
Callum Carter
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About me
Senior Manager Investment Planning & Analysis at Lloyds Banking Group
Education

Anglia Ruskin University
2012 - 2015BA Management and Leadership Business Management and Leadership
Ifs University College
2015 - 2015PCERTB Business Conduct and Risk
ICAEW
2016 - 2019ACA Accounting
Experience

Kingswood Autoparts
Mar 2010 - Dec 2010Shop Assistant
Iceland Foods
Dec 2010 - Sept 2012Shop Assistant
Barclays Corporate Banking
Sept 2014 - Jun 2016Relationship 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 2016Retail Development Programme
Sept 2012 - Jun 2015Assistant Manager
Sept 2014 - May 2015

Lloyds Banking Group
Sept 2016 - nowFinance 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 - nowFinance Manager - Planning & Analysis
Jun 2021 - Jan 2023Investment Finance Business Partner
Jun 2019 - Jun 2021Financial Business Partner - Financial Institutions
Sept 2018 - Jun 2019Finance Risk & Control
Jan 2018 - Sept 2018Executive Support for SME Managing Director
Jun 2017 - Dec 2017Reporting Analyst - MI Production
Sept 2016 - Jun 2017
Licenses & Certifications
- View certificate

Excel 2010: Macros
Lynda.comJun 2018 - View certificate

Learning VBA in Excel
Lynda.comJul 2018 - View certificate

Developing Your Emotional Intelligence
Lynda.comJun 2018 - View certificate

Scrum: The Basics
Lynda.comJun 2018 - View certificate

Body Language for Leaders
Lynda.comJun 2018
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