Responsible for Corporate Development, Strategy and Operations• Establishing a formal COO function and prioritising and managing strategic initiatives• Developing an end to end operating model and implementing related efficiency and control initiatives• Ensuring alignment of the sales processes, to product capability, and solution delivery in a framework that passed an external process and controls audit• Defining and implementing an Objectives and Key Results (OKR’s) approach to performance measurement and governance.

Overall accountability for Professional Services operations, commercial success and global strategy• Establishing Professional Services as a global function within Aptitude and implementing an appropriate and efficient business model and management structure• Navigating the COVID pandemic and transforming the consulting operations into a remote working model• Defining and re-launching a post implementation solution service offering (Aptitude Assure), and evolving it into a high margin annual recurring revenue (ARR) business with a predominantly off-shore serviced business model• Reporting to the CEO and the PLC board as a Person Dispensing Management Responsibility (PDMR) member of the Senior Leadership Team• Executive sponsor of the firms’ Diversity and Inclusion initiativesAlso served as VP, Head of International Delivery during this tenure. Managing the successful implementation of Aptitude product enabled solutions for clients in the EMEA and APAC regions.

Finance Change Program Director Program managing strategically important change programs for the Finance division.• US Head of Regional Finance Change – leading two major regulatory reporting programs, one enhancing the strategic infrastructure and control framework implemented for the Dodd-Frank mandated US Intermediate Holding Company (IHC), and the second to migrate the US branch reporting to strategic solutions. • US Head of Business Finance Change – Strategic Profit and Loss (P&L) and sub-ledger system and process implementations for US businesses• US Head of Strategy and Architecture – Business finance related booking model changes and data remediation ahead of the US IHC implementation• US Basel III Lead for Business Finance – Implementation of P&L capability by legal entity

Chief Financial Office – CFO Program Services (and formally In-House Consulting, and Americas Operational Excellence)Executing on strategically important projects across all divisions of the organisation - improving operational efficiency, reducing cost, and managing organisational risk• Legal Entity Program (Risk/Finance) – developed business architecture for risk-based capital and leverage requirements of US entities.• Basel III (Risk/Finance) – designed and documented an end-to-end future state Basel 3 process. Ensured that robust BAU processes and controls were defined in accordance with audit standards.• Basel 2.5 (Risk/Finance) – business process review and recommendations for improvement.• Joint Venture Fund Admin Transition (Asset Management) - fund administration transfer to selected 3rd party service providers. • Revenue Share Agreement Transparency (Asset Management/ Private Bank) – operations and finance process documentation, and data modelling for management decision making.• Front to Back Review – Credit Risk Management – Private Bank – target operating model development.• Patriot Act Certification Review (Investment Bank) – compliance assessment

Jun 2007 – Sep 2008Basel II Capital Adequacy Efficiency Initiatives Chief Financial Office – Basel II Analytics Group - New YorkBasel II risk weighted asset (RWA) regulatory capital calculation efficiency, and production of bi-weekly balance sheets by business sector. Sourcing of data required for Federal Reserve reporting for Merrill entities post BoA combination.2006 – Jun 2007Systems Implementation Project Manager – Basel IIChief Financial Office – Holding Company Supervision Group - New YorkBuild and enhancement of an internally developed transaction database, and the development and implementation of a reconciliation to general ledger process for Basel II capital calculation purposes.2004 – 2005Business Manager Global Equity Technology Program Office – New York Financial management re-engineering along with general budget management, governance, and communications responsibilities. Establishment of a global application inventory, Sarbanes-Oxley compliance, and internal audit issue tracking for the function.2002-2004Global Program Office Manager Magellan Program, Equity Technology – LondonSupported the Global Program Manager in all aspects of a multi-region, $130m renewal of the Institutional Cash Equity order management and routing infrastructure with the fidessa suite of products. Managing the program office, budget, business case process, an outsourcing plan, license fee spend with software vendor, and change management consultancy as required.1996 – 2002Systems Implementation Project ManagerChief Financial Office – Regulatory Reporting Group - Dublin and London Establishment, enhancement and roll out of an internally developed regulatory capital data warehouse and calculation engine. Management of business requirements, solution design, UAT, business readiness, governance, and education.• Leader of the European Monetary Union project for Regulatory - 1998• Supervisory overview of the Y2K project for Regulatory - 1999

Business Unit Finance/Control Group Corporate Bonds, Government Bond Options, and Asset Swap Trading Groups – trading system to Finance reconciliations, daily Profit and Loss (P&L’s), and monthly balance sheet close

Business Advisory Services Manager Development towards a chartered accountancy qualification. Tax, Audit, Consultancy, and Insolvency work.