Jamie Watkins Email & Phone Number

Cardiff, Gb

Cardiff, Wales, United Kingdom

▪ Manage delivery of product launches and pricing changes including reviewing market positioning, presenting product and pricing proposals to senior stakeholders, producing product terms and conditions, preparing internal and external communications, signing off product collateral and evaluating product performance.▪ Develop new product ideas to meet customer needs based on research.▪ Conduct regular tranche management including extending, repricing and closing tranches as appropriate and ensuring that systems reflect the expected tranche to be sold each month to assist with natural hedging.▪ Update quarterly forecasts to reflect expected savings performance. This includes analysing large data sets to improve the accuracy of the forecasts.▪ Support development of a new savings forecast model.▪ Develop and conduct pricing tests to inform future funding strategies.▪ Support delivery of propositions. To date this has involved preparing Team Talks, producing account terms and assisting the APM with Product Risk Assessments.▪ Provide expertise to Marketing team to support development of campaigns.▪ Provide training and guidance to APM in relation to all required tasks and develop step by step process manuals as appropriate.▪ Review Product Risk Assessments to ensure they accurately reflect the risks and regulatory considerations associated with the product.▪ Present to various customer facing and back office departments to explain the role of the Savings Product Team and the decision making processes involved in launching and repricing products.▪ Improve efficiency by utilising Excel skills. This has included creating an Excel report with macros to increase efficiency when calculating daily market positioning.▪ Sports & Social Treasurer - manage budget for Sports & Social, reconcile payments, prepare annual accounts and make suggestions for potential events.

Cardiff, United Kingdom

▪ Regularly reviewed competitor movements to determine competitiveness of existing and potential savings products in the market and circulated information to relevant stakeholders.▪ Monitored savings tranches on a regular basis and requested tranche extensions as appropriate.▪ Worked closely with relevant teams to ensure all savings product collateral contained relevant and accurate information.▪ Provided up to date product information to relevant teams for the weekly maturity mailing process.▪ Conducted Product Risk Assessments for existing and new savings products to a high standard and within the required timescales, highlighting and implementing any required actions as necessary.▪ Took ownership of developing the First Home Steps proposition with the Propositions team, including contributing to regular team meetings, preparing and delivering a Team Talk, producing product terms and conditions, completing the Product Risk Assessment and monitoring product and app performance. Received nominations for Colleague of the Quarter for this work.▪ Assisted with delivery of two back book rate changes, including review and sign off of customer communications and web pages.▪ Created Excel spreadsheets to monitor product performance against forecast and aid decision making.

Cardiff, United Kingdom

▪ Delivered high quality customer service in respect of customer savings and mortgage queries. ▪ Shortlisted for the “Rising Star” award and runner up for the “Making it Straightforward” award at the Principality Annual Awards Ceremony in May 2018.▪ Created management information reports in respect of SLAs and customer demands. Also created data capture spreadsheets for various projects such as updating marketing preferences and monitoring customer demand via email.▪ Prepared and delivered a presentation to support our nomination for Small Contact Centre of the Year for the Welsh Contact Centre Awards. Our team was announced as the winner in March 2018.▪ Completed an ILM Level 2 qualification to further develop management skills.

Bristol, United Kingdom

Provided advice to corporate clients regarding their globally mobile workforce, with a particular focus on the tax and social security implications of international travel. This included advice regarding employer compliance for short-term business travellers, tax equalisation and assignment policies. Delivered corporate and individual compliance work, including payroll reporting and individual tax returns. ▪ Built relationships with international colleagues, corporate client contacts and their employees across a diverse client portfolio by delivering exceptional service through instilling trust and taking a personalised approach.▪ Successfully obtained referral work from other offices as a result of providing quality advice in a timely manner.▪ Delivered formal group training and one-to-one coaching to junior team members, utilising strong skill for simplifying complex issues. Developed ability to engage and motivate team members by giving them a sense of ownership.▪ Challenged processes and procedures adopted on accounts in Luton and proposed alternative options to achieve operational excellence. Took ownership for clarifying roles and implementing change to improve efficiency.▪ Held personalised briefings with individuals to explain the UK tax and social security implications of their international business travel. ▪ Coordinated global accounts to manage consistent delivery of services across different jurisdictions, including consistently meeting statutory and client imposed deadlines.▪ EY Recruitment Champion – Identified resourcing requirements within the PAS team, presented at university campus events and recruited outstanding students, ran assessment centres and conducted interviews to select suitable candidates for available roles.▪ EY PAS People Team – Took initiative to organise various team activities, such as treasure hunts, quiz shows and award ceremonies, engaging participants to improve team working skills, resulting in increased productivity

Bengaluru, Karnataka, India

▪ Committed to manage tax return preparation team in India on a 2-month secondment. Embraced opportunity to take on a new challenge and build relationships with the Indian team.▪ Trained the Indian tax return preparation team, reviewed the work prepared and provided constructive feedback which resulted in increased accuracy and efficiency. Further developed attention to detail and intercultural awareness.▪ Provided cultural guidance to UK team to improve relationships between UK and Indian team members.

Bristol, United Kingdom

▪ Responsible for preparation and delivery of compliance work for globally mobile employees, including payroll reporting and individual tax returns, with 100% of returns delivered prior to deadlines. Developed strong organisation skills and ability to manage a high workload while working to tight timelines.▪ Shared Excel tips with the team on a weekly basis to enable them to use the programme as efficiently and effectively as possible. Became proficient in Microsoft Office programmes and general IT skills.▪ Researched and identified key areas of change in the employment tax and mobility space that could be used to start meaningful conversations with clients and targets. Prepared a Hot Topics document and shared this nationally and across other service lines for use as a marketing tool.▪ Created a revenue-generating questionnaire to improve the quality of discussions with individuals before they travel overseas. This is now embedded in the briefing process across various clients

Business Studies And Japanese Bsc Joint Hons, First

Activities and Societies: Japanese SocietyCourse content included: accounting, management (human resource management, operations.

Japanese Intercalary Year, Japanese Language And Culture