Jon L. Email & Phone Number

Wimbledon

Having the team deliver operational excellence improvements such as automated creation of Direct Debit rejection letters and various other manual processes.Spearheaded with central bank analytics team project to predict repeat and lapsed customers to be able to identify customers at risk. Data quality project using Alteryx to cross-reference via API and enhance current data with both Companies House and Google information, enhanced prospect and customer preferences linking preferences to TPS database.Representative for Asset Finance & Leasing to the Group wide Analytics council

Wimbledon

Supporting the finance and operational teams with accurate MI, enhancing and improving processes to improve customer experience and/or ensure regulatory complianceKey Accomplishments:Delivering an insurance pre-notification system in response to FCA regulations protecting a profit stream of over £1m per annum using SSRS, SQL Stored Procedures and SSIS jobsCreation of VBA/SQL based Customer Relationship Management system used for tracking the status and information of leads across several users and businessesAssisted with migration of reporting services from SQL 05 to SQL 12 Creation of sanitized "mini-warehouses" for business functional areas through the use of SQL viewsLead driver of PowerBI PoC using aforementioned views based on BU requirements showing new business data including a powermap showing geolocational informationAssisted central bank credit team on IFRS 9 project providing business insight, programming and calculation logic to feed into the credit risk model (Bank Employee of the month nomination for this work)Coached the business quality team in building a filechecks monitoring report in VBA (Bank Employee of the month winner)Automation of Monthly, Daily and Weekly reporting integrating into ETL processes saving several days of workAutomation of production of several regulatory mandated letters that were being generated manually by the businessCreated and maintained corrected versions of daily and monthly extracts to UK & Irish Credit Bureaus out of the lending system (ICB,Experian)Tableau dashboard showing newly developed days past due methodology for the credit risk and collections teams

Uxbridge

Supporting the European Operations by providing the country pricing analysts with informative views to aid their decision making.Creating summarized top level reports to be presented by the Pricing Director for meetings with the Senior Management Team/ US HQ.Supporting the EMEA franchisee countries with any pricing queries, updates or issuesProviding commercial and technical training to the rest of the analytics team as well as the pricing department in general. Notable Work:Creation of a forecast model which tracks each stage of the expected transactional life cycle and merges together all known data inputs in order to create an informed view in Microsoft Access and then migrated it to SQL Server. Creation and maintenance of tools to aid reactivity in the market place for strategic partnerships and other opportunities such as walk ups at a bespoke granular level utilising mixed data sources such as internal fleet data, external customer pricing data and scraping the live spot rate off the web.Provided reporting and training for the first time off the US based Oracle warehouse creating status reports out of the RAM pricing system reducing errors and adding validation to work done by the rate implementation teams.

Bushey

Responsibilities:Phasing the Financial Budget and translating it into Operational VolumesForecast demand for corporate business at a geographical cluster level for the whole of the UKOwnership over the revenue management process for the new low cost Interrent brandBuilding and maintenance of databases and creating new business objects reports to provide the business with greater visibility over certain variables.Liaising with Pricing and Fleet in order to attempt to optimally serve/stimulate demand and strategically yield it where necessary.Notable Work:Creation of the InterRent daily ops report which is circulated to the senior management groupCreation of report the first report based on operational data that allowed the business to see what corporate accounts rent in which geographical regions.Other Roles: One Hero whose responsibilities consisted of communicating and encouraging the team lived the values in accordance with the one challenge initiative.

London, United Kingdom

Responsibilities:Performance of substantive audit procedures on balance sheet accountsPerformance of statistical analytics on profit & loss accounts.Executing tests of controls for significant transactions to assess misstatement riskWriting review memorandums for the partner summarizing all key issuesKey clients include:Large UK Telecommunications GroupMedia subsidiary of a large French CAC Listed companyEuropean segment of large Japanese Listed ConglomerateNotable Work:Communicating with senior C-suite level executives gaining an overview and understanding of the business and assess their control environmentDevising the engagement budget for a major client for the following financial yearCoaching of new graduates and interns assisting them in their audit of balance sheet line itemsRevenue and Payroll analytics (usually done by a third year associate) for a large shipping company with the work receiving praise across the engagement team Achievements:Obtained values award for work performed on the audit one of the UK’s largest mobile telecoms provider where I was involved in extensive coaching.Quality of deliverables praised by executive director after a last minute deadline change on a listed client. Achieved overall performance rating of 4/5 where 3 was the performance benchmark

Bsc, Accounting, Auditing And Finance

Activities and Societies: First year economics student class representative, Events Officer of the Latin American society, treasurer.

Education record

Currently Part-Qualified (Managerial Level) CIMA student

Education record

Secondary Education: A Levels (Spanish, Business and Mathematics) UCAS Points: 430