Project Team Jan 2017 – Nov 2017• Supporting the business with new requirements, creating Agile user stories in JIRA and attending IT refinement meetings• Completion of detailed use cases, steps and expected results for the Postings and Payments component • UAT testing of new functionality, raising defect user stories and attending refinement meetings with IT• Attending daily meetings during UAT to discuss testing status, issues, concerns and coordinating with testers to send daily email if testing stats to senior management• Coordination and delivery of end user training sessions and completion of detailed user guides for end users and new Business Analysts• Regression testing of current system functionality • Review and sign off of Agile user stories • Phase 1 of the income project successfully released into production in November Project Team Lead Jan 2016 – Dec 2016• Delivery of a STP Income and Corporate Actions processing application and reporting directly into project owner• Interim manager of 3 business analysts in London covering allocation of work, management of resources for priority tasks and all HR aspects of the team including objectives, 1-2-1, appraisals, coaching and development• Attending daily / weekly meetings with technology to discuss status of project, raise issues / concerns and provide status updates to senior management and global stakeholders• Liaise with business to discuss available testing resources to determine testing cycles duration and assisted with providing training sessions of new functionality• Assisted with mapping requirements of the strategic stock record, completion of detailed use cases, steps and expected results, performed QA / UAT testing, raised defects and attended refinement meetings with technology• Analysis of new business requirements and completion of Agile user stories• Review and sign off of Waterfall BRD / FSD, Agile user stories and attending requirement gathering workshops

• Assisted in capture of business requirements for the globalisation of the legacy income processing system onto a single platform to on-board APAC and NAM, completion of detailed use cases, steps and expected outputs, flows, user guides, skills matrixes and provided training (WebEx and onsite in Belfast) to new processors for the NAM process and provided oversight and continuing assistance and training. This project was completed on time• Reviewing and providing feedback, sign off on BRD / FSD documentation, attending workshops and providing rules and requirements for multiple regulatory and strategic projects for Asset Services Income Processing• Completion of detailed use cases, steps and expected results for the Eligible Positions component of the strategic income processing system and the execution during UAT testing. This component was implemented on time• Main lead in investigating and allocating approx. 800 aged client money payables. This required reconciling the events, interrogating internal systems to locate trade confirmations, liaising with counterparties, paying funds and un-segregating client money funds, maintaining a centralized spreadsheet of work performed and attending weekly meetings with senior management with MIS statistics. All items were investigated and documentation handed to the Belfast site for continuing maintenance• Risk management – investigating and reconciling multiple suspense accounts for clearance and completion of detailed procedure manuals on how to mitigate these risks and on-going clearance of breaks

Supervisor of International Dividends reconciliation team and oversight of migrated job function Jan 2011 – Aug 2013• Managed a team of 11 FTE’s and assisted with training, development, 1-2-1’s, team meetings and appraisals• Reviewed risk and control to identify risk and areas for improvement and assisted with completion of user guides• Monitoring reporting suite daily to manage General Ledger breaks to liaise with the team to resolve and presenting weekly MIS statistics to senior management• Sept 2012 began the task of completing plans to migrate 8 roles to Belfast and included risk analysis of different migration scenarios and planned timelines• Completed training plans and matrixes for Belfast staff, held daily meetings to discuss training / issues, provided training in London and Belfast, weekly updates to senior management of progress and provided oversight• Migration was completed in the scheduled timeframe• Income SME for variety of projects including: Regulatory, new business, new entities and income system enhancements• Attending daily meetings with Equity Stock Loan Finance deskSenior International Dividends Analyst Apr 2009 – Jan 2011• Full event reconciliation prior to assigning event to Post Pay team• Partner with Finance Control, Equity Stock Lending desk, settlements and counterparty claims team on any issues that may arise from a dividend event• Provide MIS to senior management on open items• Utilise reporting to monitor, investigate and resolve General Ledger breaks

• Investigation and reassignment of aged open cash breaks – pre Nov 2007• Partner with Product Control and Traders on any issues that may arise as a result from a Corporate Event• Capture of data from various sources to notify clients of upcoming meeting to facilitate attendance and / or process voting instructions. Liaised with company registrars and secretaries facilitate clients instructions

Product Owner and front line business support of a front office documentation system that held trading agreements and activities• Involvement in full Project Life Cycle including analysis and business requirements documentation, writing test scripts, managing and executing QA/functional testing phases and delivering training and user materials to users by means of classroom, telephone and screen share for global users of the application• Liaising with IT to schedule release dates for enhancements and bug fixes• Compiling ad-hoc reports for management by directly querying the database via MS Access and DB Artisan

Assisting in the delivery of the strategic income processing system Scorpio by completing:• QA/functional testing of the Manufactured Overseas Dividends (MOD) tax processing rules• Updating test scripts • Raising defects and liaising with IT / Business to ensure correct rules were implemented and retesting• Attending daily meetings to discuss issues, test script completion and new work requirements

Sept 2004 – Mar 2005Supervising a team of 3 in allocating work to investigate, reconcile and clear aged dividend balances on internal GL’s. All open positions were investigated and remaining items where narrated to be monitored.Apr 2003 - Aug 2004Supervisor of International Dividends processing team• Managing a team of 8 FTE’s and performing training, development and assisting with appraisals• Processing Dutch optional dividends and liaising with Equity Stock Loan and Front Office traders for elections• Responsible for signing off on events before P&L released to GL’s• Monitoring all cash breaks, open claims and GL breaks for reconciliation and clearance• Point of contact for Product Control• Assisted with new requirements and UAT testing for dividend processing system• Completed all international dividend process flows for migration of job function to India, attended meetings with management and external consultants and provided trainingDec 2000 – Mar 2003Senior International Dividends Analyst• Full event reconciliation • Processing Dutch optional dividends and liaising with Equity Stock Loan and Front Office traders for elections• Claim generation and payment• Cash breaks, open claims and GL breaks for reconciliation and clearance• Tax Reclaims for all markets

Senior International Dividends Analyst• Full event reconciliation • Processing funds to P&L• Claim generation and payment• Cash break reconciliation and clearance• Manual MOD tax matching • Attending weekly meetings with senior management to discuss open items

UK and International Dividends Analyst• Processing UK and International dividends for a large custodian business.• Reconciliation of events• Monitoring and clearance of cash breaks• Dividend claim generation• Manual completion of tax vouchers • Produce client money provision report daily

UK Equities and Unit Trusts Dividends Analyst for retail clients holding Personal Equity Plans• Reconciliation of client share holdings• Banking if dividend cheques and allocating funds to clients• Investigating and resolving cash and stock breaks• Completion of transfer forms for new and leaving clients

UK and International Dividends Analyst for retail banking clients• Reconciliation of clients share holdings• Banking of dividend cheques and allocating funds to clients• Monitoring of cash breaks• Coupon clipping for submission to company registrars