Muna Rose

Accomplished PMO professional and lead governance analyst with nine years of risk and reporting experience at Lloyds Banking Group. Optimising business initiatives and accelerating enhancements in project deliverability across business and commercial banking technological landscapes. Proficient in financial management, ensuring effective budget control, economic stability, and predictive performance analysis.Recognised and awarded for having strong stakeholder management skills, pro-actively solving problems and building credibility and trust with senior stakeholders.

I have spent the last five years working at Lloyds Banking Group as a Business Manager, providing a comprehensive set of PMO business and technical support activities to the Cash Management and Payments Platform, part of the Business and Commercial Bank. I have enabled the safe and effective delivery of a number of strategic, legal and regulatory changes, acting as the Portfolio Governance and Executive Reporting Lead, with an investment budget of £67m.

Professional experience

PMO | Business Manager - Lloyds Banking Group​​​​03/2019 – 07/2024

Cash Management & Payments Platform, Business & Commercial Banking

Providing comprehensive senior PMO services to drive and enable safe, efficient delivery at pace. Driving continuous alignment to strategicoutcomes via Agile governance, making banking easier for clients. Lab coverage includes Merchant Services, Core Banking & Payments, TechModernisation & Simplification.

• Executive Reporting Lead

Oversee executive reporting and create materials for senior decision-makers to drive well-informed discussions. SME for transition from Waterfall project management framework to Agile methodologies, contributing to fostering flexibility, collaboration, and efficiency in project delivery.

• Quarterly Business Reviews

Ensured alignment and transparency by crafting and compiling Quarterly Business Reviews detailing objectives and key results, customer outcomes progress, and updates on delivery, risks, and finances.

• Portfolio Governance Lead

Managed all governance aspects of monthly performance reviews, including steering committees, and delivery groups to validate structured and efficient decision-making processes. Develop Terms of References and assist Lab Product owners and delivery leads with Agile ceremonies, sprint planning, project reviews, retrospectives, and utilise Jira for effective project management.

• Risk & Issue Management

Aid risk and issue owners in drafting comprehensive risk descriptions that clearly articulate impacts and likelihood. Employed ROAM (Resolve, Own, Accept and Mitigate) statuses to perform robust ongoing risk management, including formulating mitigation strategies, monitoring developments, and assessing impacts and materiality. Safeguarded project integrity by carrying out horizon scanning across portfolios and addressing existing risks and issues.

• Dependency Management

Build an understanding of cross-Platform dependencies aligned to strategic priorities. Ensure critical dependencies are linked to the achievement of strategic outcomes and are appropriately logged, interlocked, committed and managed in Jira Align as part of the quarterly business review process.

• Milestone Reporting

Direct platform key and board milestone reporting and validate alignment reporting events with strategic objectives in Jira Align and the Group Chief Operating Office Portfolio Plan. Create and maintain Microsoft Project Plans, conduct quality assurance checks, and manage milestone reporting with clear status indicators and action plans.

• Finance Management

Evaluate Platform's financial position, encompassing technology costs, budgets, and benefits to ensure financial stability and predictability.

• Continuous Improvement

Drove continuous improvement through catalyst and ambassador roles by facilitating knowledge-sharing and training sessions, such as QBR training and mentoring.

Portfolio Manager - Lloyds Banking Group​​​​​03/2015 – 03/2019

Oversaw Account Management Unit (AMU) at Lloyds Banking Group and directed operational separation of Lloyds and TSB. Collaborated with the risk management team to assess and mitigate potential risks and protect integrity of investment portfolio. Conducted regular discussions with Legal department to address contractual terms and resolve queries, contributing to maximising operational efficiency.

• Executed PMO functions to support service delivery and maintain contractual relationships during pivotal business and technology changes for TSB Bank and Sainsbury's.
• Spearheaded PMO team's triage of over 1K work requests from TSB as well as engaged with TSB representatives to evaluate detailed work orders and address numerous change requests.
• Founded department from ground up and supervised all aspects of resourcing, induction, training, and records management.
• Partnered with Head of AMU to provide timely updates on delivery, risk, issues, and budget and enabled high-quality completion of all change artefacts and deliverables.

Team Leader - Lloyds Banking Group​​​​​​09/2012 – 03/2015

Delivered engaging presentations to stakeholders and senior management by communicating client case updates, metrics, and recommendations. Collaborated with cross-functional teams to assess market trends and customer feedback, leading to successful launch of new product offerings tailored to customer needs. Conducted regular performance evaluations and provided constructive feedback and coaching to team members to enhance skills and performance. Supervised and enforced compliance with Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations and sustained high standards of legal and ethical conduct.

• Acquired complete client satisfaction by leading team of Private Banking and Wealth Assistants and offering personalised services to high net-worth individuals.
• Improved client relations by providing administrative support for Private Banking and Mayfair Ultra High Net Worth Bankers.
• Minimised response times and boosted operational efficiency by managing complex queries and employing case tracking and work request triage systems.

• Portfolio, Programme and Project Offices (P3O®) Practitioner Certification – Axelos.

• Agile, PRINCE2 and P3O methodologies, Jira, Align, Confluence and Microsoft Project.

• BA Legal Studies - University of Greenwich.