I am an Associate of Howard Lock Consulting Ltd offering professional business analysis services on contract/freelance basis

Initially engaged to source a new Practice and Finance Management solution, I ran a full RFP process. This involved gathering firm-wide requirements, dealing at all levels of the firm, researching the market for suitable systems and then evaluating each option to arrive at the best solutions. I also ran a second smaller RFP to source an Expenses and Invoice solution. I was then engaged to manage the project to deliver Elite 3E Cloud and Chrome River into the business. This involved… Show more Initially engaged to source a new Practice and Finance Management solution, I ran a full RFP process. This involved gathering firm-wide requirements, dealing at all levels of the firm, researching the market for suitable systems and then evaluating each option to arrive at the best solutions. I also ran a second smaller RFP to source an Expenses and Invoice solution. I was then engaged to manage the project to deliver Elite 3E Cloud and Chrome River into the business. This involved organising and running detailed requirements workshops, managing vendor relations, planning and tracking User Acceptance Testing and reporting to steering and the management board. I was also instrumental in defining the approach for the change management workstream, building out To Be processes and detailed user guides. Show less

I have been working on a number of remits with Heyman AI, focussing on General Ledger, Regulatory Reporting, Risk Reporting and Internal Reporting. I have been heavily involved in the vendor selection process, gathering requirements and criteria. I have worked through the implementation of Oracle NetSuite with the Finance team and am now focusing on Regulatory Reporting. I have recently been asked to provide oversight for the Customer Onboarding process for all Products, working with Business… Show more I have been working on a number of remits with Heyman AI, focussing on General Ledger, Regulatory Reporting, Risk Reporting and Internal Reporting. I have been heavily involved in the vendor selection process, gathering requirements and criteria. I have worked through the implementation of Oracle NetSuite with the Finance team and am now focusing on Regulatory Reporting. I have recently been asked to provide oversight for the Customer Onboarding process for all Products, working with Business and Technology to define the optimum customer experience. Show less

I have been involved with the following projects:• Managing the requirements for a new replacement Discretionary Portfolio system, documenting complex algorithms covering; portfolio rebalancing, bulk trades, tax harvesting, gain laden asset management. Acting as pseudo Product Owner as part of external Consultancy agile scrum development team.• Working to transform the report writing culture for Wealth Advisers; sourcing a report writing tool, working with procurement using RFP and RFI… Show more I have been involved with the following projects:• Managing the requirements for a new replacement Discretionary Portfolio system, documenting complex algorithms covering; portfolio rebalancing, bulk trades, tax harvesting, gain laden asset management. Acting as pseudo Product Owner as part of external Consultancy agile scrum development team.• Working to transform the report writing culture for Wealth Advisers; sourcing a report writing tool, working with procurement using RFP and RFI processes, followed by root cause analysis to determine cultural and procedural issues around report creation. Working with multiple departments (Compliance, Risk, Distribution, Sales Quality) to develop initiatives and achieve governance approval. • Feasibility phase for a Digital update project for HSBC Private Bank to implement top tier retail products and systems to service the transaction banking capability of their wealthy Clients. I was heavily involved in understanding Retail Business impacts, developing a TOM, eliciting Business Requirements, As Is/To Be process flows, organising IT and business costs, determining risk appetites, engaging multiple areas of the business for buy-in and approval. This also involved translating complex Enterprise IT challenges at differing levels for various tiers of management. Show less

Helping to define business processes to support the expanded OMW Treasury department due to the Managed Separation programme and the implementation of a new Treasury Management System.

Developing robust business processes across a number of Finance Transformation projects including:- Part VII Transfer- Capital Optimisation initiatives- Solvency II Matching Adjustment Hypothecation- Transfer & Commutation valuation

Designer of innovative ornithological listing technology, utilising cloud data storage to synchronise "in the field" observation data between smart phones and the internet. Advanced list logic provides users with the ability to build lists automatically.iPHONE APP TERMINATED DUE TO FACEBOOK CLOSING DOWN PARSE.COM CLOUD SERVICE

Responsibilities included:Assisting with configuration workshops for the implementation of Insight T&C for Santander UK.Design and Analysis of new Responsibility Map tool to cater for the Senior Manager Regime aspect of Individual Accountability.

I worked on a 9 month project with the Information Risk and Security department to develop business processes alongside a SIEM implementation.I also worked on the initial stages (RFI) of a Reassurance Administration System project.