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