Susan Mackinnon Email & Phone Number

Falkirk, Scotland, United Kingdom

Role involves setting agendas, chairing meetings between committee and head teacher, listening to and evaluating pupil led project patches; managing funding and allocating it appropriately.Promoter of lottery, managing memberships, reconciling monthly and arranging payouts.Running uniform recycling service. Quality control, promotion to encourage use across large school role.Planning and running events to fund raise.

Falkirk, Scotland, United Kingdom

Vice chair of Friends at Braes, the parent led fundraising group within Braes High School.

Falkirk, Scotland, United Kingdom

Attended mandatory training provided by chief invigilator. Second year in role, chief invigilator allocated me more exams with smaller numbers and more problematic pupils. Expanded knowledge of requirements associated with different exam subjects.Issues encountered with late arrivals, in some case multiple, required clear quick communication back to chief invigilator. Quick thinking needed to adjust start/finish times for some pupils; stopping and restarting of exams where issues… Show more Attended mandatory training provided by chief invigilator. Second year in role, chief invigilator allocated me more exams with smaller numbers and more problematic pupils. Expanded knowledge of requirements associated with different exam subjects.Issues encountered with late arrivals, in some case multiple, required clear quick communication back to chief invigilator. Quick thinking needed to adjust start/finish times for some pupils; stopping and restarting of exams where issues encountered: frequent readjustment of times and clear communication of those to pupils, minimising disturbance to others. Dealing with disruptive pupils and clear reporting of to the chief invigilator. Maintaining calm when juggling multiple issues. Show less

Falkirk, Scotland, United Kingdom

Organised fundraising events for the direct benefit of pupils across the school. Used project management schools to organise the annual Xmas Fayre, raising over £5000. Influenced a number of businesses to provide prizes for Prize Draw.

Edinburgh, United Kingdom

During 2014 I partnered closely with representatives from the business to support them in transitioning from a paper based checklist process for fund launches and share class launches to our in - house work flow tool. The role allowed me to build new relationships in a variety of locations globally. It involved understanding the tool to be able to impart that knowledge to the business. Crucially it entailed me being the link between the business and technology. This project was particularly… Show more During 2014 I partnered closely with representatives from the business to support them in transitioning from a paper based checklist process for fund launches and share class launches to our in - house work flow tool. The role allowed me to build new relationships in a variety of locations globally. It involved understanding the tool to be able to impart that knowledge to the business. Crucially it entailed me being the link between the business and technology. This project was particularly challenging in so far as I was managing implementations across a variety of locations either concurrently or some at different stages in the cycle. I maintained detailed project plans, issues and actions logs; I was actively involved in managing issues, working closely with technology to find solutions. Critically I ensured a smooth handover to the stakeholders at the end of each implementation. This involved chairing go live calls with senior stakeholders to go through high level go live criteria and obtain their official sign off to proceed. This minimised any post go live work for our team which enabled us to give the required focus to our next implementations.In 2015 I have been involved in an Operations Scalability program. Central to this has been partnering with the business in a variety of locations to identify opportunities to reduce User Tools to reduce risk for the business. It has been challenging managing several chunks of analysis with Operational and project partners. I have particularly enjoyed following up with the business to ensure planned decommissioning is actually realised. The role has also involved producing Excel based spreadsheet analysis of UTS added and decommissioned. This then translates into a slide deck which I was involved in creating for senior management reporting. Not only do we report metrics but this task also requires great attention to detail and the ability to challenge where things don't make sense. Show less

Edinburgh, United Kingdom

I re-joined the NAVSTP team in September 2013. The team is structured into strategy, testing and implementation. I work in the implementations team, which has responsibility for working in partnership with the business to implement efficiency and control enhancements. So far this has involved rolling out Fund STeP functionality within Newton system to Fund Accounting in Hong Kong. I had to quickly get up to speed so that I was able to form a detailed plan and present a deck to senior… Show more I re-joined the NAVSTP team in September 2013. The team is structured into strategy, testing and implementation. I work in the implementations team, which has responsibility for working in partnership with the business to implement efficiency and control enhancements. So far this has involved rolling out Fund STeP functionality within Newton system to Fund Accounting in Hong Kong. I had to quickly get up to speed so that I was able to form a detailed plan and present a deck to senior managers in Hong Kong in order to gain their approval to go live. I coordinated regular conference calls with Hong Kong, Mumbai and Manila Fund Accounting managers along with Newton Business Support team. This created the right forum for discussing and resolving issues in a timely manner, and helped to keep the plan on track.In November 2013 I started working on preparation for implementing Fund launch setup checklist automation across various locations.This has involved holding a variety of discussions with experts who have been through the process already to build up my knowledge and enable me to pull together a detailed plan. Show less

UDT (User Defined Tool) site champion for Edinburgh Fund Accounting teams from August 2009 to August 2013. During this time I helped the business achieve a significant reduction in the volume of UDTs. In this role I produced monthly data for local senior management and worked on forecast for reduction. I was also responsible for tracking and facilitating transfers of UDTs to colleagues in MBM during various migrations. On a monthly basis I was responsible for engaging with business owners… Show more UDT (User Defined Tool) site champion for Edinburgh Fund Accounting teams from August 2009 to August 2013. During this time I helped the business achieve a significant reduction in the volume of UDTs. In this role I produced monthly data for local senior management and worked on forecast for reduction. I was also responsible for tracking and facilitating transfers of UDTs to colleagues in MBM during various migrations. On a monthly basis I was responsible for engaging with business owners to ensure any remediation plans and target dates were updated for feeding into global senior management reporting.I was the Edinburgh Fund Accounting site lead, with responsibility for working with the business to make a large population of UDTs Prodiance compliant. I also coordinated the roll out of the software to a large number of users. Any issues were escalated promptly to the Prodiance technology team and appropriate engagement with the business followed to ensure awareness and planned solutions.I was the key point of contact for external audit during 4 cycles of SSAE16 audit on behalf of Fund Accounting. This involved coordinating NAV Validation and Fund Launch packs selected by auditors in relation to control objectives. I also liaised with key people in the business to schedule overviews for the auditors once they were on site and in conjunction with a colleague from Operation Control Management arranged for time with appropriate people in the business to answer any questions.From January to July 2013 I took on an acting up role of migrations manager, sharing the role with a colleague due to part time working. This was a steep learning curve, but I really enjoyed the challenges the role presented. It involved building new relationships with colleagues in various teams in Mumbai, as well as working with a new group of colleagues in Edinburgh. Show less

Edinburgh, United Kingdom

This was a completely new role. I was responsible for ensuring the delivery of a wide selection of MIS into local senior management and into Luxembourg who coordinated MIS reporting for company senior management. I had one direct report who assisted me. This was quite a challenging role to start with, requiring me to have a full view of all weekly, monthly, quarterly, half yearly and annual deliverables in order to produce a calendar on a monthly basis to allocate out all the work between… Show more This was a completely new role. I was responsible for ensuring the delivery of a wide selection of MIS into local senior management and into Luxembourg who coordinated MIS reporting for company senior management. I had one direct report who assisted me. This was quite a challenging role to start with, requiring me to have a full view of all weekly, monthly, quarterly, half yearly and annual deliverables in order to produce a calendar on a monthly basis to allocate out all the work between myself and my colleague. I carried out this role in conjunction with the Fund Accounting UDT site champion role. Show less

Edinburgh, United Kingdom

I was the production manager of a NAV Validation Team cutting NAVs for JPMAM Investment Trusts and Life funds. This involved being a key point of contact for the client and coordinating queries. My team also processed income, expenses and produced reconciliations prior to functionalisation into utilities. I built up an excellent knowledge of investment trusts and forged a strong relationship with the client managers.I had responsibility for staff management and their development… Show more I was the production manager of a NAV Validation Team cutting NAVs for JPMAM Investment Trusts and Life funds. This involved being a key point of contact for the client and coordinating queries. My team also processed income, expenses and produced reconciliations prior to functionalisation into utilities. I built up an excellent knowledge of investment trusts and forged a strong relationship with the client managers.I had responsibility for staff management and their development, holding regular one to one meetings as well as carrying out half yearly and annual appraisals. Staff development was an area which I particularly enjoyed. Show less

Edinburgh, United Kingdom

An exciting period to work at JPMorganChase. I was the team leader for the first team which moved from our old to new Fund Accounting platform. This was a very challenging but rewarding role, learning a new system and managing a large team.

Edinburgh, United Kingdom

I built up a good knowledge in NAV production, income, expenses and trade processing and compiling manual reconciliations. I was a responsible for a number of quite complex external clients.

Ba Hons Business Studies, Human Resources Management/Personnel Administration, General, First Class Honours

Achieved 1st class on dissertation on Inflation and the Bank of England. Achieved first class on Strategic Management. Studied German.

Investments And Securities

Activities and Societies: Hold IAQ qualification.