Summary
Overview
Work history
Education
Skills
Interests
Timeline
Generic

Lee Stafford

Petts Wood

Summary

Senior delivery manager and solutions architect with extensive experience in leading project and program management. Proven ability to deliver data and IT solutions while leveraging strong analytical skills for data-driven decision-making. Expertise in interest rate derivatives and equity portfolio products, gained from years of business-side experience. Currently managing hybrid data transformation and assurance projects, effectively balancing competing budgets and stakeholder expectations in high-pressure environments. Recent initiatives incorporating AI have streamlined solutions and reduced budget and time to market by significant margins.

Overview

30
30
years of professional experience

Work history

Strategic Data Lead

Nomura
2022.12 - 2026.05
  • Joined the Trade Surveillance team as QA and Data lead, evolved the role to become the Strategic Data resource for all Compliance trade related ingestion programs including; globalisation of Trade Surveillance data, Quantexa onboarding for Transaction Monitoring, 3rd Party Broker feed ingestion.
  • Strategic Data Lead for RegOps onboarding to a new strategic data model (XML Based). Worked on and resolved multiple data issues from FO publishing.
  • Designed and implemented FTB capture for MiFID II enhancements, replacing multiple functional level controls with centralised transform and validation.
  • SME for RTS 1 & 2 Trade Transparency changes, with TradeWeb as designated APA.
  • Implemented completeness controls and data quality statistics for Surveillance.
  • Implemented new feeds for complex Index constituent and weightings for Surveillance.
  • Identified Critical Data Attributes, and worked with CDO to log, and implement QA rules.
  • Challenged existing architecture with the Business and IT leads, and proposed new architecture and process to: Capture, join, store, and govern data more effectively
  • Compliance Management Committee member and Data Rep across multiple Steer Cos.
  • Currently in the process of building a control to align Physical Data attributes (intra day) to a Business defined LDM, and Data Definition sign off process.
  • Worked with Business Managers and FO to understand and implement validation and attribute combinations for trading scenarios and Capacities within Nomura.
  • Working on a process to extend Trade level controls into other areas of the bank; KYC, Instrument and Counterparty static.
  • Built an attribute mapping and lineage tool using in house A.I (CoPilot and Chinou)
  • [Compliance and International Change]

Program/Change Manager Chief Data Office

Deutsche Bank
2020.07 - 2022.12
  • Implemented a Data Model release and governance process across a Federated Architecture (IB, PB, CB). This included the integration of Bitbucket as a release and version control tool, and script updates into Collibra for Data Definitions and Model Governance.
  • Responsible for the design/creation, and Implementation of tooling and process changes within the CDO Data Modelling and Governance Team.
  • Secretary to Chief Data Architect Council.
  • Analysis to migrate in house Models to Legend (Goldman Sachs Open-Source modelling tool), including progression to Data Mesh and Cloud based Architecture.
  • Responsible for obtaining backing and sign off on all process changes from Chief Data Architect Council members.
  • Built reporting and controls for Data Definition Management and sign off. Including the creation of a Physical Enterprise Data Dictionary which assist the BCBS 239 reporting requirements
  • Chaired Modelling Working Group sessions to POC the new concept, and integrate the solution with end users and stakeholders.
  • Created change documentation including: Presentations, Key Operating Procedures, Business and Technical Requirements.
  • Changed the banks Data Dictionary process from logical to physical.
  • Performed Model Governance reviews to ensure quality and standardization of service.
  • Built a Model Governance Registry (MGR) POC, to govern the Data models and approval process across the banks key modelling systems.
  • Worked with Quality Assurance to develop the MGR POC into fully integrated tracking tool.
  • Release Manager Role for updates to Enterprise Data Model, responsible for change integration to the enterprise Logical Data Models and Standard Data Protocols.
  • Responsible for the adoption of the Enterprise Data Model to core platform consumers including Waltz for logical and physical data flow mappings. Worked with ITAOs, CDAs to ensure accuracy
  • Release Manager Role for all changes to Modelling Standards and Data Principles
  • Worked with Data Demand Managers, to facilitate end to end delivery of data attributes
  • [Chief Data Office IT & Infrastructure]

Functional lead

Legerity Financials
2019.05 - 2020.07
  • As Functional Lead I onboarded the first IFRS17 European Client onto the Legerity Platform, which included the creation/contribution of the client onboarding documentation; API's, interface contracts, design and specification documentation, conceptual and physical data flows, architecture models, accounting rules, configuration, end user reporting.
  • Contributed to the overall design and event posting logic required to cater for the 3 IFRS17 calculation models (GMM, PAA, VFA). This includes the creation of New Business Events, accounting rules, and client configuration
  • Created attribute level data requirements for all inbound data streams
  • Created new business and change request documentation, ensuring design proposals were strategic and configurable for a future client base.
  • Attended and often chaired design meetings; produced bespoke presentations demonstrating design/ purpose to client, and functional/technical requirements to Development
  • Created Business Event Logic to cater for the various Source System Feed Types; Initial, incremental and Cumulative values.
  • Created Design and Specification documentation for Staggered Batch Processing.
  • [Data onboarding and Architecture]

Project Manager & Enterprise Data SME

Barclays
2016.10 - 2019.05
  • Recently implemented a Trade Standardisation project (all Inv banking products excluding equities) to create an Enterprise Data Dictionary in XML for logical Trade Data. This standardization is now being adopted by a multiple of downstream consumers including Finance, Ops and Quants.
  • As a team we progressed the project to link in with a bank-wide standardization project initiated by the CDO to create business lineage at an attribute level in Collibra, Ab Initio. This project is currently evolving into a platform to transform and generate physical Schemas (JSON)
  • Project Managed the hydration of multiple FO systems onto a strategic data store (Hadoop) including XML Schema designs for capture and validation of Intraday Trade Msgs and EOD control processes for position and trade activity.
  • PM for schema updates and rollouts to multiple downstream consumers for MIFIDII, and other Regulatory Programs.
  • PM on a collaborative between BCML architecture and finance to replicate BO data into a trade store; for use of a Trade Enriched Trial Balance.
  • Created project artifacts and set up cross team governance, defect management in JIRA, RAID and QA tools. Built bespoke reporting tools in JIRA to track progress and provide BA performance metrics.
  • XML Schema updates using XML SPY, changes managed through GIT/TeamCity and stored on a NEXUS repository. Until a recent migration branch integration was managed through Perforce (PV4).
  • Key member of the overall Architecture Framework, ensuring schema designs satisfy consumer needs and fit with new technologies; multiple data marts, data catalogues, joining capabilities for efficient storage.
  • Ensure that Publisher and consumer requirements are represented with detailed project documentation (BRD) to ensure consistency and lineage throughout a project lifecycle.
  • SME for Rates FTB change, Risk and Financial Reporting data.
  • Run design forums to ensure that new requirements are introduced to our existing schema sets efficiently and do not introduce compromise or technical debt.
  • Created a go-to Share-point site for the team with a central control page that directed users to historic versions, current projects, System flows, and multiple Confluence pages.
  • Created detailed Visio documentation for FTB design forums covering: system architecture, data flows, control points, and process.
  • [Data Architecture]

Controls Architect for Volker Rules

HSBC
2016.05 - 2016.10
  • Offer to rejoin Barclays

Career Break - Sailing

Travel
2016.02 - 2016.05

Project Manager Simplifications Team

EPAM
2015.11 - 2016.02
  • Short RFP contract

Project Manager FX Operations

HSBC
2015.07 - 2015.11

Got married, ended contract early for a long honeymoon

Data Modeller and Enterprise Data SME

Barclays
2012.10 - 2015.07
  • PM in Risk IT & Analytics

Lead BA Sub Ledger Implementation

HSBC
2011.03 - 2012.08

Change the Bank (Director) in Sydney & HK Prime Brokerage Product Control (Director) London

UBS
2006.01 - 2011.02

Rates Control & Funding Manager

RBS
2003.12 - 2005.12

Product Control Analyst

Deutsche Bank
2002.11 - 2003.12

Career Break - Sailing

Travel
2002.01 - 2002.11

Product Control Analyst

Deutsche Bank
2001.01 - 2002.01

Product Control Analyst

UBS
1998.10 - 2000.12

Product Control Analyst

UBS
1998.10 - 2000.12

Emerging Mkt Debt Corp Actions

Deutsche Bank
1997.08 - 1998.10

Emerging Mkt Debt Corp Actions

Robert Flemmings
1996.09 - 1997.08

Education

Business & Finance

University Of Central Lancashire

BTEC Business & Finance

Chelmsford College of FE

Skills

  • Project and Program development

  • Quality Assurance

  • Solutions Architecture[High level of experience] and Governance [DCAM Proficient]

  • Knowledge of [Excel, Access with VB (proficient), Project, PowerPoint, Oracle (SQL proficient), Bloomberg, Reuters, Rolf & Nolan, GMI, WallStreet, XML SPY, Perforce, Team City, GIT Hub, Jira, Confluence, Nexus, Aptitude, Microgen, Fastpost, XML, FPML, JSON, AVRO, Power-Designer, SAP, Nasdaq, Aptitude]

  • Problem-solving [traditional and AI enhanced]

  • Hight level of Product Control, Regulatory Reporting, Compliance, Chief Data Office [Solutions and Governance], and Change the Bank experience

  • Leadership [Team management, Senior Stakeholder]

Interests

Yacht racing, and active member at the Royal Airforce Yacht Club, Rugby, Italian, Fitness.

Timeline

Strategic Data Lead

Nomura
2022.12 - 2026.05

Program/Change Manager Chief Data Office

Deutsche Bank
2020.07 - 2022.12

Functional lead

Legerity Financials
2019.05 - 2020.07

Project Manager & Enterprise Data SME

Barclays
2016.10 - 2019.05

Controls Architect for Volker Rules

HSBC
2016.05 - 2016.10

Career Break - Sailing

Travel
2016.02 - 2016.05

Project Manager Simplifications Team

EPAM
2015.11 - 2016.02

Project Manager FX Operations

HSBC
2015.07 - 2015.11

Data Modeller and Enterprise Data SME

Barclays
2012.10 - 2015.07

Lead BA Sub Ledger Implementation

HSBC
2011.03 - 2012.08

Change the Bank (Director) in Sydney & HK Prime Brokerage Product Control (Director) London

UBS
2006.01 - 2011.02

Rates Control & Funding Manager

RBS
2003.12 - 2005.12

Product Control Analyst

Deutsche Bank
2002.11 - 2003.12

Career Break - Sailing

Travel
2002.01 - 2002.11

Product Control Analyst

Deutsche Bank
2001.01 - 2002.01

Product Control Analyst

UBS
1998.10 - 2000.12

Product Control Analyst

UBS
1998.10 - 2000.12

Emerging Mkt Debt Corp Actions

Deutsche Bank
1997.08 - 1998.10

Emerging Mkt Debt Corp Actions

Robert Flemmings
1996.09 - 1997.08

BTEC Business & Finance

Chelmsford College of FE

Business & Finance

University Of Central Lancashire
Lee Stafford