KATE WATSON

Location: HALIFAX · Direct Line: 07450 203 315

k.w.consultingroom@gmail.com
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PROFILE

Able to assess and identify the potential risks that may hinder a company's reputation, safety, security and financial
prosperity. I excel at implementing processes and procedures that will ensure that a company is fully prepared to deal
with any potential threats. In my latest role, I was responsible for establishing and quantifying the company's 'risk
appetite', namely the level of risk that managers are prepared to accept. Right now, I want to work for a company where
salary is dependent upon experience, and a candidate’s ability to drive the business forward.

I am a conscientious, motivated individual who has worked in a Banking environment for over 15 years, all of which
have allowed me to utilise and develop my organisational and interpersonal skills, customer approach and technique. I
am adaptable and will undertake any role with enthusiasm and commitment. I am confident, well-presented and work
very well under pressure. I thrive on achieving targets in a busy environment, with a controlled approach to time
management.

EXPERIENCE

JUNE 18 - PRESENT
Career Break
MAY 16 - MAY 18 (2YRS)
Business Continuity SME/Manager, LLOYDS BANKING GROUP
Key Responsibilities
• Establishing and maintaining Business Continuity Management (BCM) processes
• Identify Risk and issues that require escalation / Manage own workload, demonstrating strong organisation skills
and prioritisation to deliver analysis within challenging timescales. Time management
• To demonstrate ability to understand business needs and appropriately balance conflicting objectives between
analytical sophistication vs. practical implementation and technical approach vs. application of expert judgement

Key Achievements
• I solely built, implemented and delivered the Business Continuity Plans for multiple departments
• Built and maintained strong working relationships with stakeholders across all levels of the business. This was
pivotal in ensuring deliverables were met and delivered on a timely basis
• Analytical approach to problem solving, able to demonstrate a high level of creativity, drive and innovation. Good
track record of delivering reporting and analytical projects in a timely fashion
• Strong verbal and written communication skills, able to articulate conclusions and recommendations persuasively
• Ability to contribute to multiple workstreams concurrently and respond to changing organisational priorities
• Kept abreast of Group Policy changes and ensured relevant documentation was stored appropriately
• Continuously upskilled my own development and personal stretch
• Sound ability to handle multiple tasks, deal with stakeholders at all levels, set priorities, meet deadlines and use
own judgement on complex queries
• Achieved strong grasp of various departments within LBG in a short time to provide value added support to
business areas to maximise delivery and challenge the processes to drive improvements forward
• Excelled at people management, coaching, evaluating, planning and developing
• Experience of implementing and embedding new processes and improvements
• Conducting stress testing
APR 17 - APR 18 (1YR)
Volunteer Hearing Manager, LLOYDS BANKING GROUP
Key Responsibilities
• Manage formal disciplinary hearings with all relevant stakeholders
• Manage professional development and in line with regulatory changes
• Establish and build relationships with stakeholders from HR Advice and Guidance amongst others

Key Achievements
• Successfully delivered cases through to resolution with positive feedback - without affecting BAU work
• Dealt with highly sensitive information in a professional manner, respecting colleague confidentiality
• Regularly refreshed competency and knowledge of Data Protection Act
• Experience liaising with numerous people internally and externally of all levels

JULY 15 - SEPT 17 (2YR 2 MTHS)

Data Privacy Officer, LLOYDS BANKING GROUP
Key Responsibilities
• Ensure relevant, timely and accurate management of group policy
• Provide advice and guidance and identify risk and issues for Retail Consumer Banking / Chief Operating Office
• Facilitate meetings and build strong relationships with the Senior Management and stakeholders
Key Achievements
• Provided guidance and support to Product areas for completion of Privacy & Records Impact assessments (PRIA)
which are vital in allowing product areas to find and fix problems at the early stages of any project, reducing the
associated costs and damage to reputation that might otherwise accompany a breach of data protection laws and
regulations
• Built excellent working relationships with stakeholders at all levels of the business
• Identified opportunities and implemented continuous improvements
• Kept abreast of Group Policy changes and ensured relevant documentation was stored appropriately.
Continuously upskilled my own development and personal stretch

SEPT 14 – JULY 15 (10MTHS)

Assistant Finance Manager - Savings, LLOYDS BANKING GROUP
Key Responsibilities
• Providing financial control, delivering insight and analysis of Savings Net Interest Income to Savings business for
all Relationship brands (Halifax, BOS and Lloyds), with a portfolio of circa £160bn, MI Reporting
• To ensure delivery against strict deadlines with excellent stakeholder management
Key Achievements
• Successfully took over and delivered month end results to high a standard and within the deadline in very short
period of time. This involved data manipulation, product analysis and the review of complex data.
• Produced monthly stats for Relationship Brands and associated analysis and highlighting trends
• Demonstrated the appropriate level of financial control to meet Group requirements and business needs

OCT 11 – SEPT 14 (3YRS)

Trainee/Assistant Financial Accountant – Mortgages – Balance Sheet Management, LLOYDS
BANKING GROUP

Key Responsibilities
• Responsible for General Ledger (GL) management and financial reporting (circa 400) Balance Sheet accounts to
ensure accurate and timely delivery of financial stats to Group/Head of Finance and ensuring SOX was adhered to
• Deliver the change needed to drive the business forward in an effective controlled and repeatable way
• Submitting financial information directly to the Financial Services Authority (FSA) against strict deadlines
Key Achievements
• Rated as a Strong Performer Year End 2012 and received a personal ‘Thank You’ from the Head of Finance
• Maintenance of accurate financial records / MI Reporting and the ability to prepare clear and accurate reports for
informational, auditing and operational use. Submission of regulatory data direct to the Financial Conduct
Authority (FCA) portal, whilst adhering to strict deadlines
• Resolution of a number of sizable static accounts
• Regularly worked closely with PWC, providing all relevant paperwork for external audits
• Delivered a Continuous Improvement strategy that resulted in saving one 1.5 days per month

OCT 08 – SEPT 11 (2YRS,11MTHS)

Claims Manager, LLOYDS BANKING GROUP
• Negotiating claims with G4S, travelling to Scotland 2/3 times a week
• Successfully managed to pull back a circa £3mn in potentially lost claims

AUG 07 – SEPT 08 (1YR, 1MTH)

Customer Services Analyst, LLOYDS BANKING GROUP
• Identifying and submitting claims with G4S
• Investigative work in matching funds to accounts
• Correcting wrongly credited/debited accounts and informing the customers of such actions
SEPT 05 – JULY 07 (1YR, 10MTHS)
Customer Adviser, LLOYDS BANKING GROUP
• Central Cheque Lodgment (banking cheques)
• Investigative work in matching funds to accounts
• Correcting customer accounts and informing them of such action
SEPT 03 – JULY 05 (1YR, 10MTHS)
Project: Data Analyst (Hit Squad), LLOYDS BANKING GROUP
• Reconciliation of accounts

EDUCATION
SYSTEM SKILLS
• Accounting (AAT 3) Advanced Diploma • Word
• Accounting (AAT 2) Foundation • Excel (Inc Macro Building)
• Business Admin/Management Level 3 • Power Point
• Customer Services Level 3 • Oracle Hyperion / Oracle Financials
• Degree in Psychology and Counselling -Ongoing • SAP
• Agile PM – Due to complete in 4 weeks • GDRS (Finance)