• Managed the monthly preparation of reports and variance analysis, whilst proactively communicating opportunities and risks.• Lead for Retail strategic planning, budgeting and forecasting processes.• Built and managed complex financial models for investments and new initiatives.• Built up the FP&A function post-CCAA and established a number of best practices.• Lead in negotiating key vendor contracts driving top line growth and significant cost savings.• One direct report.

• Supporting the four Emerging Market Regional CEOs and other Managing Directors.• Overseeing the regional monthly management reporting process.• Leading the regional planning and forecasting processes, down to relationship manager (RM) level.• Building dashboards and complex financial models for WM performance management and regional expansion.• Regular ad hoc analysis for Emerging Market regions including in-depth relationship/client analysis, revenue/cost analysis and RM analysis.• Assisting with periodic business initiatives such as deposit campaigns and new KPIs.• Managing and coaching three members of staff.• Training new RM teams on WM financial systems and methodologies.• Supporting the regional business management, finance and strategy teams in Singapore.

• Supporting the regional KCP business heads based in different time zones around the world.• Chairing global conference calls regarding financial initiatives and to streamline global processes.• Managing staff to prepare the monthly performance reporting.

• Preparation of financial packs for the DB Global CEO and the Global AWM business head.• Detailed financial deep-dives for the Global and Regional WM teams.• Managing three members of staff, and training the business on Finance systems.• Project management of various parts of the Asset Management and Wealth Management merger, and subsequent de-merger.• Annual and quarterly planning and forecasting, and ExCo reporting.• Improving processes and redesigning WM reporting packs for APAC and submarkets.• UAT of new WM software and global reports.

• Compiling consultant reports for the CEO, CFO and Senior Executive Committee.• Process mapping, risk analysis and internal control recommendations.• Financial modelling and investment analysis for several multimillion-dollar initiatives.• Detailed analysis of potential fraud and overpayment cases and other special projects.• Contractual negotiations with external healthcare providers.• Directly supervised four staff members.

• Invoicing clients, resolving queries and reconciling client accounts

Main Clients: FTSE 100 and FTSE 250 Companies.• Leading assurance teams under IFRS and UK GAAP (supervising and coaching junior members of staff) covering clients in Airlines, Hotels and Manufacturing.• Testing internal controls under Sarbanes Oxley 404.• Financial Services Audits of treasury companies and auditing the consolidation process under IFRS.• IFRS audit of the notes to the accounts (EPS and Share Options amongst others).• Liaising with the Company Secretary and documenting discussions.• Conducting research into technical issues