Susan Mc Sharry Email & Phone Number

Dublin, County Dublin, Ireland

London, England, United Kingdom

London, England, United Kingdom

London, United Kingdom

Director responsible for internal reporting across Barclays UK• Financial Planning & Analysis – Managed Barclays UK internal reporting team, with responsibilities including actual reporting, monthly outlook process and trading performance. Integral and strategic partner to the business, responsible for the definition, tracking and management of delivery against the financial commitments of the business. • Transformation – Streamlined reporting and forecasting processes, identifying and implementing process improvements which accounted for 400+ hours per year savings.

London, United Kingdom

Senior leader managing newly created team of 14 FTE in the UK and US, with activity across full spectrum of RBWM business finance. Member of RBWM Finance Management committee, direct report of RBWM CFO. • Team Building – Launched new team structure to enable transition to more collaborative and agile ways of working. Improved efficiency on margin analysis (from 3 processes to 1), managed staffing to ensure priority projects were resourced and team members gained broad experience.• Learning & Development – Built competency frameworks and curated training in key areas including Visualisation, Data, Google Cloud Platform for Business Professionals, Treasury / Capital Management and RBWM Products. Included L&D goals in team objectives and tracked performance.Note: Acting in role from Nov '18, formal reporting line change Mar '19.

London, United Kingdom

• Leader in global Retail Product business finance team, responsible for overall senior management team reporting, planning & analysis. • Coordinated global planning process for retail banking products, including 5 year annual operating plan and new rolling 24 month forecast processes. • Successfully led the initiative to replace Retail product reporting with Qliksense visualization tool. Demised multiple reports given the new tool will allow stakeholders to directly view data, freeing up capacity of team to spend more time on value-add analysis.• With the support of the RBWM CFO, initiated and led the RBWM Business Diversity Champion network. Launched first-time reporting of KPIs on gender diversity and supported initiatives such as flexible working and internal networking.

• Head of Business Finance for Wealth Products, business partnering with senior team of product leads responsible for Mutual Funds, FX, Structured Products, Equities, Bonds and Wealth Insurance. • Led the management of annual planning process, preparation of RBWM Exco and Wealth Manco papers and leading various strategic projects. Reviewed and challenged planning assumptions, and partnered with business performance and product teams on in-depth analyses of areas of emerging risks or opportunities.• Product owner and delegated sponsor of Finance Digital Transformation project to replace HSBC Wealth manual report with Qliksense visualization tool.• Completed Lean Six Sigma project on redesigning reporting processes. Transitioned BAU reporting to process fully owned by offshore finance team, with cycle time reduced. Newly designed MI pack used in transformation project to use visualisation tool for reporting and analysis.

London, United Kingdom

Led a high performing Global Management Information, Planning & Analysis team for HSBC Group Insurance, a manufacturing and distribution bancassurance business with $12 billion premium income globally. Direct report of Group Insurance CFO. • Financial Planning & Analysis – Supported CEO of Group Insurance, leading global team based in London UK, responsible for PBT level reporting and planning activities. Covered significant workload at a time with significant resource challenges (staff cut by c30%). • Change Management – Managed activities related to new exclusive distribution agreements (AXA, QBE, Aviva) for general insurance sales, including developing contractual MI requirements. • Technology Project Management – Successfully led key projects including demise of legacy reporting system and transition to a new bank-wide system (TM1), and implementation of new data submission tool (Cognos)

London, United Kingdom

Reported to Group Insurance CFO Direct Report• Managed HSBC Insurance Annual Operating Plan. • Analyzed financial results and prepared materials for Group Insurance Executive Committee. • Managed relationships with key stakeholders in Strategy, Retail Banking and Wealth Management and Commercial Banking.

London, United Kingdom

Europe & Middle East FP&A team senior member, leveraging experience in GE Capital HQ to improve regional collaboration with global finance leads. • Process improvement – Managed Actual and Plan overall P&L performance communications to Corporate HQ and EMEA senior leaders. Won EMEA CFO award for re-engineering this process. • Commercial finance – Finance business partner for EMEA Chief Commercial Officer. Managed volume and new customer profitability reporting. Implemented vintage margin analysis in Planning cycles.

Norwalk, Ct

Reported to CFO GE Capital direct report• Managed asset quality analysis for Consumer (from Sept ’06) and Commercial (from Jun ’09) portfolio. Prepared and presented quarterly results to senior staff in quarterly meeting.• Collaborated with Investor Relations and GE Corporate Financial Planning & Analysis to ensure senior leaders prepared to discuss Capital portfolio quality. Wrote official corporate quarter close script sections and created slides used in earnings deck, rating agency and analyst pitches.

Stamford, Ct

Reported to CFO GE Money direct report• Collaborated with Investor Relations and GE Corporate Financial Planning & Analysis to ensure senior leaders prepared to discuss Consumer portfolio quality. • Primary finance contact for Consumer Director of Marketing 2006-2008. Responsible for product reporting. Accomplishments included development of Imagination Breakthrough forecasts, new financial reports for Global Banking center of excellence, and revenue margin analysis.• Led two Executive Financial Leadership Program resources in development of simplified, standardized cost allocation methodology for Consumer business. Presented findings to business CFOs for implementation.

New York, Ny

Special projects manager for Group CFO, with responsibilities including Corporate Development, Planning and Board Reporting.• M&A – Member of team with BK Corporate Development and Goldman Sachs managing $3.1 billion sale of BK Retail bank to J.P. Morgan Chase. Additional performance bonus received given significant contribution to this project.• Budgeting / Forecasting – Changed annual budgeting process from bottoms up to top down, improving efficiency and alignment to long term strategic objectives. Created revenue forecasting models, incorporating economic and financial market data as well as internal financial indicators.• Board Reporting – Responsible for quarterly board reporting, at fully loaded P&L basis for each business segment. Created new leading indicator reports with internal and external KPIs.

Reporting to CEO direct report; Head of Ops/Tech direct report• Initiated and led project to introduce imaging and workflow system to Benefits department. Project payback time of less than one year.• Managed projects including creating small business lending staffing model, custody minimum pricing analysis, and securities lending trading and compliance system review.

Nashville, Tn

Consumer Segment Manager• Developed corporate strategic, marketing and financial plans for the consumer and affluent segments with input of product managers and division heads.• Responsible for client segmentation strategy, working closely with marketing research team to best leverage MCIF system. Retail Product Manager• Project Manager for development of innovative cross-segment loyalty program. • Product Manager for all retail credit products.

Mba

Ba, Philosophy