Stuart Morrow

Experience

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  Commonwealth Bank

  Jul 1997 - Jan 1998

  Trainee Financial Markets Dealer

  I worked as a trainee dealer with a limit of $1m, negotiating with customers to agree interest rates for retail term deposits, bank bills, cash deposit accounts, and fixed rate term advances.

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  AMP

  Sept 1999 - Oct 2003

  I lead the team responsible for the financial accounting and reporting of the AMP dealer groups and other subsidiary companies. I delivered quarterly board and compliance committee papers, half year and year end statutory reporting (including annual tax returns, quarterly Income Activity Statements, monthly Business Activity Statements, and compliance with dealers’ licence requirements). I built strong relationships working with Group Tax, Internal and External Audit, Legal, Risk and Finance. I managed month end process for 20 AMP Services departments, included accruals, reporting, appropriateness and accuracy of general ledger entries. Supported managers on expense review, forecasting, accounting issues. Treasurer and national committee member of the AMP Health Clubs.

  • Senior Financial Accountant

    Nov 2002 - Oct 2003

  • Management Accountant

    Sept 1999 - Nov 2002
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  RBS

  Nov 2003 - Aug 2007

  I helped established a new divisional allocation process to improve cost transparency and product profitability for the RBS Investment bank, including process documentation, testing, stakeholder sign-off, and the creation of new management reports. Created a new franchise report for inclusion in the Investment Bank board pack. I delivered improved divisional headcount reports and implemented a new reporting process. Produced front office monthly Management Reports for senior management, developed a new monthly Balanced Scoreboard Report, and produced Strategic Action Plans. Helped produce the monthly Investment Bank board pack.

  • Business Analyst

    Nov 2005 - Aug 2007

  • Management Accountant

    Nov 2003 - Nov 2005
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  BNY Mellon

  Oct 2007 - Jan 2009

  Project Accountant

  I provided financial analysis on business development projects resulting from BNY merger with Mellon. I created and presented budgets to the integration steering committee. I produced financial modelling and detailed finances in order to successfully apply for government grant applications, liaising with external auditors, quantity surveyors, HR.

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  CA Technologies

  Apr 2009 - Sept 2009

  Project Manager

  Project managed the migration of 25 payroll systems across EMEA to SAP (part of wider SAP program). I co-ordinated with 25 individual external payroll providers to successfully migrate them to SAP. I managed testing and resolved issues, produced status updates for sponsors and stakeholders, and delivered process maps and ran workshops and training for Finance staff.

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  RBS

  Oct 2009 - Jul 2015

  I successfully managed the monthly cost allocations process for RBS Investment Bank, allocating £3bn of costs from support functions to the Business. I was responsible for monthly process to allocate support costs to the front office, delivering product profitability with improved transparency and governance. I managed and lead a support team of 3 based in India, successfully running daily global team huddles, used as an example for external RBS Corporate clients. I developed internal controls framework to mitigate SOX risks and embedded KPIs. Provided extensive stakeholder management, I lead a weekly meetings with over 30 senior business and Finance managers. Supported senior executives with financial models and analysis used in strategic decision making. Show less

  • Project Manager - VP

    Jun 2014 - Jul 2015

  • Finance Manager - VP

    Jul 2010 - May 2014

  • Business Analyst

    Oct 2009 - Jun 2010
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  UBS

  Jul 2015 - Feb 2020

  Head of the FP&A function within the Technology Operations Centre COO team. I managed central deliverables for team and division, including the co-ordination of the division's annual budget request (over $300m), and the review and updating of all divisional manpower rates used for time booking and allocating costs. I provided financial analysis and support for senior management, including a cost review presentation for a Managing Director, and supported and guided eight sector Business Managers. Show less FP&A Manager for several technology sectors with over $150m of annual costs and over 2,000 resources. I acted as a trusted business partner for 5 Sector Heads, successful in gaining trust and resolving issues. I delivered monthly and annual forecasts, including review and approval of all cost and workforce transfers in and out of sector, and managed governance and compliance. I actively tracked save commitments to ensure management achieved year-end targets, including co-ordinating the creation of a business case for MD approval which achieved an annual $1m save in 3rd party vendor costs. I provided key financial input for Sector Head presentations to MD and CFO, and provided updates on management calls and at sector on-sites. Show less I was the FP&A Manager for the UBS Networks Sector ($300m in costs and 800 resources). I provided guidance and support to Sector Head and Management, responsible for delivering monthly forecasting and annual cost plan to achieve year-end target, workforce and expense management. I initiated new processes to reduce costs and manage spend more effectively. I successfully improved accountability and financial transparency. I actively managed sector governance, ensuring Network's resources complied with UBS policies and procedures. Show less Successfully provided financial support for $1.3bn transformation programme modernising UBS IT Infrastructure. I provided monthly financial analysis and advice to 10 project managers, improving cost transparency and accuracy. I managed the programme wide attestation process, which successfully achieved COO, CFO, GMD sign off each quarter on the delivery of each programs' cost and benefits. I developed and implemented a new capital planning process, delivering tracking and reporting of infrastructure spend for the entire program. Show less

  • Senior FP&A Manager - Director

    May 2019 - Feb 2020

  • FP&A Manager - Director

    Aug 2018 - Apr 2019

  • FP&A Manager

    Feb 2017 - Jul 2018

  • Project Accountant

    Jul 2015 - Jan 2017
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  Home Office

  Mar 2020 - Nov 2020

  Project managed a major house refurbishment in West London

  Took a career break to project manage a major house refurbishment in West London. A great experience working with architects, builders, joiners, glazers, and other tradesmen. I've learned a lot about construction, sourcing materials, negotiating with suppliers, and managing a major project during a pandemic.

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  Grant Thornton UK LLP

  Dec 2020 - Mar 2021

  Business Analyst

  Supporting the Public Services Advisory team, reviewed, assessed, and made recommendations on grant applications as part of covid-related recovery fund programs.

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  Discover Financial Services

  Mar 2021 - May 2024

  Senior Manager Business Strategy

  Supported VP and international leadership team on strategic business initiatives. Oversaw departmental performance, owned the workforce strategy, collaborated with leaders to define the optimal structure and roadmap for implementation. Workforce planning and financial analysis support for transformation programs. Data management, reporting, and analysis, in order to provide valuable insights for informed decision making. Built cross-functional relationships with other areas in order to provide logistical support for strategic direction-setting activities. Show less

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  Mishcon de Reya LLP

  Nov 2024 - now

  Financial Planning and Analysis Manager