Ian has over 25 years’ experience of re-engineering processes, increasing automation, implementing new organisational structures and improving the customer experience through more efficient existing and digital distribution channels.
These business benefits have been achieved through managing and delivering complex multi million transformational programmes mainly in the Financial Services Sectors of Retail Banking, Insurance, Building Societies and other Mutual organisations. Working within the industry and as a Programme Director for Sapiens, Capita, KPMG, PwC and Unisys.
Successful track record engaging, understanding and challenging organisations strategic drivers for change. Then working with the organisations to operationalise their vision and strategy, restructuring organisations business processes that take out operational cost.
Excellent communication and management oversight experience, including planning, problem solving and decision making. Management style is consultative with transparent ways of working who inspires others and builds key trusted stakeholder relationships.
Lee has over 25 years within the financial services sector working for Accenture, KPMG Ernst & Young and Shop Direct. Key programmes delivered:
Branch Segregation, UK Bank Programme manager for the segregation and integration activities for a sale of 318 bank branches across Finance, Treasury, Risk, Tax, Analytics & Reporting. Covered operating model design, implementation and testing
Regulation Implementation, Global Bank Programme manager for the implementation of FINREP in a major global banking organisation. Leading a global team of 80+ to deliver change across the General Ledger, new data warehouse build, regulatory compliance, operating model changes, data sourcing & integrity. Purchase cancelled prior to implementation
Core Insurance Platform Implementation, UK Insurer Programme manager for the integration of core insurance platforms for major UK organisation. Second largest UK insurance migration project. Leadership of the finance transformation, testing & financials.
Budgeting Platform, UK Bank Project Manager for the delivery of a new planning and budgeting solution for a division of a UK bank. Successful Implementation.
Finance Function Design and Implementation, Bank Project Manager for the finance function operating model design and implementation for European division of an international bank (includes system, data, processes, controls, governance).
Lee is an accomplished, results-driven Business Consultant with over 16 years’ experience in the design and implementation of Programmes and Projects – ranging from TOM Design to System Implementations). His client focus is on Financial and Performance Management Projects and Programmes (MD, FD, CIO and COO – Change Agendas / Performance Improvement Initiatives). He is an enthusiastic and consistent high performer with the ability to make a success of challenging situations and effectively deliver real and substantive business results, whilst bringing a wider commercial perspective to proposed Business and Operational ideas.
Career Experience:
2016 – Now – Regulatory Transformation & New Bank Setup
2014 – 2016 – Nationwide Building Society Project Manager
2008 – 2013 – One Thirty Eight Consulting Ltd Director, Consulting (Interim Assignments)
2006 – 2008 – Ernst and Young LLP Snr Manager in Advisory
2002 – 2006 – Barclays Bank PLC Barclays Leadership Programme
2000 – 2002 – Accenture Consultant in Government Market Unit
Dilip has over 20 years of rich experience in Architecture and delivery of large scale transformation programs. Good mix of experience in consulting organisations blended with direct roles in the financial services industry predominantly in Life & Pension sector.
Dilip is proficient in end-to-end development of IT road mapping starting with Discovery workshops, Architecture Vision, Business Architecture, IT architecture and solution building blocks, vendor selection.
Experience of architecture, project management, full life cycle software development in financial services industry. Experience in design and delivery of the leading WRAP platform in UK (AXA Elevate) including migration from other legacy platforms, developing D2C portal and decommissioning of legacy platforms.
Good experience of design and delivery of projects in Finance Transformation and Regulatory reporting in both Insurance and Banking industry includes Solvency 2, FINREP/COREP reporting.
Excellent exposure to large and complex corporate governance processes in various parts of the world; USA, UK and India. Experience of managing teams in offshore-onshore delivery model.
Experience in various technologies in J2EE and .NET including Web portals (IBM, LifeRay), ESB (Webmethods, Sun JCAPS, IBM PS, Oracle Fusion), J2EE (Spring, Struts), messaging (MQ, JMS, XML), reporting and anlytics (Qlikview).
Ian is an experienced professional Finance & IT Transformation Management Consultant with a broad range of Finance transformation/change & system implementation experience within top tier consultancies.
He has extensive experience of leading change teams’ to support clients in meeting their transformational objectives. His experience includes the implementation and set up of Finance systems to support the Finance function (Oracle, SAP), projects developing technological solutions to support the Finance Functions and the design & implementation target operating models that meet client’s organisational objectives. Ian has strong leadership skills and a proven track record of delivery that has not only helped bridge the gap between IT & Finance in the organisations he has supported but has helped raise the profile of client’s Finance functions.