Bulge Bracket Investment Banks
Experience
ABCK Consulting Limited
Management Consulting
Independent Consultant
8/2016 - Present
Established independent consulting firm providing Accounting, Project Management, Finance and Banking support
Providing the following to clients:
- Creation of sales pitch and presentation decks
- Construction of Strategy, Financial and Business plans
- Process analysis, mapping and streamlining
- Technical advice on banking issues such as AML and Suitability
- Writing Business Requirements and completion of UAT
Providing the following to clients:
- Creation of sales pitch and presentation decks
- Construction of Strategy, Financial and Business plans
- Process analysis, mapping and streamlining
- Technical advice on banking issues such as AML and Suitability
- Writing Business Requirements and completion of UAT
Credit Suisse
Corporate Strategy & Development
Head of Project Management
10/2010 - 8/2016
Full responsibility for project delivery across all disciplines (Regulatory, Strategy, IT, New Business, Process and Control) for Private Banking in the UK, Channel Islands and Gibraltar. Managed an annual investment budget of USD 16m.
Development of Strategy, internal pitch decks and business cases to support investment decisions.
Reporting to the COO and accountable to the CEO, Board of Directors and Head Office.
Development of Strategy, internal pitch decks and business cases to support investment decisions.
Reporting to the COO and accountable to the CEO, Board of Directors and Head Office.
Credit Suisse
Accounting
Deputy CFO
11/2005 - 10/2010
Governance and oversight of the CFO function for all locations in EMEA outside of the UK (15 locations, 100 staff). Reporting directly to the CFO for EMEA
Credit Suisse
Accounting
Financial Controller
9/2001 - 11/2005
Financial Reporting and project management for UK Investment Banking Legal Entity
PKF
Accounting
Audit Senior
11/2000 - 9/2001
Audit Senior within the technology sector for new start ups
Butt Cozens
Accounting
Trainee Chartered Accountant
6/1997 - 11/2000
Bookkeeping, Accounting and auditing for small and medium sized enterprises