ISO20022

• Led options analysis to achieve ISO20022 compliance, including comparison on whether to develop existing systems, vs. buying a new system.​

• Managed RFP to evaluate options for a new payments platform and led vendor selection. Designed both enterprise and integration architecture for the new platform. ​

• Shaped and mobilised the transformation delivery with a 4-phase agile project management to achieve compliance and enable full migration off legacy platforms.

Youth Banking Fintech Acquisition

• Delivered a review of Youth and Family banking strategy. Worked to assess the existing capabilities against market demand. ​

• Identified an opportunity to acquire a disruptive fintech and integrate its capabilities within the incumbent bank's existing product set.​

• Provided delivery assurance as the acquisition was made and drew up the implementation and integration plan for onboarding of the technology capabilities and personnel included in the acquisition.

Delivery of service oriented architecture (SOA)

• Delivered options analysis, solution design, and vendor selection to stand-up a service-oriented architecture (SOA) in a legacy mainframe environment. ​

• ​Led the transformation programme (£60m budget) to implement an enterprise service bus (ESB), delivered a suite of strategic services, defined the technology operating model and overarching services governance.​

• The ESB is now used for all Faster Payments traffic and to enable Open Banking.

Finance Operating Model

• Designed and implemented a new Finance operating model for the Global Treasury Finance team. ​

• Converted GL accounting detail down to deal level for all Treasury Companies, into Enterprise Data Warehouse (EDW) to improve data integrity.​

• Built the EDW scheme for all accounting details required to support the Bank’s Global Treasury products.

Regulatory operating model

• Successfully consolidated all regulatory divisions into one new regulatory reporting system. ​

• Established the Treasury area, managed transition from old to new reporting system and amalgamated fragmented returns into a centralized Group return - which could be sent to the Central Bank.​

• ​Produced the suite of statistical reports for the Central Bank and embedded best practice within the regulatory reporting area.

EU Banking expansion​

• Established a €30bn Mortgage Bank subsidiary for a major European bank, forming a new legal entity.​

• ​Successfully liaised with the local banking regulator, leading to the approval of the EU banking licence application within six months.​

• Developed a comprehensive banking licence application, including the creation of a new set of governance, policy, and process banking documentation, while also revising risk models for capital adequacy assessment of the new legal entity.

European Funds Banking Franchise design / delivery​

• Led strategy work and project delivery to build a European Funds Banking Franchise. Income uplift forecast at £48m / year within 5 years. ​

• ​Built overall business proposition, led go-to-market strategy to enable a phased product roll-out, and defined overarching Finance, Risk, and Compliance frameworks. ​

• Delivered technology and data architecture, including consideration for cross-border restrictions of data sharing.