Lee W. Email & Phone Number

United Kingdom

DPO FOR EDUCATION provide an outsourced data protection service to the education sectorBuild strategic partnerships with education focussed businesses/charitiesDevelop and implement strategy to grow the businessCreate and maintain company budgetEnsure goals and targets are met in accordance with the business planConduct school Audits to identify control weaknesses around data protectionBuild the brand via website design, social media platforms, webinars, panel discussionsOn board consultantsProvide staff training and awareness

Westcliff-On-Sea, England, United Kingdom

Line management responsibility for Finance, IT, Catering, Reprographics and Site, supporting managers with any personnel issuesWork with fellow Senior Leadership Leads to implement educational and non educational strategy Oversee school finances responsible for building, monitoring the schools overall budgetMonitor schools contracts ensuring value for moneyReview monthly payroll and approveResponsible for overall management, security and maintenance of buildings, facilities, grounds externally and internallyProject manage capital expenditure projects within the school Oversee the catering functions of the school including coffee shop and main canteenManage school cash less catering systemWork with IT team to identify areas of improvement, ensure environment is robust and secure

Hadleigh Farm Estate

The Estate covers over 900 acres for farming, training centre, cafe, rare breed animalsLead and manage a small team to service the EstateWork with the wider Salvation Army to improve the Estate reachBuild relationships with partners to diversify the estate offerings Build strategic partnerships with local companiesDevelop and implement strategy to mitigate risk and improve processesDeliver on strategic initiativesInvestigate and deliver new and exciting revenue opportunitiesManage HR processOversee management of budget, including farming subsidy, crops, catering, land management, rare breeds farm Identify and deliver process improvements

United Kingdom

I&I Consultancy provide an outsourced senior business management and support service / Interim Senior Manager to SMEsWork with business owners/SLT to identify / build / implement strategyRun the day to day / improve efficiency / productivity / CommunicationProvide finance management including forecasting / budgeting / strategy planning / trackingIdentify areas of Risk and agree corrective actionsProcess reviews and Improvements - Identify pinch points / Implement change Create or review Business Continuity Plans - So your business can continue operatingWork with you to create a Business plan or provide a review serviceprovide data protection / cyber security guidance to clients For more information on how we can help you and your business contact Info@iandiconsultancy.co.uk visit www.iandiconsultancy.co.uk and follow us on our linkedin company page and social media

London, United Kingdom

Minium was a FinTech start up building a real time risk management system. I was tasked with creating, implementing all process to ensure the smooth running of the company and provide business support to the CEO to implement company strategy, provide framework and structure.Financials:Built, implemented and tracked company budget working closely with CEO, CFO and senior stakeholders Produced multiple business plan working with CEOBuilt strong relationships across the organisation including CFO wider Finance team, HR, CTO in UK and SwedenImplemented an approval process for expenses and company invoices to reduce costsProvide Management Information:Created and maintained management information to staff, CEO and board membersCollaborate with multiple departments to provide a clear, concise picture of the business, including updates on the business, budget, strategy, sales, marketing, etc.Implemented a standard presentation template to be used across the firm for internal and external useMarketing:Built, launched and maintained company website working with external marketing agencies and internal stakeholdersCreated marketing materials to be used across the companyWorked with PR agencies to ensure company message was promoted via media interviews, event launches, international panels, news updatesBuilt and maintained social media channelsSales:Worked with head of sales to implement sales strategy ensuring a targeted approachImplemented CRM and trained staffReported sales updates to CEO and BoardAttended client meetings / sale pitches / expo's (in US and London)Project:Created and maintained project plan for internal / external use to launch product with clients working with CTO and relationship managerPerformed User Acceptance TestingTracked multiple projects to ensure on time/on budget/report defects, issues that could impact deliveryBusiness Analyst role on external client projects

London, United Kingdom

Provided support to the Global Head of Investor Services Operations implementing their strategic plan and vision across multiple products and regions (>6,000 FTE)Delivered global cost saving initiatives across multiple product linesExecuted Reduction in Workforce plan working closely with HR partner and Global HeadsResponsible for >$8M reserve budgetImplemented a centrally managed headcount approval and travel process that reduced time, costs and duplicationWorked closely with Finance partners to ensure Ops budget delivered onetime and on spendProvide key Management Information:Built, implemented and maintained MI collaborating with several support functions to provide a clear, concise picture of the businessProvided guidance and support during budget process to global headsMaintained / tracked new business and client attrition across operationsProduced presentation decks to show a clear and concise picture of operations to senior stakeholders Other Achievements:Implemented a new global business office

London, United Kingdom

Provided support to the Global Head of Capital Markets Ops. Delivered a cleaner, robust and stronger control environment, reducing audit, internal control issues and promoting best practice across regionsRe-engineered global risk process to be centrally managedWrote and delivered RCSA process globallyCreated new process followed by Operations and Audit which led to an improved workable relationshipBuilt, implemented and chaired several working groups across EMEA providing greater transparencyTracked Corrective Actions (CAPs) globally, ensuring implemented and closed on timeGuest Auditor working closely with audit lead to deliver on timeIdentify Process Improvements across Operations leading to productivity gains Produced process maps that identified control weaknessWorked closely with SMEs and Senior leads to implement recommendations, process improvementsEnsured best practices shared globallyProject lead for operations response to the global financial crisis (Lehmans) Responsible to ensure operations had a robust workable Business Continuity and Disaster Recovery planProvide clear and concise MI ensuring right information shared for the right audienceCreated and implemented communications strategy across operations including a global newsletter, weekly highlights for departments to showcase their achievements, implement people strategy initiatives (training workshops, lunch and learn, feedback, social)Deliver Cost Saving Initiatives:Ensured Reduction in Workforce actions delivered on time and within budgetOutsourced Operations functions to Centre of Excellence sites or external vendorsReviewed global Ops budget with Finance and key stakeholders - Investigated opportunities to reduce spendProvide guidance and support during budget process to all Global Heads to drive governance in accordance policy

London, United Kingdom

Support PMO DirectorPerformed Bank wide in-depth reviews, conducting interviews with SME’s and Management team. Produce process maps identifying control weakness, implement recommendations, share best practices with internal control functionsPMO - Track and monitor multiple projects providing MI to show any potential impact to project deliveryWork alongside project managers and senior BAs to find workable solutionsMajor Projects include:Project managed Document Image / Workflow system implementation which led to increased productivity and a robust control environment for Compliance, Credit and Operations Control – KYCLead Business Analysis Outsourcing Treasury Operations from London to Jo’Burg reducing operational costs. Produced feasibility study including cost benefit and in-depth analysis between vendors internal and externalLead Business Analysis in static data migration project after bank take over. Relocated to Hong Kong 4 Months

London, United Kingdom

Provide operations support to the trading desks for all derivative related business activity - including Recording trading activity using in house system, preparation and production of trade confirmations, payment processing, exception analysis, P&L reporting, customer relations, rate fixing

London, United Kingdom

Equity Derivatives - Middle OfficeReconcile and agree internal deal tickets with Nat West Capital MarketsSupport trading desk with fundingConfirm IRS payments in all currencies with NWCMInvestigate queries i.e. Rates / Payments / mismatchesRate fixings - Libor/Reuter's P&L reconciliationPerform reconciliation of cash / securities and subsequent investigations

London, United Kingdom

Short temporary assignment to clear back log of FRA’s, Options and SwapsMIS - Management reporting: Update on progress, reason for exceptions, time to complete

London, United Kingdom

Swaps Division, USD Nostro reconciliations - OperationsReconciliation and Investigation of Swap transactionsEvaluation of service levels and pricing for USD agents

London, United Kingdom

Swaps Administration - OperationsAdministration of Swaps, Caps, Floors and CollarsProcessing / Settlement currency paymentsCash and Position management funding Management of Confirmation Processing

London, United Kingdom

Rate fixings - Libor/ReutersDerivative Confirmation processingDerivative Payment processingInvestigation and reconciliation of Swap transactions / Client queriesDealer support function for Asia Front OfficeMIS - Management reporting: Outstanding payments, ConfirmationsReconciliation and payment of all brokerage