Strategic upgrade from SharePoint 2013 to SharePoint Online, addressing end-of-life support, scalability limitations and the need for streamlined maintenance and updates.Our solution involved seamlessly migrating over 5 million files using ShareGate and integrating third-party tools such as Muhimbi and Document Core Pack, alongside seamless integration with Dynamics 365 CRM and various customisations.With SharePoint Online, our client can easily scale their resources up or down… Show more Strategic upgrade from SharePoint 2013 to SharePoint Online, addressing end-of-life support, scalability limitations and the need for streamlined maintenance and updates.Our solution involved seamlessly migrating over 5 million files using ShareGate and integrating third-party tools such as Muhimbi and Document Core Pack, alongside seamless integration with Dynamics 365 CRM and various customisations.With SharePoint Online, our client can easily scale their resources up or down based on their needs without the need to invest in additional hardware or infrastructure. Additionally, SharePoint Online provides automatic updates and maintenance, ensuring that our client always have access to the latest features and security patches without the hassle of manual upgrades, enabling them to focus more on their core business activities rather than managing the underlying infrastructure. Show less

Since 2018 I have successfully led a team of highly skilled senior consultants while actively contributing to financial services projects, with a demonstrated ability to drive exceptional results and deliver great value for clients.

Mortgage Remediation - Successfully led the identification of impacted populations across two remediation projects and four distinct legacy banking platforms, helping to facilitate the market withdrawal of a large Retail Bank. Played a lead role in analysing data using SQL coding to define the problem statement, challenging preconceived understanding of processes and issues. Defined and implemented rigorous technical evaluation to enforce meticulous quality control adherence, whilst upholding a… Show more Mortgage Remediation - Successfully led the identification of impacted populations across two remediation projects and four distinct legacy banking platforms, helping to facilitate the market withdrawal of a large Retail Bank. Played a lead role in analysing data using SQL coding to define the problem statement, challenging preconceived understanding of processes and issues. Defined and implemented rigorous technical evaluation to enforce meticulous quality control adherence, whilst upholding a data governance standard for regulatory assurance, reproducibility, and audit.Oversaw resource allocation and task management within the Data team using agile methodology, effectively managing the project plan and identifying potential risks to timelines. Show less

GDPR Compliance - Lead role in orchestrating the award-winning implementation of a comprehensive bank-wide de-identification solution. This journey encompassed every stage, from initial requirements gathering and design through to meticulous build and seamless implementation.This achievement laid a robust foundation for on-going regulatory de-identification initiatives for a large Retail Bank. Additionally, successfully executed an over-retention purge solution, effectively remediating the… Show more GDPR Compliance - Lead role in orchestrating the award-winning implementation of a comprehensive bank-wide de-identification solution. This journey encompassed every stage, from initial requirements gathering and design through to meticulous build and seamless implementation.This achievement laid a robust foundation for on-going regulatory de-identification initiatives for a large Retail Bank. Additionally, successfully executed an over-retention purge solution, effectively remediating the mass over-retention of customer data across the bank’s EDW and Data Lake platforms. Show less

Data Lineage - Worked closely with business SMEs to capture detailed data lineage, including working in close collaboration with the Credit Risk data management team. Through rigorous technical review and challenge, documented Key Data Elements to enhance processes, fostering a deeper understanding that propelled the business forward. This effort also involved creating intricate Visio diagrams to comprehensively depict the system architecture.

Integrated a propensity model seamlessly into the business-as-usual process, strategically elevating agent conversion rates through precision-targeted selling.Created and implemented Tableau dashboards to empower ongoing analysis of business performance in alignment with established KPIs, facilitating informed decision-making for stakeholders based on robust data insights.

Primarily focusing on ‘Loyalty Rate’ remediation.i.e. where the NRAM Loyalty Rate discount of 0.25% from the Standard Variable Rate was not correctly applied.* £5mil redress impacting 10k accounts.Manage a team of 8 independent contractors and consultants to achieve the following: - Calculation of multi million pound live and redeemed redress for affected accounts.- Application of redress to the account on UFSS system.- Provision of remediation monies and… Show more Primarily focusing on ‘Loyalty Rate’ remediation.i.e. where the NRAM Loyalty Rate discount of 0.25% from the Standard Variable Rate was not correctly applied.* £5mil redress impacting 10k accounts.Manage a team of 8 independent contractors and consultants to achieve the following: - Calculation of multi million pound live and redeemed redress for affected accounts.- Application of redress to the account on UFSS system.- Provision of remediation monies and communications to the customer.- Rework of CMS following redress.- Root Cause Reporting. Show less

Overall responsibility for development and delivery of regulatory reporting change implementations, with specific focus on Mortgage Credit Directive (phases 1 and 2) and BoE/ECB securitisation data tapes for multiple clients. - Managing a portfolio of regulatory reporting change requirements and business initiatives - primarily focusing on MLAR, PSD. - Working with stakeholders to determine the scope, requirements and solutions for assigned projects. - Communicating… Show more Overall responsibility for development and delivery of regulatory reporting change implementations, with specific focus on Mortgage Credit Directive (phases 1 and 2) and BoE/ECB securitisation data tapes for multiple clients. - Managing a portfolio of regulatory reporting change requirements and business initiatives - primarily focusing on MLAR, PSD. - Working with stakeholders to determine the scope, requirements and solutions for assigned projects. - Communicating progress, issues, and solutions to management and stakeholders. - Acting as a regulatory reporting subject-matter-expert in stakeholder interactions. - Serving as a liaison between various internal business partners, including IT, Legal & Compliance. - Serving as a liaison between various external partners and stakeholders, including FCA, Bank of England, European Central Bank, EuroABS. - Performing gap analysis to offer fit for purpose solutions. - Acting as a mentor and coach for other team members.Feedback:“You will be a huge loss to the team. Very best of luck in your new venture.”- Vicky Rothwell, Change Manager. Show less

Main Projects: - Manage migration of serviced accounts to a 3rd party and provide detailed reporting.- Migrate internal legacy reporting to SAS Visual Analytics.Other General Activities:Ensure timely and accurate delivery of regulatory and internal reporting solutions across UKAR to facilitate strategic and operational decision making, provide customer insight and drive business performance.Utilise SAS Visual Analytics to create visual displays of the most… Show more Main Projects: - Manage migration of serviced accounts to a 3rd party and provide detailed reporting.- Migrate internal legacy reporting to SAS Visual Analytics.Other General Activities:Ensure timely and accurate delivery of regulatory and internal reporting solutions across UKAR to facilitate strategic and operational decision making, provide customer insight and drive business performance.Utilise SAS Visual Analytics to create visual displays of the most important information needed to achieve required objectives; consolidated and arranged on a single screen so the information can be monitored at a glance.Aid the ETL function using DI Studio to achieve a “one version of the truth” enterprise wide Data Warehouse. Show less

Managing the Insight and Analytics team of 6 working on econometric forecasting, demand migration, customer lifetime modelling and ad-hoc insight analysis, Key Workstreams:Econometrics Forecasting: Step change in call forecasting by adding econometric variables to internal business drivers to create 50% improvement in our forecasting. Used innovative procedures such as Principal Components and ARIMA, AutoReg and ESM modelling.Call Eradication: Utilisation of data capture… Show more Managing the Insight and Analytics team of 6 working on econometric forecasting, demand migration, customer lifetime modelling and ad-hoc insight analysis, Key Workstreams:Econometrics Forecasting: Step change in call forecasting by adding econometric variables to internal business drivers to create 50% improvement in our forecasting. Used innovative procedures such as Principal Components and ARIMA, AutoReg and ESM modelling.Call Eradication: Utilisation of data capture to create multiple work streams to eradicate one million calls from the business. Show less

Responsible for the development of econometric forecasting, customer behaviour models, strategic insight, business case build and cost/benefit analysis across multiple brands and channels whilst focusing on leveraging new and existing data sources to further the understanding of customer demand.Understand the key pilot benefits to ensure we are able to track and evidence throughout the pilot how this has improved our ability to deliver a first class customer experience and/or increase… Show more Responsible for the development of econometric forecasting, customer behaviour models, strategic insight, business case build and cost/benefit analysis across multiple brands and channels whilst focusing on leveraging new and existing data sources to further the understanding of customer demand.Understand the key pilot benefits to ensure we are able to track and evidence throughout the pilot how this has improved our ability to deliver a first class customer experience and/or increase shareholder value and utilising SAS and other data analytics tools in order to quickly interpret pilot activity performance, including results and trends.Develop and own the implementation of BI reporting and data structures in order to track all metrics associated with pilot activity.Ensure every pilot tracks the customer experience/journey and is measured against control cells. Own the relationship with customer insight teams to determine best cause of action to monitor and report customer feedback to drive appropriate solutions.Identification of control cell to ensure that during pilot phase, testing is apt and measured against business as usual state.Undertake detailed data collection and analysis on a range of internal and external data in order to inform senior management decision making.Design and undertake research studies that analyse strategic issues and business related challenges identified through pilot activity so that decision making is informed by facts and comprehensive analysis.Work with the Head of Strategic Pilots to produce comprehensive but targeted insightful reports/presentations that summarise findings and recommendations.Ensure communication strategy encompasses feedback and measurements of effectiveness.Work with the Head of Strategic Pilots to identify key issues within pilots on which to focus in complex and uncertain situations and integrate pieces of pertinent information to create new ways of addressing issues. Show less

Lead SAS Developer for Direct Line Group Home and Growth Claims Insight function with the responsibility of providing insight into the business' multi-billion claims management expenditure.Responsible for developing methods of data extraction and building MI systems to enable the production of MI, supporting the business by providing accurate and appropriate data.Using SAS BI tools, including Enterprise Guide, SAS DI Studio, SAS Web Report Studio, Base SAS/SQL and other… Show more Lead SAS Developer for Direct Line Group Home and Growth Claims Insight function with the responsibility of providing insight into the business' multi-billion claims management expenditure.Responsible for developing methods of data extraction and building MI systems to enable the production of MI, supporting the business by providing accurate and appropriate data.Using SAS BI tools, including Enterprise Guide, SAS DI Studio, SAS Web Report Studio, Base SAS/SQL and other programming skills in order to source data and enable production of timely MI.Facilitating the coordination of technical projects by acting as a recognised leader and authority in a liaison role between the user community and the systems group to drive increased productivity and reduce processing costs across business units.Establishing and maintaining robust datasets and reporting which supports the delivery of claims performance MI.Working in partnership with the Claims Operational Management and analysis teams to design and implement fit for purpose reporting.Digitising reporting where feasible, minimising the need to unnecessary manual data manipulation. Show less

Own, develop and automate our regular reporting process using SAS and VBA to ensure the timely and accurate delivery of reporting solutions across all business areas and to external parties.Analyse available data and gather appropriate information to ensure delivery of timely and accurate Ad-Hoc reporting to the business to assist internal customers by providing relevant and accurate data to support the delivery of change projects, data validation exercises and cost control, whilst… Show more Own, develop and automate our regular reporting process using SAS and VBA to ensure the timely and accurate delivery of reporting solutions across all business areas and to external parties.Analyse available data and gather appropriate information to ensure delivery of timely and accurate Ad-Hoc reporting to the business to assist internal customers by providing relevant and accurate data to support the delivery of change projects, data validation exercises and cost control, whilst ensuring consistent criterion throughout.Represent the Indemnity division on key strategic initiatives with external consultants such as IBM, E&Y, KPMG and Towers Watson in the role of subject matter expert.Provide technical support and mentoring to colleagues for, particularly SAS, VBA & SQL to ensure that our collective reporting solutions provide customers with appropriate information on which to make informed decisions on business performance. Show less

Performance manage a team of up to 20 staff to achieve strict performance targets in a demanding processing environment requiring the need for constant awareness of work in the team, and in the centre as a whole.Utilise skill sets by switching staff between roles to control workflow to enable all payments to be processed before cut off times.Actively deal with underperformance and absence issues as appropriate whilst continuing to identify and develop talented… Show more Performance manage a team of up to 20 staff to achieve strict performance targets in a demanding processing environment requiring the need for constant awareness of work in the team, and in the centre as a whole.Utilise skill sets by switching staff between roles to control workflow to enable all payments to be processed before cut off times.Actively deal with underperformance and absence issues as appropriate whilst continuing to identify and develop talented individuals.Utilise LEAN techniques to improve visibility of processes and workflow of work.Raise and escalate issues to improve quality and delivering of service to our customersUndertake UAT activity to ensure continued business success. Show less

On a daily basis I was required to maintain, monitor and analyse Management Information records. As such, I provided performance reports and offered highly independent, analytical and impersonal data interpretation to support the Centre, Production and Resource Managers in the continuous and successful development of resources and operations within the unit.Some of my main deliverables included:Assessing the flow of payments through the centre; Producing regular statistical… Show more On a daily basis I was required to maintain, monitor and analyse Management Information records. As such, I provided performance reports and offered highly independent, analytical and impersonal data interpretation to support the Centre, Production and Resource Managers in the continuous and successful development of resources and operations within the unit.Some of my main deliverables included:Assessing the flow of payments through the centre; Producing regular statistical breakdowns of payment/process volumes; Compiling performance graphs / reports to monitor errors and potential / actual losses for action and staff discussion; Producing analyses for various projects and dealing with vast ad-hoc requests whilst embedding LEAN/KANBAN methodologies. Show less