Liam O'Donoghue

• Helped reduce uncollected brokerage from £4m to £1m. This was done via investigating bad debt and liaising with external and internal stakeholders in the form of underwriters and brokers respectively as well as accounting teams.
• Reduced the average age banding of bad debt, and cleared all debts over 3 years old.
• Revealed internal broker errors through bad debt investigations, enabling resolution of issues and mitigating reputational damage and commercial risk.
• Executed reconciliation and investigation of unallocated funds within accounts receivable.
• Held internal stakeholders accountable for compliance documentation and adherence to procedures in resolving unmatched cash.
• Level 4 data analysis qualification was used to improve processes particularly reporting, joining data sets together through Power BI reducing time taken to produce management reports.

Created standard operating procedure documentation (SOPs) to guide colleagues in following processes during my absence.

• Utilised Python (pandas, seaborn) to analyse and present data insights.
• Created interactive dashboards for data visualisation using Microsoft Power BI to support decision-making.
• Acquired foundational knowledge in data science through structured bootcamp programme.

• Managing client relations, providing MI packs with regular weekly calls to ensure high level of service
• Managing customer relationship with key wholesale banknote clients, and day to day processing including:
• Resolving customer queries/issues via telephone and email
• Liaising with customers regarding any complaints, and resolving these in a timely and professional manner
• Monitoring of KPIs to ensure high level of customer service
• Holding meetings with customers to discuss performance/service updates
• Business development/ on-boarding new clients
• Executing daily banknote trades for clients
• Managing stock position for select clients
• Oversaw stock management, including monitoring and ordering inventory-monitoring and ordering stock for customers
• Processing orders and ensuring their accuracy
• Managed staff and distributed workflow to optimise team performance
• Performed data analysis to extract actionable insights and MI compilation
• UAT of new software/developments
• Implemented procedures to streamline operations and mitigate FX exposure risk
• Monitoring FX exposure and FX position
• Hedged and covered FX positions based on client deals through forwards, swaps, futures, and NDFs
• Managing stock imports/exports of FX
• Performed comprehensive market research to inform business strategy
• Ensuring a good level of communication between back office and front office staff in order to provide a high level of customer service

• Managed the issuance process for client guarantees
• Executed guarantee cancellations to mitigate financial risk
• Processed payments for correspondent bank charges related to issuances and amendments
• Managed processing of renewal commissions to ensure timely payments
• Liaised with clients to facilitate claim of commissions and charges
• Working within the team, co-operating with each other in order to establish areas of high workflow and where focus needs to be allocated.
• Undertaking project work in locating files against a client database.

• Processed payments accurately while ensuring compliance with financial regulations
• Liaised with front line staff to enhance customer service experience
• Collaborated with team to meet project deadlines and maintain workflow efficiency
• Conducted user acceptance testing for the new payments system “Avaloq” to ensure functionality and user satisfaction.