Dave Turner Email & Phone Number

Aylesbury, England, United Kingdom

As Lead Analyst, worked with external consultants to perform full end-to-end review of operational processes for national Independent Financial Adviser.Working as lead analyst to implement recommendations arising from end-to-end review.Lead Analyst for implementing Operational Resilience requirements, working with external consultants and suppliers to.

Aylesbury

Engaged as lead business analyst to ensure rebrand of major new business acquisition (occupational Pension and Investment products) was completed according to requirements.Conducted detailed research on customer-facing marketing and communication material and scheme website, documented all literature and ensured promotional material and communications.

London, United Kingdom

Undertook responsibilities of Business Analyst role and led, motivated and developed a team of 4 Operational Development Analysts.Supplied comprehensive support to Programme Manager to ensure change strategy implemented by reviewing and maintaining programme roadmaps, production of project plans, creation of project logs and delivering up-skilling.

London, United Kingdom

Employed as Senior Operational Development Analyst to migrate customer data to new IT system and transfer Operations hub to a new location in Belfast.Migrated ~500,000 Pension and Investment policies from source to target Sybase system and relocated Wealth Management Operations.Devised and implemented ‘best practice’ methods across business functions to.

Cheltenham

Lead Business Analyst migrating data from one of several legacy pensions CRM applications to a target application and delivered other company-wide projects.Analysed legacy and target databases using SQL, data modelling techniques and in-house analysis tools to define transformation rules.Provided innovative input to design of cost-effective solutions to.

• Engaged with client representatives to gather and analyse business requirements to migrate 2.5 billion rows of BUPA customer data
• Defined transformation rules to migrate data from nine legacy applications to two target applications to increase efficiency and data quality
• Utilised in-house analysis tools and SQL to evaluate legacy and target databases, build and implement data updates and produce specifications
• Managed cross-functional relationships with contractors and representatives to implement requirements and achieve project deliverablesKey achievements:
• Successfully delivered the migration project as part of a team, to the complete satisfaction of the client and within time/budget constraints
• Contributed to the user acceptance testing (UAT) phase to identify any issues and implemented newly designed corrective solutions

Serviced and administered all aspects of pension plans, including payment calculations and reconciliation of client bank accounts.Responsible for workflow, putting administration procedures in place, revising these procedures where appropriate and responsibility for drafting guidance notes. Developed relationships with high net worth clients and advisers.

Deputised in Regional Operations Manager's absence, attending management meetings, taking responsibility for organising daily work flow within the team and ensuring work flow statistics are recorded and provided to Client Operations Management.Worked with Regional Operations Manager to identify inefficiencies in procedures and recommending solutions in.

Provided administration support in relation to the acquisition and processing of new business for a Whole of Market Annuity Service.Developed rapport with clients and delivered a high standard of customer care so they would want to conduct business with the company again.Created relationships with product providers to ensure that the client's annuity is.

Held primary responsibility for advising management on best practice for new administration tasks transferred from other areas of the business due to company re-structure. Liaised with other areas of the business to ensure best practice was observed during the movement of new administration tasks. Assisted in planning future re-structuring of the.

Led projects from analysis of problem/liaising with client to establish their needs through to design, testing and implementation, whilst keeping within deadlines and maintaining a high level of quality.Responsibility for the decision making process, whilst working closely with fellow team members, other departments within the company and clients to ensure.