Senior Business Analyst at Tesco Bank (2023-11 – Present)
- Led analysis, at a Programme level, for the introduction of Confirmation of Payee processing for Inbound, Outbound checks including Opt Out/In processes and MI reporting.
- Analysis to cover the separation of insurance (IMS) processes, de-comm and purge activities as part of the Sierra Separation Programme
- Elicitation of requirements for Back Book and Forward Flow Debt Sale processes as part of Sierra - Financial Difficulties Programme.
- Capture and maintenance of decisions on scope, requirements, actions, issues and risks working with the ART SAFe Agile teams to ensure delivery on track
Senior Business Analyst at Phoenix (2023-01 – 2023-10)
- Working with Phoenix alongside a 3rd party to develop a new SIPP, covering all aspects of functionality required
- Development of scope, requirements and business processes for the new SIPP
Senior Business Analyst at Tesco Bank (2021-07 – 2022-12)
- Automation of the bulk closure of PCA accounts (debit card functionality) and functional specifications required to support this
- Dakota project – Led and facilitated the testing between Arrow Global Group and Tesco Bank for the Telephony IVR/API solution for Savings & Loans products
Senior Business Analyst at Abrdn (2019-11 – 2021-06)
- BA covering various regulatory changes impacting the Abrdn Wrap platform
- Working with Phoenix to integrate a solution covering the introduction of Investment Pathways, for Wrap SIPP
- Supported the successful launch of D2C ISA
Senior Business Analyst/ Product Owner at Kames Capital (2019-05 – 2019-10)
- Responsible for refinement, testing and deployment of features and user stories using SAFE Agile project methodology to cover various changes for Front Office, Middle Office and Portfolio Risk teams
- Product Owner defining business benefits and priority of each change including a review of the thinkFolio platform to automate the FX Management process for UK funds
Senior Business Analyst/Consultant at Aberdeen Standard Investments (2018-04 – 2019-02)
- Analysis of over 600 ASI reports to identify the use of 3rd party data ahead of the sale of SLAL Insurance business to Phoenix
- Produced Target Operating Model and process maps to cover instructions activities being transitioned into the team
- Strategic Assessment of the Trustee Investment Plan including options for future models, Commercial costing and Business Case
Senior Business Analyst at Tesco Bank (2016-11 – 2018-04)
- GDPR regulatory project - Creation of a redundant data catalogue for deletion of data, retention matrix and batch design to delete incomplete application data
- International Financial Reporting Standard (IFRS9) regulatory project - Defined Target Operating Model and Business Process Maps for Finance and Credit Risk areas.
Senior Business Analyst at Standard Life Investments (2016-08 – 2016-11)
- Gathered requirements to support the servicing and management information of client data, supporting the development of a new online platform for Standard Life Wealth
Senior Business Analyst at Lloyds/Scottish Widows (2015-04 – 2016-06)
- Launched a new range of Pension Portfolio funds & glide paths used in the run up to retirement for Individual and Corporate pension customers as part of the Premium Default Fund project
- Identified problem statements and established the scope of the customer research phase to support investment enhancements to the Retirement Account (SIPP) drawdown proposition
- Planned workshops, gathered requirements and supported design and testing phases to ensure a successful launch of the new funds & glide paths
Senior Business Analyst at Standard Life (2014-07 – 2015-04)
Worked on various initiatives to improve adviser online Wrap SIPP platform functionality including:
- Defined requirements and design for the 2014 Budget changes for retirement income rules relating to the Wrap SIPP quote & apply customer journey
- Enhanced the SIPP drawdown information presented on the Wrap platform to ensure systems were updated to cater for the Pensions Freedoms legislation introduced in April 2015
- Facilitated requirements workshops to define the system changes and high level design required as part of the CASS 14/9 rules being introduced by the FCA to cover the review of client asset regimes
Lead Business Analyst at Tesco Bank (2010-11 – 2014-06)
- Payments Lead BA on Personal Current Account project to support all phases of the project from initial scope through to delivery of a new Personal Current Account product for Tesco Bank.
- Led workshops in Edinburgh/Glasgow to define all payments related requirements
- Produced detailed Business System Design documents working with various third party vendors for the production and use of Debit Cards, wire frame prototypes for online servicing of Cards/ PINs, Chargebacks and calculation and application of Clubcard rewards
Senior Change Analyst at Royal Bank of Scotland (2010-05 – 2010-11)
- Engaged with key stakeholders in France, Germany and Poland processing hubs to understand the “As Is” model and to define the “To Be” model for Account Services and Payments processes being outsourced
- Produced various project documentation including: Business Case, Terms Of Reference, Project and Operational Risk Analysis, Post Live Embedding Plan
Platform Consultant/ Business Analyst at Standard Life Savings (2005 – 2010)
- Supported various initiatives inc: requirements gathering for new Barclays pension, tax rate/ product charges, Protected Rights changes for SIPP, automation of Wrap SIPP New Business processing, deposit accounts for Wrap Offshore Bonds, development of Wrap Rebalancing Investment Tool and withdrawals functionality for Wrap / FundZone platforms
- Led Six Sigma SIPP drawdown project to improve operational efficiencies resulting in Six Sigma Green Belt accreditation
- Engaged with business contacts and third party (FNZ) to define requirements for Business Case, User Stories and acceptance test criteria using Agile development approach
Customer Service Rep (Group & Individual Pensions) at Standard Life (2000 – 2005)
- Supported launch of new Retail Self Invested Personal Pension (SIPP) product
- Project led process changes for group pension renewals and claims working with external company, Vanguard, using Lean methodology to review and improve business processes
Customer Service Rep (Group Pensions) at Scottish Life (1989 – 2000)
- CSR dealing with queries and supporting tasks for the new business, servicing, renewals and claims for group occupational pension schemes (Money Purchase/Group Personal Pension)
