Wealth & Asset Management

PROJECT CREDENTIALS

Selection of Delivery Case Studies
Gideon Kretschmer

Global Wealth Manager | TOM Design lead + PMO lead

Target Operating Model (TOM) design lead and PMO lead for largest work stream (core banking platform) in multi-year transformation program

Skills Applied

  • Project Management
  • PMO Design and Implementation
  • Complex Stakeholder Management and Reporting
  • Operating Model Design
  • Strategic Storytelling

Value Delivered

  • Design of new PMO framework and enablers adopted across program (Jira, Confluence ++)
  • Right-hand to Program Lead enabling successful day-to-day management of core work stream
  • High-level Target Operating Model defined and aligned with functional streams
African Pension Fund | Project Lead + Consulting lead

Multi-year business transformation project, guiding client through a fundamental redesign of business & operating model

Skills Applied

  • Project Management
  • Change Management
  • Operating Model Design
  • Business Case Design
  • Strategic Storytelling

Value Delivered

  • Project enabled 15% cost base reduction, substantially improved service levels, staff morale and risk management
South African Asset Manager | Project Lead

Finance operating model current state assessment to identify improvement opportunities

Skills Applied

  • Operating Model Assessment and Design
  • Finance Ops expertise
  • Strategic Storytelling

Value Delivered

  • Current state Operating model heat map with prioritised improvement recommendations delivered to the CFO
Global Investment Bank | Project lead + Process Lead

Design and implementation of a new automated Basel II Liquidity Management reporting solution plus various reporting and process improvements across Finance and Treasury

Skills Applied

  • Business Analysis
  • Process improvement
  • MI Solution Build
  • Project Management

Value Delivered

  • Group-wide real-time liquidity view enabled for first time and new reporting standards met 
  • Material process efficiencies (automation and controls)
South African Property Fund | Consulting lead

Review of the budgeting and forecasting processes

Skills Applied

  • Financial Analysis
  • Financial Modelling
  • Stakeholder Management

Value Delivered

  • Material forecasting process and modelling improvements adopted by the Executive team
UK Wealth Advisory Business | Strategist

High-level Business Strategy review with best practice recommendations for running internal strategy planning sessions with Executive team

Skills Applied

  • Critical Thinking
  • Strategic Planning
  • Storytelling and Communications
  • Benchmarking

Value Delivered

  • Critical challenge and validation of leadership teams’ approach
  • Proposed improvements taken on board
Global Investment Bank | PMO lead + Delivery lead

Brexit Operational readiness PMO lead, managing various critical change initiatives across work streams, functions and locations

Skills Applied

  • Project Management
  • PMO design and Implementation
  • Complex Stakeholder Management and Reporting (highly complex, visible,  time-critical)

Value Delivered

  • Played a key support role in the successful design and enablement of a new Brexit- ready European Bank
  • On-time, high-quality and pro-active program management, reporting and issue resolution
South African Wealth Manager | Project Lead

Led high-profile finance Operating Model transformation project

Skills Applied

  • Operating Model Design
  • Finance Ops expertise
  • Project Management

Value Delivered

  • Future-fit Target Operating Model framework (with material efficiency and control improvements) and delivery roadmap adopted by the Executive team
South African Asset Manager | Project lead + Audit lead

Lead Audit Supervisor delivering complex statutory and special group audits (multi-year)

Skills Applied

  • Audit Planning and Execution
  • Technical Accounting
  • Project (& team) Management
  • Stakeholder Management
  • Business Analysis

Value Delivered

  • Timely delivery of high quality statutory audit and management insights
  • Delivered a 50% fee recovery uplift plus a noted step change in client satisfaction (“best audit in last 5 years”)
  • 5/5 personal performance rating
South African Asset Manager | Senior Auditor

Senior Auditor – statutory audit planning and execution (multi-year)

Skills Applied

  • Audit Planning and Execution
  • Technical Accounting
  • Stakeholder Management

Value Delivered

  • Timely delivery of high quality statutory audit and management insights
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