United Kingdom
I am a business transformation and change leader with significant experience in top-tier financial services organizations, I specialize in optimizing business operations and enhancing team performance in: Audit, Investment Banking, AML, HR and Operations. My expertise encompasses Lean Process Improvement, Agile methodologies, Project Management, Automation enabling me to drive sustainable optimization in complex, dynamic environments. Throughout my career, I have built trusted partnerships and tailored solutions that deliver measurable improvements, addressing the unique needs of each team. I am passionate about creating impactful, lasting change that empowers businesses and teams to thrive in an increasingly dynamic world.
• Major Pension administrator - project management / workstream lead for customer web interface, premises relocation and reporting.
Snr Coach in the transformation of UBS's internal audit function's to Agile methodologies & ways of working, and the integration of Credits Suisse teams in the adoption of UBS approaches (c. 1600). In so doing GIA audit teams now: - Provide earlier insight on audit findings to business stakeholders - Empower auditors to have greater impact through their delivery, with enhanced career opportunities - Maximize capacity and drive continual focus on the highest value activities - Optimize core delivery processes and ways of working - Coach and support leads (stream & crew) and teams on their transformation journey
Process Excellence Lead / Consultant specializing in streamlining operations, enhancing collaboration, and driving data-backed improvements. Passionate about optimizing workflows, boosting efficiency, and delivering lasting impact through Lean, Agile, and CI methodologies. Key Strengths: Process Optimization, Cross-functional Collaboration, Agile Transformation, Strategic Problem-solving, Lean Methodologies, Leadership Development, Change Management Key Project: HR Recruitment (Front Runner Initiative) - Redesign of the UK recruitment process to improve collaboration, streamline communication, and reduce lead times—enhancing both efficiency and candidate experience. Shared Services Operations (Agile Transformation of Client Service) - Led an agile transformation for a 360-member client service team, reducing lead times from 4 days to same-day, cutting complaints by 90%, and boosting efficiency by 34%. GO Automation (Agile@UBS Initiative) - Trained 1,000 line managers in Agile practices, driving a cultural shift and embedding agility within Group Operations at UBS.
Led a team of five CI coaches, supporting 25+ teams across Group Operations to embed PEX Ways of Working. Played a key role in establishing UBS’s Global Continuous Improvement function with a scalable coaching and assessment model.
• Led a Financial reporting cross-functional Value Stream Optimization (VSO) / End-to-End process modelling project across multiple locations, driving end-to-end operational efficiency. • Executed five intensive Lean transformation projects across 11 business lines, resulting in significant productivity gains and efficiency improvements. • Partnered with cross-functional teams to drive operational excellence and measurable results, enhancing service quality and achieving 20% efficiency.
Global Anti Money Laundering Programme Target Operating Model (TOM) development within the Organization and Culture workstream, aiming to align RBSG (Retail) AML policies with global standards. Focused on integrating compliance frameworks across the organization to ensure cohesive, effective anti-money laundering practices globally.