Project and programme leadership & PMO
Requirements definition, RFI/RFP drafting, selection process, budgeting, work packages, scheduling, deliverable definition, UAT, migration, change management, and facilitation of and reporting to project governance bodies.
What I can deliver
- Scoping & planning. Scope, deliverables, milestones, resources, assumptions and dependencies. Consolidated tracking in Monday.com and MS Project.
- Decisions & sponsors. Bilingual sponsor and steering committees. Decision papers, trade-offs and action tracking.
- Risks & dependencies. RAID registers, issue tracking, escalation paths and cutover decision preparation.
- Business and project coordination. Finance, Investments, Actuarial, Operations, Risk, IT, vendors, custodians and auditors.
- Testing & go-live. Acceptance criteria, team readiness, cutover, stabilisation and documented handover.
Related assignments.
Leading an investment operations transformation programme
Replacement of a French reinsurer’s legacy investment solution, covering accounting, order management and closed-end funds. An €11bn portfolio.
Connecting IFRS 9, ECL modelling and accounting production
Finance workstreams covering expected credit losses, accounting rules, data, testing and coordination with the Asset Servicer.
Owning business delivery in an investment operations programme
Requirements, accounting rules, configuration, testing and migration in an environment with approximately €350bn in assets.
Deploying an investment management system internationally
Migration across Middle Office, Back Office and accounting, with a 12-person project team.
Preparing Finance processes for IFRS 9 and IFRS 17
Impact assessment, target organisation, dry run and coordination across Finance, Actuarial, Risk and IT for a P&C insurer.
Designing an investment data warehouse
From business requirements to data model and reporting: functional design applied to investment operations.
Supporting the launch of an insurance product
One assignment covering accounting principles, actuarial methods, calculation tools and reporting.
Preparing an investment systems project.
Four workstreams to coordinate with business and project teams.
My experience of SimCorp Dimension and Clearwater Analytics projects connects Finance and Investment teams’ requirements with specifications, testing and migration work.
Reference data and history
The migration scope specifies the instruments, portfolios, positions, transactions and history required. Completeness checks and reconciliations are defined before migration.
Accounting schemes and interfaces
Rules are specified by instrument, event and accounting framework. General-ledger and reporting mappings are included in the specification and test packs.
Reconciliations and suspense items
Exceptions across investment operations, accounting and the custodian are documented with an owner, action and review point. Testing also covers missing flows and corrective processing.
Testing and cutover preparation
Scenarios cover recurring operations and exceptions. Acceptance criteria, parallel production where planned and cutover conditions are agreed with the teams.
Delivery questions
At which stage can you contribute?
From business scoping through specifications, testing, migration and go-live preparation. Scope is agreed with the business and project teams.
Which deliverables support acceptance testing?
A matrix connecting instruments, events and accounting frameworks, test data, expected results and an issue log. Original examples are available in the site’s library.
How are responsibilities allocated?
Scoping establishes the contributions of business teams, the software provider, IT and other participants. Validation decisions remain with the designated owners.