DAVID GARRETTPERSONAL DETAILS

Nationality : British E-mail : d avidbaxgarrett@googlemail.com Post Code : London, SE19 2UN Mobile : 07776 184693LinkedIn : http://uk.linkedin.com/in/ davidbaxgarrett Other : 020 8653 3141

EDUCATION & QUALIFICATIONS

1976 BSc Management Sciences UMIST (Manchester)

1985 Qualified Accountant CIMA2014 PRINCE2 Registered Practitioner BCS

PROFILE

A Project Manager with over 10 years of experience focusing primarily within the Insurance and Financial Services sectors, specialising predominantly in Finance Transformation or Finance Change, having worked in this area for KPMG, Direct Line and Bupa.

Successfully managed projects and programmes with budgets ranging from £50k - £50million. Covered all key components such as stakeholder management, progress reporting, requirements gathering, budgeting, risk management, operational roll-out and transfer to BAU, to agreed objectives and timescales.

A persistent and pragmatic achiever who has consistently ensured projects met his business objectives. Possesses the ability to adapt to changing requirements quickly and effectively, which has resulted in successful delivery of projects when circumstances and priorities change.

Seeks contract work and is immediately available for interviews and from November 21 for starts throughout London and the South East.

SKILL SUMMARY

Project Management: Business Justification, Business Case Development, Project Definition, Project Initiation Documentation, Planning, Budgeting, Stakeholder Management, Status Reporting, Resource Management, RAID Management, Issue Resolution, Requirements Gathering, Software Selection, Training, Testing, Agile, Waterfall, PRINCE II Practitioner, Full Project Lifecycle, PMO Management, Matrix Management, MS Project, MS Word, MS Excel, MS PowerPoint.

Methodologies: Prince2, Agile, Waterfall

Accountancy: GL, AP, AR, Fixed Assets, Management Reporting

Finance Transformation: Business Analysis, Requirements Gathering, Project Management

Industry Experience: Insurance, Management Consultancy, Engineering, Telecoms, Oil & Gas, Financial Services, Utilities, Banking.

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DAVID GARRETT

REFERENCES AVAILABLE ON REQUEST.

EMPLOYMENT HISTORYMay 2016 – Nov 2016 Bupa, LondonGlobal healthcare insurer and provider of healthcare services

Contracted as a Project Manager to work on various elements of the Finance Development Programme, which included Solvency II Pillar III.

1. Solvency II Pillar III – Dry Run of Annual Reporting:Bupa carried out a dry run of the Solvency II Pillar III annual reporting process, including controls and governance, in order to assess their state of readiness for live reporting. Managed the process Provided weekly status reports to management and the Programme Office Identified issues requiring remediation Produced a plan for all remediation activity Managed the remediation plan

2. PMO LeadThe existing PMO Lead left suddenly, so I took over until a new person could be recruited. Programme status reporting (weekly and monthly) RAID management Change control

Skill snapshot: Project Management, Planning, Stakeholder Management, Issue Resolution, Status Reporting, Solvency II, PMO Management, RAID Management, Change Control

Achievement: Successfully delivered the dry run and remediation plan. Kept the PMO on track.

Aug 2015 – Sep 2015 Aspen Insurance, LondonLondon Market insurer, specialising in property, casualty, energy & transportation, marine and financial and professional lines.

Contracted as a Project Manager to manage the final stages of a project delivering automated IBNR numbers as part of Solvency II Pillar III.

Solvency II Pillar III – Fastclose - IBNR:To deliver the fastclose element of Solvency II Pillar III, the company needed to implement an automated method to calculate the IBNR numbers, to replace the existing spreadsheet-based method which took several weeks each quarter. The project was in serious difficulty. Managed the project with one BA reporting Re-planned, focusing on risks and issues on each plan Provided weekly and monthly status reports to the Programme Office

Skill snapshot: Project Management, Planning, Stakeholder Management, Risk Management, Issue Resolution, Status Reporting, Solvency II

Achievement: Successfully delivered a project re-plan which provided a clear way forward

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DAVID GARRETT

Aug 2014 – Mar 2015 KPMG Advisory, London KPMG is a global accounting, management consulting and business advisory firm.

Contracted as Project Manager / Contract Management Consultant to work on a variety of projects.

Examples of projects undertaken:1. FTSE 100 Engineering Company – Management Consultant

The aim was to replace separate ERP systems in various divisions with a single, centrally managed system. Prepared a Business Case for the project, which required extensive liaison with multiple stakeholders

across all divisions of the company to estimate costs and gain commitment to expected levels of benefit. Presented to the Programme Sponsor and Steering Committee.

Skill snapshot: Project Management, Business Justification, Business Case, Stakeholder Management

2. KPMG New Service Development Project - PMO LeadKPMG was developing a new client service to fast-track delivery of Oracle Fusion Financials for clients. This included the development of software tools and associated processes. Managed the Programme Office (PMO) – 2 PMOs reporting directly Designed and delivered status reporting to the Project Manager and key Stakeholders, RAID

Management Project plans and Financial tracking of a budget of £20million Established proper status reporting and project management disciplines for the project

Skill snapshot: Project Management, PMO Management, Status Reporting, RAID Management, Budgeting.

Achievement: Successfully completed all projects within the allocated time and budgets despite changing requirements

Sep 2005 - Mar 2014 Direct Line Insurance Group (DLG), LondonDirect Line is one of the UK’s leading general insurers. Formerly RBS Insurance.

Employed as a Project Manager in the Finance Transformation team, to work on a variety of projects. Focussed on change in the Finance function, worked extensively with Claims, Sales & Service and Rescue, where they were undertaking projects impacting Finance. Budgets managed ranged from £50k to £1 million. Team sizes managed ranged from 1 to 10.

Examples of projects undertaken:1. Claims System Replacement Programme – Finance Workstream Lead

Direct Line had an obsolete bespoke claims system which they had decided to replace with the Guidewire ClaimCenter product. This required new interfaces to be built between ClaimCenter and Oracle Financials as the old system could only make payments by cheque. These were to be replaced with BACS payments. Matrix managed Finance work stream of up to 10 people, including BAs, SMEs, Developers and Testers Used both Agile and Waterfall methodologies to manage the project Liaised with Finance stakeholders to ensure that interface designs and new processes met with Finance

requirements, and that expected Finance benefits were achieved Reported to the Programme PMO and to Finance stakeholders weekly Maintained Finance elements of the Programme RAID log

Skill snapshot: Project Management, Stakeholder Management, Planning, Budgeting, Project Initiation Documentation, RAID Management, Status Reporting, Requirements Gathering, Agile, Waterfall, Full Project Lifecycle, Testing, Training, Resource Management, Matrix Management.

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DAVID GARRETT

2. Bodyshop Management System (BMS) Replacement – Finance Workstream LeadDirect Line had two different Bodyshop Management Systems in its network of 16 vehicle accident repair centres, which needed to be replaced. The existing systems required a lot of data to be manually re-keyed into Oracle Financials and was to be

replaced by an automated interface. Matrix managed the Finance work stream of up to four people. Used both Agile and Waterfall methodologies to manage the project Liaised with Finance stakeholders to ensure Finance requirements were met and benefits achieved. Maintained Finance elements of the Project RAID log

Skill snapshot: Project Management, Stakeholder Management, Planning, Budgeting, Project Initiation Documentation, RAID Management, Status Reporting, Requirements Gathering, Software Selection, Waterfall, Full Project Lifecycle, Testing, Training, Resource Management, Matrix Management.

3. New Insurance Brand – Finance Workstream LeadDirect Line wanted to introduce a new low-cost, insurance brand to operate on price comparison websites. For this, they developed a new Quote-and-Buy and Policy Management System. Included in this were new mechanisms for taking Credit Card and Direct Debit payments. It also required new interfaces to be built between the new system and Oracle Financials Wrote the financial section of the Project Initiation Documentation Matrix managed the Finance work stream of up to four people including 2 BAs and 2 developers Managed BAs gathering and documenting requirements for the payment processing and the interfaces. Obtained sign-off for the requirements and issued to developers Updated stakeholders on project status on a weekly basis Used both Agile and Waterfall methodologies to manage the project Managed the end user testing and liaised with developers for any problem resolutions Reported into the central RAID management log

Skill snapshot: Project Management, Stakeholder Management, Planning, Budgeting, Project Initiation Documentation, RAID Management, Status Reporting, Requirements Gathering, Agile, Waterfall, Full Project Lifecycle, Testing, Resource Management, Matrix Management.

4. Expenses Investigation – Project ManagerAn Internal Audit report identified widespread abuse of the expenses policy and the need to policy rewrite. Managed the resulting project with two full time Business Analysts staff and matrix managed two part-

time data analysts Defined requirements for the data analysis and then managed the staff analysing the data from the past

three years’ expense reports and company credit card statements to identify possible misdemeanours Defined a protocol for contacting possible offenders, managed contacting of 500+ staff for explanations Where appropriate, liaised with Line Managers for disciplinary action Reported all findings to Internal Audit and Direct Line Executives Liaised with senior stakeholders and facilitated the writing of a new expenses policy

Skill snapshot: Project Definition, Project Management, Stakeholder Management, Status Reporting, Requirements Gathering, Resource Management, Matrix Management.

Achievements: Successfully delivered the Finance elements of the new Claims system, ensuring substantial cost savings

and improved processing times for Finance Delivered significant cost savings for Finance by replacing cheque payments ( approx. 20,000 per day)

with BACS payments and delivering new Bodyshop Management System Delivered a policy that was user friendly and less open to abuse from employees in the future

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DAVID GARRETT

Apr 1987 – Feb 2001 KPMG Management Consulting, LondonKPMG is a global accounting, management consulting and business advisory firm.

Joined as a Senior Consultant to work on a variety of projects. Later promoted to Managing Consultant then Principal Consultant.

Examples of projects undertaken:1. S.W.I.F.T – Project Manager / Consultant

This specialist financial telecoms company based in Belgium had ERP systems (GL, AP, Purchasing) which needed to be replaced before the millennium. One of the client’s senior Finance managers was appointed as the official Project Manager. Provided project management support, coaching and software market expertise to her throughout this £20 million project. Managed the on-site KPMG team of up to ten consultants Created the Requirements Definition and managed the software selection process Wrote full Business Case and presented to the board and key stakeholders Managed the Implementation of SAP R/3 for accounting and purchasing Liaised with the Test Manager on test plans and testing of SAP before go live Organised training for finance users on how to use the new SAP system Status reports on a weekly basis to stakeholders The system went live on time and to budget.

Skill snapshot: Business Justification, Business Case Development, Project Management, Stakeholder Management, Planning, Budgeting, RAID Management, Status Reporting, Requirements Gathering, Software Selection, Full Project Lifecycle, Testing, Training.

2. Nigerian National Petroleum Corporation – Programme Manager / Project Manager The Nigerian national oil company received a World Bank loan to replace its manual accounting processes with a computerised system – total programme budget £50 million. Gathered client requirements and scope, created Project Initiation Documentation Managed requirements definition, software selection and iSunAccount financial software

mplementation Managed the KPMG team of up to 12 consultants plus matrix managed around 40 client staff. Managed the development of the associated training programme covering new procedures and new

software – over 400 people were trained Trained client project staff and local KPMG staff in KPMG’s project working methodology Provided status reports on a weekly basis to stakeholders

Skill snapshot: Business Justification, Project Definition, Project Initiation Documentation, Project Management, Stakeholder Management, Planning, Budgeting, RAID Management, Status Reporting, Requirements Gathering, Software Selection, Full Project Lifecycle, Testing, Training.

Achievement: Successfully delivered all projects on time and within budget despite challenges.

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