Experienced Project Manager within Finance

Available
Serial No: 8011
Skills keywords: budget management, full project lifecycle, influencing, leadership, stakeholder management

Short Bio:

Project Management Career (2008 - 2013)
COMPLIANCE AND REGULATORY
Led and successfully delivered 3 phases of a regulatory project within budget, timescales and scope. Guaranteed the bank recognised and adhered to revised industry standards to remain compliant with regulatory systems and control. The organisation will now continue to operate in the changing regulatory environments. This will also minimise reputational damage (Mandatory Flag Project, 2012/2013)

Proactively delivered an effective re-prioritisation & re-scoping exercise to prioritise key platforms which in turn will achieve the industry set compliance levels within the bank. (Mandatory Flag Project, 2012/2013)

BUSINESS PROCESS IMPROVEMENTS
Successfully delivered an improved BADA (Basel Automated Data Accuracy) system within timescales & quality and under budget. The project confirmed a 20% improvement in the accuracy of data reported to external financial bodies (BADA, 2012)

CAPITAL FORECASTING MODELS
Project Managed the successful delivery of 2 improved Capital Forecasting models within very tight timescales. Guaranteed an increase in the accuracy of the Capital forecasts the bank reports to external bodies on a quarterly basis (Capital Forecasting Project, 2010/2011)

INTERGRATION
Led and delivered multiple portfolios to deliver the Acquisition Integration workstream to ensure the timely delivery of the Strategy Manager systems (SM2) within time, scope & quality. This led to more effective decisioning engines being introduced to the bank. This in turn increased the number of accurate customer decisions which generated greater benefits for the bank and customers (Integration programme, 2009/2010)

CUSTOMER SERVICE IMPROVEMENTS
Co-ordinated and led the design, build & test of Strategy Manager 3 (SM3) to create a pre-decisioning system to improve customer service and reduce application processing times. Managed and facilitated test phase across multiple portfolios. Assisted with the implementation weekend to deliver the systems on time (Early Credit Decisioning Project, 2007/2008)

IMPROVED BANKING ACQUISITION SYSTEM
Supported the design, build, test & implementation of the ‘Banking StrategyWare’ Project to deliver an improved and updated acquisition decisioning engine. Revised strategies/scorecards were created to allow a more accurate and robust system to be delivered which would benefit the bank & its customers.
This project was awarded a “green” status through a detailed external audit (StrategyWare project, 2006/2007)

Current location:  United Kingdom - View on map
Preferred Sector of Employment:  accounting and finance
Spoken languages: english
Location I am interested in working: Anywhere

ACHIEVEMENTS

COMPLIANCE AND REGULATORY

Led and successfully delivered 3 phases of a regulatory project within budget, timescales and scope. Guaranteed the bank recognised and adhered to revised industry standards to remain compliant with regulatory systems and control. The organisation will now continue to operate in the changing regulatory environments. This will also minimise reputational damage (Mandatory Flag Project, 2012/2013)

Proactively delivered an effective re-prioritisation & re-scoping exercise to prioritise key platforms which in turn will achieve the industry set compliance levels within the bank. (Mandatory Flag Project, 2012/2013)

BUSINESS PROCESS IMPROVEMENTS

Successfully delivered an improved BADA (Basel Automated Data Accuracy) system within timescales & quality and under budget. The project confirmed a 20% improvement in the accuracy of data reported to external financial bodies (BADA, 2012)

CAPITAL FORECASTING MODELS

Project Managed the successful delivery of 2 improved Capital Forecasting models within very tight timescales. Guaranteed an increase in the accuracy of the Capital forecasts the bank reports to external bodies on a quarterly basis (Capital Forecasting Project, 2010/2011)

INTERGRATION

Led and delivered multiple portfolios to deliver the Acquisition Integration workstream to ensure the timely delivery of the Strategy Manager systems (SM2) within time, scope & quality. This led to more effective decisioning engines being introduced to the bank. This in turn increased the number of accurate customer decisions which generated greater benefits for the bank and customers (Integration programme, 2009/2010)

CUSTOMER SERVICE IMPROVEMENTS

Co-ordinated and led the design, build & test of Strategy Manager 3 (SM3) to create a pre-decisioning system to improve customer service and reduce application processing times. Managed and facilitated test phase across multiple portfolios. Assisted with the implementation weekend to deliver the systems on time (Early Credit Decisioning Project, 2007/2008)

IMPROVED BANKING ACQUISITION SYSTEM

Supported the design, build, test & implementation of the ‘Banking StrategyWare’ Project to deliver an improved and updated acquisition decisioning engine. Revised strategies/scorecards were created to allow a more accurate and robust system to be delivered which would benefit the bank & its customers.

This project was awarded a “green” status through a detailed external audit (StrategyWare project, 2006/2007)

CORE SKILLS

• Strong stakeholder management skills to lead and motivate teams across multiple areas throughout the bank

• Proficient in MS Tools (including Project, Word, Excel & Powerpoint)

• Team leadership, line management and motivational skills to drive forward positive attitudes within the team

• Led large project teams and chaired stakeholder project steering committees through all phases of

project management, including requirement analysis and signoff, planning, budgeting, documenting, reporting, testing, UAT & implementation

• Approach all problems thinking of solutions, with a logical, can-do attitude

• Experience at improving existing processes and systems within timescales, budget & scope

• Expertise in managing testing phases to deliver improved systems with minimal defects

• Ability to present complex information in a simple format to ensure clear understanding at all levels

CAREER SUMMARY

Lloyds Banking Group (Aug 2012 – September 2013)

Project Manager – Mandatory Flag Project

Created and established a thorough validation process to confirm key processes throughout the business

Effectively managed multiple relationships including external stakeholders Experian, Equifax & Call Credit. Designed and implemented the testing approach/documentation. Organised & interviewed project recruitment.

Produced and led an effective “Path to Green” process which allowed the project to follow a controlled and structured path Successfully presented revised proposals to Senior stakeholders to gain buy-in and to answer challenges. Line management responsibilities undertaken to increase motivation, 2- way feedback and a positive team bond.

Project Manager – BADA Project (Jan 2012 – Jan 2013)

Proactively prioritised requirements which enabled the project to deliver within timescales. Created and led a Post implementation review (PIR) to ensure lessons learned were captured and taken forward to future projects, including BADA 2013. Worked closely with IT to streamline plans, confirm milestones and to challenge costs.

Project Manager – Capital Forecasting Project (Nov 2010 – Dec 2011)

Mitigated key issues to deliver both systems within set timescales. This involved end to end project lifecycle experience. Challenges faced in presenting to Senior management to gain buy-in throughout to guarantee a timely delivery within very strict timescales. Managed Cards PIR (Post Implementation Review) process to allow outputs to feed into similar projects.

Project Manager – Payment Allocation Tool, PAT (Nov 2010 – Nov 2011)

Managed the delivery of the design, build and test of an improved/more effective PAT system for key business areas. Sign off obtained in strict timescales to allow progress to continue which would enable the bank to treat customers fairly and allow more accurate decisions to be made. Advice was also given to customers in financial difficulty.

Shaped and delivered key milestones for a timely sign-off for the new Payment Allocation Tool (PAT). Influenced Senior management to gain key buy-ins. Proactively proposed changes to the design of the to meet revised quality standards.

HBOS (April 2009 – Oct 2010)

Project Manager – Integration Programme

Successfully managed and delivered the design, build & test of all SM2 (Strategy Manager 2) systems by building and maintaining a strong team across the business. Strengthened line management responsibilities to allow my team to perform to the best of their ability with performances regularly reviewed, discussed and tracked. Managed defect process by securing key resource to investigate and resolve high priority defects.

Senior Analyst (November 2008 – March 2009)

Project Support – Early Credit Decisioning Project (Oct 2007 – Oct 2008)

Co-ordinated and delivered all phases of the project to deliver new SM3 (Strategy Manager 3) pre-decisioning systems. This included the UAT phase to confirm all defects were identified, investigated and resolved to ensure a timely implementation. Proactively created detailed test logs to ensure a thorough test phase was run and Senior management were satisfied

Test assistant manager/ Senior analyst – StrategyWare Project (June 2006 – Sept 2007)

Designed, built and tested the Banking Acquisition system, StrategyWare (SW) to verify the system was built to the correct specification to gain signoff for a timely implementation.

Managed the test phase ensuring prioritising & resolving defects, assisting with queries, managing testers & IT

GE Capital (June 2005 – June 2006)

Strategy Change Analyst

Strategy change analyst within challenging risk environment. Expertise around Strategy Manager 2 (SM2) application system for GE store cards to make sure complex strategies were designed, built, tested and implemented within strict timescales. Improved and enhanced strategy designs to ensure a more effective and efficient system was constantly updated. Managed a new recruit to coach, motivate, develop and support their development within the team.

Incident Helpdesk (June 2002 – May 2005)

Incident Helpdesk Agent

Key agent on a busy IT helpdesk. Worked in a small team to prioritise and resolve jobs in strict timescales. Urgent calls were escalated to allow top priority jobs to be resolved and guarantee customers remained satisfied.

Education

University of Northumbria at Newcastle

(Hons): Business Administration (Northumbria University) (1999).

Additional Information

Full clean UK driving licence, flexible and willing to travel as required, references available on request.

 

 

 

 

 

 

 

 

 






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