Richard S Jones

Directed a team of over 100 professionals, delivering critical transformation and support services to 500+ internal employees, encompassing Product/Project Managers, Developers, and Data Engineers.

Set and executed a technology-enabled business transformation strategy, collaborating with Board and C-suite to align IT vision with comprehensive delivery roadmaps.

Successfully achieved all IPO readiness targets, culminating in a successful IPO by July 2025, ensuring robust and controlled IT operations.

Renegotiated key vendor contracts, maintaining high service quality while generating annual savings of approximately $1M USD.

Advised diverse clients, from PE-owned startups to global Banking and Insurance organizations, on technology strategy for Finance, Treasury, Risk, and Actuarial transformations.

Won and managed multiple multi-million dollar technology-enabled transformation programs, driving significant improvements across the Target Operating Model (Technology, Data, People, Process).

Specialized in the successful recovery of failing transformation programs, applying pragmatic and logical approaches to redefine objectives and ensure delivery.

Developed and implemented an improved methodology that reduced transformation costs by strategically leveraging offshore resources and tightly managed delivery risk.

Led a multi-year post-merger integration for a major UK Banking Group, ensuring seamless technology and operational alignment.

Redesigned the Treasury Operating Model for a prominent UK Banking Group, optimizing financial operations and control.

Established and launched a large-scale ERP transformation program for a leading global insurer, laying the foundation for significant system modernization.

Led the Financial Services Technology Delivery team, specializing in data integration and data warehouse delivery for a global program.

Implemented new SAP-based technology for the Reinsurance business, enhancing system capabilities and data management.

Supported the post-acquisition integration of GE Insurance Solutions into Swiss Re, ensuring seamless system and process consolidation.

Led a dedicated team in the comprehensive design and implementation of advanced subledger technologies.

Enhanced financial data management and reporting capabilities across diverse business lines, including Equities, Fixed Income, and Money Markets.

Streamlined subledger processes, improving data accuracy and efficiency for critical financial operations.

Managed daily product control operations, ensuring accurate valuation and reporting of complex financial instruments.

Reconciled trading positions and P&L, minimizing discrepancies and ensuring data integrity.

Ensured compliance with internal policies and external financial regulations within product control functions.

Collaborated on the delivery of finance technology initiatives, supporting the development of new systems and tools.

Contributed to system enhancements and process improvements, optimizing financial operations workflows.

Provided technical support and expertise to finance teams, facilitating the adoption of new technologies.

Oversaw product control functions, ensuring accurate valuation and reporting of financial instruments.

Managed daily product control operations, reconciling trading positions and ensuring compliance with financial regulations.

Provided critical support to trading desks by ensuring timely and accurate P&L reporting and analysis.

Conducted thorough banking audits, assessing financial statements and internal controls for compliance and accuracy.

Identified critical areas for improvement in financial controls and operational efficiency, providing actionable recommendations to clients.

Contributed to the integrity of financial reporting for major banking institutions through diligent audit practices.