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 ensure full compliance with FCA guidelines.Key achievements:Successfully conducted full end-to-end review of operational processes within time and budget.Built project roadmap from scratch, liaising with all functions to capture and prioritise all change initiatives being carried out within organisation. Designed and implemented new Change Implementation Board to manage all future change being carried out by all functions.Creating a project governance framework so that change initiatives can be managed using standard methodologies.

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 compliant with clients branding rules and guidelines.Directed FNZ (financial technology company) development team to ensure associated activities and technologies were coordinated, e.g. updating key business documents, ensuring automated outputs accurate and adhered to the client’s marketing stipulations.Developed and implemented Single Source of Truth (SSOT) to ensure future rebranding and infrastructure projects are able to be managed more effectively (utilised advanced MS Excel VLOOKUP/ Pivot Tables functions).Key achievements:Compiled weekly progress reports and maintained RAID logs to present to senior stakeholders. Redesigned Annual Benefit Statement booklets to comply with the new brand and then issued to more than 400,000 members.Developed and supervised User Acceptance Testing (UAT) strategy, created various bespoke testing scenarios for overseas testing team.Built strong mutually beneficial business relationships with customers, suppliers and internal teams to ensure the success of the project.Utilised SSOT to document all outputs, scheme websites, legal documentation, text changes and new funds to be used by teams in future rebranding and infrastructure projects.

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 workshops.Analysed ‘as is’ business processes and developed new and improved ‘to be’ processes and procedures for numerous planned change initiatives.Acted as SME for issues related to regulatory, legislation, human resources, proposition, risk, and customer service for Operations business work stream.Key achievements:Deployed tact and diplomacy to manage a highly sensitive project to completion without disruption to service (closure of the Wealth Management Division to new business).Managed and led team to drive long-term change initiatives and complete business-critical regulatory projects with 100% success meeting time constraints, quality, cost, and customer impact.Resolved a recruitment problem by developing two team members with potential to perform higher-level duties; identified skill gaps and designed and agreed intensive bespoke training plans, conducted weekly reviews; both team members gained higher-level scarce skill roles.Engaged with C-level to establish requirements, planned and co-ordinated (multiple projects simultaneously) to completion.Coached Operations Team to become highly skilled and effective in their roles by one-to-one meetings, specialised workshops, training and quarterly appraisals.

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 streamline the design and review of customer documentation and reduce costly resources.Lead Business Analysis delivering transformational change, including gap analysis, reviewing customer journeys and creating and updating processes and procedures.Provided expert project input to PMs and stakeholders of business-critical projects.Acted as Project Manager for numerous key projects while performing responsibilities of Senior Operational Development Analyst role, coordinated and progressed project activities with outsourcer, third-party product providers and offshore teams. Key achievements:Implemented cutting-edge ‘first of kind’ Wealth Management Investment Fund for high net worth clients that increased client returns and reduced operational costs.Utilised extensive pensions expertise to design and implement operational processes and procedures for ‘Pension Freedom’ rule changes.As Lead Operational Analyst implementing FATCA rule changes, gaining a prestigious award for outstanding project delivery. Handpicked to become SME as recognised to have extensive knowledge required to act in advisory capacity for business on technical aspects of policies and regulatory obligations.

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 resolve issues identified during data migration project.Conducted information-gathering interviews with users to interpret business requirements and define solutions, led workshops with clients to disseminate research.Developed business relationships with contractors and client representatives to interpret requirements and ensure project completed to the satisfaction of the client. Supported UAT and implemented solutions to resolve issues identified.

• 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 order to streamline processes. Responsibility for resolving complex and sensitive issues, such as compensation claim calculations.Developed rapport and long term relationships with Financial Advisers and their clients.

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 affected and to identify and rectify problems with the process should they arise.

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 department and the implementation of new software systems.Trained colleagues in order to develop and expand the department's skill base as well as acting as mentor, taking ownership of more complex queries and tasks.Responsibility for planning and organising the daily work flow to ensure that service level agreements were met.

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 a satisfactory outcome.Able to communicate complex technical and clinical ideas.