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Worked for
[snip] and its subsidiaries from September 1979
to December 2002, then joined [snip] (a joint venture
partly owned by [snip]).
Twenty
years experience of project management, initially within
IT. Experience in the financial sector includes
consumer lending, credit cards and cheque clearing.
A
particular strength is in the area of establishing
projects to contribute towards overall strategies,
including initial assessment and high level solution
design. This includes the selection and motivation of
(potentially new) staff with complimentary skills, and
stakeholder management.
At
[snip] worked within TickIT/ISO9001.
Experienced and skilled in
communicating between business and IT, able to
understand IT designs and then present and explain to
business.
Digest
complexity quickly and initiate activities to progress.
In a high level test of mental agility and information
processing (as part of a psychometric assessment) “Scored
in the ‘A’ band and had an error rate below the norm - a
genuinely exceptional result, right at the top in terms
of information processing powers, and mental agility.
This performance is appropriate for operations at the
highest levels within industry.” |
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Well honed people skills
Managing conflict; team organisation
and recruitment; team building; tact and discretion;
motivation; relationship building; facilitation;
persuasive; performance – goal setting and monitoring;
leadership of technical and business teams.
Project initiation, organisation,
launch and inaugural management
Project initiation; workshop
facilitation; presentations; budget setting; planning;
monitoring and reporting progress; selection of
appropriate process; risk assessment; multi client
projects; IT and business; projects up to £35M; team
size up to 50.
Process design
Assimilation of strategy and
definition of goals; balancing cost/budget and
functionality/benefit; establishing controls; key
performance indicators.
Financial services expert – cheque
clearing, credit cards and lending
Cheque clearing; fraud; mandates,
technicality and returns; credit card manufacture;
application; customer service; European development;
financial controls; dealer systems; customer retention;
loan applications; branch and dealer systems.
IT and Business
Understanding and implementing
technology; distributed systems, client/server and
middleware; system design; rapid application
development; innovative solutions; communicate between
IT and business in an informed way
IT software exposure
SQL server; Windows 2000 server;
UNIX; Visual Basic; Informix; Ingres; DB2; MQ series;
Entera |
[snip] - Programme
Manager
December 2002 – March 2005
Programme Manager – Central Truncation
Programme (CTP).
Reporting to the Change Programme Director.
Responsible for three project managers and up
to forty staff (many contractors), Budget > £30M
[snip] is a cheque clearing company, jointly
owned by [snip]
CTP is a matrix of three projects (archive
access, returns out and returns in) for up to three clients.
Responsible for the selection of the software partners, and the
progress of the projects.
Archive Access - Formulation of the high
level architecture to enable client banks (and their customers)
to access the data and images held in the All Item Database.
Once built this enables client banks to manage their usage and
security, without reference to [snip]. They can add and change
users and their profiles, even make images available over the
internet to their customers. This took place from a “blank
sheet of paper”, and involved a great deal of client contact, to
explain the concepts and where the various responsibilities
resided. This was in the form of joint workshops and user group
meetings, and specific negotiations with the respective clients.
Centralised Returns Out - involving automatic
signature and mandate verification, extracting cheques and
images of cheques to allow for technical and anti-fraud checking
to be carried out by [snip] on behalf of client banks.
Responsible for designing the services which would be available
to client banks, then the implementation of common systems to
provide these services.
Centralised Returns In - process/application
upgrade, involving third party suppliers. This was the first
step toward a common Centralised Returns In process for [snip]
major clients. It involved significant changes to an existing
application, and the physical move of the unit from London to
Northampton.
[snip] - Project
Manager/Programme Manager
March 2000 – December 2002
Negotiator/planner
Negotiating to set up a joint venture company
(now called [snip]). The company was set up by the end of 2000,
jointly with [snip] and [snip]. As part of the joint
agreement the partners seconded staff for important positions in
the new company.
IT Project Manager
Reporting to the IT director
Responsible for 5 staff
Project manager, in the IT development area,
responsible for merging the various legacy applications and
processes - introducing new, common solutions.
Programme Manager
Reporting to the Change Programme Director
Responsible for twenty staff
Budget > £15M
Responsible for the end to end
processes/applications for centralised returns and providing
clients (and their customers) access to the information
archive. This included training, implementation and changing
business processes. It required extensive negotiations with
client banks.
Towards the end of 2002 the arrangements for
secondees from [snip] (and [snip]) expired. At this time
[snip]
suggested a permanent role.
[snip] (Year 2000) – Compliance
Manager
May 1998 – February 2000
Year 2000
Compliance Manager
Reporting to Group
Year 2000 Executive
Responsible for 4
compliance managers
Ensuring year 2000
compliance in 40 business units in UK and Europe
Supported the
[snip] Group Year 2000 team in devising and implementing a
series of checklists, enabling different business units within
the bank to use similar frameworks, and ensuring consistent
reporting to the board. Managed a team of four, each of whom
visited up to ten business units and produced monthly status
reports for each. The rolled up summaries were then presented
to the year 2000 executive. Included UK retail banking, private
banking and [snip]. Facilitating decisions to enable the
programme to deliver to demanding (and in many cases unmoveable)
deadlines.
[snip] – IT Development Manager/Year
2000 Programme Manager
January 1996 – April 1998
Year 2000 Programme Manager
Reporting to IT
Director and [snip] Board
Responsible for 18
staff
Ensuring year 2000
compliance in [snip]
[snip] was among the first to begin
working towards year 2000 compliance. Starting early in 1996,
with an IT project to assess the impact of ensuring systems
would not fail as a result of Year 2000 date processing. Year
2000 programme manager for the whole of [snip] when it
became clear that achieving Year 2000 compliance was a business
wide process. The year 2000 programme had five business
projects and three IT projects - including two in Germany.
IT Development
Manager
Reporting to the head of development
Responsible for 25 staff
·
Card Management System
Managed the live support and application
enhancement for this system. The system, using an Ingres
database, receives data from various systems throughout the
[snip] group, and manages the production of plastic cards,
inserts, carriers and envelopes. A major enhancement was the
expansion to deal with chip cards.
·
Client Server
The Client Server team developed and
implemented in excess of 12 applications a year, ranging from
50/60 days to 300 days. Decreased the development time as a
result of the successful implementation of a major piece of
middleware - “LINK”. These applications include: profile points
management; application processing; customer retention
(interfacing with a power dialler); dealer terminal management;
automated credit limit review and interactive voice response.
·
Middleware
“LINK” is middleware running on RS6000, to
make mainframe data available to PCs and other client
applications it was designed and built in four months and
accesses two mainframe databases.
[snip] – Development and Support Manager
– Lending and Financial Systems
January 1992 - December 1995
Reporting to the Head of Development
Responsible for a team of 30
The personal lending business was transferred
from [snip] to the [snip] division of [snip]. Transfered as the senior applications developer, and
selected the team to support the lending systems. Within six
months responsibilities increased to include the Masterloan
system, and financial systems support. Further additional
responsibilities included the applications using the Systematics
package - these included Tessa, [snip] Reserve, and a
savings bond product. Responsible for negotiations and
implementation of outsoucing IT support. This involved
transfer to FI, subsequently acknowledged as one of the most
successful transfers.
Other responsibilities:
·
Smart
card application
[snip]’s representative in a consortium
working on smart card applications, including electronic purse
and loyalty.
·
European Evaluation
Project Manager of the emerging projects
team, responsible for evaluating the software required to
support the European credit card operation.
[snip] – Project Manager –
Instalment Accounting
March 1990 - December 1991
Project manager responsible for Instalment
accounting. This included all development phases, and live
support. The applications were IBM mainframe, with a PC front
end, for application processing. This system interfaced with
external credit reference agencies, interpreting the responses
and evaluated applications against a variety of score cards.
[snip] – Information Centre
Manager (PC development)
January 1988 – March 1990
Following secondment in the USA appointed
information centre manger. This involved the specification,
purchasing and implementation of PC software and hardware.
Managed a project to implement LANs in Mercantile branches, this
involved ITT, evaluation and implementation of hardware (£1M),
in twenty branches, connected to a central mainframe system.
[snip] American Corporation – Project
Manager
January 1986 - December 1987
Seconded, for a year, to [snip] American
(Charlotte, North Carolina) because of experience in developing
and implementing branch on-line systems. At the request of the
bank stayed for a further year, before returning to [snip].
This project involved the migration from a
bureau provided service to a (heavily modified) package.
Managed the dealer project - designing and building the dealer
management application.
[snip] – Analyst/Programmer
September 1979 - December 1985
Responsible for support of, and enhancement
to, the on-line programme, using NEAT/3 on an NCR century.
Additionally developed and implemented the (Tandem) replacement,
which made the on-line system available to the branch network.
Trained forty branches in the use of this system. Responsible
for the development of additional applications, including an
alpha search system.
Some extracts from “A DEVELOPMENT REPORT ON
[snip]” Produced by [snip] Associates on 7th
October.
The AH6 is a high level test of
mental agility and information processing designed to
differentiate between the top 12.5% of the population, graded A
(high) to E. Grade “D” with a better than average error rate is
considered an average rating for operations at senior manager
and director levels.
On the verbal reasoning
component of this very difficult test [snip] scored in the ‘A’
band . His error rate was lower than the norm indicating that
he was more accurate that the average person taking the test.
This is an exceptional result which suggests that [snip] will be
highly skilled at understanding the meanings behind complex
documents. When working with such information under time
pressure he will be able to maintain a high degree of accuracy.
On the numerical reasoning part
of the test [snip] scored in the ‘B’ band and had an error rate
below the norm. This is an excellent performance which suggests
that he will be able to cope with the most complex of numerical
data and factual information. Again he will be able to maintain
a high degree of accuracy when working under time pressure.
Overall [snip] scored in the ‘A’
band and had an error rate below the norm. This is a genuinely
exceptional result which places him right at the top in terms of
his information processing powers, and mental agility. His
performance is appropriate for operations at the highest levels
within industry. |