Sam Porter
Bristol
Summary
Analytical and detail-oriented Operations Analyst with experience in financial reconciliations, regulatory compliance, and corporate actions within a leading investment services firm. Skilled in interpreting financial documentation, resolving discrepancies, and supporting process controls aligned with FCA and CASS regulations. Strong communicator with client-facing experience and a scientific background, now seeking to transition into an accountancy graduate scheme and pursue ACA/ACCA/CIMA qualifications.
Overview
4
4
years of professional experience
Work History
Operations Analyst – Corporate Actions
Hargreaves Lansdown
05.2023 - Current
- - Analyse corporate disclosures and financial documents to identify and assess UK and international corporate actions.
- - Reconcile stock and cash positions across the corporate action lifecycle and ensure accurate, FCA/CASS-compliant execution.
- - Liaise with Euroclear, brokers, and clients to manage elections, resolve exceptions, and issue timely communications.
- - Use CREST, SWIFT, Salesforce, and Excel to process events, report cash, and monitor entitlements.
Higher Healthcare Technical Officer
NHS Blood and Transplant (NHSBT)
04.2022 - 05.2023
- - Tested blood samples, trended MOD data in Excel, and maintained compliance with GDPR, GMP, and GDP standards.
- - Coordinated sample logistics and laboratory support for clinical operations.
Laboratory Roles – DHSC Mobile Processing Unit Project
Department of Health and Social Care
09.2021 - 04.2022
- - Supervised and trained lab teams on LIMS and clinical protocols for COVID-19 RT-LAMP testing.
- - Managed stock, prepared audit logs, and ensured documentation met GMP and UKAS requirements.
- - Delivered daily performance reports and resolved operational issues in high-pressure environments.
Education
BSc - Biological Sciences
University of West England
01.2021
Skills
- Financial Reconciliation & Controls
- Regulatory Compliance (FCA, CASS, GDPR, GMP)
- Document Analysis & Risk Awareness
- Excel (Pivot Tables, VLOOKUP)
- Client Communication & Team Coordination
- CREST, SWIFT, Salesforce, Recapp
- Data analysis
Timeline
Operations Analyst – Corporate Actions
Hargreaves Lansdown
05.2023 - Current
Higher Healthcare Technical Officer
NHS Blood and Transplant (NHSBT)
04.2022 - 05.2023
Laboratory Roles – DHSC Mobile Processing Unit Project
Department of Health and Social Care
09.2021 - 04.2022
BSc - Biological Sciences
University of West England
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