My role as an Business Consultant which involves taking clients through the implementation of XPlanand then supporting the client with their on-going use of the system . XPlan is a system for WealthManagement Companies that provides CRM and Portfolio Management . The system interfaces witha wide range of Platform providers to provide fund valuations, transactions, KIIDs and Factsheets.I have been involved in 2 successful implementations of XPlan and I am currently running 3concurrent implementation projects. For each of these I have worked with the clients to fullyunderstand their businesses, discovered their objectives in choosing XPlan, agreed the deliverablesthat will prove a successful implementation. I have developed close working relationships with thekey stakeholders. In order to do this I have demonstrated my understanding of Wrap products andthe way which these products are recommended and managed on behalf of clients and the interfacebetween the Wrap Product providers and the Wealth Management companies and therefore XPlan.Due to the takeover of Avelo by IRESS and the introduction of XPlan which is an Australian product I have had to learn a new system at the same time as implementing it with only limited support from product experts. This has meant using my own initiative and I have shown my ability to deliver objectives without a clearly defined structure.

Business Analyst supporting a Large Transformation Programme which includes the implementation of a new Point of Sales system. My role involves defining changes to a 3rd party Point of Sales (PoS) system required by NFU and liaising with the 3rd party supplier to agree these changes. Developing an on-going strategy for enhancing the system. I am also involved in defining changes to NFU's back office systems to work with the new PoS system. This involves Business Process Mapping, "as is" and "Is to be" using Visio and UML standards and conducting Workshops to identify gaps. I am then responsible for producing Functional Specifications to address these gaps. I have also worked with the in-house test team to produce a test strategy and test plans.

On-Line Team:-The Marketing Team at Wesleyan required an on-line service to clients which would allow clients to keep track of their investments in relation to advice given at their last meeting with their Wesleyan Adviser. My role was to agree and prioritise the Business Requirements with the major stakeholders and present my solution to the Wesleyan Board. In addition to Wesleyan stakeholders I also worked with a Web Design agency and 2 other 3rd party suppliers who maintained the software systems that would be required to provide data for the Web Site. My Solution was agreed by all parties but has currently been 'put on ice' while RDR is being implemented.RDR: -I led the Point of Sale RDR workstream for Wesleyan up to the successful completion of UAT. Insight the POS system through which Wesleyan sell their own and 3rd party products to their clients is key to the processing of new business for Wesleyan. My was to review and agree that the test scripts were fit for purpose: arrange for test data to be provided and to manage a team of testers, triage any defects found and manage the process of getting fixes being delivered and retested. I am also responsible for reporting progress of the project to the overall RDR Programme Manager and to the work-stream managers who will use insight.

Avelo are major suppliers to the Financial Services industry providing CRM, Point-of-Sale, Administration, Financial Planning, Wealth Management and portal systems. I was initially taken on to assist with the implementation of Avelo's enterprise point of sale system and was successful in implementing the system at Wesleyan Group. As Business Consultant for the Wealth Management product I was involved in researching potential customer requirements and assisted in creating a business case for the new product in addition to being the lead business analyst for the development of the product.Investmaster 2003 - 2005Recruited as the lead analyst for a new Front Office dealing and portfolio management system. The system was developed to complement existing back office systems and to be the "flag-ship" product for the newly created company.Wealth Management Software plc 2000 - 2003WMS develop and market systems for the Financial Services sector in particular the management of ISA/PEPS, Unit Trusts and Pensions and also both institutional and private client funds management. I was employed as a Business Consultant and my role involved building and maintaining relationships with clients from the sales agreement through to the completion of the system implementation.

Managed the Support Department for more than 6 years and was successful in increasing the scope of the services we offered and the profitability of the department. During my time as manager the department grew from 16 staff to 40 staff and included a centralised Help Desk.

Working for the Quasar Product Board and company directors I successfully managed a number of high profile projects both internally and externally.Quasar Product Board Member: The Quasar Product Board met monthly and was chaired by the C.E.O and comprised the senior managers of the Quasar product.