Zenith Analysis Solutions Ltd.
Delivering robust business solutions

Digital Finance Transformation

Jan 2021 to present

Product Owner for the transformation of a legacy Finance domain to a Digital solution. Moving from on-premise aging systems and manual processing to SaaS/RaaS solutions, including MS Dynamics 365 F&O, Abacus 360 (BearingPoint) and Tableau

Discretionary Portfolio Management System

Jan 2019 to present

Requirements management for a complex project, building a bespoke Portfolio Management System, working closely with the Asset Management business and also embedded with the external Consultancy Agile Scrum team. Specifically tasked with documenting the algorithms which were the core of the system, supporting functions such as Rebalance, Re-optimisation, Tax Harvesting plus further complex, gain-laden portfolio management techniques.

Private Bank - Retail Banking Transformation

July 2018 to Jan 2019

Feasibility phase for a Digital update project for HSBC Private Bank to implement top tier retail products and systems to service the transaction banking capability of their wealthy Clients. Heavily involved in understanding Retail Business impacts, developing a TOM, eliciting Business Requirements, As Is/To Be process flows, organising IT and business costs, determining risk appetites, engaging multiple areas of the business for buy-in and approval. This also involved translating complex Enterprise IT challenges at differing levels for various tiers of management.

Report Writing Enhancements

July 2017 to July 2018

Working to transform the report writing culture for Wealth Advisers. Initially this involved sourcing a report writing tool working with procurement using RFP and RFI processes, followed by root cause analysis to determine cultural and procedural issues around report creation. Working with multiple departments (Compliance, Risk, Distribution, Sales Quality) to develop initiatives and achieve governance approval.

Managed Separation - Treasury

March 2017 to June 2017

Worked within the Managed Separation programme defining As Is and To Be business processes for the Treasury department. Dealing with the transition of group functions across to the wealth entity and liaising with both parties to ensure a smooth implementation. The following business functions were involved:

• FX Trades
• FX Forwards
• Inter-company Loans
• Counterparty Reporting
• Money Market Trades

Part VII Transfer

October 2015 to September 2016

Working closely with the business to define requirements for Outgoing Mailing (4.5m), Incoming Calls, Close Down. Also working closely with the 3rd Party Call Centre to define call handling processes and changes to their call handling system.

Matching Adjustment Hypothecation - Solvency II

September 2016 to February 2017

Leading the analysis work on a high-profile project aimed at reducing the Working Day timetable for MAH by 2 days. Working closely with Actuarial SMEs, Risk Team and VBA Developers to define requirements and solutions in order to deliver the required efficiencies.

T&C Implementation

January 2015 to May 2015

Organised and ran multiple configuration workshops for the implementation of Insight T&C for a major bank (Santander UK), working with the Santander Training & Competency team to understand their processes and configure the system accordingly.

SM&CR System design

May 2015 to October 2015

Acted as Product Owner and Regulatory expert for a new Insight module designed to meet the new Individual Accountability Regulatory Regime in the banking sector (Senior Managers Regime, Certification Regime, Conduct Rules).

SIEM Implementation

January 2014 to January 2015

Zenith were part of the project team for the implementation of a SIEM solution, the Dell Secureworks Security Operations Centre (SOC), working with the Information Risk & Security department within Pru UK. Specific responsibilities included; definition of business processes to support the SOC, working closely with technical architects to define an end-to-end solution, working with Dell analysts to support launch and liaising with testers to support UAT. Also defined traceability from initial audit points all the way through to Test Cases and Acceptance Criteria. Also asked to complete requirements, business process and traceability artefacts for other projects in the programme, as our approach was very robust and highly valued by the business.

Wealth Platform Implementation

November 2013 to January 2014

In this role Zenith were involved in the early stages of a major transformation project for the HSBC High Net Worth sales force, who were implementing the SEI global wealth platform with an additional large scale Front Office build. We were instrumental in planning and facilitating multiple requirements workshops to feed the development backlog, focussing on a complex Needs Analysis module utilising a stochastic modelling engine. Zenith were also key in building relationships with US personnel at SEI HQ and at the offshore development site in India.

Finance Platform Integration

May 2013 to November 2013

For this role Zenith Analysis led a small team of analysts liaising between Finance Operations and a Wrap Platform provider (FNZ) in order to implement a revised bank account structure, improved General Ledger functionality and enhanced MI. Following programme governance, we produced requirements documents at various levels following joint workshops and reviewing resulting User Stories. We were also involved with UAT planning (including defect triage using Quality Centre), Business Readiness and Process re-engineering (BPMN).

Charity Gift Aid SAP FICO implementation

April 2012 to May 2013

For this exciting, high-profile project, Zenith were working on End to End Requirements Management for a large enterprise-wide Government project; implementing a SAP FICO core system with integrations to e-Portal, paper Scanning system, Third Party submissions, complex anti-fraud Rules Engine, Data Warehouse and MIS capability.

Wrap Platform implementation

October 2011 to March 2012

Zenith worked on the Wrap Strategy Programme within Openwork, leading a team of Business Analysts and SMEs, being first point of contact for the software development team (Figure Out) and tasked with developing the Agile (Scrum) approach for the analysis stage, leading the other analysts through the associated processes.

CRM and POS implementation

March 2011 to October 2011

Working on the RDR Programme for L&G with responsibility for the deployment and configuration of a new CRM and point of sale system (Intelligent Office provided by Intelliflo) into their Employed Sales Force and Mortgage Network. Regarded as the system expert within the team and regularly asked to provide demonstrations to all areas of the business, from Directors to Advisers.