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Work Background
ReconIQDirector
Jun. 2024London Area, United KingdomReconciliations Mastered No job is too big, too small or too complicated. With over 25 years experience, our lead expert has assisted the biggest names in financial services and S&P 500 companies gain greater control of their financial data.
ProConsult IQDirector
Apr. 2024London Area, United KingdomKeeping it simple, ProConsult IQ are experts in:
- Commercial Advisory
- International Expansion Commercial Advisory
We help B2B companies build go-to-market strategies, sales processes, pipeline management as well as hiring and managing business development and sales teams. International Expansion
With over 6 years experience in assisting B2B companies launch into the North American market, ProConsult IQ is your partner on the path to global success.
KaniChief Commercial Officer
Nov. 2022 - Apr. 2024Leading the charge to expand Kani's customer base and global footprint. Responsible for driving company's commercial strategy, ensuring sustainable revenue growth, and enhancing overall business performance. Proven track record of success in developing and executing commercial strategies, building strong relationships, and driving results in a dynamic and competitive business environment.
AutoRekSVP International Sales
Oct. 2018 - Oct. 2022London, United KingdomLeading the international expansion of the AutoRek brand into the US, building a business plan and strategy to deliver software to a new market, coordinating multiple workstreams to develop and implement an ambitious go-to-market strategy. Key activities : - Develop business, sales, marketing and GTM strategies to promote the company in the United States. - Create strong sales pipeline with Fortune 500 firms from scratch through direct to market and indirect to market strategies. - Built durable relationships across multiple key target companies in payments, asset management, wealth management, banking and insurance globally. - Develop strategic partnerships with US companies to deliver white label solutions, reseller arrangements and agency referrals to increase market reach. - Implemented new proposition sets, including Accounts receivables technology as part of the core offering. - Exceed sales targets during the pandemic crisis in 2020 and 2021 building pipeline into 2022 using remote sales techniques.
AutoRekAssociate Director - Business Consulting
Oct. 2015 - Oct. 2018London Area, United Kingdom- Business Consultant across all markets including banking, asset management, corporate and insurance.
- Regular presenter at industry conferences, webinars and seminars.
- Published author of news articles and corporate whitepapers. - Lending Business Consulting expertise to a growing client base covering all types of reconciliations as well as regulatory areas such as CASS, MiFID II and EMIR.
- Product Owner - design of core functionalities including the transaction reporting module and ease of use enhancements.
- Sales lead for e-gaming and corporate clients.
Chatswood Consulting LtdDirector
May. 2015 - Sep. 2015Providing financial and operational control expertise to clients globally.
Westpac GroupSenior Project Manager
Apr. 2014 - Mar. 2015Business Performance & Analytics - Implementation of a MIS datawarehouse using Teradata
Westpac GroupSenior Project Manager (Interim)
Jan. 2014 - Apr. 2014Interim project manager tasked with setting up a project portfolio valued at $3m across the Global Payments and Client Onboarding divisions.
Westpac Institutional BankSenior Project Manager
Dec. 2012 - Jan. 2014Dec 2012 - Jan 2014 Project ART
Responsible for the delivery of a Confirmations dashboard and reconciliation of all internal trades. Managed the turnaround of a 'red' project, developed a strategy to deliver the project within the original timelines and budget. Responsible for a high profile, $13 million budget project. Manage a medium sized team of Business and Technical Analysts. Delivery of all project documentation and financials.
Standard Chartered BankDeputy Head of PMO
Jan. 2011 - Nov. 2012Responsible for overseeing the delivery for a portfolio of projects, including the review of key project documentation, planning, risks, benefits and financials. Manage the projects’ RAG status and provide regular status reports to the program manager and senior management. Responsible defining the program scope and sub-scope. Organised and co-hosted the program’s requirements workshop. Responsible for delivering the feasibility study for planned project implementations. Chaired the finance change management’s working group and co-ordinated global stakeholder buy-in for a number of projects within the programme. Responsible for delivering the feasibility study for planned project implementations. Managed a small team of Business Analysts.
INGSenior Project Manager
May. 2010 - Jan. 2011Delivering a reconciliation target operating model for the entire bank, standardizing the existing trade lifecycle reconciliations, managing the impact on operations and finance departments and the introduction of an exception handling system to the bank.
Fortis Bank (Nederland) NVHead of Reconciliation Projects
Jul. 2009 - Apr. 2010Reconciliation SME, advising on end to end controls for the Calypso implementation programme. The implementation of Calypso as the epicenter of the bank, i.e. as a middle office, back office and risk system required multiple reconciliations in and out of Calypso. My role was to manage all of the reconciliations and interface controls, whether in IntelliMatch or in the host systems, numbering 40 in total. Managing a group of Business Analysts tasked with gathering the requirements, analysing and documenting the reconciliation processes surrounding the front-to-back implementation of Calypso. Provided project planning and budgeting as well as managing all requirements relating to interface and reconciliations for the bank. Performed system testing and assist end users with User Acceptance Testing. Managing IntelliMatch development and configuration resources. Provided enduser training for the individual business owners.
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