Phil Bartle Email & Phone Number

Poole, England, United Kingdom

Conducted cross-site gap analyses, impact assessments and process re-designs to ensure compliance with new FSA regulations relating to Treating Customers Fairly (TCF).Completed an operational review and feasibility study relating to potential options for delivering a work-flow solution to Old Mutual client services operation.Modelled all finance related business process as part of a strategic initiative to implement a work-flow and imaging solution for financial operations departments.

Provided IT consultancy services to UK and European financial services companies, through business process modelling, business requirements documentation, impact assessments, cost based estimates and systems development and testing roles.

Documented detailed system test scripts for testing of quotes and new business functionality, based on documented business requirements.Supported completion and sign-off of system test cycles through collation of documented evidence of script completion, allocation and tracking of raised defects through to resolution and daily progress updates to test manager.

Facilitated workshops with business users to define high level business requirements for functionality relating to new business applications and financial accounting.Documented and owned detailed business requirements based on agreed high level requirements through client meetings and additional business documentation for use by analyst developers.Provided business process models to refine issues arising from changing business requirements and current application functionality.

Completed workshops and questionnaires with business community as part of a project to complete an IT desktop refresh.Completed feasibility study and solution recommendation paper for cheque disbursement production.

Completed scope definition and impact assessment prior to defining initial business requirements for systems changes related to Pensions Simplification project.Liaised with business stakeholders and application developers through workshops, small scale focus groups or one to one interviews to provide detailed business requirements and cost based estimates for new requirements requested by the business community on an ongoing basis.Documented business requirements for new application functionality relating to unit-linked products as part of a large scale data migration project.

Responsible for definition of technical designs based on high level requirements, for implementation of changes to client documentation relating to mortgage redemption.

Responsible for application functionality relating to policy administration, general ledger accounting and policy value calculations on a successful legacy replacement project to implement a browser based Life and Pensions administration solution for more than two million policies.

2.1, Sport And Exercise Science

Sport and Exercise Sciences

Education record