Sarah Lane Email & Phone Number

Kendal, Gb

Preston, England, United Kingdom

Leading the IBA Team for PIB Group responsible for regulatory aspects of the Finance Team. Providing oversight of the client money processes ensuring systems and controls achieve compliance with CASS regulations.

Leading the Fiduciary Change & Continuous Improvement team for Marsh UK delivering improved customer outcomes and efficiencies while maintaining key performance indicators and ensuring CASS requirements are metDevised and facilitated a programme to identify inefficiencies and devise a programme of work to deliver improvementsDelivery of continuous improvement initiatives, including improved payment times and reduction in reconciliation exceptionsDevelopment of a programme to successfully attract, recruit and on-board 25 new recruits to the Uk Fiduciary team

Worcester & Milton Keynes

Responsible for the oversight, integrity, design and improvement of IBA / Fiduciary Operational processes within Marsh Commercial, ensuring that key performance indicators were met while complying with the requirements of CASS 5Leadership of the Fiduciary Operations team of approximately 110 staff across three sites, Worcester, Chipping Sodbury & Milton Keynes.Consolidated team to two sites aligning activities and delivering improved efficiencies and financial control achieving 15% cost savingsSuccessfully delivered the fiduciary aspects of the hive up of Bluefin Insurance Services to Jelf Insurance Brokers including the run down of client money balances in accordance with CASS 5Supervision of the fiduciary aspects of the hive up of Marsh Commercial (Jelf) to Marsh including gaining consent from the FCA to transfer client money balancesDesigned and delivered a project to clear over 10,000 legacy client many transactions

Worcester And Milton Keynes

Management of the IBA / Fiduciary Operations Team 40 staff for Jelf Insurance Brokers, Jelf Employee Benefits and Jelf Financial BenefitsResponsible for compliance with Client Money regulations, insurer reconciliations, receipts, allocations, payments, bank reconciliations and management reportingAccountable for client money related due diligence for acquisitions and subsequent transition to the GroupDelivery of cost savings as a result of site rationalisations and improved processes within the team and wider businessSuccessful consolidation of the team based in six sites to two providing improved efficiency and financial control and cost savings of 25%Responsible for client money related activity for a programme of acquisitions including due diligence reviews, integration planning and deliveryDirect involvement in a project to select a new banking partner and the subsequent transfer and rationalisation of client money bank accountsClearance of outstanding CASS 5 audit actions contributing to the decision to recommence acquisitions

Cheltenham

Management of the Client Accounting Project team comprising both finance and actuarial analysts and project managersProjects include - site relocations including off-shoring finance activities to India, system implementations, business process improvement initiatives

Cheltenham

Responsible for over 300 staff in multiple locations delivering finance and actuarial services to multiple clientsResponsible for Client Money and finance processing meeting contractual service level agreementsDesign and implementation of departmental target operating model

Foundation In Accountancy

Education record