Hannah Blakeway CTA

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Greater Preston Area

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Timeline
About me
VAT Manager at EG Group
Education
- The Institute of Risk Management
  2018 - 2018
  International Certificate in Financial Services Risk Management
- CFA Institute
  2015 - 2016
  Investment Management Certificate
- Chartered Institute of Taxation (CIOT)
  -
  ATT CTA Joint Pathway
- AAT
  2020 - 2020
  Foundation Certificate in Accounting Distinction
- Lancaster University
  2010 - 2013
  Bachelor of Science (BSc) Business Studies
  Activities and Societies: Enactus Lancaster, Lancaster University Student Union, Fundraising, Qedis Brand Ambassador -Marketing Communications-Digital Marketing-E-Business-Accounting & Finance-Economics-Management-Marketing-Business Ethics-Leadership
Experience
- BNY Mellon
  Oct 2013 - Dec 2017
  - Provided detailed reports on alerts & mandate violations to client and administrators to ensure compliance within UCITS, AIFMD and Dutch FTK.- Responsible for allocating and managing workloads for a team of 10 people, based in Leeds, Manchester and London.- Assessed fund prospectuses and supplements to ensure compliance within AIFMD/UCITSrequirements.- Coded and reviewed the investment limits in the Charles River portfolio management system and BNY internal compliance monitoring system.- Utilised StatPro, Bloomberg and Wilshire Axiom on a daily basis.- Used SQL, InvestOne and an internal database query builder to support and improve internal processes.- Managed the onboarding process and liaised with clients to understand their complex reporting requirements- Worked with external and internal stakeholders to resolve queries and improve processes.- Created training plans and provide regular feedback for new and existing employees. Show less
  - Lead Risk & Compliance Analyst
    May 2016 - Dec 2017
  - Risk & Compliance Associate
    Dec 2014 - Dec 2017
  - Risk & Compliance Analyst
    Oct 2013 - Dec 2017
- Yorkshire Building Society Group
  Dec 2017 - Jun 2019
  Finance Risk Business Partner
  - Support the finance division management team in understanding and managing risks in their teams by ensuring policies and procedures are up to date, assisting with control testing and assurance, and overseeing issue resolution.- Develop and maintain efficient processes which meet the requirement of the second linerisk teams and provide comfort to the Chief Finance Officer.- Interpret how regulatory changes could impact the society and providing gap analysis to senior management.- Host brainstorming sessions with stakeholders to identify new risks and work withstakeholder to design controls.- Work with subject matter experts to identify key stakeholders, risks and controls and usethis information to create process maps in Microsoft Visio and carry out dependency analysis.- Identify areas for improvement and responsible for implementing them.- Produce reports and present management information to Finance Risk Committee. Show less
- Progress Housing Group
  Jul 2019 - Nov 2021
  - Compliance Support Officer
    Jul 2020 - Nov 2021
  - Tax Analyst
    Jul 2019 - Jul 2020
- Grant Thornton UK LLP
  Oct 2021 - Jun 2023
  - Indirect Tax Assistant Manager
    Mar 2023 - Jun 2023
  - Tax Associate
    Oct 2021 - Mar 2023
- EG Group
  Jun 2023 - now
  VAT Manager
Licenses & Certifications
- Taxation Technician
  The Association of Taxation Technicians
  Nov 2022
- Chartered Tax Advisor
  Chartered Institute of Taxation (CIOT)
  May 2023