James Green

Experience

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  SQW

  Sept 1996 - Apr 1998

  Management Consultant based in Cambridge

  • Client presentations to the European Commission, Government Departments and QUANGOs• Team work with private sector consultants, CFOs, Civil Servants, Government Departments and end users.• Economic analysis of Government projects – multiplier effect, cost benefit analysis and profitability studies.• Report writing for the Eastern Region Biotechnology Initiative.• Statistical analysis and economic surveys of regions and business sectors.

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  Lehman Brothers

  Jul 1998 - Nov 2001

  Financial & Business Analyst

  • Financial Analyst Graduate Programme - 3 years of training in London and New York.• Presentations to senior management - Global CFO and European Operating Committee.• Financial Planning & Analysis - competitor benchmarking, profitability analysis, budgeting and forecasting.• Management Reporting – daily, monthly, quarterly and yearly reporting to CFO / CEO.• Cost Accounting – Business Performance Measurement framework and cost allocations.• Financial Reporting – financial control & liaison with auditors.• Product Control – daily P&L and balance sheet for Governments business (e.g. bonds), system development. Show less

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  Goldman Sachs

  Feb 2002 - Jun 2002

  Financial & Business Analyst - Contractor

  • Temporary contract as a management accountant in Fixed Income Sales Management:• Client focused approach. Reporting on revenues of individual clients and salespeople. • Business Reviews within the fixed income division. • Management Reporting - daily P&L, regional reporting, reports based upon client profitability and monthly reports to senior management eg Balanced Scorecard. • KPI Reporting and Analysis to drive increased profitability, increased revenues and reduced costs.• System and process development in London and New York. Show less

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  UBS

  Feb 2003 - Jun 2013

  • UBS – Technology Finance Business Partner• Managing a global team of 7 accountants. Regional manager of 10 accountants.• Business partnering with IT Managing Directors in Switzerland, UK and USA.• Financial Management of CHF 600m budget for Telecoms, Voice and Multimedia, Desktops & Remote Access.• Product pricing & monthly/quarterly forecasting of product spend.• Investment appraisals and outsourcing of IT services to external vendors and low cost locations.• Volume & KPI based reporting to highlight the demand for IT services and its impact on the cost base.• Fixed / Variable Analysis of the IT cost base & Cost Reduction – reducing the IT bill to the divisions.• Rebuilt the IT Financial Structure & Product Catalog for Group Technology Infrastructure. Show less • Financial and business management support to the Chief Financial Officer for Technology Infrastructure, the ITI Operating Committee, the UBS Corporate Centre and other senior managers and stakeholders within UBS.• Responsible for all aspects of financial planning, forecasting, management reporting and analysis.• Cost Management and Analysis of a budget of up to CHF 2.2bn.• Development of the 5 Year Strategic Planning Model and forecasts for IT Infrastructure.• Financial Modelling and Scenario Planning – upside and downside scenarios and “what if” analysis eg onshore/offshore decisions, investment appraisals, KPI analysis etc• Line management of a team of 6 people (split between the UK and Switzerland).• Financial Control and Operational Risk Reporting – including Sarbanes-Oxley (SOX 302 & 404).• Management of the Cost Efficiency Portfolio – generating cost savings to UBS of CHF 100m per annum. Show less • Financial and business management support for the Head of Operations and the Operations Exec Committee.• Cost Management and Analysis of a budget of CHF 800m.• Development of 2005-2010 financial model, plan and Balanced Scorecard.• KPI analysis and reporting to drive cost savings eg cost / volume analysis and headcount management. • Production of monthly Operations Analytics Presentation and Operations Executive Presentation. • Financial control of the Operations Offshore Development Centre in India.• Management and Control of the Recruitment Approval process for all of Operations. Show less • Business Manager for Derivatives and Risk Management IT. • Financial and business management support for IT programme managers and Operating Committees.• Project management of a team of 5 people across Finance, IT, Operations and the Front Office.• Cost Control through project management and ensuring projects are staffed correctly.• Headcount Analysis and Control – ensuring headcount is managed within the year end target.• Monthly and Annual Expense Budgeting and Forecasting. Development of the Business Plan.• Improvement of Management Accountancy Systems – new system implementation. Show less

  • Finance Director for End User Services IT & Regional Lead for Infrastructure Finance

    Jan 2009 - Jun 2013

  • Finance Director - Financial Planning & Analysis (FP&A) and Operational Control & Reporting (OCR)

    Dec 2005 - Jan 2009

  • Associate Director – Operations Division Finance Business Partner

    Aug 2004 - Dec 2005

  • Associate Director – Business Manager

    Feb 2003 - Aug 2004
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  UBS & HCL Partnership

  Jul 2013 - Dec 2014

  Finance Director - Finance & Business Transformation

  • Business Process Outsourcing – moving finance roles from UK, USA and Switzerland to Chennai, India.• Working in partnership with external vendors – HCL India, Deloitte, HP, IBM, Microsoft and Computercentre.• Finance Recruitment, Education and Training - recruitment and training of an offshore team in Chennai, India.• Working in the Offshore Development Centre in Chennai to identify and solve business management issues.• Six Sigma Process Excellence – stabilisation and standardisation of processes in preparation for outsourcing. • Financial Management and support to prepare the EUS business division for sale to an external vendor.• Financial Management of CHF 250m Desktop Transformation Programme to replace 80,000 workstations.• Co-Chair of the Finance Education Working Group in London with responsibility for Finance Training. Show less

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  Swiss Re

  Apr 2015 - now

  • Divisional Operating Officer for Swiss Re Life Capital with responsibility for the financial cost management of the division and the functional governance of the financial structure – working in partnership with the Finance team.• Service and Cost Manager – service based cost management and business cost performance.• Relationship Management with Group Operations and other Group Functions e.g. Sourcing, Finance, Risk.• Cost Drivers, Cost Planning, Cost Reduction, Cost Management and negotiation of service charges impacting Life Capital.• Site strategy and onshore / offshore decision support and headcount demand planning.• Management of an Anaplan Development Team working on planning and forecasting and supply and demand modelling for projects.• Vendor management of the Anaplan contract.• Recruitment and training of an Operations and Finance team in Bratislava. Show less

  • Senior Finance Manager / Divisional Operating Officer

    Oct 2020 - now

  • Service & Cost Manager / Divisional Operating Officer

    Jan 2017 - Sept 2020

  • Service and Cost Manager for Swiss Re's Admin Re

    Apr 2015 - Dec 2016