Richard Haley Email and Phone Number
Richard Haley personal email
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Extensive experience providing project management and business analysis skills within the Financial Services sector. Capable of leading and supporting change initiatives across a broad spectrum of subjects including complex logistics, regulatory, transformation and business improvement driven programmes.A professional, motivated, dedicated and tenacious team member with a proven track record of successful project delivery. Within a commercial environment I embrace opportunities to deliver operational, process, systems and culture changes by successfully translating business strategy and objectives into tangible objects and results. Relishes the opportunity to transform complex ideas in to solutions with appropriate planning underpinning the approach.
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Senior Process Business AnalystYorkshire Building SocietyNewcastle-Under-Lyme, Gb -
Senior Data Business AnalystBurendo Apr 2024 - PresentLeeds, England, United KingdomWorking with Burendo’s end client Yorkshire Building Society.Leading the impact assessment and business requirements gather for the Mortgage MI Data work stream. -
Senior Finance Business AnalystPost Office Ltd Mar 2023 - Sep 2023Chesterfield, England, United KingdomPost Office are undertaking the replacement of the Horizon Branch IT Management system. This is a hugely complex transformation project, impacting all operational areas and processes within the Post Office, including 11,700 Post Office retail branches. I was assigned to support the Back Office finance team to deliver the requirements for the branch discrepancy management financial reconciliation aligned to the new technical solution.As the Finance Business Analyst I was responsible for:- Defining the business analysis approach for gathering technical financial general ledger requirements - Finance process investigation conducted to establish the Back Office As Is processes - Working with the Product Owner and technical team to define the Back Office To Be processes- Production of the finance modelling business requirements catalogue and operational process flows - Conducting workshops with key stakeholders to ensure the analysis was gathered effectively and knowledge transferred to technical teams responsible for the build- Ad hoc investigation support provided to front end development team to define requirements aligned to the Back Office solution requirements -
Senior Digital Business AnalystSainsbury'S Bank Nov 2021 - Aug 2022Edinburgh, Scotland, United KingdomSainsbury’s Bank had initiated a Programme to bring the online Customer Savings and Loan application website process and digital content in house, utilising the Agile project management approach.As the Digital Business Analyst I was responsible for:- Business analysis planning and progress updates via daily stand ups, aligned to the overall project plan- Business requirements elicitation for the Existing Loan Customers digital customer journey - Technical process investigation and engineering aligned to requirements gathered - Production of agile user stories, including review and approval by business, technical and testing stakeholders- Co-ordination of the JIRA ticket production and maintenance aligned to DEV/DES Agile development- Facilitation of the digital content review and development with business and technical stakeholders- Supporting the solution design and testing preparation stages ahead of technical developmentI proactively facilitated weekly stakeholder engagement workshops with the following stakeholder group to ensure that the business analysis was thoroughly conducted and managed effectively: Business Readiness Project Manager / Digital Business Analyst teamSolution Architects / DEV/DES solution engineers / UX/UI Developer / Test teamLoan Operations / Financial Crime / Legal / Compliance / Fraud Risk / Customer Operations -
Data Management Project ManagerInfoshare Oct 2020 - Jun 2021London, England, United KingdomInfoshare is a leading data management consultancy specialising in providing data quality, management and governance software solutions to high profile clients. My assignment was focussed on overseeing the project management for one of their key clients and the development of their Single Customer View data design, test and implementation.As the Data Management Project Manager I held accountability for:- Leadership of the project team comprising the Infoshare CEO, Technical Director, Commercial Director, Procurement Director and Technical Operational team- Roles & responsibilities definition and internal resource allocation- High level and detailed level project planning aligned to client deadline and contractual agreement- Facilitation of the weekly progress reporting internally and externally- Oversight for the day-to-day solution design, technical development, testing and solution implementation- Drove a significant additional increase to the Commercial contract proposition through the effective rectification of the client’s statement of work - Facilitation of the client-initiated change request process, resulting in additional revenue generation through delay audit negotiation- Effective financial control of the project- I also concurrently supported the project management for the internal CRM replacement -
Data Management Project ManagerData Risk Solutions Ltd Nov 2019 - Sep 2020Leeds, England, United KingdomData Risk Solutions Ltd was an independent start up looking to break in to the data consultancy industry, providing project management skills and data expertise to SME clients. DRS secured a contract with Infoshare to provide consultancy services.As the Data Management Project Manager I held responsibility for:- Designing the Project Management governance framework between DRS and Infoshare- Production of quarterly contract statements of work to formalise scope and deliverables- Project management planning aligned to scope and deliverables- Digital customer journey process investigations to establish GDPR compliance and to make recommendations for process improvements- Business requirements production to enable IT design, test and implementation- Financial tracking against the contract statement of work- Leading the internal Infoshare project team project engagement sessions and workshops- Monthly Steering Group facilitation and progress reporting pack production - Issue investigation and resolution through engagement with business and technical stakeholders
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Data Risk Management Business AnalystCo-Op Jun 2019 - Sep 2019Manchester, England, United KingdomThe Co-operative Insurance business had been sold by Co-operative Group to Markerstudy. In preparation for the Insurance data migration a programme of work was underway to deliver the data migration for Sale Day. My role focussed on working with all the business areas impacted by the data migration to deliver a risk management framework.My duties as a Business Analyst were:- Facilitation of the stakeholder data risk workshops to gather the risks from individual business areas- Production of the risk register- Work with key stakeholders to agree mitigation strategies for each risk- Supporting the development of the overall Data Migration risk framework strategy- Weekly progress reporting to the Data Product Owner -
Business Readiness Business AnalystCo-Op Dec 2018 - May 2019Manchester, England, United KingdomThe Co-operative Group agreed to sell the Coop Insurance operating business to Markerstudy. The Group identified an opportunity to setup a brand-new separate Insurance Marketing only division. The area of the project I worked on involved enabling the new Marketing business to integrate with the wider Group operating structure and procedures.I was tasked with gathering the business requirements to enable business readiness for the new Marketing division ahead of go live. The business areas I worked with to gather the business readiness requirements were:Finance | Risk | Legal | Disaster Recover | Procurement | Audit | Info Security | Data Protection | Regulatory | Facilities | Corporate Governance | Brand | Internal Communications -
Data Protection Business AnalystLloyds Banking Group Nov 2017 - May 2018Leeds, West Yorkshire, United KingdomThe EU General Data Project Regulations came into force in May 2018 impacting all data controllers. My role focussed on preparing the Lloyds International Wealth division for the Data Privacy and Marketing Consent elements of the regulations. Primarily I was involved with co-ordinating the amendments to the collateral documents and digital content impacted by the regulations.My key duties as the Business Analyst focussed on:- Digital content scoping to identify collateral in scope for change - IT & business change planning- Business stakeholder engagement- Third party supplier engagement- IT digital engagement- Training & comms support- Business implementation planning and co-ordination -
Senior Change Management Business AnalystLloyds Banking Group Nov 2014 - Dec 2016Manchester, England, United KingdomTSB identified a business need to deliver the transformation of 60 key branch sites. Most of those branches were modernised to provide a more digitally enhanced service to its customers. Other branches were subsequently decommissioned.- Embedding the IT business analysis framework for the TSB Branch team that I had developed for the Lloyds Group IT Property team - Leading a small group of Business Analysts to conduct the business requirements production - Production of the business analysis planning and cost estimating- Requirements traceability matrix production- Working with the technical implementation teams to ensure solutions met the business requirements -
Change Management Business AnalystLloyds Banking Group Nov 2012 - Nov 2014Manchester, England, United KingdomA programme had been mobilised to simplify the Lloyds group property estate, including the closure of 53 UK wide head office locations across the group and subsequent relocation of approx. 3000 members of staff. I was assigned to the project to help support with the development of a complex but efficient requirements management framework to cover physical asset logistics including IT equipment, telephony, cabling, server, specialist software configuration and hotdesking configuration.My Business Analyst duties included:- Establishing the IT business requirements framework to enable efficient production of requirements catalogues and reports - Producing scope definition across the various tranches of project delivery- IT triage coordinator to establish viability of IT solutions with technical stakeholders- Requirements traceability matrix production- Working with the technical project managers to ensure solutions met the business requirements- Supporting the strategic design of the hotdesking neighbourhoods- Detailed investigations and requirements gathering related to complex telephony requirements -
Change Management Business AnalystThe Co-Operative Banking Group Aug 2009 - Jul 2012Manchester, England, United KingdomClearing Bank RegulationsAs a consequence of Britannia and The Co-operative Bank merger, Britannia had a requirement to move its transaction clearing operation away from NatWest to the Co-operative Bank. The scope of the project focussed on financial reconciliation for BACS, CHAPS, Cheques and Cash payment processing.My assignment as the Finance Business Analyst allocated to this project focussed on:- Complex workstream leadership acting as the bridge between the Coop organisation and Britannia Building Society organisation stakeholders- Designing the target operating model across both finance operational business areas- Conducting process investigations for the financial reconciliation existing As Is and To Be - Identifying and documenting the gap analysis between As Is and To Be - Production of the business requirements catalogue and subsequent requirements traceability- Leading the engagement with the technical development team to support solution design phase- Ongoing support provided to the test team- Supporting business readiness activities with input to the training & comms planning and delivery -
Change Management Business AnalystBritannia Building Society Jul 2006 - Jul 2009Leek, England, United KingdomMerger DayFollowing the announcement that Britannia and The Cooperative Bank would merge, several projects mobilised to prepare for the regulatory changes. Merger Day specifically targeted the removal of the term “Building Society” in its entirety from the Britannia Group. I held responsibility for co-ordinating the changes within the offsite Commercial Lending team to manage changes to documents, processes, IT systems, legal documents and signage. Bristol & West ClosureFollowing the merger of Britannia and The Co-operative Financial Services, a strategic decision was taken to close the Bristol and West premises and dissolve the heritage Bristol & West business. I supported the migration of operational processes from the Bristol Head Office site to the Leek head office site.Covered BondsThe Bank of England provided an opportunity for Britannia to create a covered bond. Due to the nature of the opportunity and associated deadline, the project utilised the Rapid Application Design approach to project delivery. I was responsible for the Treasury business requirements production, including approval from the FSA.Unclaimed Assets Regulations A government led initiative to re-unite consumers with dormant funds held by financial service providers. I supported the customer communication strategy.Portfolio PlanningA specialist Excel team established within the Change Management department delivering bespoke resource planning tools for the wider business. I secured a role within the team and delivered planning tools for the HR and Finance teams to help support those areas manage their resources across BAU and Change Management workloads. -
Program Management Office AnalystBritannia Building Society Jan 2006 - Jun 2006Leek, England, United KingdomS.P.A.C.E ProgrammeA £10m investment in the refurbishment of the two Leek based head office buildings including maximising the space within the building, refurbishment, conversion of central areas of the buildings including a new atrium, new shops fittings, new recreation and food court areas and security door access. I provided PMO support to the Change Management team and duties included:- Project Management Office administration- Cost tracking and management- Supporting the project team with meeting arrangements and facilitation including minutes - Supporting the project managers with action planning and tracking- Processing purchase orders- Progress reporting to the head of PMOBristol & West 2Gether ProgrammeBritannia Building Society secured the acquisition of the Bristol & West building society. I supported the Branch Training project to deliver the logistics for Bristol & West branch staff training. My role ensured that the venues and trainers had all relevant supplies and training material and provided ongoing support to those trainers and locations across the 8-week training programme.My responsibilities included:- Identifying the business requirements across 15 training venues- Purchase ordering stock items aligned to requirements- Physical delivery of the training supplies across the UK- Providing ongoing support to the trainers during the training roll out -
Savings Customer Service AdviserBritannia Building Society Feb 2005 - Dec 2005Leek, England, United Kingdom -
Product Sales Co-OrdinatorFenns (Jg Fenn Ltd) Jun 2004 - Dec 2004Staffordshire, England, United Kingdom -
Customer Service AdviserJohnson Health Tech Uk Limited Apr 2003 - May 2004Staffordshire, England, United Kingdom -
Temporary Agency WorkEmployment Agencies Oct 2000 - Mar 2003Staffordshire, England, United KingdomAd-hoc temporary work secured through local employment agencies working in Industrial and Commercial settings before securing my first full time permanent role
Richard Haley Skills
Richard Haley Education Details
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Newcastle-Under-Lyme CollegePass -
Newcastle-Under-Lyme CollegeCredit -
Newcastle-Under-Lyme CollegeCredit -
Stoke On Trent CollegeDistinction -
Clayton Hall Academy9 Grade C And Above
Frequently Asked Questions about Richard Haley
What company does Richard Haley work for?
Richard Haley works for Yorkshire Building Society
What is Richard Haley's role at the current company?
Richard Haley's current role is Senior Process Business Analyst.
What is Richard Haley's email address?
Richard Haley's email address is ri****@****hoo.com
What schools did Richard Haley attend?
Richard Haley attended Newcastle-Under-Lyme College, Newcastle-Under-Lyme College, Newcastle-Under-Lyme College, Staffordshire University, Stoke On Trent College, Clayton Hall Academy.
What are some of Richard Haley's interests?
Richard Haley has interest in Music Festivals, Building Renovation, Spending Time With Family, Gardening, Holidays And Travelling, Dj'ing, Music Technology, Golf, Good Food.
What skills is Richard Haley known for?
Richard Haley has skills like Business Analysis, Business Requirements, Stakeholder Management, Project Delivery, Project Planning, Change Management, Project Coordination, Project Governance, Business Process, Risk Management, Financial Services, Business Process Mapping.
Who are Richard Haley's colleagues?
Richard Haley's colleagues are Jason Mitchell, Lauren Leigh, Christina Plant, Samudyata Kumar, Dan Latta, Nathan Sawyer, Dawn Burke.
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