Oversaw day to day running of all financial aspects of the FI Practices Monitor and consolidate monthly management accounts for the Financial Institutions Practice of HSBC Insurance Brokers Limited, HSBC Operational Risk Consultancy Practice, HSBC Insurance Solutions (Bermuda) Limited and Directors' and Officers' Liability Practice of HSBC Insurance Brokers Limited and provide reports for the Practice Managing Director.Preparation and Maintenance of Board Level MI Preparation and Maintenance of Dashboard reportsManage, monitor and prepare annual budgets for all the above practices.Attend budget meetings with MD and CEO HSBC Insurance BrokersTracking monthly revenue budgets, new business, increased revenues, period extensions, lost business etc.Manage practice expenditure to ensure budgets maintainedManage all aspects of Stage 1 signing and premium settlement to Underwriters. Including credit control and late signing reportingResponsibility for all premium processing, collection, settlement to underwriters and captive insurers, tracking & status reporting of HSBC Group Crime programme. Attend weekly meetings with HSBC Insurance Risk Manager and leading underwriters to provide the client with up to date status reportsProvide daily/weekly/ monthly status reports to HSBC captive

Assisted practice COO with general day to day office administration, including Divisional Disaster Recovery Plan, Compliance Issues and Operational Procedures, Staff Training, FSA Regulatory Returns and Reports, SLA’s, Internal Audit Reviews.Successfully implemented relocation of entire practice from Canary Wharf to the City within a two week notice period without any major business interruption

Develop, implement and maintain financial accounting and related systems and processesCreated tracking system to monitor all worldwide financial movements of HSBC Group crime programme Cognos user acceptance testing to ensure successful implementation across HSBC Insurance Brokers entirety.

Specialised in North American Binding Authority processing for many classes of business including:-Jewellers BlockFire, Theft & Collision (US Trucking)Dealers Open LotGarage Keeper’s Legal LiabilityHigh Net Worth Individuals USA based – property & personal effects.