Jonathan Elvin Email & Phone Number

London, United Kingdom

Gathering requirements for the development of a Solvency II (SII) annual reporting system through workshops and interviews. Developing a business case to decide between tagetik and Cognos for a new IFRS reporting system.

London, United Kingdom

Designing processes and agreeing impact analysis on finance, treasury and operations of the transfer of a mortgage book of £11bn to third parties by equitable assignment. Holding workshops to identify impacts and devising and agreeing changes to processes to mitigate the impact.

London, United Kingdom

Part of the SII project for UK operations. Documenting and evaluating the controls for actuarial and finance data, making recommendations for improvement and reviewing the implementation of the recommendations.

Brighton

One Family is an insurance company that arose out of the merger of Engage and Family in April 2015. The project covers the integration and SII regulatory. Key responsibilities are• Successfully managing the process to choose a third party reporting tool for SII. Drafting the RFP, scoring and review process and obtaining stakeholder approval.• Setting up a quality review process to assess the quality of data feeds into the capital calculation tool (Prophet) and General ledgers (Coda and SUN). Writing and agreeing PID with stakeholders and assessing and reporting on controls.• Documenting and obtaining approval for the requirements for SII regulatory reporting (QRT, NST, SFCR and RSR) Agreeing documentation format, process flows and solutions.

London, United Kingdom

• Documenting and agreeing MI requirements to manage operational risk issues related to records and data privacy policy.• Completing gap analysis to identify and correct failings, identifying IT systems in scope and documenting requirements for the remediation. Monitoring and resolving actions to remediate issues identified in gap analysis with business areas and stakeholders. • Developing and monitoring Budgets and plans, managing risks and issues and reporting to stakeholders in Group strategy and risk and programme boards.Managing the insurance division remediation work for security and fraud on Records management and user access controls projects. Managing stakeholders, risks and issues, developing plans, and implementing changes to processes and systems.

London, United Kingdom

Leading the design and implementation of financial reconciliations between the new asset and capital modelling databases at Group head office. Working as part of the project team implementing the global asset data store (Cadis) for Solvency II capital calculations, reporting and credit risk monitoring at Group and Business unit level. Responsibilities included• Mobilising, identifying and managing stakeholders from Risk, finance, IT and actuarial across Business units in Asia, Europe and USA to agree the scope of reconciliations• By facilitating workshops, interviews and discussion between stakeholders documented user requirements for reconciliations and the asset from actuarial, risk finance and business units. Obtaining approval from appropriate governance bodies and agreeing design with IT.• Developing test scripts for reconciliations in Hyperion, performing tests and agreeing remediation• Designing and agreeing with stakeholders target operating model, roles and responsibilities and design of new Data management team for hand over to business. Developing and agreeing SLA (service level agreements) with asset providers and users.• Reporting progress against plan, managing RAIDS, liaison with stakeholders from finance, risk and IT and Business units across Asia, Europe and USA.

ewview of client money and assets procedures and controls

• Managing a team of 7 reviewing existing processes for managing and reporting data attributes for securitised residential and commercial mortgages. Responsibilities included• Through workshops, interviews and reviews with stakeholders documented existing processes and requirements, identified gaps in existing data and implemented improvements to the current process • Produce a business case and gain approval to assess and review external suppliers.• Managing the supplier selection process, identifying suppliers, agreeing requirements with internal stakeholders from suppliers treasury, finance, IT and mortgage operations and developing a scoring mechanism to provide a rational selection process. • In conjunction with business SME’s analysed the new liquidity (ILAA) and Building Society proposals from the FSA and produced a gap analysis to form the basis of the ILAA project.

• Project manager on the current account programme. Managing stakeholders, project documentation and budgets. • Implemented new processes to meet banking code requirements. Analysed impact of regulatory changes on current processes and communicated modifications to existing processes to staff. • Managed the selection process and the work of the selected consultants employed to review current account strategy and costing of products and services.

• Recruited as finance and benefits manager as part of a team to set up a PMO to control a large transformational project. Reporting to head of programme office.• Established controls to turn around failing transformation project. Identified and introduced procedures to monitor costs and benefits of projects. Enforced reporting procedures on project progress and presented monthly reporting pack to Council executives. Reduced suppliers’ charges by over £1m. • Analysed and negotiated revisions to consultants transformation proposals for centralised call centre, admin and accounting resource.

Northampton And London

Performed a number of interim roles at Barclays and Barclaycard covering the following assignments• As divisional financial controller, reporting to Barclaycard Finance Director, managed a team of 5, producing consolidated monthly management accounts using SAP and quarterly statutory accounts, investor presentations and variance analysis. In consultation with the senior managers of each department, streamlined UK Cards Board reporting pack from a 200 page pack of Excel pages to a summary of key variances, KPI’s and issues for the Board.• As interim Securitisation manager led a team of 3 who managed Barclaycard’s £6.8bn of securitised assets. Calculating monthly statistics, managing cash transfers, reporting to investors. Working with credit risk and Barclays capital answering investor queries, producing investor presentations and drafting circulars for new offers. • Evaluated and reviewed SOX documentation for across Barclays Group, making recommendations to improve documentation and implementing changes. Set up and managed the process for ensuring the SOX documentation provided sufficient coverage of financial processes across the Group.

Bachelor Of Science (Bsc)

Bachelor Of Science (Bsc), Economics