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Work Background
CIBC Capital MarketsSenior Regulatory Specialist
Jun. 2024London Area, United Kingdom
FreelanceCompliance Product Manager
Nov. 2023London, England, United Kingdom
Wolters Kluwer - Financial Services SolutionsProduct manager Associate Director – Global Basel IV implementation
Oct. 2021 - Oct. 2023London Area, United KingdomLed the development and launch of a new Basel IV calculator for Americas, Apac and Emea, leveraging agile methodologies and stakeholder collaboration, resulting in a 65% increase in user engagement within six months of release. Directed a team of 45 across Belgium, France, Portugal, Switzerland and Romania.• Implemented a comprehensive 4 year product roadmap and streamlined the development process, reducing time-to-market by 25%.
• Maintained compliance and alignment by fostering clear communication between regulatory bodies (BoE, PRA, FCA, EBA, APRA and OSFI), stakeholders, clients, and development teams.
• Managed RAID and change control through Agile, maintained legacy products and provided SME support to address complaints and escalations.
• Enhanced user experience and regulatory transparency by designing a new user interface, integrating regulatory calculators with risk and finance for cross-functional reporting and accurate stress testing for regulatory reporting making WK Reg solution a consecutive winner of Risk Technology Awards for four years.
• Enhanced client engagement and acquisition by delivering successful proof of concepts (PoCs) and product demos whilst supporting pre-sales as an SME with a 70% success rate of converting prospects into WK clients.
Wolters Kluwer - Financial Services SolutionsProduct Manager Associate Director - Basel IV CANADA and EMEA
Sep. 2019 - Sep. 2021London, United KingdomLaunched the new Basel IV Calculator integrated with Risk Engine for cross-functional reporting heavily contributing for the consecutive winning of Risk Technology Awards. Directed Agile Scrum/DevOps team of 17 across Belgium and Romania.
• Delivered significant competitive advantage with the launch of EU SA-CCR compliance product in 2019 by designing and creating a complete new UX to offer full transparency of the regulatory calculations which secured the first sale within six months of starting the development and onboarded ten clients. • Delivered over 60 client-focused and regulation-compliant features every quarter, incorporating customer feedback and lessons learned from previous and new solutions into the roadmap which secured extra revenue.
• Trained a team of 12 people to achieve expert proficiency in SA-CCR rules while providing input and support for marketing campaigns.
• Achieved Tier 1 Canadian Bank SA-CCR compliance by the January 2019 deadline, developing and deploying a production solution capable of handling 700,000 trades in October 2018 through analysing and creating workflows to address discretions.
Wolters Kluwer - Financial Services SolutionsProduct Owner for SA-CCR and Basel IV / CRD V changes for EU, Canada and US
Aug. 2017 - Sep. 2019London, United KingdomResponsible for the development and delivery of Prudential Risk Calculations Software for EU and Americas. Managing the product vision by leading a team of 15-18 people to deliver SA-CCR and Credit Risk Basel IV / CRD V changes. Actively engaging with Customers to win new business contracts and to demo poc's and final products to incorporate customer feedback in the design of the new calculators. Business requirements analysis covering complex regulatory changes impacting Banks, Building Societies and Investments Firms.
Wolters Kluwer Financial ServicesProduct Owner of CoREP and Large Exposures Reporting for Europe Implementations
Jan. 2013 - Aug. 2017London, United KingdomHeaded development of COREP, Large Exposure and Leverage Ratio calculator and regulatory reporting solutions aligned with Basel 2.5 and CRDIV regulations, and European Banking Authority (EBA) and Bank for International Settlements (BIS) guidelines. Managed and trained a team of 12 located in Romania and Poland, and supported a European client base of 280 retail, investment, commercial and private banks and institutional investors.
Wolters Kluwer - Financial Services SolutionsSenior Domain Expert for CoREP, Large Exposures and Leverage Ratio Regulatory Reporting
Feb. 2011 - Dec. 2012BrusselsHired to provide subject matter expertise across Prudential Risk Calculations, COREP, Leverage Ratio and Large Exposure reporting, and to define new credit and market risk calculations. Oversaw and governed product development, testing and release, aligned with Basel III and CRDIV regulations and deadlines.
Remotely matrix-managed globally dispersed Agile Scrum, Sprint and DevOps teams consisting of product managers, software developers, business analysts, testers, QA staff and release managers.
IGIPProject Manager
Aug. 2009 - Dec. 2010Luanda, AngolaUndertook a career break for travel; planned and managed social housing and wildlife tourism projects.
FRS GlobalProduct Owner – Market Risk & Regulatory Reporting
Apr. 2007 - Aug. 2009London, United KingdomOwned product strategy and roadmap for risk and regulatory reporting software for Tier 1 and 2 financial services clients. Evaluated Chinese regulations, innovated regulatory reporting solution and translated BoE and FSA guidelines into a Market Risk Calculation product specification. Built out and deployed Large Exposures solution across 80 UK&I banks to regulatory deadlines. Won Overachiever Award in 2008 for performance.
FRSGlobalPrincipal Consultant - Basel II / BCAR
Jul. 2006 - Apr. 2007Toronto, Canada AreaProvided Basel II and Capital Adequacy Ratio expertise, transformed client relationships and led product solution implementation and configuration to Tier 1 banks such as Royal Bank of Canada and Bank of Montreal.
FRSGlobalBasel II Consultant for FRS Global implemnetations in Netherlands
Nov. 2005 - Jun. 2006Utrecht, NetherlandsAdvised strategic clients, built out ETL solutions for retail banks and clearing houses and led deployment, knowledge transfer and training of FRS solutions across Dutch banking customers to assure compliance to COREP. Developed the CRD III product module.
FRSGlobalBasel II Coach
Sep. 2005 - Nov. 2005Lisbon Area, Portugal
Santander Consumer Finance EuropeCredit & Operational Risk Team Leader
Feb. 2003 - Aug. 2005Lisbon Area, PortugalLed data gap analysis for new data mart development to assure compliance with PD, EAD and LGD calculations for Basel II implementation.
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