Experienced Business Analyst with in-depth skills on process, analytics and critical thinking to improve and enhance existing operations, and lead the documentation of requirements development / functional analysis to build new systems. Experienced across functions including business process improvement, regulatory compliance modelling, system implementation, test system integration, data analytics, regulatory compliance monitoring, IRD and FXO pricing and risk management, hedge fund structuring and analytics, and ad-hoc analysis. Resourceful problem solver with proven track record, and ability to communicate effectively across diverse groups at all organizational levels. Core competencies include: • IRD, FXO and equity derivatives F2B processes • Multi area change impact analysis (confirmations, settlements, reconciliation, collateral management) • Data analytics for audit and regulatory compliance, and risk mitigation • Business Plan Review • Strategic Planning • Critical Decision Making • Hedge fund analysis and sales • IRD and FXO pricing and risk management
Self employed consultant and business advisor working with SMEs across retail and financial sector. - Consultant to private pre-listing company in PR industry (annual sales USD 25 million), worked on data analytics for existing and new client identification using existing data. Provided template for budget for European office, set up what-if scenarios to enable testing of pricing and optimum staff numbers. - Consultancy services to phonics teaching project (annual budget GBP 850,000), providing data analysis for English county; modelling of outcomes resulting from providing specialist phonics teaching to 7 year olds and cost savings in the future. - Advisory service to specialist company in security industry (annual turnover GBP 2.7 million): management at retirement age, looking at divestiture or other forms of partnership.
Managed store finance, legacy systems transition, operations, development of web presence and online sales, marketing, advertising and sales. Supervised 5 sales staff. Effectively maintained and monitored £0.5 million in inventory. Managed B2B sales while maintaining consistently high levels of sales performance and customer satisfaction.
Involved in company start-up, managed client sales; achieved close to 50,000 student registrations with clients from FTSE 350 companies to SMEs.
Secondment as consultant for hedge fund analysis and sales Provided advice on setting up a business dedicated to hedge fund sales; contacted approximately 200 investors and 50 hedge funds, marketed specialist risk advisory service to hedge funds.
Hired by Project Managers for Flow Rates P&L and FXO IT. Translated client requirements into highly specified structured project briefs. Worked closely with stakeholders, developers, architects and a variety of end users to ensure technical compatibility and user satisfaction. Maintained full and up-to-date understanding of RBS’s rates and FX business strategy, current practices and system capabilities; Managed expectations of users and the business functions when proposed system enhancements have to stand the scrutiny of cost/benefits analysis and justifications. Initiated and maintain relationships with key stakeholders and business contacts. Created test scenarios and managed the test execution in integrated system tests. Developed expert-level understanding of major local systems. Ensured compliance with all relevant internal control standards and external regulatory requirements, including the management of operational risk and adherence to RBS’s standards of ethical behaviour.
Capital raising, cash flow management, FX hedging
Head of Alternatives and Structured Products. Hired to create fund of hedge funds, private equity fund, property fund and to create structured products for sales force of over 50 high net worth account managers.
Hired to set up Alternative Investment Structuring group; responsible for total revenues of EUR 120 million from 47 deals (notional EUR 1.2 billion) managing a group of 6 people.
Head of Structured Securities Group, generated revenue of USD 18 million with deal notional USD 400 million; Head of Derivatives Marketing responsible for 4 people, generated USD 20 million with 200 equity derivative trades.