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Financial Services Financial Services
Business and Process Optimisation Business and Process Optimisation Financial Crime and Compliance Financial Crime and Compliance Property Change Property Change
About me

A highly experienced and versatile Prince2 Practitioner and APM accredited Senior Project, Change and Implementation professional, with a strong background in Financial Services, Banking, Strategic Transformation and Property. Possessing excellent business and technical communication and engagement skills, strong influencing and negotiating skills and a proven track record of working in a fast-paced environment. Experienced in delivering a diverse range of branch and office transformations with a focus on Digital Transformation, Channel Migration and Customer Experience.

Change Management
Jul, 2022
niche lead design project manager – branch transformation
Financial ServicesFinancial Services
Branch Transformation
Lead the design workstream in a programme of branch facility upgrades
Key responsibilities Key responsibilities
  • Developing project plans and schedules
  • Managing project budgets and resources
  • Leading design activities and teams
  • Maintaining project progress and quality standards
Key achievements Key achievements
  • Successful completion of multiple branch transformations
  • Maximised customer experience through facility upgrades
  • Collaborated with stakeholders to ensure project success
  • Managed project risks and issues effectively
Jan, 2022
Jun, 2022
financial crime project manager
Financial ServicesFinancial Services
Financial crime
Working with UK and international authorities to ensure that the Bank is completely compliant across its operating model through operational preparedness and regulatory sign-off across all workstreams.
Key responsibilities Key responsibilities
  • Ensuring compliance across the Bank's operating model
  • Working with UK and international authorities
  • Managing operational preparedness
  • Ensuring regulatory sign-off
Key achievements Key achievements
  • Maintaining a compliant operating model
  • Meeting UK and international standards
  • Ensuring operational readiness
  • Achieving regulatory sign-off
Dec, 2020
Jan, 2022
manager - property change
Financial ServicesFinancial Services
Financial services
Project Lead for important strategic initiatives such as the Launch and Readiness efforts required to open six new Flagship branches and branch improvements, relocations, and mergers. As a Lead Project Manager, overseeing a multimillion-pound re-tender, preparedness, and change programme for one of the bank's main service providers.
Key responsibilities Key responsibilities
  • Overseeing multimillion-pound re-tender
  • Managing strategic initiatives
  • Opening six new Flagship branches
  • Improving, relocating and merging branches
Key achievements Key achievements
  • Successfully launched six new Flagship branches
  • Successfully managed re-tender programme
  • Successfully improved, relocated and merged branches
  • Successfully completed the readiness efforts
Jan, 2017
Dec, 2020
project manager
Financial ServicesFinancial Services
Consulting firm
A 5-year consulting position with TSB, completing a Strategic Office and Branch Transformation Programme, which included a large-scale branch closure as well as a major refurbishing initiative for the surviving network. While living and breathing the adoption process, working in conjunction with the Product Owner to implement the project brief.
Key responsibilities Key responsibilities
  • Managing the branch closure process
  • Leading the major refurbishment initiative
  • Collaborating with the Product Owner
  • Ensuring the adoption of the project brief
Key achievements Key achievements
  • Successfully closed the branches
  • Successfully completed the refurbishment
  • Successfully implemented the project brief
  • Achieved the desired outcomes of the project
Jan, 2007
Jul, 2016
network implementation manager
Financial ServicesFinancial Services
Network Implementation
Property change across the branch and office network
Key responsibilities Key responsibilities
  • Managing network changes
  • Ensuring network reliability
  • Maintaining network security
  • Monitoring network performance
Key achievements Key achievements
  • Improved network performance
  • Reduced network downtime
  • Implemented new network features
  • Upgraded network infrastructure
Jan, 2003
Dec, 2007
regional implementation manager
Financial ServicesFinancial Services
Regional implementation
A highly experienced professional with a portfolio of transferable skills. Specialising in Change Management, Bank Management, Mortgage Sales Management, Training Management and Business Development roles from 1988 to 2001. Notably, held an elected role on the Scrutiny Panel and School Performance Panels for the City and County of Swansea. Expertise in Education, Business Partnering, and volunteering across several sectors.
Key responsibilities Key responsibilities
  • Change Management
  • Bank Management
  • Mortgage Sales Management
  • Training Management
Key achievements Key achievements
  • Elected Scrutiny Panel role
  • School Performance Panels
  • Education Business Partnering
  • Volunteering across sectors