1. I have many years experience as a Accountant where I have worked in a broad
range of fields. Working in both the financial services sector and industry has
allowed me to gain real exposure to the strategic direction, financial
management, operations and commercial aspects of a business. I am currently at
Lloyds Banking Group (LBG) with 11 years UK financial service sector experience.
Within my various roles during my time at LBG I have been inspired by working in
only those environments that provide challenges and responsibilities and allow
me to make a real contribution through my added value approach� �
Experience
Lloyds BankSenior Accountant
Lloyds Bank
Lloyds BankSenior Finance Strategic Business Partnqer
Lloyds Bank
April 2011 Present (2 years 9 months)�
Supporting the Group wide and Wealth, Asset Finance and International Division
strategic initiatives for Lloyds Banking Group.
Lloyds BankFinance Business Partner
Lloyds Bank
March 2007 April 2011 (4 years 2 months)�
Finance Business partnering to the Wealth and International overseas businesses.
Lloyds BankExecutive Assistant to MD Financial Institutions
Lloyds Bank
February 2003 March 2007 (4 years 2 months)�
Finance business support to the MD of Financial Institutions within Corporate
Banking.
Lloyds Banking GroupFinancial Analyst
Lloyds Banking Group
February 2002 February 2003 (1 year 1 month)�
Finance data anyalst within Corporate Banking Finance.
Skills & Expertise
Financial Analysis
Financial Accounting
Banking
Investment Banking
Cost Management
Project Finance
Education
Oxford University, UK
Job Functions
The candidate builds strong professional working relationships across all�
levels within the client organisation; stablishes a high level of personal
credibility as a trusted advisor to key client executives
Researches and understands the banking industry. Deeply understands client�
business strategies and challenges to develop account penetration strategies and
executes them effectively
Builds and executes an Account Plan that includes both transactional and�
strategic initiatives to grow our client s presence and share in the account�
Develops Value Propositions that meet Client Business needs and converts�
these propositions into opportunities. Thus builds pipeline and then actively
nurtures and converts into wins
Works with quarterly and annual revenue & margin targets. Uses margin�
management techniques and actively drives account Team Management
Manage client expectations, provide updates to the senior management,�
participate in steering review meetings
Work collaboratively with various service lines to achieve the above�
Overall customer satisfaction within Client organisation�
Proactively defining, driving and tracking KPIs that drive value for�
customer, vis- -vis their sourcing from our client�
Mentoring project managers/leads & team members from our client, working�
onsite, to ensure that they are delivering a professional, high quality, high
2. value & responsive service experience to the client
Escalation point for Client for any service and commercial issues and shows�
the potential to manage projects (if required)
Ensuring clear and timely communication and reporting of status of�
engagement to internal and external stakeholders. Identify & mitigate risks
proactively
Other Skills/Abilities
Credible client engagement skills across all levels with Client� �
organisation
Strong leadership skills�
Possess Excellent communication and inter-personal skills are critical�
Highly organised and effective communicator�
Strong leadership skills and can get things done�
Reliable and dependable�
Natural ability to build customer rapport�
Self-motivation and ambition�
Ability to manage own time and workload�
Analytical and able to assimilate information quickly�
Experience of working at senior levels within a company�
Proven ability to develop and close business opportunities�