Ian Wilkinson Email and Phone Number
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Financial Services professional with over 20 years industry experience. > Leadership of Global Reporting & Analytics teams across the Investment Bank, Finance and GCOO functions> Financial Services Transformation - focus on design & implementation of sustainable outsourcing models and change management projects (PRINCE2 accredited)
Ubs
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Executive Director - Financial Services Transformation ProjectsUbsLondon, England, United Kingdom -
Executive Director - Financial Services Transformation ProjectsUbs Mar 2015 - PresentLondon, United Kingdom> focus on the design and implementation of an efficient and sustainable outsourcing, offshoring and nearshoring model for Reporting & Analytics Services at UBS> sustainability through partnership with both UBS captive offices and also strategic vendors to ensure we are delivering education pathways, career opportunities and close team links between the subject matter experts in onshore locations and our outsourced teams> efficiency through the delivery of micro level training programmes to ensure the new teams we are establishing have the best opportunity for success in their new roles.> extensive experience in both current and previous roles working in India and Poland with UBS captive offices and also strategic vendor partners> regular stakeholder feedback forums to update senior management on the progress of both the role transitions that are in flight as well as the longer term design and implementation of the optimum end state operating model across all onshore and outsourced locations. -
Executive Director - Global Head Of Ib Client ReportingUbs Mar 2012 - Feb 2015London, United Kingdom> Global Lead for a team of experienced finance professionals across EMEA, APAC and the Americas with the remit to deliver all Client related management reporting to the Investment Bank> Co-ordination of a clear and structured stakeholder engagement programme to ensure scarce resources are directed towards the most pressing / value add deliveries.> Responsible for the accurate and timely delivery of a constantly evolving book of work covering both 'run the bank' and 'change the bank' priorities> Delivery of an efficient and sustainable outsourced reporting team based out of Poland> Ownership of all IB Client Reporting related ORI's and Audit items. A close working relationship with both auditors and Legal and Compliance was an important part of this role to ensure that all audit points and ORIs are tracked and delivered on time. -
Director - European Head Of Client Management TeamUbs Feb 2011 - Feb 2012London, United Kingdom> Overall responsibility for all MI output, Senior Relationship Management, Data Integrity and Change the Bank project co-ordination for the Client Reporting Team in London. > MI output of the team covers subjects including, but not limited to : Equities, Fixed Income, FX and IBD revenue reporting / Client Profitability / external survey collation, interpretation and distribution / Interaction and Segmentation reporting -
Director - Equities Client Reporting AnalystUbs Feb 2001 - Feb 2011London, United Kingdom> Delivery of Client MI to senior Investment Bank stakeholders> Constant evolution of subject content to ensure the Equities division are supplied with the most accurate & relevent information to assist with the running of the Equities Distribution business -
Equities Trade It Development & AdministrationUbs Jun 1998 - Feb 2001London, United Kingdom> QA testing of new software systems to ensure fit for purpose> Clearing the trade exception queues to ensure the reporting of client revenues is timely and accurate
Ian Wilkinson Skills
Ian Wilkinson Education Details
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Accounting And Finance
Frequently Asked Questions about Ian Wilkinson
What company does Ian Wilkinson work for?
Ian Wilkinson works for Ubs
What is Ian Wilkinson's role at the current company?
Ian Wilkinson's current role is Executive Director - Financial Services Transformation Projects.
What is Ian Wilkinson's email address?
Ian Wilkinson's email address is ia****@****ubs.com
What schools did Ian Wilkinson attend?
Ian Wilkinson attended University Of Essex.
What skills is Ian Wilkinson known for?
Ian Wilkinson has skills like Investment Banking, Equities, Fixed Income, Business Analysis, Business Intelligence Tools, Trading Systems, Offshoring, Reference Data, Business Objects, Financial Markets, Middle Office, Change Management.
Who are Ian Wilkinson's colleagues?
Ian Wilkinson's colleagues are Ethan Harro, Flloyd Rewa.
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