Isabel T.

Experience

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  Citi

  Jan 2010 - Jan 2011

  Regional Funds Compliance and Trust Operations
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  KPMG

  Jun 2012 - Aug 2012

  Assurance Staff
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  EY

  Sept 2014 - Jan 2022

  As a management consultant with a focus in finance, I have advised and drove change on a number of large scale transformation programmes with FTSE100 companies as well as government bodies. I have strong experience in finance function assessment and optimisation, process design, finance risk assessment, controls advisory and systems implementation.Past Project Headlines• UK Corporate reform transformation project (Operating model design, controls design and implementation) for a FTSE 100 mining major • Finance function diagnostics and requirements gathering for the implementation of a finance consolidation tool for a pharmaceutical company• Organisation design of a Global Business Services (GBS) Centre for a automotive major• Cost allocation redesign and streamlined for a global data company • Implementation of Zero-Based Budget (ZBB) for a Government office • US Sarbanes–Oxley Act (SOX) Compliance advisory and implementation for a media conglomerate• Service design for the government’s Quarantine Hotel Programme • Programme management (including Data Strategy and Reporting) for a government COVID-19 schemeOther achievements: - Passionate about people, I was specifically focused on the recognition and onboarding agenda. I revamped and managed the process of new employees joining the business, ensuring they have the right support and tools to success. I have also introduced creative ways on employee recognition which increased employee satisfaction and retention within the business. - I was nominated and given a prize as a rising star in the consulting business when I joined in 2019. Detailed CV is available upon request. Show less • Joined the EY Audit graduate programme where I qualified as a Chartered Accountant with first time passes• Directed financial audits on clients across a wide range of industries including financial services, manufacturing, engineering, public sector, and data services, managing concurrent project deadlines on engagements with fees of £2m and 18,000 project hours.• Partnered with senior stakeholders and clients across EY’s Financial Services Practice to service key clients including a global derivatives exchange, a clearing house, and a European private bank.• Evaluated and analysed data to deliver in-depth, comprehensible commentary of P&L and Balance Sheet performance, utilising data analytics tools where needed to improve risk assessment and audit quality.• Conducted financial reporting according to UK GAAP, US GAAP and IFRS accounting frameworks, and under both Global (ISA) and US (PCAOB) auditing standards.• Demonstrated expertise across accounting and finance including revenue recognition, financial instruments (including derivatives), intercompany arrangements, impairment assessments, etc.• Spearheaded risk and internal control assessments including undertaking audits requiring specific reporting on the control environment under both US and Japanese SOX.• Established outstanding knowledge of order-to-cash, procure-to-pay, record-to-report, and financial statement close process.• Trained and mentored a team of six employees, coordinating group audit reporting with colleagues and clients from 26 global reporting teams.Other achievements: - Successfully outsourced and automate the bank confirmation process for a large account, saving 1 FTE and increasing account margin- Led and conducted assessment centre for student job applicants Show less

  • Finance Transformation Manager

    Jun 2019 - Jan 2022

  • Audit Assistant Manager

    Sept 2014 - Jun 2019
• 

  Clearwater Analytics

  Jan 2022 - now

  Highly motivated Client Services Team Leader, managing a portfolio of European Asset Managers and Corporate Treasury clients with AUM of $76 billion, ensuring the delivery of exceptional client services. • Leading a high performing team of 6 members, fostering a culture of teamwork, accountability and excellence • Developed and implemented Process Optimisation strategies that boosted efficiency and service quality • Executed strategic plans to drive revenue growth • Managed program changes and transformations, ensuring seamless transitions from the implementation to steady state team • Analysis of performance metrics and KPIs, using insights to drive continuous improvement • Played a key role in conflict resolutions, leveraging communication and negotiation skills to maintain positive relationships with staff and clients • Provided expert client advisory services in areas like Accounting, Regulatory reporting and Management Reporting Show less Clearwater Analytics is a global industry-leading SaaS solution for automated investmentdata aggregation, reconciliation, accounting, compliance, risk, performance and reporting.- Results driven strategic client relationship manager for multiple global insurance clients (total $36bn AUM) in ensuring client satisfaction, optimising service delivery processes, and driving revenue growth- Reviewed and implemented clients’ business and service requirements- Delivered daily investment mid to back office operations tasks such as reconciliations, compliance checks, regulatory and accounting reporting- Led service review meetings with various levels of stakeholders including CIOs and Finance directors - Consistently achieved Net Promoter Survey (NPS) average of >90%- Identified areas of process improvement and automation, working with cross functional teams to implement changes and streamline processes - Coordinated with custodians, asset managers to establish data feeds - Delivery focused - ensured that implementation projects and accounting month end processes SLAs are met- Advised on complex investment accounting and regulatory reporting advisory (IFRS, Solvency ll)- Advised on clients’ internal controls processes- Mentored analysts in their career development and training Achievements- Delivered a department wide training on the Fundamentals of Client Services- Successfully led on the first upsell of JUMP in Europe. JUMP is Clearwater’s first acquisition in 2022. It is a front to back office investment operation tool supporting clients in order management, performance, risk reporting, pre and post trade compliance and much more- I am part of Clearwater’s Women in Fintech, social and sports group. I have led multiple initiatives and presented business cases to senior management on changes to make Clearwater a great place to work. Show less

  • Client Services Team Lead - Asset Manager and Corporate Treasury Cash

    Feb 2024 - now

  • Service Delivery Manager - Insurance

    Jan 2022 - Feb 2024