My Client Portfolio
Assuring client value and achieving impressive return on investment for the businesses I work with is extremely important, to them and to me. My client portfolio reflects the diversity of projects and programmes I have led and the benefits we have achieved together.
Banking & Financial Services Clients
Leading the Finance & Treasury workstream of the divestment programme
I led the Finance Workstream of the Tesco Bank Separation Programme, contributing to the successful £600m Part VII transfer of the banking business to Barclays Bank.
Client Value
Seamless transition of the banking business to Barclays UK at 1st November 2024 without interruption to customer experience or the business processes of Tesco Insurance & Money Services or Tesco Bank.
More detail on Tesco Bank’s Separation Programme here.
Further information about Tesco Bank can be found on their website.
Treasury Transformation & Regulatory Compliance
I led two key projects to successful delivery on behalf of the Group Head of Change:
I led the implementation of the Kyriba Treasury Management System on behalf of the CFO, to deliver a new treasury management platform which improved the control environment and automated the processing of payment requests from multiple input points globally through to GL Accounting.
In parallel, I supported the CRO with achievement of compliance with Consumer Duty (Phase 2, Closed Book), ongoing oversight and governance in BAU and identification of opportunities for inclusion as part of a continuous improvement roadmap.
Client Value
Full compliance with Consumer Duty obligations and standardisation of payment processes and controls across all Regions in which Canopius Group operate globally.
Further information about Canopius can be found on their website.
Supporting Interbridge Mortgages business readiness to launch
I led the non-technology aspects of launch readiness for this second charge mortgage start-up business, overseeing all regulatory applications, acquisition of premises and supporting management to develop a suite of policies and procedures.
Client Value
Interbridge secured all regulatory approvals and launched in early 2024. It has exceeded year one ambitions and is on track to achieve leading market share in the second charge mortgage space within two years.
More detail on Interbridge Mortgages start-up Programme here.
Further information about Interbridge mortgages can be found on their website.
Supporting LV= to implement a new Investment Strategy
I led LV=’s £10m Investments Programme, introducing BlackRock as their new Investment Manager and implementing a new Fund Administration and Investment Accounting Platform.
Client Value
The Investments Programme delivered capitalisation benefits of over £100m in year one, and liquidity benefits in excess of £15m p.a. thereafter.
More detail on LV=’s Investment Programme here.
Further information about Nationwide can be found on their website.
Multiple Major / Core Programmes – delivering client value for LBG
Initially engaged by Lloyds to support the Finance Change Director with the establishment of an Inbound Change function for Group Finance, I was subsequently asked to lead the delivery of a number of major, complex and time-sensitive programmes.
Client Value
Select the links below to find out more about the value I delivered for Lloyds Banking Group. These four programmes averaged a Return on Investment (ROI) greater than 4.3X
Establish a new Inbound Change Function for Group Finance
Lead Group Finance activities for BCBS 239 Compliance Programme
Global Transaction Banking Transformation Programme – Finance Workstream.
MBNA Acquisition Readiness Programme
Corporate information about Lloyds Banking Group can be found on their website.
Transforming the delivery of change at NBS
I led Nationwide’s £25m Solution Lifecycle Transformation Programme, delivering a modern and efficient solution delivery methodology.
Client Value
Exploitation of this new capability enabled reduction in the costs of delivering change by up to 20% – a potential annual saving of £100m over a £500m change portfolio for Nationwide. That’s a 4X Return on Investment (ROI).
More detail on the Solution Lifecycle Transformation Programme here.
Further information about Nationwide can be found on their website.
Finance Transformation Programme
I supported Hodge Bank to develop a technology roadmap for Corporate Operations (Finance, Treasury and People Services), and worked with the CFO and CTO to lead their Finance Transformation, integrating Finance and Treasury systems with the data warehouse. The programme remediated all regulatory reporting issues, closed a number of audit actions and delivered significant process efficiency.
Client Value
120% Return on Investment. Find out more about the value I delivered and the programme outcomes here.
Further information about Hodge Bank can be found on their website.
NFP, PPP & Charities Clients
I have also completed a number of shorter consulting engagements with Not-for-profit, Public / Private Partnership and Charity organisation. Whilst far smaller than by Banking & Financial Services clients, these have also achieved significant client value, averaging 5.5X ROI.
Transformation Programme Mobilisation
I was approached to provide Asteral with ERP selection expertise and mobilise their Transformation Programme after the initial business case for the programme had been rejected by the Board on cost grounds. After supporting the development of a revised business case which secured Board support, I was asked to mobilise the Transformation Programme, commencing with leading the ITT process for a new ERP solution.
Client Value
I was able to exceed expectations significantly. Based on the proposed costs of the rejected business case, I was able to offer an ROI of 12X. More information here.
Asteral has since merged with another organisation, MESA, and is now part of the Althea Group. To find out more about Althea, click here
Internal Process & Controls Assurance / Cost Reduction Assessment
ICE’s Finance Director asked me to undertake an assurance review and investigate opportunities to reduce costs in the Corporate Services function. I was asked to lead a follow-on project to implement one of the cost saving opportunities identified.
Client Value
Better than 5X ROI achieved overall.
Significant cost saving opportunities identified and minor gaps in the controls framework identified. More information here.
To find out more about the charity, click here. ICE is a Not-for-Profit organisation, run for the benefit of its members. Registered charity number 210252.
Chart of Accounts Optimisation
I was pleased to be able to support the Finance Director (and a former colleague) at The Charity for Civil Servants when she asked me to get involved with the definition and optimisation of a new Chart of Accounts.
Client Value
3X Return on Investment. Find out more about how I helped to assure the optimisation of their new CoA here.
To find out more about the charity, click here
ERP Training and Solution Optimisation
I was recommended by another charity sector client to support Elizabeth Finn with a solution optimisation review and deliver training to system users at Elizabeth Finn Fund. The charity felt that their process efficiency had not improved after implementing a new ERP solution.
Client Value
160% Return on Investment. More information on how I helped Elizabeth Finn to improve efficiency and reduce costs here.
To find out more about the charity (since re-branded as Turn2Us) click here