, and efficiency perspective and creating a highly effective team. - Spearheaded projects that meet the strategic goals of the business and/or improved the control quality across Finance. Numerous examples where exceptional ownership, understanding, clear communication, and problem solving supported the delivery of key projects. - Exceptional stakeholder engagement whether this be within the Markets business, through the wider Finance function, NAB or with External Audit. - AWARD: Chevron 2022 Winner (pinnacle of recognition at BNZ) for Mahia te mahi / Own It

Khandallah, Wellington

Member of the St Benedict's Primary School Board where the mission of the school is to provide a challenging, co-operative, supportive environment which incorporates Catholic ideals, attitudes and practices where children, teachers, parents and community work together to continue the full development of the child in learning for life.

Wellington & Wairarapa, New Zealand

London

- Completed global operating model assessment for combination of Finance Product Control and Middle office to support 25% cost reduction plan. - Re-engineered finance controls to improve overall control environment while also supporting the reduction in costs across Finance. - Designed, tested and implemented new revenue analysis policy and controls to meet Prudential Regulatory Authority ("PRA") requirements for IMA Waiver. - Developing and managing teams and other Finance staff to support both their career development and changes to the Finance control environment globally. - Liaising with internal/external audit and PRA on current controls and improvements made or required.

London

- Supported the business in significant business restructures to ensure the control environment has been maintained and provide excellent customer service. - Set-up and establish the new Business Financial Support team including implementation of visual management, huddles, prioritisation meetings, issue escalation/resolution and cross-training.- Ensured that critical Control Remediation Program linked to revenue attribution were appropriately implemented which included significant problem solving and liaising across multiple teams.

London, United Kingdom

- Supported the implementation of new strategic tool set to enable better risk management, improved P&L decomposition and consistent source of data. - Managed 3 high performing teams by providing coaching, training, leadership and performance management while also implementing extended team model covering London and Warsaw.- Supported the IPV team through understanding complex issues and communicating them in a straightforward manner to enable solution to be found. Supported the team through the transition to a centralised IPV function. - Completed 16 week LEAN program focus on process efficiency, performance management, mindsets & behaviors, organisation & skills and voice of the customer resulting in more efficient and improved controls.

London, United Kingdom

- Provided coaching, training, performance management and prioritisation of workload for the teams by using high energy and proactive mindset to help motivate the team. - Completed the RBS Leading Edge program to accelerate learning and potential for the future which included presentation to senior management of the organisation on life business issue. - Supported the business in restructure which resulted in more trades & product types moving into the Global Hybrids business. This resulted in a full assessment of appropriate controls including IPV/Reserving and implementing new controls where required.

London, United Kingdom

- Implemented significant improvements to Balance Sheet substantiation process by applying previous skills from auditing background at Ernst & Young. - Increased understanding of complex derivatives traded by the Global Hybrids business. - Prepare reports and analysis based on requests from trading desk, business & finance management to improve decision making.

London, United Kingdom

- Analysis & conclusion of prices differences between ABN and RBS to ensure correct take-on valuation as well as implementing new IPV & reserving methodologies. - Complied year-end disclosure notes for RBS Group accounts to ensure accurate information provided about exposure the Group had under significant time pressure due to merger. - Timely completion of month end IPV & reserving across a number of product sets to ensure correct conclusion on accounting approach given agreed methodologies.

Wellington, New Zealand

Completed audit's across a diverse range of clients including energy companies (Contact Energy, Transpower), Aged Care Services (Summerset Villages), Information Technology (Infinity) and Investment's (Managed Funds secondment in Dublin for 4 months).