Previous Roles

OvalX


Vision

  • Provide a leveraged trading experience and fractional investments to clients


Team

  • Managed a team of 14 engineers

  • Worked cross function with multiple product and engineering teams


Summary

  • Responsible for the execution and hedging stack for the two platforms

  • Web, Android and Mobile products

  • Multiple initiatives delivered: AutoHedging, Market Data, New execution stack


Goals Achieved

  • Product launch of Instant fractional investments

  • Improved price latency across multiple microservices

  • Improved mobile experience after integrating UXCam

  • Increased spread capture through autohedging projects


Metrics

  • Spread capture

  • AUM

  • Order rejection rates


Cadence

Kanplan


Stack

CSharp, Python, React, HTML5, Kotlin, Swift, Kafka, PostGres + MS SQL, AWS


Loans By Mal


Vision

  • Using Open banking alongside credit risk to ensure loans are affordable


Team

  • Managed relations with multiple 3rd party supplier integration teams

  • Managed and trained in house Loan teams operations staff


Summary

  • Hire #1 after CEO

  • Responsible for development of customer journey

  • Specified requirements, managed testing

  • Configured credit risk and affordability rulesets

  • Responsible for ensuring the team hit daily underwriting targets

  • Development of back office technology migration plan


Goals Achieved

  • Product launch with card payments, direct debit and open banking integrations

  • Development of automated CX with focus on conversion

  • Personally underwrote 100s of loans

  • Scaling volume of loan payouts


Metrics

  • # of loan payouts, sales pipeline conversion

  • ÂŁ cost of loan origination

  • Arrears rates


Cadence

Kanban


Stack

Wordpress, Bootstrap, Aryza Sentinel, SQL, VOIP,


On The Money


Vision

Enable Intermediaries to source and secure better deals, quicker for their clients and cross sell other products


Team

Ran two separate concurrent teams 3-4 FTE per initiative

Some direct line management


Summary

  • Responsible for delivering multiple concurrent initiatives across all client facing B2B and some B2C products for 2 brands

  • Developed and owned customer experience for key financial products (Mortgages, Loans)

  • User journey mapping

  • Regular planning & cross functional backlog refinement sessions

  • Ran daily standups, planning sessions, retrospectives

  • Steered UX and design workshops including UX review on flagship product

  • Built and configured forms with validation, visibility and styling schema to hit multiple APIs


Goals Achieved

  • Launched JSON based Form service

  • Developed departmental backlog management, test development and release processes

  • Produced email campaigns and sales collateral

  • Developed Partner Portal concept ab initio inc data API


Metrics

  • Volume of leads, drop off rates

  • Speed of delivery


Cadence

Kanban


Stack

REACT, Material UI, Firebase, PHP7, Symfony SQL, Wordpress


Capita Life & Pensions


Vision

Support the Pension Administrator by delivering an exceptional operational service to their customers and ensuring regulatory & legislative compliance is achieved through timely change


Team

Flexed according to project demand - up to 8 FTE per project

Responsible for management of 3rd party development team


Summary

  • Produced detailed estimations with supporting work breakdown structures for ÂŁ750k+ of project work won.

  • Provided impact assessments. Defined detailed requirements documents & functional specifications.

  • Improved business processes with target state flows and delivered supporting training.

  • Managed delivery from multiple vendors and presented status reports to the client

  • Ensured requirements traceability through clear acceptance criteria and developed test scripts to provide appropriate coverage. Executed manual test runs.

  • Managed site HP ALM test management instance

  • Departmental Office 365 Trainer

  • Responsible for accurate delivery of multiple client mailings


Goals Achieved

  • Produced estimation mechanism adopted by department to bridge gaps with existing process

  • Rationalised multiple inconsistent tax reports into a single, coherent module

  • Developed multiple SQL extracts to support test execution

  • Led charity event coordination for local food bank


Metrics

  • Project Margin

  • Delivery of agreed project artefacts within specified budgets and timeframes


Cadence

Monthly releases


Stack

Main Product: UNISYS Mainframe, MS SQL Server

Other Products: C#, SAS, COBOL



Tutella


Vision

Help UK language schools win more bookings through a sales and operations platform that provides end-to-end support for fantastic language travel experiences.


Team

Reporting to the Founder / Project Sponsor

1-3 Developers + 1 Design / UX (outsourced)


Summary

  • Spun out of UKHSI - a successful language travel firm

  • Technical: Managed process design, user journey, technical specification, sprint planning using JIRA, testing, deployment of platform and mobile application releases

  • Business: Market analysis, Maintained the roadmap, developed and executed the digital marketing strategy inc. blog and social media, SEO strategy.

  • Features: host family booking, course booking, dashboard, student & teacher mobile apps, social programme

  • Produced budget forecast and business case for government funding application

  • Business Development / Relationship Management with language schools

  • Managed UKHSI workstreams in addition to this role


Goals Achieved

  • Features: Brought online directory, school admin dashboard features to market

  • Brought student and Leader mobile apps to market

  • Successfully onboarded schools to the platform

  • UKHSI:

    • Improved business procedures across Sales, host booking, and pre arrival planning

    • Developed product offering, sales collateral and social media content.

    • Received excellent feedback from groups, enabled UKHSI to have best ever financial results


Metrics

  • # of language schools onboarded

  • Volume of direct enquiries

  • # of bookings supported through the platform


Cadence

  • 3 Weekly sprints + releases


Stack

  • PHP CodeIgniter (Full Stack MVC Architecture), SQL. Bootstrap

  • Invision, Autopilot, Objective-C, Android Native, Cordova, Jenkins, JIRA, Hubspot, SendGrid

Plentific

Vision

Enable homeowners to connect and manage projects with trusted tradesmen & property professionals through an online marketplace


Team

Reporting directly to the founders

6 direct reports (Customer Service)

6 dotted line reports (Pro Onboarding)



Summary

Set up and developed business critical functions for the property services marketplace pre launch and through key growth milestones:

    • Business Development

    • Customer Services

    • Financial Operations

    • Product and Marketing input.

  • Training operations team and setting targets

  • Executed strategy, developed processes, hired staff, engaged partners, keynote speaker at events.

  • Implemented KYC, insurance backed guarantee and payment gateway supporting processes

  • Keynote speaker at Home Improvement events

  • Installed and managed VOIP phone system


Goals Achieved

  • Directly responsible for 100+ B2B sign ups to the platform within first quarter

  • Mapped multiple user journeys

  • Developed Customer Services function from inception, including process design

  • Provided specifications for a Django based Operations & CRM framework and CX & UX Analysis, Personas & Customer journey planning

  • Designed transactional emails library - content and HTML editing


Metrics

  • Volume of professionals onboarded

  • Volume and value of converted leads


LendInvest

Vision

Increase mortgage deal flow by enabling individuals and institutions to invest in a range of high yield loans to professional property investors


Team

Reporting to Founders

Grew from 1 Full Stack Developer and 1 designer (both offshore) to 6 Developers and 1 Designer


Summary

  • Rapid development of peer-to-peer bridging finance investment platform

  • Integrated solution with third party modules and services, enhanced customer service standards in preparation for next round of investment funding

  • Developed a medium term strategy focussing on scalability, security and continuous delivery.

  • Collaboration with marketing & executive team to integrate strategy for borrower and investor base growth into planning & recruitment

  • Prioritised backlog. Handover to new CTO, development of the broker portal concept, broker outreach.


Goals Achieved

  • Delivered the investor online account, automated interest distribution and reinvestment profiling features

  • Established robust development management, test and release standards for Continuous Delivery

  • Integrated Zendesk CX solution


Metrics

  • Volume of investment inflows

  • Number of investors

  • Velocity of loan underwriting


Cadence

3 week sprints, releasing up to twice weekly


Stack

Javascript, CodeIgniter, Bootstrap

PHP CodeIgniter, Symfony, SQL, Mandrill, Sendgrid

Jenkins, AWS, JIRA, CX: Zendesk

Fathom London

Vision

Design innovative & elegant digital interfaces with fantastic usability for Global Markets clients


Team

1-3 UX specialists / Front End Developers


Summary

  • Acted as the business proxy, applying domain knowledge.

  • Analysed and tracked requirements, facilitated client engagement through workshops and managed the delivery of creative artefacts to client software development teams

  • Engagement planning / SoW proposal for flow analytics platform.

  • Ensured UX Artefacts delivered within quality and budget targets



Goals Achieved

  • Co-designed marketwide credit limit checking product blueprint

  • Produced 3 Statements of Work for 3 proposals - all won


Metrics

  • Validation and acceptance of UI deliverables by development teams

  • Delivery within committed fixed cost



HSBC Global Markets

Vision

Cross Asset IT: Provide key asset class agnostic services e.g. pricing

FX Trade Ideas: Facilitate better trading strategies through sharing

Regulatory: Enable the bank to continue trading with US persons


Team

Cross Asset IT: 50+ Developers across multiple timezones

FX Trade Ideas: 5 Developers

Regulatory: 2 Supporting Consultant BAs


Summary

Cross Asset IT:

  • Ran Business Management / PMO function for department:

    • Project Reporting, Budgeting & Forecasting

    • Recruitment Management,

    • Testing Coordination

    • Lead smaller projects (e.g. infrastructure migration)



FX Trade Ideas:

  • Product Owner for twitter style rich data platform

  • Embedded Kanban and requirements management

  • Release and Test management (including execution)

  • Commissioned User Experience review.

  • Managed delivery of Euromoney client vote tracking application and integration with the main platform


Regulatory:

  • Managing Cross Asset compliance with Dodd Frank

  • Scoped workstreams and chaired various working groups with membership from Compliance, Legal, Sales, Trading, Asset Class Business Management, Valuations, Product Control, Relationship Management, KYC / account management, Ops.

  • Facilitated workshops and C-suite executive governance meetings.

  • Planned, authored and delivered training sessions globally for Front Office Sales desks.

  • Produced supporting business process flows and documentation.


Goals Achieved

Cross Asset IT:

  • Implementing group mandated PMO tool adoption

  • Facilitated offshoring programme

  • Onboarded 15+ software developers

  • Managed Departmental Intranet & sharepoint


FX Trade Ideas:

  • Rollout of blackberry client delivery across c30 countries.

  • Secured budget for infrastructure upgrades required due to organic growth in user adoption


Regulatory:

  • Enabled the bank to continue trading with US counterparties

  • Developed regulatory impact analysis process

  • Designed project SharePoint including library of communications with associated metadata and posted regulatory news updates.


Metrics

  • Cross Asset IT: Project status reporting quality

  • FX Trade Ideas: User Adoption

  • Regulatory: % population remediated, departmental compliance


Cadence

Cross Asset IT: Monthly sprints & releases

FX Trade Ideas: Kanban, monthly release


Stack

Cross Asset IT: Java, Swing, Splunk, XML, Oracle Coherence

FX Trade Ideas: Javascript, Flex, Blackberry OS Java, Websphere