Martin Laffan Email & Phone Number

Ireland

Limerick Metropolitan Area

Assistant Staff Officer , Active Travel, Transport & Mobility

Nenagh, Tipperary, Ireland

Working as part of the Finance team

Thurles, Tipperary, Ireland

Working as part of a team with the National Vetting Bureau to vet applicants - requiring high levels of concentration and attention to detail.

Nenagh, Co Tipperary

Financial Management:- Managing the Credit Union savings portfolio, investment portfolio in excess of €55m, loan portfolio in excess of €10m and membership in excess of 15,000. - Responsible for daily, monthly account balancing and presentation to the Board.- Preparation of Quarterly Prudential Returns to the Central Bank.- Monitoring liquidity/counterparty exposure levels and cash-flow levels.- Managing loan portfolio/interviewing loan applicants/assessing loan applications.- Liaising with Authorised Investment Advisor (Davy Stockbrokers), Investment Committee, relevant Financial Institutions to effectively manage the investment portfolio in terms of security of funds, rate of return, diversification of funds and compliance with relevant Legislation and Investment Guidance Notes.Strategic Matters:- Assisting the Board in the drafting and implementation of a strategic plan.- Assisting in the drafting of three to five year financial projections for the organisation and regular review to ensure projections are on target.- Project managing the introduction of new member services and IT developments, enhancements as outlined in the strategic plan. Managing Processes and Procedures:- Drafting of policies/procedures and ensuring compliance in the areas of cash management/teller operations/lending/credit control/investments and IT matters.- Regular review of internal procedures and work practices to ensure the highest standards of customer service to members are maintained.- Responsibility for dealing with all internal and external complaints.- Supervision, motivation, training of staff to facilitate personal development as well as the highest standards of service to members.

Dublin

Business Analyst (Aug '01- Apr '02)- Identifying, analysing and developing the business requirements of the company’s International clients in terms of new financial product specifications.- Liaising with company Directors, Heads of IT, Administration and Finance Departments to co-ordinate the successful implementation of new product developments or existing product enhancements.- Agreeing time frame, project plan, budgets, and maintaining effective lines of communication with all relevant parties. - Actively assisting Quality Assurance team to test and sign off new developments.Deputy Administration Manager (Jan '99 - Aug '01)- Managing a specialist third party Life Assurance Team with responsibility for the provision of administrative and technical support to international clients. - Monitoring all new on line business and checking of audit trails to identify errors.- Responsibility for policy servicing requirements, switching of funds, maturities and issue of associated documentation.- Effective supervision, motivation, training and development of the team to ensure security, continuous workflow, staff confidence and contentment, thereby guaranteeing continued high standards of service.- Staff appraisal and setting team objectives – encouraging empowerment and initiative. Project Team (Apr '98 - Jan '99)- One of 8 people chosen to oversee the company’s Year 2000 transition process.- Reviewing test plans, timeframes, expected results, testing and sign off.Team Leader (Jan '95 - Apr '98)- Leading a team of 12 to conduct the daily administration and servicing of life assurance/investment related products, premium payments, and fund switching.- Investigation of Ombudsman related cases and drafting replies.- Assigned specific responsibility for redrafting all customer documentation with the focus on it being more customer friendly with greater clarity of information. - Responsibility for training of new staff and mentoring.

Bachelor'S Degree, Public Administration, 2.1

A.L.I.A Diploma, Life Assurance, Awarded Diploma (With Merit) In Life Assurance

Qfa, Financial Advisor, Qualified Financial Advisor