Helping make money work for everyone

• Supporting the OI CEO and CIO in planning and executing the overall business strategy• Sitting at the heart of an ambitious, high-growth investment business the role involved working with over 20 functional departments my responsibilities included:o Helping to coordinate the annual objective cycle with Senior Leaders while ensuring a relentless focus on both commercial and customer outcomes.o Working across the business to identify and exploit growth opportunities and improved ways of workingo Coordinating the launch of multiple new Retail and Institutional Funds alongside operational and commercial partners raising over £3bn in FY22o Supporting the strategic restructuring of key departmentso Owning the reporting cycle for senior leadership with monthly objective check-ins and quarterly strategic planning meetings.o Working closely with our Product and Tech teams to act as the bridge between tech delivery and business strategyo Building relationships across the business, balancing multiple senior stakeholders and overcoming objections to ensure the organisation remains focused on solutions and maintains momentum

Growth Initiativeso Selected to PM the launch of a new £40m retail Investment product in January 2021o Co-ordinated multiple workstreams and stakeholders over 6 months working across the business to align requirements and objectives throughout and deliver the project to a challenging deadline. Lead Project Manager on the launch of the ‘Octopus Online’ Investor portal:o Multi-Phase rescue project that required a quick turnaround after the original Project Sponsor and team left the business during COVID-19o Successfully launched to over 50,000 registered users in November 2020Successfully led the submission of Octopus’ first UNPRI Report in April 2020o Worked closely with the CIO and Sustainability Director to ensure the regulatory submission while adapting to the impact of COVID-19

Hybrid role as both a Business Analyst and Project Manager delivering meaningful change across the Octopus Group.

• Developed a consultative sales style and an excellent understanding of customer value propositions within the UK financial advice market and beyond• Personally tasked with delivering inflows of over £20m p.a (South West). - achieved 130% of 1st yearly target in role.

Account Executive at a leading Brand Consultancy. In the role I was responsible for client management and developing strategic briefs for a large multi-national FMCG client.

• British Army unit designed to teach university students leadership and organisation through basic military training• Developed excellent, problem-solving, communication, teamwork and leadership skills• Necessitated strong self-reliance and self-discipline to successfully balance academic and SUOTC commitments