Functional Lead at Alfa Financial Software (2025-01 – Present) Functional Lead on a major UK implementation of a leading asset finance platform for an automotive fleet client. Responsible for leading the functional stream, managing client relationships, facilitating workshops and translating business requirements into effective system solutions, ensuring delivery of a fit-for-purpose solution.
- Project managed an implementation stream on the client project, acting as the bridge between the client and the platform for processes, industry knowledge and system functionality.
- Assisted the client with identification of changes required following adoption of Alfa features, analysing how enhancements fit together and advising on the overall shape of the solution.
- Investigated and progressed issues using Alfa tools, Jira and Confluence, identifying risks and dependencies and escalating where appropriate to ensure resolution.
- Provided clear, reliable guidance to client stakeholders on platform functionality and implementation decisions, ensuring advice was well-founded and supported by thorough investigation.
- Worked towards standardisation of platform usage across the client, contributing to documentation and sharing knowledge with the wider team.
- Built strong working relationships with client team members across business streams, identifying opportunities and supporting day-to-day operational queries.
Senior Business
Consultant at Albany Beck (2023-09 – 2025-01) Royal Bank of Canada, Investor Treasury Services working on M&A project involving separation of European asset servicing activities of RBC Investor Services and its associated Malaysian centre of excellence to CACEIS. Business focussed organisational change remit to ensure alignment of remaining RBC services once staff and functions have transitioned to new company working within defined TSA/RTSA.
- Defined and project managed activity required to enable the discontinuation of business functions and obtain agreement of ownership of any remaining business activities across Europe, Canada and Malaysia.
- Re-engineered front to back-office processes upon separation of business functions to ensure smooth transition and continuation of RBC services.
- Assessment of remaining business functions and identifying cross dependencies and impact across other workstreams from an operational and IT perspective.
- Led all UK account closure activity for IS Trust client accounts, managed all issues with the closure process and dealt with client queries regarding their accounts.
Lead Business
Analyst at Global Loan Agency (GLAS) (2022-11 – 2023-03) GLAS is an independent provider of financial administration, loan syndication and bond trustee services, focused on providing streamlined solutions to complex transactions with the ability to work on deals which may be in distress, pre- or post-restructuring or unusual in nature.
- Identified strategic business requirements for the development of new, or improvement to existing, processes and technology solutions • Translated business requirements into functional and technical specifications working with development team to ensure the solution was fit for purpose • Worked closely with the business teams in developing User Acceptance Test plans and scripts • Supported the implementation of a delivery framework within GLAS, including analysing and identifying strategic business requirements using the new methodology.
- Coached and mentored Business Analysts in the project lifecycle and business analysis techniques in alignment with GLAS delivery processes.
Business
Consultant at Teamwill Consulting UK (2021-01 – 2022-05) Teamwill provides the best-of-breed knowledge, innovation and expertise in the field of Credit & Asset Finance Services, in order to help global business transformation successfully.
- Led client implementation of Alfa Systems at large UK based asset finance company.
- Streamlined front to back-office processes enabling system automation of current controls, business and credit decisions to ensure alignment with business function • Created, presented and subsequently tested workflow configuration within Alfa v5.6 for various asset finance new business, customer support, credit and collections processes • Integrated Alfa functionality with HPI and compliance platform to enable users to perform appropriate tasks all in system • Migration activities ensuring existing asset finance and leasing portfolio moved to new system is accurate and, where appropriate identify where reconciliation is required • Ongoing support and rectification of issues that affect business as usual activities Lead Business Analyst at Close Brothers Asset Finance and Leasing (2017-03 – 2020-02) Change Portfolio covering all businesses within Asset Finance focusing on small to large projects and change onboarding ensuring alignment to bank wide strategy.
- Responsible for embedding Change on-boarding function across all Close Brothers Asset Finance as Lead Business Analyst. Accountable for assessing the impacts, identified risks and benefits with their alignment to Asset Finance and bank strategy.
- Supported the implementation of an Agile delivery framework (DSDM / SAFe) across Asset Finance, leading change onboarding function using the new methodology and participated in cross-business best practice meetings.
- Participated in Investment and Steering Committees for various projects as lead to ensure projects and their sponsors were able to make informed decisions.
- Led and managed initiatives / Project Management activities as required within assigned projects.
- Coached, mentored and developed Business Analysts, Graduates and junior Project Managers in the project lifecycle, delivery and alignment to Close Brothers strategy.
- Acted as SME point of contact for all project proposals to assess the impact of Business and IT change in Asset Finance as well as potential impacts to other Close Brothers businesses.
- Designed the triage approach within Asset Finance for all technical and business changes, coaching senior attendees on the process and managing their expectations of changes being proposed internally and from other bank wide teams • Ensured that a consistent approach was taken to analyse requests aligning to the bank's 'pre-project' framework, so that quantitative investment decisions could be made based upon anticipated Business Case.
- Chaired Business Change working groups to assess, challenge and influence the impact of Business Change before being presented at Investment Committees including cost estimates for project delivery.
