Business and Process OptimisationMergers, Acquisitions and IntegrationsRegulatory Change
System Implementation
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About me
I am an experienced manager with 15 years of work experience, 11 years of which have been in management. My areas of expertise include insurance and finance, as well as communication, marketing, and public relations.
Superpowers
Data AnalysisProject ManagementLeadershipStrategic Planning
A highly experienced project manager with a proven track record of successful delivery of complex projects, including the acquisition of Nationwide's Advisory Business (91,000 Customers and 330 staff). Responsible for procuring external supplier services, executing a £1.6M Investor payout, facilitating the presentation of strategic project deliveries, and managing project risks and economics. Recognised at industry level for the installation of a company wide Development group. Mentored aspiring Project Managers and recognised for the completion of AEGON's Aspiring Managers Programme.
Key responsibilities
Presented business cases to obtain project funding
Managed project risks and economics
Installed company wide Development group
Mentored aspiring Project Managers
Key achievements
Acquired Nationwide's Advisory Business
Executed £1.6M Investor payout
Recognised at industry level
Completed AEGON's Aspiring Managers Programme
Jan, 2020
Dec, 2021
hybrid project manager business analyst
Financial Services
Professional Services
Experienced in delivering small Change Projects for Regulatory Projects, the candidate successfully delivered FCA Disclosure of Transaction Costs and Charges, engineered the delivery of the SMCR regulation, managed large-scale requirements for mail services integration, collaborated with Senior Management for TOM definition, and re-engineered processes to increase efficiency.
Key responsibilities
Delivering Change Projects
Delivering FCA Disclosure
Engineering SMCR Regulation
Managing Mail Services Integration
Key achievements
Successfully delivered FCA Disclosure
Engineered SMCR Regulation
Managed Mail Services Integration
Re-engineered Processes
Jan, 2017
Dec, 2020
business analyst
Financial Services
Strategic guidance
Provided strategic guidance and support to the AEGON EB account within the Pension Industry. Utilised customer insights to create business saving opportunities, improved customer experience, and online servicing forms. Collaborated with internal, Regulatory (SMCR) and Third Parties (HMRC, EY, DWP) to deliver successful outcomes. Consulted on large scale incident remediation.
Key responsibilities
Developed business saving opportunities
Created improved customer experience
Created online servicing forms
Consulted on large scale incident remediation
Key achievements
Successfully implemented customer insights
Delivered successful outcomes
Improved customer experience
Successful incident remediation
Jan, 2016
Dec, 2017
customer service representative
Public Sector
Global business
Provided a service to grow the customer base of a global business, with a mission to combat bullying in education systems. Delivered promotional presentations to schools and trade conferences, and administered sales accounts.
Key responsibilities
Grew customer base
Delivered promotional presentations
Administered sales accounts
Promoted mission to combat bullying in education systems
Key achievements
Increased customer base
Successfully presented to schools and trade conferences
Maintained sales accounts
Raised awareness of mission to combat bullying
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