Julie Smart Email and Phone Number
I am a highly experienced Finance Analyst with over 25 years working within Financial Services. I am reliable, enthusiastic and have excellent planning & organisation skills, with a proven record of coordinating and tracking activities within BAU and project environments.I take a high degree of ownership and accountability for my work, whilst constantly striving to improve or challenge current ways of working. I am an excellent team player and equally as strong working independently. I adapt well and supportive to the ever changing business environment. I have strong communication skills both written and verbal to all levels of staff.Key areas of expertise:* Finance Analysis - Strong analytical skills built up over many years of experience with a key focus on Financial Controls.* Planning & Organising - Successful coordination of the external audit relationship, including the production of plans and the running of update meetings to track and escalate issues. * Stakeholder Management - Collaboratively worked across departments to ensure effective business readiness was in place ahead of migration project implementation.* Effective Communication – Collated and presented progression of key quarter-end deliverables to senior management, escalating issues when required.Available to discuss new opportunities in Edinburgh or virtual (remote), please contact me at julie.smart24@yahoo.com
Natwest Group
View- Website:
- natwestgroup.com
- Employees:
- 42759
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Trading Product Controls AnalystNatwest GroupEdinburgh, Gb
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Finance Business Readiness AnalystStandard Life Uk Feb 2023 - Jul 2024• Produced Business Readiness assurance packs for Finance Governance Forums, reviewing and challenging inputs from projects to ensure they are accurate.• Provided training and support for new Business Readiness leads within Finance.• Maintenance and updates of Finance Business Readiness mandatory artefacts to ensure they are fit for purpose.• Performed review of projects’ Business Readiness artefacts.• Update and control over Finance Process Taxonomy. -
Finance Change AnalystStandard Life Uk Jul 2021 - Jan 2023• Provided Business Readiness support as part of the Standard Life Finance project team which successfully migrated its heritage annuities to their new strategic partner. • Responsible for Business Readiness planning including stakeholder engagement, collation of business readiness trackers, tracking of progress against Business Readiness plan and escalation of issues to the project working group.• Ensured that artefacts and processes used on the project were in line with the Finance Business Readiness framework.• Successful sign off from senior finance managers regarding process design changes implemented by the project.• Input to the final Go No/Go decision for Finance.• Responsible for the capture and documenting of the lessons learned from the project.
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Finance Operations ManagerStandard Life Uk Sep 2019 - Jun 2021• Management of the external auditor relationship including all plans and day to day tracking of audit progress and issues, covering deliverables from Finance, Customer Operations, Actuarial, IT and HR.• Facilitate the delivery of key BAU and change deliverables across the area, including tracking of progress and escalation of issues to ensure items remain on track as per delivery date.• Collate and present a central view of key department MI using operational tools designed to gather required data.• Ensure efficient running of management team meetings, creating and managing agenda items.• Strong relationship established with senior management across Customer Operations both within the UK and Ireland resulting in process improvements to the external audit process.
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Finance Capital Planning AnalystStandard Life Assurance: Part Of Phoenix Group Careers Dec 2018 - Aug 2019• Responsible for the daily capital monitoring processes.• Production of monthly asset monitoring MI.• Support Computershare relationship manager.
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Finance Oversight AnalystStandard Life Uk Mar 2013 - Nov 2018• Business Units Co-Ordinator for UK Finance. Facilitation of daily meetings with senior management across multiple departments during the quarterly reporting periods. Progress updates communicated to key stakeholders. • Strong relationship built with Group Finance. Responsible for ensuring the Group Reporting Agreements are read and understood.• Responsible for overseeing the financial reporting timetable and preparation of quarterly CFO walkthrough papers to support CFO sign off to Group Finance.• Co-ordinator and ownership of the late adjustments process for the reporting period. • Ownership of the Recourse Cash Flow (RCF) process including production, analysis, managing change requirements and walkthroughs to external auditors.• Lead role in the delivery of the RCF Finance & Systems Transformation process - including data gathering, scripts, UAT testing and production proving.
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Financial Controls AnalystStandard Life Uk Jun 2010 - Feb 2013• Deliver effectively, efficiently, and robustly controlled financial control services and reconciliations.• Provide financial controls testing support to Corporate and Finance Change. • Produce and analyse MI to ensure action is taken to investigate, monitor and clear exception items within set targets.• Establish strong relationships with Customer Operations Division and internally within UK Finance.
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Financial Controls AdministratorStandard Life Uk Oct 2005 - Jun 2010• Maintain and reconcile critical accounts on a daily and monthly basis, ensuring that any accounting discrepancies are dealt with in a timely manner.• Prepare analysis of accounting data at month end, ensuring that accounting is correctly allocated at period close.• Provide support to the business area to ensure correct accounting is produced.
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Customer Service RepresentativeStandard Life Uk Jun 1998 - Oct 2005• Provision of manual calculations, technical information and explanations to policyholders and Independent Financial Advisers both written and verbal for both personal and executive pensions.
Frequently Asked Questions about Julie Smart
What company does Julie Smart work for?
Julie Smart works for Natwest Group
What is Julie Smart's role at the current company?
Julie Smart's current role is Trading Product Controls Analyst.
Who are Julie Smart's colleagues?
Julie Smart's colleagues are Bakiyalakshmi D, Veena Lakshmi, Gurdeep Singh, Akhil Gupta, Senthilvadivel Subramaniyam, Shaik Ruksana, Hanif Kamaly.
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