Functional Skills
Business Analysis
Business Operations
Business Development
Change Management / Org Design
Digital Transformation
Financial Management
Financial Modeling
Program Management
Project Management
Strategy Development
Benefits Management
Business Unit Strategy
Operating Model Design
Investment Banking
Cost Reduction
Software Skills
Miro
Artificial Intelligence
Asana
Outlook
Microsoft Word
Microsoft Visio
Microsoft PowerPoint
Microsoft Project
Microsoft Excel
Microsoft Excel Macros
Google Sheets
Google Surveys
Google Docs
GitHub
Bloomberg
Sector Experience
Business Services
Financial Services
Social & Public Sector
Technology
Languages
English
Countries Worked In
CH GBCase Study
Case Studies
Target Operating Model & Transformation Office for UK Pensions Group - Operating Model Lead / PM
Financial Services
Post-Merger Integration
Digital Transformation
Organizational Design
Notable Clients
Barclays Capital
Deutsche Bank
JPMorgan Chase & Co
Phoenix Group Holdings
Santander
Experience
CM Consulting
Corporate Strategy & Development
STRATEGIC BUSINESS ADVISOR
2/2023 - Present
ROLE: STRATEGIC ADVISOR
• Analyse startups to develop and implement strategic business initiatives, enhancing market penetration and supporting financial preparation ahead of funding bid requests
• Utilised expertise in market trend analysis and competitor strategies to advise on innovative business solutions, leading to measurable improvements in brand visibility and customer engagement
• Analyse startups to develop and implement strategic business initiatives, enhancing market penetration and supporting financial preparation ahead of funding bid requests
• Utilised expertise in market trend analysis and competitor strategies to advise on innovative business solutions, leading to measurable improvements in brand visibility and customer engagement
Capco
Management Consulting
Managing Principal Consultant
9/2013 - 12/2023
SELECTED STRATEGY WINS
€20m net-new revenue from story-led RFP wins
Created Innovation Framework adopted by 15 FS clients; cut idea-to-pilot time by 30%
Pensions TOM & Transformation Office: 20% cost take-out; £1m extension
Digital Change Strategy: ideated and delivered 30 projects; €5m pa benefit; 40% manual effort removed
Global Ops Strategy (EU bank): unified 9 MD "kingdoms", £250m road-map signed by CEO/COO
Projects Included:
1) Transformation Strategy – Saudi Bank (2 months)
Role: Client Advisor/Programme Manager brought in to define Ops Transformation Strategy.
Framed pivot to digital tooling; produced 20 new initiatives (e.g., capacity modelling, citizen devs, IPA).
Secured buy‑in presenting strategy to Head of Ops & Head of Transformation.
Strategy adopted; Capco’s first Saudi engagement successfully delivered.
2) TOM & Transformation Office – UK Pensions/Retail Conglomerate (18 months)
Role: Programme Manager/Strategy Lead to redesign TOM for ~250 FTE targeting 20% cost-out & growth.
Built the first Transformation Office and lean governance; restructured Exec for faster decisions.
Expanded account: team grew 5→15; won £175k Marketing TOM + £120k Org Design + ~£1m extension.
Outcome: Credible long-term partner; TOM changes implemented and benefits trackable.
€20m net-new revenue from story-led RFP wins
Created Innovation Framework adopted by 15 FS clients; cut idea-to-pilot time by 30%
Pensions TOM & Transformation Office: 20% cost take-out; £1m extension
Digital Change Strategy: ideated and delivered 30 projects; €5m pa benefit; 40% manual effort removed
Global Ops Strategy (EU bank): unified 9 MD "kingdoms", £250m road-map signed by CEO/COO
Projects Included:
1) Transformation Strategy – Saudi Bank (2 months)
Role: Client Advisor/Programme Manager brought in to define Ops Transformation Strategy.
Framed pivot to digital tooling; produced 20 new initiatives (e.g., capacity modelling, citizen devs, IPA).
Secured buy‑in presenting strategy to Head of Ops & Head of Transformation.
Strategy adopted; Capco’s first Saudi engagement successfully delivered.
2) TOM & Transformation Office – UK Pensions/Retail Conglomerate (18 months)
Role: Programme Manager/Strategy Lead to redesign TOM for ~250 FTE targeting 20% cost-out & growth.
Built the first Transformation Office and lean governance; restructured Exec for faster decisions.
Expanded account: team grew 5→15; won £175k Marketing TOM + £120k Org Design + ~£1m extension.
Outcome: Credible long-term partner; TOM changes implemented and benefits trackable.
Capco
Corporate Strategy & Development
Lead / Bid Proposal Manager
12/2013 - 6/2020
• Driven ~€20m in sales with ~20 clients across Capital Markets, Retail Banking, Insurance and WAM in 2 years
• Lead large scale Bid Proposals to client Request for Proposals (RFP) leveraging excellent narrative crafting skills
• Lead global campaign targeted at driving transformation from strategy definition though to implementation
• Manage global team of ~20 and work with Marketing to develop sales propositions and marketing strategy
• Created Capco's proprietary "Innovation Framework" accelerating digital transformation leveraging Design Thinking and Rapid Prototyping to deliver dynamic change
• Lead large scale Bid Proposals to client Request for Proposals (RFP) leveraging excellent narrative crafting skills
• Lead global campaign targeted at driving transformation from strategy definition though to implementation
• Manage global team of ~20 and work with Marketing to develop sales propositions and marketing strategy
• Created Capco's proprietary "Innovation Framework" accelerating digital transformation leveraging Design Thinking and Rapid Prototyping to deliver dynamic change
Bloomberg
Finance
Senior Fixed Income Evaluator
7/2010 - 9/2013
Project Management
Managed cross-departmental, cross-regional projects ranging from product expansions to quality enhancements liaising with internal and external stakeholders
Designed from conception, a report tool that vastly improved efficiency of all team members
Spearheaded numerous value-adding projects notably one that led to product expansion into previously untapped developing markets
Managed all major projects involving client system migration and implementation
Client Focus
Presented Fixed Income Valuation product to strategic clients including Deutsche Bank, Lehman Brothers and Threadneedle
Provided clients with in depth technical knowledge to win sales contracts
Managed macro and micro training sessions for clients as well as other departments in Bloomberg on a regular basis
Routinely turned discontented client queries into strong sales leads
Technical
Developed and enhanced valuation models for a myriad of Fixed Income asset classes – Investment grade and High Yield Debt, Syndicated Loans, Convertible bonds
Analysed bond market conditions to provide high quality recommendations on model adjustments
Involved in the investigation and reporting of erroneous valuation movements
Instrumental in code testing for Quant and RND teams prior to new product releases
Managed cross-departmental, cross-regional projects ranging from product expansions to quality enhancements liaising with internal and external stakeholders
Designed from conception, a report tool that vastly improved efficiency of all team members
Spearheaded numerous value-adding projects notably one that led to product expansion into previously untapped developing markets
Managed all major projects involving client system migration and implementation
Client Focus
Presented Fixed Income Valuation product to strategic clients including Deutsche Bank, Lehman Brothers and Threadneedle
Provided clients with in depth technical knowledge to win sales contracts
Managed macro and micro training sessions for clients as well as other departments in Bloomberg on a regular basis
Routinely turned discontented client queries into strong sales leads
Technical
Developed and enhanced valuation models for a myriad of Fixed Income asset classes – Investment grade and High Yield Debt, Syndicated Loans, Convertible bonds
Analysed bond market conditions to provide high quality recommendations on model adjustments
Involved in the investigation and reporting of erroneous valuation movements
Instrumental in code testing for Quant and RND teams prior to new product releases
Royal Bank of Scotland
Finance
Senior Syndicated Loans Associate
11/2007 - 7/2010
Team Management
Deputy Team Leader of Paris Agency Team in charge of over 120 deals
Managed all aspects of teams daily work ensuring weekly targets were achieved and all procedures were fully compliant
Trained new analysts on all systems including Microsoft Excel and LoanIQ
Technical
Maintained an extended set of syndicated portfolios including Term Loans, Rolling Credit Facilities and Mezzanine Facilities
Charged with managing a myriad of processes including rollovers, drawdowns and ancillaries
Part of the Migration team charged with migrating systems onto Loan IQ and was exposed to a range of different Loan Documents
Deputy Team Leader of Paris Agency Team in charge of over 120 deals
Managed all aspects of teams daily work ensuring weekly targets were achieved and all procedures were fully compliant
Trained new analysts on all systems including Microsoft Excel and LoanIQ
Technical
Maintained an extended set of syndicated portfolios including Term Loans, Rolling Credit Facilities and Mezzanine Facilities
Charged with managing a myriad of processes including rollovers, drawdowns and ancillaries
Part of the Migration team charged with migrating systems onto Loan IQ and was exposed to a range of different Loan Documents