• Management of Product Control’s responsibilities within the Bank of England’s Resolvability Assessment Framework (RAF) and contribution to the Group’s internal resolution activities, collaborating with Change, Risk, Liquidity, Capital and the Front Office• Oversight of development of Product Control’s capacity within the Trading Activity Wind-Down (TWD) programme, primarily the capability to deliver high quality, point-in-time, granular, enriched, connected, segmented, reconciled and scenario-specific balance sheet information across major global trading hubs in London, Paris, New York and Hong Kong within a matter of hours• Co-ordination of Product Control’s inputs to the Valuation in Resolution (ViR) programme across 14 material global entities

Rotation #2: Senior Business Finance Manager, Retail & Sustainability, Group Wealth & Personal Banking (WPB) (2023)• Delivery of robust International revenue and customer reporting capability across Top 10 global markets via Customer Profitability (CP) initiative, providing improved MI for the Global Head of International for WPB to support strategic business decision making, and improved quality and volume of metrics disclosed to Global Executive Committee (GEC) and externally• Successful implementation of Economic Profit by segment reporting across global WPB • Enhancement of process surrounding the Global Customer Operating Plan (COP) and Distribution Operating Plan (DOP), and their integration into the Group Finance Resource Plan (FRP), working closely with Group Head of Customer Lifecycle Management for WPB and Global Head of Channels for WPB• Established consistent marketing effectiveness and marketing costs reporting, supporting Global Head of Marketing for WPBRotation #1: Requirements Lead, Finance on the Cloud Programme, Global Finance Change Delivery (FCD) (2022 – 2023)• Oversight of central requirements process for ‘Finance on the Cloud’ (FotC), a multi-year, Finance-wide transformation programme, to support the re-engineering of the Global Finance operating model, core business processes and key data flows• Overall responsibility for management of requirements from initiation by business users to delivery by technology teams via Jira, leading a team of five people• Integral to the programme reorganisation into value streams within the scaled agile methodology through redeployment of resources and implementation of cross-programme forums such as an Enablers triage and Air Traffic Control• Stepped up to be Acting Head of FotC to focus on strategic improvements to the control framework, quality, efficiency and accountability of the requirements process going forward for the FotC Future State, chairing a weekly touchpoint forum

• Responsibility for team of five people to deliver FinRep, G-SIBs, Asset Encumbrance, IBOR and Schedule 1 returns for ring-fenced bank, non-ring-fenced bank and Group, including preparation and presentation of analytical reviews packs to Senior Management, with improvements to variance investigation and executive summaries• Detailed examination of the GBM’s data governance structure conducted as part of Project Magnus, to support HSBC’s vision to provide accurate, complete and timely Financial and Regulatory Reporting

• Management of Group Data team of seven people, with responsibility for review, control, consolidation and submission of structured data externally to support the PRA’s Annual Cyclical Scenario (ACS) Stress Test, Biennial Exploratory Scenario (BES) Stress Test including the Climate BES (CBES), quarterly Actuals and COVID weekly/monthly reporting, along with internal data delivery for the Group Internal Stress Testing (GIST) and FRP cycles• Successfully collaborated with a wide range of stakeholders across a variety of core processes, regions and global businesses • Ownership of data governance activities for SP&ST, including data quality monitoring and remediation, data architecture and trusted source framework requirements, leading to enhancements to the quality and coverage of externally-reported data • Automation of reconciliation, validation and data plausibility review controls to minimise data errors, and implementation of a robust change control process on the Appian platform to manage changes for any inconsistencies identified during review

• Simplification of the basis of preparation for the Group PRA 111 return to accompany the annual Group Internal Capital Adequacy Assessment Process Report (ICAAP), as part of the HSBC Stop. Simplify. Innovate campaign• Preparation and presentation of papers to Senior Management on a regular basis within the GST Delivery & Leadership Group (DLG) forum, and preparation of slides for inclusion in the GST Working Group forum, Group Responsible Executive and Group Risk Committee Review & Challenge packs and the Group Basis of Preparation• Delivery of systems training across the HSBC GST community through series of both face-to-face and Zoom sessions to improve user knowledge of the Stress Testing Consolidation and Reporting Tool (CaRT) and developed a data visualisation tool

• Responsibility for the delivery of the EBA FinRep disclosures for the UK on a quarterly basis,• Key contributor to the successful implementation of a business intelligence platform (‘Pentaho’) as a tactical solution for FinRep, supporting Finance Transformation with a cost saving of circa $2mn per year• Project Lead for a refined solution for Asset Encumbrance reporting, supporting Global Markets’ EBA reporting requirements, the Group AR&A Assets Pledged Note and the UK Bank Levy calculation, leading to improved consistency and transparency• Execution of a Lean Six Sigma Project, creating a more streamlined process for IFRS 12 Structured Entities reporting• Implementation of upstream system improvements to achieve trade level IFRS 13 Fair Value Levelling• Effective supervision of a team of Business Analysts, Accounting and IT Specialists in London and Krakow, Poland to meet Product Control’s ongoing and future financial and regulatory reporting needs

• Responsibility for the preparation of the monthly Business Reporting Pack for the Equities business, with analytical review of the P&L, Balance Sheet and Off Balance sheet variances• Presentation of monthly commentaries to the Global Head of Product Control and the Front Office• Secondment to Gurgaon, India working closely with the Head of HBEU Product Control as part of an offshoring programme

• Ownership of the Exchange Traded Derivatives (ETD) process, providing review and approval of daily, monthly and quarterly reporting to Senior Management

• External Audit of a varied client portfolio across a broad range of industries across the FTSE 250

• External audit of large corporate clients including British American Tobacco, Unilever, SAB Miller and John Lewis Partnership