Patrick Lindley Email & Phone Number

London, England, United Kingdom

As Chief Financial Officer of the Property Management businesses, which were spun out from their former parent:• Ensured new business was appropriately funded, with a fully functioning Finance Team to support the business and its investors from Day One;• Heavily involved in the creation of a full-service consultancy in the Private Rental Housing Sector, able to deliver a full “field-to-yield” proposition for investors; • Successfully sold the non-strategic, loss-making Estate… Show more As Chief Financial Officer of the Property Management businesses, which were spun out from their former parent:• Ensured new business was appropriately funded, with a fully functioning Finance Team to support the business and its investors from Day One;• Heavily involved in the creation of a full-service consultancy in the Private Rental Housing Sector, able to deliver a full “field-to-yield” proposition for investors; • Successfully sold the non-strategic, loss-making Estate Management businesses in a series of four transactions to three buyers;• Sold an unprofitable division of the Auctions business to a competitor to release funding and realise value;• Disposed of Century 21 UK with a full release for shareholder of various onerous guarantees. Show less

London, United Kingdom

As Finance Director, Property Management businesses:• Delivered insightful budgeting, financial reporting and forecasting to Board;• Restructured Estate Management businesses in a tax efficient and compliant manner;• Led financial aspects of a new JV partner, which undertook five Build to Rent housing schemes;• Negotiated private equity debt funding to allow SDL to buyout its JV partner and undertake a further three housing developments. All eight schemes were then profitably… Show more As Finance Director, Property Management businesses:• Delivered insightful budgeting, financial reporting and forecasting to Board;• Restructured Estate Management businesses in a tax efficient and compliant manner;• Led financial aspects of a new JV partner, which undertook five Build to Rent housing schemes;• Negotiated private equity debt funding to allow SDL to buyout its JV partner and undertake a further three housing developments. All eight schemes were then profitably sold to a third party which retained SDL as a consultant going forward.As Group Risk Director:• Introduced action-focused approach to risk management to focus on mitigating risks with the greatest potential impact on the business’ objectives;• Initiated and led project to implement new risk management in FS business to meet requirements of the FCA’s Senior Managers Regime;• Launched pro-active Compliance reviews to address potential weaknesses, including GDPR. Show less

London, United Kingdom

Atos was a leading IT company, seeking to grow its outsourcing business in financial services. • Created new legal entity to allow Atos to provide outsourcing to regulated financial services entities, gaining authorisation for it without issue from the Financial Conduct Authority;• Created a scalable Shared Service Risk Team to support Atos’ delivery to NS&I and Aegon which delivered Operational Risk Management, Information Security, Financial Crime, Compliance, DPA, Business Continuity… Show more Atos was a leading IT company, seeking to grow its outsourcing business in financial services. • Created new legal entity to allow Atos to provide outsourcing to regulated financial services entities, gaining authorisation for it without issue from the Financial Conduct Authority;• Created a scalable Shared Service Risk Team to support Atos’ delivery to NS&I and Aegon which delivered Operational Risk Management, Information Security, Financial Crime, Compliance, DPA, Business Continuity and Internal Audit; • Neither of Atos’ key clients Aegon and NS&I suffered any data breaches or loss events outside their risk appetite;• Member of NS&I’s Risk Management Committee and Conduct Committee. Show less

London, United Kingdom

Self-employed management consultant supporting three main assignments:• For Atos: • developed a strategy to support further business in the regulated financial services sector in UK, gained management support and produced key documentation for application to the UK regulators; and• Supported two key bids for major contracts including pitching to target clients – one of which represented Atos UK’s first major win in private sector financial services (Aegon);• For a listed… Show more Self-employed management consultant supporting three main assignments:• For Atos: • developed a strategy to support further business in the regulated financial services sector in UK, gained management support and produced key documentation for application to the UK regulators; and• Supported two key bids for major contracts including pitching to target clients – one of which represented Atos UK’s first major win in private sector financial services (Aegon);• For a listed international financial services group: advice on potential strategies to create a European retail bank. Show less

London, United Kingdom

Performed dual role, responsible for rationalising and managing all operations and project office throughout Zurich Group’s run off businesses whilst CEO of Dunbar Assets.As CEO maintained high levels of employee engagement despite the business being in wind-down. As COO, delivered the complex Part VII transfer of Zurich Specialties London to Swiss Re and the general insurance portfolios of the Eagle Star Group to RiverStone on time, below budget and without incident.… Show more Performed dual role, responsible for rationalising and managing all operations and project office throughout Zurich Group’s run off businesses whilst CEO of Dunbar Assets.As CEO maintained high levels of employee engagement despite the business being in wind-down. As COO, delivered the complex Part VII transfer of Zurich Specialties London to Swiss Re and the general insurance portfolios of the Eagle Star Group to RiverStone on time, below budget and without incident. Shareholder representative director on the Board of Zurich Bank International in the Isle of Man, heavily involved in delivering that Bank’s closure;Member of the Audit Committee of Openwork, a large network of financial advisers.These roles ceased at the end of February, when I went on 3 months gardening leave. Show less

London, United Kingdom

Responsible for all aspects of the run-off or exit of Zurich’s life, non-life, banking and capital markets businesses within Centrally Managed Business, managing c.$11bn of liabilities and c.90 people in 4 countries with insurance and banking business in three continents.

London, United Kingdom

Finance Director of a UK authorised and regulated bank, with overall responsibility for HR, compliance, risk and operations. Role involved regular consultation with the FSA, including in respect of the Bank's ICAAP and ILAA. Following Zurich's decision to exit its banking businesses, transitioned the Bank into run off, leading the profitable transfer of its long term savings business to Close Brothers and the return of its banking licence.

London

Commercial project, resulting in an increased retail deposit raising capacity in both the UK and Isle of Man. Also evaluated viability of launching a savings business in Ireland and potential opportunities in USA.

London

Responsible for HR, IT, Operations, Project Office and Client Service teams for Zurich's three banking businesses.Introduced common support functions and implemented a new core banking system including a revised systems-architecture to increase efficiency through automation. Ensured full compliance with regulatory and internal initiatives, including Treating Customers Fairly and the Internal Controls Framework.

Dublin

Part of a 3 person team which developed strategy to bring Zurich’s three banks together as a new business unit so as to generate economies of scale and provide a platform for growth.

London, United Kingdom

Responsible for management and financial reporting, corporate planning and budgeting. In addition, managed Treasury Bank Office, Guaranteed Equity Bond and Banking Operations teams (18 staff in total). Provided key support to the Finance Director in balance sheet management and funding, including maintaining banking relationships with 24 institutions, negotiating new committed facilities, renewals and extensions.

Swindon, United Kingdom

Initially provided financial support to one of Allied Dunbar’s three regional divisions, including distributor acquisition appraisal, budgeting and expense control. Later seconded to BAT Industries’ head office on the announcement of its intention to transfer its financial services businesses to Zurich Financial Services and was heavily involved in producing the IAS listing particulars for the enlarged financial services company.On return from secondment, managed a team of six… Show more Initially provided financial support to one of Allied Dunbar’s three regional divisions, including distributor acquisition appraisal, budgeting and expense control. Later seconded to BAT Industries’ head office on the announcement of its intention to transfer its financial services businesses to Zurich Financial Services and was heavily involved in producing the IAS listing particulars for the enlarged financial services company.On return from secondment, managed a team of six accountants responsible for financial planning, project appraisal, budgeting and expense forecasting for the Zurich Advice Network, reporting to the Appointed Actuary. Show less

Bristol

Management Accountant in one of the UK’s largest regional firms of solicitors.

Bristol, United Kingdom

Auditor and trainee chartered accountant working with a range of clients in both the private and public sectors

Bachelor'S Degree, Economic & Social History, 1St

BA Honours, First Class, Economic and Social History

Education record