Jason Ware Email & Phone Number

London, Gb

Consultant to Sophos Ltd, a privately owned global leader in cyber security, in relation to their implementation of Longview Operational Transfer Pricing software. Activities covered include inter alia:- design exit criteria- sprint plan- security review (CISO)- data sourcing- testing strategy (plan; scripts; entry/exit criteria)- TOM and RACI

Zurich, Ch

Lead on multiple programs for Global Tax, spanning Transfer Pricing Operating Model TRansformation, UK VAT and Operational Tax.Prime Achievements:• Developing and delivering the Target Operating Model for Global Transfer Pricing (TP)• Developing and delivering the SoX Control Framework for TP• Delivering the Data Model for TP ; aligning, streamling and strategically sourcing data sets from Finance and non-Finance sources• Streamlining TP calculations• Developing and delivering a new in-house solution for Operational Tax (FATCA) ; decommissioning legacy tooling and data migration to new database• Remediation of SoX significant deficiency for UK VAT• Shaping and delivering the PESM for UK VATKey Responsibilities:• Build out and lead multiple project teams to support the multi year program of work for Global Tax • Build out program/project governance, structures, artefacts in adherence to firm standards• Establish appropriate stakeholder engagement; communication plans and lead on STCs & WGs • Reshape the data, processes and tooling for Global Tax• Manage the Third Party Risk Management process• Manage all aspects of 3rd vendor relationship

Zurich, Ch

Head of FP&A for the main UK legal entitiesPrime Achievements• Identification and tactical delivery of inter entity cost allocations leading to entity profitability • Revised strategic plan following business re-org and re-alignment of revenue projections• Impact of Brexit on UK IB performance• Analysis and impact of cost reduction program on FPKey Responsibilities• Delivery of daily revenue results with commentary for legal entities to senior UK management• Delivery of monthly performance results and commentary by business for legal entities spanning full p&l results • Prepare and deliver monthly performance analysis to UK board meetings and audit committee meetings• Prepare and deliver monthly forecast to senior management with analysis for deviation from actuals• Collaborate with multiple stakeholders to produce the annual legal entity 5year strategic plan and present to the UK board and Group for approval • Provide 3rd LoD on all inputs into the financial plan • Lead and manage onshore and offshore team

Zurich, Ch

Lead and directly managed the build out of product control function at a newly established offshore centre in Poland. Deployed 110 roles to the site from multiple locations, spanning all asset classes. Offshore centre managed on an SLA basis.Prime Achievements• Recruited and set up Product Control footprint in Poland, ensuring onboarding, training, operating procedures were in place before hand over. • Lead and managed the bau operations, establishing KPIs and metrics on performance and measuring the control environment• Presented to PRA and Group Audit Committee on site visits • Set up graduate intern program • Highest internal audit rating following deployments• Maintained low staff turnover levels via a number of key initiativesResponsibilities• Lead the Finance function at the site, spanning Treasury; Accounts Payable ; Finance Change; IT Finance and Product Control (~350 FTE)• Establish people agenda including leadership groups providing 2 way feedback • Lead and manage several asset classes in daily and monthly close• Drive staff retention and engagement through a number of initiatives• Maintain strong and robust control environtment• Build succession plan for the site

Zurich, Ch

Head of Product Control for a number of fixed income asset classes, including commodities and primary markets activities for ECM and DCMPrime Achievments • Improved the control environment, including introduction of SoX lite framework• Aligned product control processes across various teams to ensure consistency of approach to enable the bifurcation of product control into Line Control and Business Control• Led on review and challenge on a number of key structured credit deals generating significant revenue for EMEA and landmark deals in ECMResponsibilities• Managing growing team and building strong networks to take additional areas of coverage• Fostering a positive work environment whilst maintaining a robust control environment• Navigating complex structured transactions from revenue recognitions, booking methodology and accounting disclosures • Lead for CFO on graduate program

Frankfurt Am Main, Hessen, De