10/10 on delivery of project objectives
Implemented standardized local, regional and global reporting packages covering all business lines, creating greater transparency of processing risks.
Implemented complete suite of MIS, covering the areas of Control, Cost and Efficiency.
Developed and implemented ‘Transaction Processing Efficiencies’ reporting, including a ticket costing model and productivity measures for support functions. Resulted in reduction of cancel and correct rates by over 50%.
Interim management of the North America Reporting & Control function, primarily focused around New York and Chicago.
Developed and implemented ‘Settlement Accounting’ resulting in the reduction of processing exceptions by circa 80-90% in six months. Made significant third party recoveries.
Developed a prototype of a Global MIS system for the local, regional, global and client consolidation reporting.
Designed and developed a complete management reporting system for a registered charity that is used as the basis for reporting to its Trustees and to relevant 3rd parties.
Designed and developed a complete market reporting system for the investment management function within an asset management company.