Jon Wallis Email & Phone Number

Tredington, England, Gb

Kidlington, England, United Kingdom

Responsible for providing overarching change governance and control for the global change portfolio:- development of appropriate change portfolio reporting and governance which differentiates between the most critical, complex programmes and the smaller regional or functional portfolios of projects.- development and facilitation of the monthly Project Decision Management Forum to govern the change portfolio and make key decisions as required e.g change approval, prioritisation, resourcing, etc. Provision of summary outputs and key messages to the organisation’s Executive Committee.- phased development and implementation of change standards, processes and controls to improve Project Management and PMO across the organisation.- development and provision of Project Management training to those undertaking PM roles across the organisation.

Royal Leamington Spa, England, United Kingdom

Responsible for the UK Rehoming function and leading it through a period of major change:• Represents an Interim ‘Give Back’ opportunity for a charity close to my family.• Leading the team that rehomes dogs for the organisation across the UK (circa 80 per month).• Brought in to quickly establish and lead a Rehoming business and technology change programme implementing Salesforce for the Rehoming function.• Designed and implemented improved business processes and completed the implementation of the Salesforce based digital Rehoming portal for applications.• Successfully increased the dogs rehomed in 2023 by 31% and dogs per FTE per month from 7 to 10.

London, England, United Kingdom

Reporting to the LBCM COO:• Commercial/Cost/Relationship Management, Governance/Regulatory Oversight of the Shared Services Model covering 250+ internal services and external vendors. Contract negotiation and agreement.• Responsible for central Governance and management of the LBCM Change Delivery Portfolio, plus oversight on all change impacting LBCM / Services provided to LBCM (circa 250-300 programs). Key delivery programmes included various Markets applications developments / enhancements / third party implementations; migration from on premise to outsourced Microsoft azure cloud based infrastructure; Agile development of digital banking solution for Channel Islands business; data / cybersecurity initiatives as part of Designated Data Officer role, etc• Management of IT Services and Incident Management. Regulatory oversight for IT / Cyber / Data.• Chair of Service Management and Change Forums; CB / LBCM Operating Committee attendee; LBCM representative at Group Change Committees; regular attendance at LBCM Exec and Board.• Leadership of the LBCM EBA/PRA Outsourcing Regulatory Compliance Programme. Design and implementation of an ‘Outsourcing Framework’, procedures, processes, governance, MI and training.

United Kingdom

Programme Director, delivering client engagements and overseeing programme delivery:• Developed PM / Senior PM training materials • Led a Finance Transformation programme review, recommending key improvements working with a top tier consultancy• Led a review / turnaround of a troubled regulatory programme for a major global bank • Programme Management of the set-up of a shared services, change and IT operations management function / services establishment for a major UK Banking Group to meet ring-fencing requirements

London

Responsible for operational change, regulatory remediation and portfolio delivery:• Global COO for the Operations Change organisation with a key $300m+ portfolio of transformation• Full end-to-end delivery management of key elements of the portfolio, including portfolio governance• Led a centralised Portfolio Management / COO function, deploying a PMO / COO shared capability• Major contributor to strategy & the 3-year plan, leading a programme to improve delivery standards• Championed a cost-reduction initiative and vendor strategy, realising business benefits and savings• Successfully managed risks, staff, delivery in relation to UK Entities / delivery portfolio of $150m+• Developed and drove change / risk governance for UK Entities / SMR, leading regulatory initiatives

London, United Kingdom

Responsible for all aspects of portfolio management, programme delivery and business change:• Established and lead the centralised Portfolio Management Group for Credit Suisse, with over 100+ FTEs• Defined the strategy, Operating Model (TOM), resourcing/budget, career paths/training for the function• Functional leadership across Portfolio Management, PMO Services and Quality / Risk Assurance• Successfully grew a deployed Shared Service capability of 60+ FTEs, realising savings of $15m pa• Achieved turnaround of a failing $100m+ global programme to implement CA Clarity for the organisation across 20K+ users• Addressed and resolved a portfolio of regulatory / audit points and key finance issues and problems• Delivered an Holistic Change Management solution to provide MI / transparency across the bank, driving down costs of over $1bn+

London, United Kingdom

Responsible for transformational portfolio leadership & delivery, engaging with senior stakeholders:• Appointed to operate alongside the Global Head of Change, providing change leadership & direction• Change leadership for the IB Operations Strategic Change Group for a $150m+ change portfolio• Delivery leadership of the Regulatory & Control Stream of programmes, valued at ($25m-35m+)• Oversaw the successful delivery of key deliverables within the MIFID Transaction Reporting area• Provided portfolio management, governance and delivery management across finance & operations• Leadership member for $100m+ Finance Transformation, turning around Global ERP Implementation

Responsible for programme leadership and delivery of a major initiative ($85-100m+ over 3 years):• Appointed to lead a complex, multi-year, business transformation programme• Parachuted in to rescue and recover the failing programme, engaging with senior-level stakeholders• Re-engineered the Global Exchange Services business, supporting Exchange Traded Derivatives• Built a new team of resources, developing the programme strategy and underpinning deployment• Engaged across Front Office, Operations and IT, leading programme delivery on-time and budget

Accountable for a major portfolio of change delivery and change organisational improvements / efficiencies:• Led the change portfolio for Global Equities Business Services (circa $50-70m pa). Circa 25 global change programs (200+ projects), including the eSpear Program (see below). • Change delivery leadership across business and IT with senior stakeholder management responsibility. Accountable for introducing appropriate portfolio delivery controls / key MI. • Defined a change strategy and model and implemented an organisation utilising hub, nearshore and offshore locations ($5m+ saves p.a.).• Revised IT sourcing model / introduced vendor partner development / testing service with associated delivery methodology, QA and testing processes (circa $10m saves p.a.).• Two years of acclaimed, transformational, global change delivery, whilst transforming the change organisation.

Delivery Executive selling and delivering technology enabled change programs in Financial Services:Deutsche Bank eSpear Programme Manager / UK Account Delivery Executive (Jun 2006-Oct 2007): • Proposed and led a review of the eSpear (cash equities settlement) Program to address ‘Red’ status. • Program Managed global roll-out (US, Germany, Japan) and led various change improvements.• Drove IBM revenue of $8m+ per annum from zero base. Developed DB into a Tier 1 Client with sell-on work across numerous areas. ABN AMRO UK Account Delivery Executive (Jan 2005-Jun 2006): • Led the IBM Consortium RFP response across solution and delivery, with major commercials input, for programme to centralise / re-engineer the securities back office ($100m+).• Delivery Director for revised securities program. Management across multiple projects whilst converting further sales opportunities. UBS HFS for Custody Programme, Programme Manager (Feb 2004 – Nov 2004):• Programme Manager from the proposal stage, defining the approach / commercial basis. • Delivery management reporting directly into the steering committee. • Lead a composite team of client, IBM and third party alliance partner ($25m+). Programme Manager – Post Office UKFS Programme (Nov 2003 – Jan 2004)• Joint Venture with the Bank of Ireland to develop an FS product portfolio for Post Office customers via multiple channels. • Managed the definition phase, leading a composite IBM, Bank of Ireland and Post Office team across Business, Process and Technology. Axa Blueprint Programme, Technology Programme Manager (May 2003 – Oct 2003)• $200m+ Programme to develop a strategic platform to provide flexible products to IFAs and customers across multiple channels. • Accountable for Systems Development & Integration, third party management, and client procurement relationship. • Managed a large team (100+ FTE) of client, IBM, and three third parties across multiple sites through build and test.