Stephen Ferris Email & Phone Number

Manchester, England, Gb

Manchester, England, Gb

Manchester, England, United Kingdom

Manchester, England, United Kingdom

• Ensure all documentation & information required to process payments are provided and accurately filed, in accordance with payment cycle & procedures• Process financial accruals & reversals – maintain and update central PTP journal for accruals• Ensure all entries are correctly posted into the ledgers• Initiate & manage the payment run process• Support the checking for duplicate invoice payments• Process credit notes• Upload the BACS file in the bank system• Provide necessary information for Group for cash forecasting• Liaise with Treasury to ensure cash balances are available for payments• Support the process to ensure that payments to suppliers are made to the agreed trade terms, ensuring prompt payment discounts are realised where agreed• Analyse processes, identify problems and suggest solutions

Manchester, England, United Kingdom

Responsible for supporting the Operational and Finance teams to invoice on time and correctly, support management of account balances and transactions. • Raise and prepare customer invoices in advance of service delivery • Verify all billing information is calculated correctly including quantity to delivery and invoice• Confirm invoices to raise for invoicing teams • Link historic billing information to delivery activities • Support Financial and Operational teams on debt management • Workflow management & processing • Update records with new payments, balances and customer information • Investigate billing queries & credits

Manchester, England, United Kingdom

Support over 200 Churches across the Manchester Diocese in all queries relating to Gift Aid & Giving initiatives. Main responsibilities include:> Training Gift Aid Secretaries on the software used to record donations they receive which they can claim Gift Aid Against.> quality checking Gift Aid Claims ensuring these are compliant with HMRC Regulations before they are submitted.> Act as a HMRC Agent and submit and claim Gift Aid on behalf of the Churches and ensure these funds are correctly applied to Church Accounts.

Manchester, England, United Kingdom

• Support HSBC Change Programmes within Commercial Banking (CMB) Business Management.• managing, coordinating and delivering UK CMB Change through engagement with the UK CMB Global Businesses, UK Coverage Businesses to ensure a coordinated approach and alignment to Group objectives• Designing and delivering change interventions (e.g. communications, training, support, organisation alignment)• Change planning, audience analysis, tracking and taking actions on change readiness, adoption, and feedback • Identifying and mitigating key change and implementation risks, and helping identify opportunities for early realization of benefits. • Implementation Management, including planning, controlling and reporting on implementation of the change ‘product’, focusing on accelerating benefits and minimizing risk during deployment.

Birmingham, England, United Kingdom

• Support development of Middle Office teams with focus on Quality Control embedding a culture of high quality, accuracy and adherence to processes and policies.• Proactive approach to coaching, ensuring development activities on high priority across the Middle Office teams through regular pro-active feedback to Head of Department.• Ensure that appropriate due diligence of Know Your Customer (KYC) and Anti Money Laundering (AML) procedures has been undertaken and that all required bank processes correctly completed by the Case Managers and On Boarding Officers• Acting as an escalation point in the absence of the Team Leaders/Head of Client On Boarding• Acts a as mentor to assist new joiners as required• Provides training to new joiners/junior employees• Collates and feedback high level MI Data to the team as well as department Heads.• Support the Head of Quality with projects within the department in order to support the wider team.• Cover all Segments within on-boarding assisting other teams when support is required

Birmingham, England, United Kingdom

• Manage a team of Migration support officers completing Quality Control for the Project.• Delivered monthly MI Data for the project of Quality outcomes for all processes.• Coach and develop all team members through training, monthly 1-2-1’s & feedback.• Coach and develop other teams & managers through delivering monthly MI Feedback implementing changes to ensure Quality improves on a continual basis.• Responsible for creating and implementing Quality control frame work for all processes within the project.• Collate & deliver high level MI to head of the project.

Birmingham, England, United Kingdom

• Responsible for the transition of customer accounts into the new ring-fenced bank• Raising FVQ memos on Browser Main Menu to instruct Complex Limits• Monitor and manage changes to customers’ accounts on Browser Main Menu• Ensure all new accounts are replicated correctly • Regularly test procedures to ensure the process remains sufficient • Complete quality checking for the team & provide feedback when necessary• Deputy Team Leader in absence of Management• Deal with complex Queries from Case Managers• Train new starters & team members on processes• Responsible for team member development and coaching

• Checking for receipt of ID&VA on Browser Main Menu• Requesting necessary information from customers and suppliers• Co-ordinating payment process to ensure payments are made successfully to customers and suppliers• Producing financial documentation and supporting legal documentation• Proactively liaising with our internal legal, credit and security teams• Completion of audit checks to ensure all documentation is correct • Build and maintain strong working relationships with key stakeholders and high value customers• Adhering to tight deadlines• Assisting with the training of new starters

• Control and monitor operational risk• Ensure all Mandatory reading is issued and completed on time• Ensure all Diary Watch items are monitored and completed• Track outstanding actions within the risk control assessment, audit, and internal control reviews• Work closely with colleagues and senior leaders to promote awareness of risk management and provide support and guidance on all risk, Internal Control and compliance related matters

• Manager of two teams with 10 direct reports• Responsible for running the day to day activity of the team, assessing and distributing daily workloads and updating relevant MI• Delivery of monthly 1-2-1’s • Actively coaching the team and managing development• Dealing with all HR and Employee Relation issues• Increased team efficiency and streamlined processes

Birmingham, England, United Kingdom

• Dealing with complex missing payments queries for all credit card products• Detailed investigations into missing payments using a number of HSBC Systems• Provided a high level of customer service to both internal and external customers

Birmingham, England, United Kingdom

• Referral point for John Lewis customer queries• Dealing with all transactional queries• Complaint handling • Managed payments over the telephone

Higher National Diploma, Business Administration, Management And Operations, Pass

Achieved Level 3 in Business Administration

Education record