Callum Carter

Callum Carter

Shop Assistant

Followers of Callum Carter341 followers
location of Callum CarterGreater London, England, United Kingdom

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  • Timeline

  • About me

    Senior Manager Investment Planning & Analysis at Lloyds Banking Group

  • Education

    • Anglia Ruskin University

      2012 - 2015
      BA Management and Leadership Business Management and Leadership
    • Ifs University College

      2015 - 2015
      PCERTB Business Conduct and Risk
    • ICAEW

      2016 - 2019
      ACA Accounting
  • Experience

    • Kingswood Autoparts

      Mar 2010 - Dec 2010
      Shop Assistant
    • Iceland Foods

      Dec 2010 - Sept 2012
      Shop Assistant
    • Barclays Corporate Banking

      Sept 2014 - Jun 2016

      Relationship Support Manager for the South West & South Wales Large Corporate Team (clients with turnover >£25m). Supporting the Retail & Wholesale portfolio (Jun 15 - Dec 15) and the Professionals portfolio (Jan 16 - Jun 16).- Assisting a Relationship Director with relationship management and development, product knowledge, sales research and client acquisition.- Interpreting the diverse needs of our customers and working with various business partners to provide tailored solutions.- Ensuring all customer information is accurate, up-to-date and easily accessible.- Building relationships with key stakeholders across the business.- Identifying opportunities to improve our products, processes and service to customers.- Risk Management. Show less

      • Relationship Support Manager

        Jun 2015 - Jun 2016
      • Retail Development Programme

        Sept 2012 - Jun 2015
      • Assistant Manager

        Sept 2014 - May 2015
    • Lloyds Banking Group

      Sept 2016 - now

      Finance Risk and Control owns the Finance Control Framework which sets out the way in which Group Finance within LBG manages its risks. Responsibilities included:- Identification, measurement and mitigation of risks across the group.- Provided support to Group Policy Owners in communicating and monitoring the application of Group Policies & Procedures.- Sarbanes Oxley control testing drawing appropriate conclusions on the effectiveness of the controls, communicating results and agreeing issues / actions with the control owners.- Account Ownership and Confirmation within the Financial Control area, providing confidence that Group balances are accurate and valid. - Regional Admin for the Groups Account Ownership and Confirmation platform. Show less Supporting the MD and the wider SME Banking leadership team in achieving the strategic and operational objectives of the business through a bespoke communication strategy, management and administration of executive committees and engagement of the wider coverage population.- Project work involving the application of strategic thinking and business insight to assist in scoping out the strategic plan for the next 3 years within SME.- Producing communications to recognise, inspire and give insight to the circa 2000 SME colleagues.- Assisting with internal and external ad-hoc requests that require MD office input. Ranging from embedding culture through to resolving customer complaints. Show less Producing BAU performance MI within Commercial Banking.- Liaising with key stakeholders to understand MI requirements.- Building new MI reports based on business need and utilising systems to automate these reports for efficiency.- Producing and distributing a wide range of reports to the business.- Cross hub & cross team collaboration to ensure effective handling of queries and delivery of MI schedule.- Understanding of key source systems and divisional performance to spot variances against trend.- Reconciliations to ensure accuracy. Show less

      • Senior Finance Manager

        Nov 2022 - now
      • Finance Manager - Planning & Analysis

        Jun 2021 - Jan 2023
      • Investment Finance Business Partner

        Jun 2019 - Jun 2021
      • Financial Business Partner - Financial Institutions

        Sept 2018 - Jun 2019
      • Finance Risk & Control

        Jan 2018 - Sept 2018
      • Executive Support for SME Managing Director

        Jun 2017 - Dec 2017
      • Reporting Analyst - MI Production

        Sept 2016 - Jun 2017
  • Licenses & Certifications