Andrew Hillman
Poole,Dorset
Summary
Experienced financial services professional with strong analytical skills, adept at risk management, compliance (AML), and regulated case processing. Proven ability to manage high volumes of complex financial cases end-to-end whilst meeting strict SLAs and delivering a high-quality client journey.
A highly motivated team-player who leads by example and has the ability to calmly encourage and influence others positively. Adaptable to new processes, quickly picking up new systems and adapting to changing priorities at a moment's notice, whether it is extracting and analysing reports or stepping up to attend conference calls with
executive directors. Organised in prioritising tasks throughout the day and uses initiative to calmly develop effective solutions to complex problems.
Overview
10
10
years of professional experience
Work history
Tax Associate
J.P. Morgan
Bournemouth, Dorset
2024.02 - Current
- Collaboration with external agent banks and internal stakeholders to resolve tax compliance issues, improving SLA adherence and reducing errors.
- Attending regular tax forums with Trading Desks, Corporate Tax and Product Control teams to discuss team performance and operational improvements.
- Streamlined processes to enhance controls and reporting accuracy, aligning with regulatory standards.
- Ensuring compliance with data protection during tax reconciliation process, safeguarding sensitive information.
- Managing and drafting responses to complex Tax Authority letters and queries on reclaims lodged and JP Morgan trading patterns.
- Monitoring industry trends and regulatory changes in financial services to ensure ongoing compliance and apply best practices in tax operations.
- Preparing and updating SOPs and market guidelines, creating process flows on Visio.
- Managing multiple concurrent tax reclaim cases through to resolution, coordinating with internal teams and
external agent banks to meet deadlines and quality standards.
Tax Analyst
J.P. Morgan
Bournemouth, Dorset
2018.10 - 2024.01
- Extracting monthly reports and formatting to suit team's needs.
Delivering detailed MI reports for senior management, highlighting risk areas and potential compliance concerns. - Reconciling large datasets against agent bank reports, identifying eligible tax reclaims and ensuring accurate filings in line with AML and regulatory standards, reducing discrepancies.
- Coordinating daily communication with internal senior stakeholders and global agent banks to ensure smooth tax reclaim processes.
- Completing various tax reclaim forms required by tax authorities; further documents/proof must be obtained to support tax reclaim process. Completed 100% of Tax Relief at Source documentation in Jan'26.
- Covering for line manager in senior internal calls, ensuring continuity of leadership and communication.
- Change and Transformation projects, e.g. managing urgent tax documentation in sanctioned jurisdictions.
Senior Advisor
Nationwide Building Society
Bournemouth, Dorset
2017.08 - 2018.10
- Conducted root cause analysis and quality checks across mortgage cases, ensuring operational consistency and high service standards.
- Provided tailored feedback to team members, fostering open and supportive environment.
- Managed team planning and performance evaluations, helping colleagues improve productivity and meet targets.
Mortgage Case Owner
Nationwide Building Society
Bournemouth, Dorset
2015.08 - 2017.08
- Managed complex mortgage applications from submission through to offer, liaising with clients and third parties to resolve issues and ensure accurate documentation and regulatory compliance.
- Consistently met high performance targets under pressure while maintaining strong customer service.
- Trained and supported colleagues, providing feedback and ensuring adherence to compliance and service standards.
- Maintained accurate case notes and updates on internal systems to ensure full visibility of application progress.
Education
A-Levels - Mathematics A, Chemistry B, Physics B
Lytchett Minster School
PooleGCSEs - Mathematics A*, Chemistry A, Physics A, Biology A, Business A, Geography A, ICT A, RE A, English B
Lytchett Minster School
PooleSkills
- Advanced knowledge of MS Office tools: Excel (data analysis and reporting), Word, Outlook
- Proven experience in meeting strict SLAs and ensuring compliance with internal and external regulations
- AML and Financial Crime Experience: Experience supporting regulated financial cases, applying AML and financial crime controls to ensure accurate processing and compliance
- Stakeholder Collaboration: Regular interaction with clients, internal stakeholders and external third parties to progress cases and resolve issues efficiently
- Process Improvement and Efficiency: Proven ability to identify inefficiencies and develop automated solutions to improve workflow and accuracy
- Case & Document Management: Accurate handling of supporting documentation and maintaining up-to-date case records across internal systems
Affiliations
- Football, hiking, dog walking, reading, travelling, collecting Pokemon cards.
Timeline
Tax Associate
J.P. Morgan
2024.02 - Current
Tax Analyst
J.P. Morgan
2018.10 - 2024.01
Senior Advisor
Nationwide Building Society
2017.08 - 2018.10
Mortgage Case Owner
Nationwide Building Society
2015.08 - 2017.08
A-Levels - Mathematics A, Chemistry B, Physics B
Lytchett Minster School
GCSEs - Mathematics A*, Chemistry A, Physics A, Biology A, Business A, Geography A, ICT A, RE A, English B
Lytchett Minster School