An experienced ISEB, PRINCE2, AgilePM qualified Change professional and highly competent Process / Business Analyst with a proven track record in terms of delivery to time, cost and quality approaching tasks pragmatically whilst ensuring that I apply a logical structure. I operate at all levels providing overviews at a strategic and tactical level down to the provision of more granular detail applying my extensive analysis skills and experience. I have 7 years Business Analysis experience within the Public / Private sector, specifically financial services, and have developed detailed knowledge of a wide variety of financial products, operational services and IT functions. Key Achievements • Led process re-engineering and Target Operating Model (TOM) activities for Finance Business Partners and Conduct workstream at Lloyds Banking Group to define, develop and publish E2E standardised processes aligning to TOM and Retail Finance design principles • Defined and embedded requirements strategy and approach including standardised templates and processes for use in projects across NS&I • Created and maintained requirements catalogue for Thaler 2 Banking Engine and subsequent Modernisation Programme at NS&I • Proactively took on test management role creating, maintaining and sequencing test scripts and managing the test team across IST and UAT phases of the project at NS&I delivering a financial accounting system (Agresso)
Transformation Programme within Retail Finance across all Group brands (Lloyds, Halifax, BoS) focusing on Target Operating Model (TOM) transition activities to the future state model. Issues Under Management Month-End Reporting – PPI Conduct Risk / Product Partners (Funding/Lending) • Transformed end to end Conduct process across Retail Finance functions • Lead re-engineering process across 13 different business areas to remove duplication, introduce new operating procedures and improve risk control points • Engaged different stakeholders across finance areas to identify risks and issues in the current process. Lead full redesign of the key end to end process, alignment of TOM roles and responsibilities and introducing new policy and procedures • Standardised and simplified 10 processes to 1 process, introduced new policy document and reporting repository tool (SharePoint) to remove risks and issues in the process to delivery efficiency savings. Performance Trade Reporting and NPV Net Present Value (Front Office) – Distribution Partners • Completed data analysis across 81 different reports to catalogue, define all metrics, data dimensions and data sources • Worked with key stakeholders to use the catalogue to identify problem / opportunities around duplication of effort, data sourcing and quality issues and made recommendations to improve these. • Provided the business with a comprehensive list of problem / opportunities business solutions to enable process re-engineering, consolidation of data and sources, removal of waste and simplification of reports.
• At commencement of the new Atos 3rd Supplier Services Contract, designed the Business Analysis strategy and approach by developing a standard suite of templates from Statement of Business Requirements, defining the process for requirements definition through to solution • Supported the yearly Strategic Planning Process (SPP) as an SME reviewer of all change bids and business needs, approving or rejecting as appropriate • Developed and maintained requirements documents using a variety of requirements elicitation methods to the agreed timescales and quality standards • Selected as the critical resource to assist all programmes with the development of standardised acceptance criteria to be utilised across all projects • Applied Process Modelling techniques to create Gap Analysis for various projects • Participated in steering committees for various projects to ensure projects and their sponsors were able to make informed decisions • Stakeholder / third party engagement and management including Atos, Treasury, HMRC, CFO, OAG • Mentored Junior Business Analysts highlighting any competency gaps and identifying training needs • Appointed as Test Manager to manage and co-ordinate functional and user testing teams for the delivery of a financial accounting management system (Agresso) • Developed test strategies, test sequencing cycles, tests scripts , data workbooks and maintained Defect Logs from discovery to resolution • Facilitated Benefits Identification, creation of key benefits artefacts and promoting Benefits Management as a vital component within the organisation Types of projects/programmes involved in – Infrastructure, Migration, Decommissioning, Audit and Regulatory Compliance, Product and Operational Modernisation, Customer Experience, Property Asset Management