Business Transformation Manager
UniCredit Bank AG
Total des années d'expérience :15 years, 2 Mois
A senior project management role reporting to the Global Head of Markets Planning and Controlling. Responsible for the design and delivery of a sales reporting system used to steer the business and deliver Sales relevant data for creation of the tax transfer pricing packages, in order to address a regulatory finding (BaFin F3)
Acted as the primary interface to the Steering Committee, responsible for preparing and presenting materials to update all stakeholders on the status of the project and communicate any risks and issues which required decisions from the Steering Committee
Managing both the business and IT project teams to successfully deliver the system by providing assurance to the business on the cost, timelines and scope of the project and receiving agreement (SLA) from IT on application support after implementation
Managed the project team to ensure project documentation (BRD/ FRD/ Use Cases/ Process diagram (BPM)/ RAID/ Resource Plan/ Testing Plan and Training manuals) was produced conforming to the Bank’s guidelines and templates, communicated to various stakeholders, updated with clear version history and archived to comply with internal and external audit guidelines
Co-ordinated UAT and managed all aspects of project tracking ensuring all issues are logged, communicated, tagged to release cycles for resolution and aligned with both business and IT stakeholders
A project manager role reporting to the Global Head of Markets Planning & Controlling - Responsible for the development and implementation of the Front to Back Office Trade Reconciliation System, which is utilised by Middle Office departments to address discrepancies identified by the application between risk and settlement systems, providing a daily control to comply with (Bank of Italy) Law 262 and SOX requirements
Facilitated workshops with subject matter experts to prepare the Business and Functional Requirements and identified the processes, procedures, system architecture and data flows, exception management, escalation management, roles and responsibilities and sign-offs which were to be implemented into the new application
Managed the relationship between developers and the end users to analyse large sets of trade, instrument and risk data, performing data integrity analysis and data mining using SQL in order to identify data harmonisation and reconciliation rules
Established and maintained project controls and processes to facilitate on-going health and performance monitoring i.e. weekly status updates to the programme PMO
Worked with the IT Test Manager to co-ordinate both IT and end user testing: creating test plans, defining and managing user acceptance testing, managing defect tracking via HP QC and release schedules
Developed and cultivated relationships with senior members of line management responsible for underlying process controls and identified measures which were adopted in the daily tasks, enhancing their risk controls
A consultant role to project manage the rollout of the Cross-Asset Market Risk and Trading platform for the Commodity Index Swaps desk as part of the “Athena” programme, which was developed in-house using Python programming
Partnered with senior stakeholders in Front Office, Middle Office, P&L and Business Control Groups to run requirements workshops defining a framework of clear and concise requirements documentation, which were managed to delivery and tracked from a Project Management perspective to provide transparency and where necessary escalation to senior management via weekly/ monthly Steering Committee meetings
Developed, documented and successfully implemented a new Operating Model covering the complete trade life-cycle from Front to Back Office; supported by a training manual, which improved processes and controls within numerous business lines
A combination of Waterfall and Agile methodologies were employed and standard PMO (QC / Jira) reporting was utilised to monitor and report all issues
A senior product controller responsible for the production and reporting of the daily P&L for the Credit Derivatives desk to the European Head of Trading
The analysis and decomposition of the P&L was provided to prove that the reported P&L is consistent with the captured risk position and liaised with Front Office to resolve any discrepancies
Process re-engineering to enhance and improve process flows and business controls, which significantly reduced SLA breaches
Developed and enhanced reporting procedures for ABS P&L
An offshoring project to deliver a reconciliation tool using VBA/ SQL server, which identified deviations between the reported vs. realised cash accounts. The application was delivered to a reconciliations team in Mumbai, India who reported the deviations to various departments on a daily basis
Leading the newly created reconciliations team within the Finance Transaction Ledger Controls department in its role of providing daily FOBO breaks to various Finance teams
Defining a service level agreement and identifying controls to ensure processes and issues are reported to senior management within a transparent governance structure
ISDA Documentation Analyst involved in the roll out of the Institutional Trade Matching service provided by DTCC to auto match key trade parameters
Capturing and validating all CDS trades within the Bank’s risk management system
- Main subjects: Systems Thinking & Science, Organisation Theory, Marketing, Management and Problem Solving, IT for Business and Corporate Strategy - Elected Course Representative for final year students - Dissertation: The Evolution and Management of the London Stock Exchange