London, England, United Kingdom
A highly motivated Lead Business Analyst with expertise in Financial Services, Wealth Management, Investment Platforms and wrap products. My professional nature is to critically analyse and plan to achieve high standards for my customers. My strong and flexible communication allows me to build lasting relationships with stakeholders and has led to a successful and proven delivery record. STRATEGIC THINKER: Focusing on the future and taking a strategic perspective on issues and challenges. DOMAIN KNOWLEDGE: 8 years’ experience in Financial Services across the different propositions and distribution models including business process, digital customer journeys and system and enterprise architecture. RELATIONSHIP BUILDING: 13 years’ experience in managing relationships with key stakeholders including customers, business partners, intermediaries and all levels of management. TAILORING: Substantial experience of using PRINCE2 methodology, including tailoring and its interaction with iterative and incremental, agile development. CRITICAL THINKING: Skilled in the identification and mitigation of risk, inaccuracy and opportunity. FLEXIBILITY: Able to adapt approach in order to gather and understand functional and non-functional requirements and a core willingness to go the extra mile.
- Lead analyst for project introducing capability to effect large scale bulk transactions along with the resolution of issues caused by those completed by previous methods. - Lead analysis team delivering to over 2 million customers the ability to view their pension statement online along with the associated, paper based, engagement process. This delivery included the implementation of email campaign software for the provision on customer notification and associated exception journeys. - Lead analysis of portfolio seeking to reduce operational cost through the delivery of customer self-service channels, including online, telephone and paper. - Lead analyst for the delivery of propositions suitable for both internal and external customers seeking to take advantage of the pensions freedoms introduced in 2015. - Lead analyst for customer engagement project seeking to prompt customer action in terms of reviewing the suitability of their investments whilst driving further customer self-service via promotion and enhancements to online capabilities. - Contributed to continuous team improvement by actively coaching and developing myself, analyst teams and direct reports. Evidenced in terms of achievement of formal qualification, project opportunities and more general personal development. - Responsible for recruitment of both permanent and contractor positions.
- Key to RDR delivery to IPS, one of the largest investment platforms in the UK. Including modelling of business process, prototyping of application forms and providing updates required to Terms and Conditions and other literature. - Lead BA for delivery of systems and business process and data models required to support electronic Platform to Platform transfers. Responsible for migration of customer data required to streamline income payments. - Key in implementation of Operational change resulting from large scale system migration. - Significant experience in gathering clear, concise and correct requirements for bespoke change to the IPS Platform.. - Responsible for documenting test scenarios required to cover all requirements, resulting in a significantly reduced volume of test cases and allowing easier management and identification of defects. - Key involvement in production of training material for Operational users. - Provided recommendations for improvements to existing systems and processes.