Functional Skills

Software Development
Risk Management
Business Analysis
Business Development
Project Management
Agile Software Development
Service Innovation
Customer Experience
Data Management
Leadership Development
Innovation Management
Finance Transformation
Data Transformation
Operations Management
Sales and Operations Planning (S&OP)

Software Skills

Microsoft Excel
SQL
Jira
Microsoft Office
Microsoft Word
Microsoft PowerPoint
Microsoft Visio
Microsoft Project
Salesforce
iOS
VBA

Certifications

SASAFe Agilist

Sector Experience

Business Services
Energy
Financial Services
Technology

Notable Clients

Bruce Power
National Gas
Network Rail
Northern Gas Networks

Experience

EIDO SOLUTIONS Management Consulting
Director
2/2024 - 4/2024
Founded my own consultancy providing strategic development, operations, and analysis services.

Copperleaf Technologies Product Management / Strategy
Global Senior Director of Client Solutions
2/2022 - 9/2023
Reporting to the VP of Product Development, I was the global lead of the Clients Solutions team responsible for software development of extensions and customisations to Copperleaf's core products.
• Developed, advocated, and adapted the overall strategy for the Client Solutions team, presenting to the C-suite.
• Improved gross margin by 10%.
• Led a team of 50 people.

Copperleaf Technologies Operations
Global Director of Customer Experience (Professional Services) Operations
3/2021 - 2/2022
Global lead of the department's operations, reporting to the company President. Responsible for processes and tools related to Customer Experience (software implementation and support), working with adjacent departments such as Finance and Sales.
• Converted Customer Experience realised revenue from ASPE to IFRS in preparation for the IPO of the company.
• Business application owner of Copperleaf's professional services automation platform (Kantata).
• Monitored the progress of all projects for accurate revenue forecasts and recognition, milestone billing and status updates; increased revenue realised by 5%.

Copperleaf Technologies Other
Regional Lead CX (Professional Services)
4/2020 - 3/2021
Team lead for Copperleaf's UK-based software implementation consultants, reporting to the Director of Customer Experience, EMEA. The position included working on projects as a Principal Consultant.
• Led a team of four Consultants. Recruited two Senior Consultants and one Consultant.
• Project Manager, Network Rail Asset Investment Planning Solution, a multi-million-pound software and professional services contract.
• Principal Consultant, NGN Phase 2 of the project implementation of Copperleaf's software.

Copperleaf Technologies Other
Senior Consultant, Customer Experience (Professional Services)
7/2018 - 4/2020
Project Manager and Senior Consultant for UK-based clients of the Copperleaf Suite.
• Project Manager, National Grid Gas Transmission UK (NGGT) Asset Investment Planning Solution, a multi-million-pound software and professional services contract. Managed the implementation of Copperleaf's software using the Scaled Agile Framework (SAFe) – the first agile project implementation of Copperleaf's software.

Babcock International Data Science / Analytics
Principal Consultant, Analytic Solutions
5/2015 - 6/2018
Formerly known as LSC Group, Analytic Solutions is the consultancy business of Babcock. Its focus is delivering solutions through data, analytics, and visualisation.
• Produced successful proposals for over £100k, leading to sales in significant further work such as application development.
• Delivered digital transformation projects as Principal Consultant and Project Manager in industries such as Airports, Nuclear, and Navy.
• Led the conversion of the Data Management Questionnaire (DMQ) into an online diagnostic tool.

Babcock International Engineering
Business Analyst, Network Engineering
1/2014 - 5/2015
Network Engineering is responsible for construction and refurbishment of overhead transmission lines. The role was a fixed-term contract awarded after completing a project for the business during my MBA.
• Led the strategic business development for service innovation in risk management, in line with the new regulatory framework in the Electricity Transmission and Distribution industries (Ofgem's RIIO).

Markit Group Customer Service
Director Portfolio Valuations (Derivatives)
10/2007 - 9/2012
Head of European Operations for Portfolio Valuations (PV), responsible for providing valuations of billions of dollars of derivative trades (assets under management).
• Recruited and led a team of six analysts responsible for providing daily, weekly, and monthly valuations for clients; total value of the contracts with clients of over $20 million.
• Developed and implemented global operational controls to fulfil auditing requirements.
• Identified client requirements for new developments and the enhancement of existing products, driving revenues, and increasing the company's reputation.

Markit Group Customer Service
Vice President Portfolio Valuations
9/2006 - 10/2007
As a founding member of PV in the UK, I was invited to relocate to New York to set up the department for North America.
• Set up the PV department in New York; provided training for the newly hired Director of PV North America in addition to managing the recruitment and onboarding of three analysts.
• Developed a reliable set of tools and procedures through VBA, Excel, and SQL for the efficient use of data from various departments.