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Project Manager - Banking & Finance

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Project Manager - Banking & Finance Powered By Docstoc
					                                   SIMON BURRELL
                          Tel: 020 8332 6474 Mobile: 07753 834231
                      Address: 19 Tower Rise, Richmond, Surrey TW9 2TS
                         e-mail: simon@simonburrellconsulting.co.uk
                           web: www.simonburrellconsulting.co.uk

   Simon has a wealth of business change experience gained in blue chip
   companies across the mortgage lending and retail banking sectors. He turns
   business problems into fully deliverable operational and technical solutions.

   PROFILE
    Comprehensive business analysis skills (requirements, workshops, design etc)
    Domain expertise in retail financial services (mortgage lending & retail banking)
    Strong verbal, written and presentational communication skills at all levels
    Significant team leadership and stakeholder management experience
    Clear commercial awareness combined with strong technical aptitude
    Multiple Waterfall and Iterative methods: SDLC, SSADM, UML, RUP, Agile

   SKILLS SUMMARY
                           CBA, ToR, scoping, requirements gathering, “As Is” & “To Be” process mapping,
   Business Analysis
                           functional design, TOM, workshop facilitation, presentations & proposals, UAT
   Systems Analysis        Functional design, data modelling, data migration, logical/physical design, MI
   Leadership              Line & team management, stakeholder management, reporting, communication
   Methods                 Full SDLC, waterfall, iterative, SSADM, BPMN, UML, Agile, RUP, OOD, Six Sigma
   Products                Mortgage, secured loan, unsecured loan, current account, credit card, insurance
                           FSA (MCOB, BSOCS, DISP, SYSC, BIPRU, GENPRU), KFI, TCF, CCA,
   Regulation              AML/KYC, SoX, Basel 2, Liquidity 2, sanctions, PEPs, country prohibitions
   Banking Risk            Credit scoring, lending policy, IRR, Net Interest Income modelling


   CONTRACT & EMPLOYMENT SUMMARY
   Company                                 Brands                         Parent                Period      Until
   Barclays Bank                           Various                        Barclays Group        10 m        2010
   Nationwide Building Society             Nationwide, TMW, UCB           Nationwide Group      18 m        2010
   Royal Bank of Scotland                  Various                        RBS Group              4m         2008
   Advantage Home Loans                    Advantage                      Morgan Stanley         3m         2007
   Capstone Mortgage Services              SPML, Preferred, LMC           Lehman Brothers        3y         2007
   GE Consumer Finance                     Igroup, First National         General Electric       1y         2004
   Britannic Money                         Mortgage Trust, First Active   Britannic Group        6y         2003
   Chubb Insurance Co. Europe              Chubb Insurance                Chubb & Sons Inc       1y         1997
   Frizzell Bank Limited                   Frizzell, Liverpool Victoria   Liverpool Victoria    10 y        1996
   Midland Bank / Bass / BUPA                                                                    3y         1987



CV - Simon Burrell                                                                                     Page: 1 of 6
   CONTRACT HISTORY
   Barclays Bank                                                   Mar 2010 to Dec 2010 (10 month contract)
   Global retail and wholesale banking group.

   Workstream Lead supporting Barclays Wealth team to implement market leading Group sanctions,
   PEPs and country prohibitions screening solution:
       Acting as single point of contact between senior Wealth, Group and vendor stakeholders
       Maintaining high level project plan for global screening solution roll-out
       Assisting in design and delivery of customer/list preparation, screening and alert workflow solutions
       Sharing lessons learnt from Group business unit releases to optimise solution for Wealth business

   Also, providing solution design and delivery support for Group AML Compliance project to utilise the
   sanctions screening solution to automate screening against the Barclays Group AML Watchlist.


   Nationwide Building Society                                     Aug 2008 to Mar 2008 (18 month contract)
   UK’s largest building society, offering current accounts, savings, mortgages, loans and credit cards.

   Senior Business Analyst and Workstream Lead helping to deliver three regulatory projects:
       Tactical Complaints Management (DISP):
        - Managing testing & deployment of tactical solution to fixed deadline with zero post-launch defects
       Strategic Complaints Management (DISP):
        - Defining deployment strategy (pilot and big-bang) for roll out of solution to 15,000+ users
        - Designing and developing automated training simulator tool to support large-scale roll-out
        - Managing high quality training delivery (10,000+ training days) to UK-wide branch & admin teams
        - Analysing and prioritising identified defects, categorising fixes for day 1 and post-live releases
       Net Interest Income Modelling (SYSC, GENPRU, BIPRU, BSOCS):
        - Reviewing potential regulatory material (PS09/16, 09/20, CP09/17 – liquidity, stress testing, risk)
        - Defining scope and documenting “As Is” Net Interest Income / Interest Rate Risk solution
        - Identifying and documenting requirements for enhancements to meet business/regulatory needs


   Royal Bank of Scotland                                            Apr 2008 to Aug 2008 (4 month contract)
   Global retail and wholesale banking group.

   Business/Systems Analyst assisting in the integration of ABN Amro Bank into the RBS Basel 2 capital
   adequacy reporting regime, including:
       Working with Group Credit Risk teams to confirm requirements and define functional solutions
       Working with Group Technology teams to design tactical and strategic data feed solutions
       Maintaining data feed specifications for product system interfaces to Group Risk Data Warehouse


   Advantage Home Loans (Morgan Stanley) Oct 2007 to Dec 2007 (3 month contract)
   Specialist mortgage lender, offering prime, sub-prime, buy to let and shared ownership products.

   Consultant advising on decision automation to deliver on-line POS instant offer solution, including:
       Helping client to quickly identify and address key problem and decision areas
       Liaising with Credit/Project teams to redefine lending policy and identify business and system change
       Transitioning knowledge to client teams, to progress project toward build and test phase




CV - Simon Burrell                                                                                        Page: 2 of 6
   EMPLOYMENT HISTORY
   SPML, Preferred, LMC (Lehman Brothers)                                     Oct 2004 to Aug 2007 (3 years)
   Specialist mortgage and second charge lender operating through SPML, Preferred and LMC brands.

   Senior Business Analyst and Workstream Lead delivering projects to:
    Manage testing and deployment of online Key Facts Illustration (KFI) for FSA MCOB regulation
    Oversee design and delivery of online mortgage Decision in Principle (DIP) solution
    Support introduction of RUP and UML into change management teams (via external consultants)
    Manage vendor selection of POS/originations platform (directing Business, IT and Procurement)
    Design industry leading mortgage online instant offer solution (managing team of 2)

   Igroup, First National (GE Consumer Finance)                                  Jul 2003 to Oct 2004 (1 year)
   Specialist mortgage and second charge lender operating through igroup and First National brands.

   Project Lead and Senior Analyst, liaising with IT and business teams, delivering projects to:
    Launch Northern Irish mortgage products (origination / servicing – system & process changes)
    Refresh core igroup mortgage products (working with senior team and Product Development)
    Migrate First National brand new business processing onto igroup POS and origination systems

   Mortgage Trust, First Active (Britannic Money)                              Jul 1997 to May 2003 (6 years)
   Mortgage lender, offering flexible, self-cert and BTL products via Mortgage Trust and First Active brands.

   Senior Business Analyst and Project Leader, managing teams delivering projects to:
    Implement ADDACS/AUDDIS direct debit interfaces
    Drive through combined technical and business initiatives to enable record lending targets (£1bn)
    Introduce credit scoring to automate mortgage lending decisions (online and back-office)
    Integrate products and accounts for two lenders to single servicing system (2000 man-days)
    Design sections of Britannic Money Internet CRM site (membership and interfaces to core systems)

   Project Delivery Manager, supervising team of 4, delivering 20 business initiatives (20-300 man-days):
    Achieve FSA compliance for complaints, approved persons and AML (DISP, APER, SYSC)
    Resolve third party system reconciliation issues (retrieving £200k of erroneous transactions)
    Automate decision making and application processing for further advance lending
    Implement a CRM based system access facility (linking AS/400, GUI, browser and MS Office)
    Deliver multiple other business change and technology initiatives

   Chubb Insurance Co. of Europe                                                Sep 1996 to Jul 1997 (1 year)
   Pan-European insurance underwriter.

   Business Analyst, analysing requirements and designing insurance solutions for pan-European rollout.

   Frizzell Bank (Liverpool Victoria)                                        Jan 1987 to Sep 1996 (10 years)
   Centralised retail bank, specialising in lending and banking for affinity group retail customers.

   Systems Administrator and Business Analyst, maintaining systems and delivering projects to:
    Deploy a series of functional enhancements to core lending and banking systems
    Introduce credit scoring and develop PC based credit scoring and referral system (dBase/SQL)
    Migrate loan books onto new systems by designing and implementing data conversions
    Develop and maintain central MIS reporting suite using IBM Query/CL (managing team of 2)
    Extract marketing data and generate pre-agreed new business mailings to existing customers
    Provide third party administration service for Kleinwort Benson Private Bank high net worth clients


CV - Simon Burrell                                                                                       Page: 3 of 6
   PROFESSIONAL QUALIFICATIONS, DEVELOPMENT & EDUCATION

   Professional & Business Qualifications

   GE approved training plan          Six Sigma Green Belt certification                           2003

   Office of Government Commerce      PRINCE2 practitioner accreditation                           2003

   Investment Admin. Qualification    IMRO Regulatory Environment                                  2001

                                      Introduction to Securities & Investment                      2000

   NEBSM                              NEBSM Supervisory Management Certificate                     1994



   Training & Development

   Lehman approved training plan      Project Management (Kepner Tregoe)                           2006

   FCSL in-project training and       RUP & UML adoption – Object orientation; Software            2005
   mentoring                          development best practices; Unified Process lifecycle;        &
                                      UML & visual modelling; Business modelling; Use case         2006
                                      modelling & realisation ; Requirements management

   Rational professional training     Introduction to Rational RequisitePro                        2005

   GE internal training               Change Acceleration – Facilitating Change                    2004

   IBM professional training          Introductory workshop in IBM Project                         2000

   IBM professional training          SYNON Database Design & Design to Construction               1998



   Education

   9 „O‟ levels & 3 „A‟ levels        Maths (A), Further Maths (B), Physics (D)                    1982




   SOFTWARE SKILLS

   Microsoft                          Project / Office / Visio                                 proficient

   Micrografx                         FlowCharter                                              proficient




   INTERESTS
   Simon is Honorary Secretary of Ranelagh Harriers; one of the oldest running clubs in the country
   (established 1881). He competes in 10k to marathon distance races and is a keen cyclist and traveller.




CV - Simon Burrell                                                                                  Page: 4 of 6
   OPEN REFERENCES

     Simon has been fortunate enough to work with some key people in the residential mortgage and retail
     banking industries. Here is what some of them have been kind enough to say about that experience:


                                         Janis Morgan – Verisim
        Janis was Client Services Director at Verisim (a leading training simulation supplier) when Simon
         engaged Verisim to develop a high impact, high volume system training simulation solution for
                                                    Nationwide

       “Verisim often find themselves engaged by clients as the vehicle for providing a solution when the
      original plan is failing to deliver. This invariably means that timescales are severely constrained and
     stress levels are high. Simon was the perfect person to work with Verisim under just such conditions.
    His organisational abilities, coupled with his conscientious approach to his work, never left us in the dark
         about where the issues on the client side were. Simon’s wide business understanding and his
     knowledge of the priorities being juggled allowed him to work with Verisim to deliver the best solution
      possible. His pragmatic approach to resolving issues as they materialised was very refreshing, and
   indeed, both parties benefited greatly from this. I would go as far as saying that it was a pleasure to work
     with Simon on this project and hope that we will have the opportunity to work with him again one day!”



                              Chris Heather – Advantage Home Loans
    Chris was Director of Projects at Advantage Home Loans (a wholly owned subsidiary of Morgan Stanley
     Bank Int Ltd) when Simon joined in a consultancy role, working with the Credit and Projects teams to
                                        construct an instant offer solution

        "Simon greatly assisted Advantage with the development of its Instant Offer solution, and quickly
         demonstrated not just a strong understanding of the technical and project requirements, but as
    importantly an appreciation of the personalities involved across the wider business team. This enabled
    him to bring people at all levels on board with some highly complex concepts, whilst challenging existing
     thinking in a manner that also helped to develop the team. I have been delighted with the support that
    Simon has shown to me and the business, and would not hesitate to re-engage him or recommend him
                                         should a future opportunity arise."



                             Richard Wilson – Advantage Home Loans
      Richard was Credit & Risk Director at Advantage Home Loans (a wholly owned subsidiary of Morgan
      Stanley Bank Int Ltd) when Simon joined in a consultancy role, working with the Credit and Projects
                                  teams to construct an instant offer solution

       "From Simon's first meeting through to the last he added considerable value to the project. Simon
    challenged thinking and greatly assisted the team in moving from ideas to solutions quickly, based on his
      wider knowledge of software applications. Simon demonstrated a detailed understanding of the key
     elements of the lending solution being evaluated and ensured the team's theories on application were
        robustly scrutinised. Simon proved a real asset to the project team and key to the success of the
      deliverable. His interpersonal skills were excellent and he quickly established relationships with key
                                         members of the Credit function."




CV - Simon Burrell                                                                                        Page: 5 of 6
                            Nigel Ingram – Capstone Mortgage Services
      Nigel was Director of Business Transformation at Capstone Mortgage Services (Lehman Mortgage
    Capital Division) when Simon managed the selection of a new origination system supplier and launched
                 the programme to roll out the solution whilst combining three specialist lenders

    "I was pleased to welcome Simon into my team while he was managing a thorough and well thought out
      supplier selection initiative. He showed significant initiative and commitment in a critical and complex
         programme of activity and I certainly appreciated his commitment to the cause Simon is clearly
    knowledgeable about the mortgage industry and can adapt into a series of roles to support the prevailing
           business need. This was demonstrated most recently in his management of a complex and
        comprehensive automated underwriting solution for first charge sub-prime lending. I am happy to
                  recommend Simon to anyone looking for a top class secured lending expert."



                                   Frank Eve – Frank Eve Consulting
    Frank was asked by Lehman Brothers UK to provide an intermediary perspective in support of a solution
         shaping initiative, aimed at providing an industry leading origination solution for the company

      "Simon managed a series of workshops with suppliers, project personnel and business experts with a
        view to arriving at a complete originations solution design. I found Simon to be a capable and well
      informed professional who could manage at a high level and contribute at a detailed level. I would be
                                        pleased to recommend his services."



                          Bill Cherry – Southern Pacific Mortgage Limited
    Bill was Managing Director of SPML when Simon joined the team to roll out the broker-facing Electronic
                                        Trading Platform web-site

      "Simon came in to project manage delivery of key aspects of our broker-facing web tools. From KFI
    through DIP to mortgage application submission, Simon proved that he could manage delivery of quality
    solutions to fixed deadlines, whilst at the same time helping SPML to take significant steps forward in the
                            proposition we could provide the intermediary community."



                                   Ken McGeachy – Britannic Money
       Ken was Head of Application Development for Mortgage Trust when Simon implemented a series of
                     business critical projects across origination and servicing platforms

       "During the six years Simon worked for me he proved himself to be an extremely capable individual
    operating as both a Senior Project Manager and Senior Business Analyst. During this time he played a
     leading role in the merging of two mortgage lenders onto a single servicing platform and subsequently
     being responsible for the introduction of credit scoring and automated underwriting for both residential
      and commercial mortgages. The latter project resulted in significant business benefits including 80%
   increase in new business volumes being processed by a team that was reduced in size by 12% Simon is
    an extremely dedicated and resourceful individual who can apply himself to complex business problems
    and produce high quality solutions that incorporate both business and technology change. I would have
                        no hesitation in recommending Simon or using his services again."




CV - Simon Burrell                                                                                       Page: 6 of 6

				
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