Carina Newell

Finance Transformation Execution Lead Strategic Ledger Program Process, Controls and Reporting

• Hired, trained and defined a resource model for a new global team to deliver process mapping and design a controls framework
• Developed the process and controls deliverables and long-term strategy to ensure an optimal and salable engagement and accountability model within the program structure
• Manage key relationships and act as initial escalation point to keep the strategic roadmap on track and deliver and end-to-end functional view across Processes, Controls and Reporting requirements
• Partner with other programs to manage cross-project dependencies for early visibility into up- or downstream impacts and early risk mitigation
• Lead communications, prepare and present updates at various forums
• Accountable for vendor relationshop and performance management

Senior Project Manager Consent Order/Strategic Books and Records Program Management

• Evaluation and re-engineering of current state program management processes to implement efficiencies allowing for delivery at scale in preparation of program planning, execution, resource management, buget management and ehanced reporting
• Scoping a program management framework to stand up Regulatory and Strategic Transformation programs to ensure the overall program is governed consistently, monitored, controlled, and reported
• Implemented interim processes, tooling and portfolio level reporting to comply with Citi standards, risk management and best practices

Senior Project Manager Trading Venues Oversight & Controls

• Designed and implemented an operational oversight & controls framework in the trade execution space where none previously existed for the global Corporate and Investment Bank (CIB) Markets businesses (Cash Equities, EDG, Fixed Income, CEM, Commodities, Credit, F&O)
• Drove collaboration across third party risk, compliance, business controls and operational controls (onboarding, steady state, disengagement) to ensure consistency across APAC, EMEA, NAMR and LATAM regions supporting over 80 trading desks
• Coordinated sourcing, legal and business review of third-party agreements to remediate contractual gaps in the inventory and ensure appropriate due diligence and consideration is applied to existing and new relationships
• Defined and implemented a standardized performance management process to measure, monitor and report on metrics to inform the Markets businesses in aid of strategic decision making
• Negotiated buy-in from internal and external stakeholders to adopt newly established oversight & controls processes to formally inventorise risk acceptances of trade execution relationships to limit unnecessary exposure to the Firm’s front office businesses
• Designed and deployed a self-serve inventory and dashboard allowing stakeholders a real-time view of operational control points

Senior Project Manager Provider Aladdin Implementation

• Conducted current/future business process reviews of existing Custody and Fund Accounting processes in collaboration with a Tier 1 client to improve the daily interaction between operations teams and improve straight through processing (STP) rates
• Delivered project management activities including governance, risks/issues/dependencies, communications strategy, access management, change/release management, test management, system configuration, etc.
• Developed business MIS (management information) reporting capability for the Aladdin engagement to identify STP failure/pain points and inform remediation prioritisation
• Vendor management in relation to contract review, risk management and ensuring adequate service delivery against performance measures

Project Manager Symphony Implementation

• Designed and deployed a standardized engagement framework for market infrastructure projects to effectively project manage the projects pipeline using incremental lessons learned to maintain continuous improvement and bring further efficiencies of scale guided by ‘best practice’ principles
• Developed an early adoption strategy (business development) across multiple lines of business through requirements analysis and uses cases to align solutions to client expectations and strategic change
• Vendor management in relation to contract review, risk management and ensuring adequate service delivery (SLAs) against performance measures

Project Manager SHARE EMEA Finance Transformation

• Standardized and rationalised program processes with regards to project delivery for deployments, acquisitions, and design & build activities to improve standards, controls and reporting measures supported by effective communication strategies to measure, monitor and report on KPIs

Project Management Consultant

• Embedded and delivered a consistent approach to program delivery across the GTP portfolio through a structured tollgate approach, underpinning existing project management methodology and providing coaching where necessary supported by robust governance, assurance and communcation processes and standardized presentation materials

Project Management Consultant

• Implemented structure and controls for the Online Shop Work Stacks, implementing a framework for budget tracking, project resource, project planning, communications, progress reporting, procedural and contractual activity for supplier relationshops and deliverables

Project Management Consultant

• Implemented a PPM tool to centralize and standardize portfolio and project management processes, methods, and technologies used to analyse and collectively manage projects consistently with a goal to optimize resource allocation and scheduled activities to best achieve the company's operational and financial goals whilst honouring constraints imposed by customers, strategic objectives, or external factors

Project Manager

• Defined business needs and coordinated Maconomy ERP system configuration, functional, user acceptance testing, communications and training across multiple London agencies allowing the agencies to automate and improve business processes for impacted functions in collaboration with a specialist third party supplier

Project Coordinator Oil & Gas

• Commissioning Projects and SAP Implementation coordinator for various Process Automation Systems (PAS) projects