Financial Services - Strategy Consultant
• Delivered in a £10 million tier 1 global bank engagement end-to-end corporate lending strategy programme by leading workshops with senior stakeholder and analysing large financial data sets. Resulting in the build out of a client maturity assessment alongside wider strategy deliverables (Risk Framework design, lean management)
o Led client commissioned thought piece on how lenders can respond to the high-inflationary economic climate and rising interest rates. Resulted in a short form report the client could circulate to Directors/VPs for mortgage related initiatives
o Developed risk framework for corporate lending by evaluating data and communicating solutions and opportunities
• Advanced the finance proposition within Financial Services as a financial modeler and upskilling colleagues across the regulatory landscape, for example, FRTB - Basel, MiFID II, Consumer Duty, ISO 20022, PSD2/3 and NPA
Risk, Regulatory & Compliance Proposition Development:
• Led the build out of the Capital Markets capability – specifically post-trade and tokenization/CBDC initiatives
• Led in a successful Capital Markets ESG client proposal for a global tier 1 bank, leading benchmarking and impact reporting
• Accelerated pKYC and S.166 thought leadership. He has developed expert knowledge in the Fin Crime space
Compliance and Modeling SME
• Led in a high-profile project as a Modeling SME – Risk project focusing on efficient public service resource management
• Led a team by being an efficient project manager and regularly collating team and client feedback for incorporation in modeling and compliance implementation, key outputs include a 15% decrease in churn and 34,000 client working hours saved
• Managed relationships with client and 3rd party agencies exceptionally to ensure impactful collaboration and delivery