Regulatory Accountant at UBS (2022-12 – Present)
- Own quarterly European regulatory submissions for IRRBB ITS, STE and QIS reporting.
- Review COREP Leverage Ratio and Credit Risk returns, ensuring regulatory compliance and robust controls.
- Act as SME for IRRBB and Leverage Ratio during internal and external audits.
- Forecast Leverage Ratio metrics for the European three-year budget.
- Produce monthly divisional leverage reporting and monitor LE & RWA under CRR Article 500a.
- Support the AXIOM to ROMA migration through testing, reconciliations and issue resolution.
- Deliver training across UK and international finance teams and present reporting outcomes to senior stakeholders.
Financial Accountant (Regulatory) at Tradition (2022-07 – 2022-12)
- Prepared FCA and NFA regulatory returns across multiple regulated entities.
- Produced Pillar 1, 2 and 3 reporting together with capital and liquidity forecasts.
- Supported ICAAP preparation, scenario modelling and stress testing activities.
- Converted regulatory returns into iXBRL for EBA submissions.
- Led reporting improvements and automation initiatives to enhance reporting efficiency and regulatory compliance.
Regulatory Reporting Officer at C. Hoare & Co (2022-01 – 2022-06)
- Produced daily liquidity and exposure management reporting.
- Prepared Basel III COREP returns and reviewed key Bank of England submissions.
- Enhanced regulatory reporting procedures and strengthened documentation and controls.
- Supported automation of monthly regulatory reporting processes.
- Assisted system testing for the WIRES reporting upgrade.
Senior Financial & Regulatory Reporting Accountant at Union Bank UK plc (2019-11 – 2022-01)
- Produced COREP, FINREP, LCR, NSFR, ALMM, PRA110 and Bank of England regulatory returns.
- Prepared daily liquidity reporting together with ALCO and Board reporting packs.
- Supported ICAAP, ILAAP, Recovery & Resolution Planning and annual budgeting.
- Improved regulatory reporting documentation and strengthened reporting controls.
- Managed Flexcube regulatory data and maintained reporting integrity.
- Mentored and trained new members of the regulatory reporting team.
Financial & Regulatory Reporting Accountant at ACA Compliance Group (2015-10 – 2019-10)
- Managed a portfolio of regulated financial services clients delivering FCA regulatory reporting.
- Prepared Regulatory Capital, COREP, Annex IV and financial projections.
- Produced statutory accounts, management accounts, budgets and cash flow forecasts.
- Prepared ICAAP documentation supporting FCA authorisations and regulatory compliance.
- Managed VAT, payroll and statutory compliance while acting as the main contact for HMRC, auditors and clients.
- Consistently delivered multiple regulatory reporting deadlines across a diverse client portfolio.
Accountant at Bill Kenwright Ltd (2013-10 – 2015-10)
- Produced management reporting and commercial analysis across theatre productions.
- Performed budgeting, forecasting and cost analysis.
- Improved financial reporting processes and strengthened financial controls.
- Trained junior colleagues on Navision and Excel while supporting monthly reporting.
Accountant at GL Hearn Ltd (2007-10 – 2013-10)
- Produced monthly management accounts, budgets and forecasts, providing financial analysis to support senior management decision-making.
- Prepared Board reporting, KPI analysis and year-end audit schedules while maintaining robust financial controls.
- Managed complex billing, reconciliations and cash flow activities, building strong relationships with internal stakeholders and clients.
- Improved finance processes and trained colleagues on SUN Accounts and advanced Excel, enhancing reporting efficiency and team capability.
Credit Controller at Computacentre
Credit Controller at Beta Distribution