1. Jack Bond
Mobile: 07977 03 88 97 email: jackbond1@hotmail.com
Executive Summary:
Lead Business Analyst and Project Management gained from 18 years Investment Banking and
Financial Services large data technology change programs. I have delivered on time and on
budget throughout the full project lifecycle of financial systems covering Regulatory Reporting
including Basel ii Liquidity Reporting; ALMM; Basel iii LCR & NSFR, IRRBB, Balance Sheet
Management and Risk Calculations; P&L, for FCA, PRA, EBA & FSB; Financial Accounting &
Reporting; MIS, within the IT, Finance, Change and Treasury functions that have enabled clients
to be compliant. I have reviewed purchasing systems and processes and advised on upgrades
that have reduced costs by 25%. Reviewed MIS processes and implemented changes that
reduced production lead times by 10 business days that gave senior management significant
increases in the decision making process.
Key Skills & Knowledge:
I have gained skills in; business requirements gathering, functional design, functional
specification, documentation, current versus future process flow analysis, data analysis, proving
out data quality of feeds, performing data reconciliations, golden source rec’s to prove out data
completeness, ETL, staging areas and tables, data mapping, enrichment processes, data
transformations, production of the business logic and their rules and test scripts for them,
including data aggregation and concentrations, performing ad hoc root cause analysis to support
exceptions, functional testing, systems integration testing, user acceptance testing.
Systems skills include SQL Server 2008, Business Objects, Hyperion Essbase, Quality Centre,
JIRA, Confluence, Axiom, Oracle, SAP, Bloomberg and Reuters and Risk Systems including Data
Aggregation Methodologies.
Product knowledge covers bonds, equities, FX, Repos & Reverse Repos, CDS, Interest Rate
Swaps, Loans & Deposits and the front to back processing of them.
Current Role:
1997 to Present: Lead Business Analyst, Welbeck Ltd
Since 1997 have operated as an independent contract Lead Business Analyst completing
assignments for clients such as Citi Group, Credit Suisse, Deutsche AM, HSBC, Lloyds, RBC and
UBS. Below is a list of example assignments completed over this period in no particular order,
and not all are listed.
Selected Contract Assignments:
HSBC: combined Basel ii & iii, IRRBB: Lead BA MENA Region (9 months)
 Responsible for all data sourcing and gap analysis for the region; reviewed and updated the
business requirements for bonds and repo’s and, produced the data acquisition requirements,
the technical design documentation; functional specifications; produced the data migration
gap analysis by source system, staging tables by asset class; wrote the test scripts per
product for SIT & UAT testing; presented updates and findings to stakeholders and obtained
sign off of processes and data acquired. This resulted in this project being delivered on time
and on budget.
Lloyds: Basel ii liquidity & S166 Audit: Lead Business Analyst (6 months)
 Prepared for a S166 audit; producing user documentation, gathered business requirements
and designed process controls over the manual adjustment process, and designed and built
an automated DB system, UAT and sign off, parallel running and implementation of the DB.

2. Designed and built an automated GL to FSA48 reconciliation DB. These system
improvements were delivered on time and on budget and significantly proved regulatory
compliance.
UBS: Capital Adequacy: Lead Business Analyst (28 months)
 Lead on Capital Adequacy including RWA, elicited the business requirements, identified data
requirements and the functional specification, designed a functioning model in SQL for
migration into Axiom, gained acceptance of spec and sign off, produced the working model,
designed UAT and sign off, produced detailed documentation and supervised migration and
release into Axiom. Also worked with the BoE Reporting Team gathering business
requirements and designing Axiom workflows through UAT and release. Customised module
released on time and in budget.
Citigroup: European financial centre, Oracle Implementation: Business Analyst (6 months)
 Implemented Oracle fixed assets module. Requirements analysis, testing, post-
implementation support and roll-out to regions. Module implemented in line with the project
plan and on budget. Liaised between operational and reporting teams to ensure prerequisites
were met. Outlined and tested customisations with users and programmers. User Acceptance
Testing. Reconciled balances back to original system. Module implemented in line with the
project plan and on budget.
NCR: Finance Change, Change Analyst (15 months)
 Performed internal audits & risk assessments on systems, processes and practices.
Reviewed financial processes and operations and produced a business case and project plan
to implement Oracle Purchasing with an Intranet front-end on the existing infrastructure.
Implemented a 25% cost reduction programme on temporary resources via a master
agreement. Recruited, trained and motivated the project team to generate significant savings.
Trained managers on the expense base and assisted their understanding. This allowed the
MD aided by the FD to achieve a 28% growth in profits.
Curzon Global Partners: Finance Change, Financial Analyst (32 months)
 I reviewed the current MIS systems and processes and the future state to ensure that
management reports were accurate and timely as the current processes produced vastly
inaccurate and out of date information. I enforced strict internal controls and an ethos of
accountability with the buy-in and backing of senior management. The implemented systems
and processes reduced monthly reporting by 10 working days and, aided the reduction of
outstanding debtors by 20 days and £ 4m through greater control via better decision making
based on the new information.
Career Chronology:
 08-2014 to 02-2015 Sabbatical pursuing personal interests and hobbies.
 07-2013 to 07-2014 Credit Suisse, Canary Wharf, Treasury IT BA
 12-2012 to 06-2013 Sabbatical - Travelling
 08-2012 to 11-2012 RBC, Swan Lane, London, Liquidity Business Analyst
 07-2012 to 07-2012 Seeking a new contract
 09-2011 to 06-2012 HSBC, Canary Wharf, MENA Lead Business Analyst
 03-2011 to 09-2011 Lloyds Banking Group, London, Lead BA
 12-2009 to 03-2011 Credit Suisse, Canary Wharf, Regulatory Analyst
 10-2007 to 12-2009 UBS, London, Lead Business Analyst
 10-2006 to 08-2007 Deutsche A.M., London, Change Analyst
 07-2006 to 09-2006 BGC Partners, Canary Wharf, Reporting Analyst
 02-2005 to 06-2006 ODL Securities Ltd. London, Financial Analyst
 08-2004 to 01-2005 Citigroup, Canary Wharf, Business Analyst
 04-2004 to 07-2004 Seeking a new contract
 04-2003 to 03-2004 Sector Treasury Services, London, Financial Analyst
 07-2002 to 03-2003 Sabbatical to care for a terminal relative
 10-1999 to 06-2002 Curzon Global Partners, London, Financial Analyst
 06-1998 to 09-1999 NCR, London, Change Analyst
 10-1997 to 06-1998 Saga Petroleum, London, Financial Analyst
 06-1997 to 09-1997 Asprey Plc, London, Accountant

3.  07-1997 to 06-1997 Integral, Newcastle, Accounts Assistant.
Education:
 BA (Hons) Economics (Financial) 2.2, Northumbria University, 1993 to 1996
Training / Qualifications / Certifications:
 A full member of the ACCA (Feb 2005)
Personal Details:
 Name: John Colin Bond known as Jack Bond
 Address: Rayleigh, Essex.
 Email: jackbond1@hotmail.com
 Driving Licence: Full EU driving licence
Recommendations:
“I have no hesitation in recommending Jack as an invaluable team member of any financial
organisation after working with him as, he possesses that rare ability to draw on his professional
accountancy & finance career, his formal Econometrics education and NLP training and, his IT
change career and product knowledge to fluently elicit and convey complex issues to all the
teams and members involved in such a way that they understand.” Edgar Ferreira, Consultant IT
Infrastructure Architect
“I have worked with Jack on two occasions in different organisations and would recommend him
as an asset to any change project. He has a vast array of knowledge, skills and experiences over
systems, processes, products and regulation but not only that he can actually explain them to
anybody, I thought that was what a BA was meant to do but not all can.” Mark Hammett, Axiom
Developer