Qualifications:
- PRINCE2 Foundation, (Waterfall)
- PRINCE2 Practicioner, (Waterfall)
- APMP
- Agile Project Management Foundation
- Agile Project Management Practicioner
- ISEB - Foundation Certificate in Business Analysis
- ISEB - Business Analysis Practice
- ISEB - Modelling the Business Process
- IOC: Introduction to Securities & Investments
- IOC: IT in Investment
Documentation skills:
- Terms of Reference (ToR)
- Project Plan
- Business Readiness Criteria
- Implementation Plan
- Closure Trigger
- Project Closure
- Lessons Learned
- Organisational Models
- Target Operating Models
- Business Context Diagrams
- Business Case, Investment Spend Proposal, Business Options Papers
- Unified Modelling Language (UML) inc. Use Cases, Business Process Modelling / Reengineering, ‘As Is’ / ‘To Be’
- RAIDS, RACI
Business Knowledge - Financial Services:
Corporate Finance/Merchant Banking:
- Hire purchase
- Finance lease
- Operating lease
- Refinancing/Sale and HP back
- Tax and practice loans
- Fund MBO, MBI and acquisitions
- Stocking arrangements
- Vendor relationships (vehicle / trainer dealers etc.)
- Supporting products: Insurance and Regional Growth Fund supported deals
Business Knowledge - Investment Management:
Portfolios based upon discretionary, quasi-discretionary (Multi-Asset Portfolio Strategy (MAPS)), advisory and execution only basis, covering a range of financial products:
- Equities: UK/Global Equities (on both a direct and collective basis)
- Fixed Income: UK/Global government and corporate bonds (on both a direct and collective basis)
- Alternatives: Hedge Funds, Infrastructure Funds, Property Investment Vehicles and Structured Products
- Financial Planning Products: e.g. Tax efficient investment and IHT schemes
Systems:
- CRM
- ALFA
- Fiscal
- Figaro
- Portfolio Manager
- PlanView
- JIRA
- HP Quality Centre
- Transact
- TFS
- SharePoint
Senior Project Manager - Commercial Portfolio @ Reported to the Programme Manager on a range of front to back office projects across the Bank. Consistently ensuring projects are fully completed in line with customer quality expectations, on time and within budget. Produced project, resource and quality plans. Tracked risks, issues, actions and decisions to allow project objectives to be met. Results driven, simultaneously applying an Agile or PRINCE2 methodology, with governance and compliance.
Use of structured analysis methods to facilitate the definition of business needs and draw out conclusions to provide solutions and recommendations. Adapted content, style, tone and medium of communication to suit the target audience’s language and level of understanding. Supported development of third party relationships to ensure the correct and most effective solutions are implemented.
Communicated effectively with senior management, stakeholders and matrix management project team members. Agreed a communication strategy for each project being managed in advance of initiation, (e.g. Stakeholder, project communication).
Built relationships in all the key areas to facilitate project delivery across the Bank. Held an understanding of the associated project and business related risk with a view to ensuring that UK regulatory and compliance issues are considered. Management of risk ensuring compliance and consideration of regulatory requirements are in line with TCF, (Treating Customers Fairly).
Also performed release management, co-ordination and support for a business portfolio of projects and resource / programme planning. From January 2015 to Present (1 year) Project Manager / Business Analyst @ Strategised with the business and senior management to shape projects and subsequently our prioritisation and investment in change for both 'run the business' and 'change the business' projects.
Wrote Business Cases for nearly all projects and prospective projects to define scope and estimates, (time cost and resource) which were presented at Board level.
Defined the new project governance to modernise CBAF’s change process. Wrote the project RACI and the updated project structure to reflect industry best practise standards. This subsequently led to writing updated job descriptions and role changes to benefit the project teams. This was used as a template for the Bank with the aim of achieving clearly defined project roles and responsibilities to enable effective project delivery
Regular reporting / presentation to senior management on projects in terms of budget spend, project plan and general project highlights
Regular interaction with senior stakeholders to influence and challenge scope of proposed projects to ensure that the best combination of time, cost and quality is achieved so that benefits are maximised
Benefits realisation via benefits management and tracking throughout the project
Presented on a monthly basis to C-level executives at the Commercial Change Forum. This steering committee is to manage current change at a strategic level and provide recommendations for future change in line with our strategic objectives. The largest piece of work associated with this involved constructing a roadmap for prospective change over the next five years
Acted as the interface between the business and project suppliers / vendors throughout the life-cycle of a project
Worked with multiple suppliers to ensure that delivered solutions meet the desired outcome in a cost effective way that delivers planned benefits
Researched competitor best practice and engaged with senior stakeholders to ensure that the proposed scope meets the strategy of the business From November 2013 to January 2015 (1 year 3 months) London, United KingdomBusiness Analyst / Project Manager @ BDIM is one of the UK's largest independently-owned private client investment managers. BDIM is over 250 years old and has 39 offices throughout the United Kingdom and Channel Islands offering a wide range of financial services, asset management and wealth management with $40bn under management.
Projects ranged from £200k to £20m across the wealth proposition spectrum, (self directed/execution only, advised, intermediated)
Predominantly working on STP central trading system integrations on a multi-site basis, focusing on data migrations and security. Accountable for respective modular ‘Go Live’s
Other key projects surround mandatory regulatory initiatives, (e.g. FATCA, FSA to FCA/PRA)
Presentation to senior stakeholders; Target Operating Models, Business Context Diagrams, Business Options Papers for complex problems, obstacles and blockers
Scope definition and management, main point of communication between stakeholders
Face of the business for vendors such as IDC, 3i, JHC, SEI, EY, Fidessa for leading vendor wrap/wealth management platforms
Led RFI/RFPs to procure new systems
Flexible working approach; projects ranged between variations of an iterative Agile approach and the Waterfall methodology on a case by case basis, spanning the full SDLC
Holistic approach, exposure to all areas of the business from front to back office
Requirements gathering techniques such as Customer Journeys, User Stories, Workshops
Requirements analysis / modelling techniques such as Business Process Mapping/Business Process Reengineering. Rich Pictures to define ‘As Is’ and ‘To Be’ states, using UML, Gap Analysis
Wrote Business Readiness Criteria and Business Rule Definitions
Test experience with UAT, defect management including daily triages and subsequent MI reporting From July 2012 to November 2013 (1 year 5 months) London, United KingdomAccount Manager Investment Management Technology @ Developed and managed various new and existing portfolio of Fund Management clients, focusing on Investment Managers and Hedge Funds, (such as Brewin Dolphin who later head-hunted me out of Hays to work for them as a BA)
Gained a strong understanding of the Investment Management sector and an in depth knowledge of the full technology life cycle From February 2010 to June 2012 (2 years 5 months)
Philosophy & Ethics A, Psychology B, English Literature C @ Tunbridge Wells Girls' Grammar SchoolBachelor's degree @ University of Leeds Vivienne Errington-Barnes is skilled in: Asset Management, Wealth Management, Stockbroking, Business Analysis, Change Management, Business Process, Business Process Improvement, Investment Management, Visio, Microsoft Excel, ICT, Stakeholder Management, Stakeholder Engagement, Stakeholder Analysis, Requirements Gathering