Andy Davies - CV January 2016

Andy Davies 0448 228 680, [email protected]

PROFILE § Senior executive and consultant with 20 years of experience in banking, including regulatory compliance, technology, banking operations and project management.

− Extensive experience in retail and institutional banking, gained in Australia and the UK, at Westpac, HSBC, Deutsche Bank, ABN AMRO and Greenway Capital.

− Led the transformation of the Compliance function of Westpac and worked as Head of Compliance, Group Services and Technology, for the past 4 years.

− Founded and managed a software development firm and developed and implemented software systems at some of the world’s largest banks.

− Managed major banking transformation projects and project portfolios. Currently work as a guest lecturer and tutor in the Masters of Project Management Program at Sydney University (as a practical academic – “pracademic”!)

§ Strong general management skills and people leadership skills. Exemplary stakeholder management, engagement and communication skills.

§ Extensive experience in turning-‐‑around problematic projects, strategy development and affecting change through innovative projects.

§ Currently studying Positive Psychology, which includes the science of wellbeing and high performance, at the Flourishing Centre, New York.

CAREER HISTORY

I negotiated a departure from Westpac (via redundancy) at the end of December 2015 and I’m currently investigating FinTech start-‐‑up and consulting opportunities.

WESTPAC BANKING CORPORATION – HEAD OF COMPLIANCE, GROUP SERVICES

2012 to December 2015 I led the transformation of the Compliance function at Westpac. This included the development and implementation of new frameworks, standards, processes and software. This also included the deployment of compliance plans (which document regulatory obligations and controls) globally, across 128 divisions of the bank. At the conclusion of the transformation I took over the management of Compliance for the Group Services and Core divisions (Technology, Operations, Finance and H.R). These divisions account for around 12,000 employees. I was responsible for breach identification, determination and regulator reporting. I also led business programs to improve regulatory compliance and respond to regulatory change. This work provided me with the valuable experience of first fixing, then transforming and ultimately running the Compliance business unit.

I have work closely with very senior management (Group Executive level) and have built solid and sustainable relationships with the major Australian Banking Regulators. WESTPAC BANKING CORPORATION – PROGRAM DIRECTOR, BANK OF MELBOURNE

2011 to 2012 Bank of Melbourne was launched in mid-‐‑2011 as a bold initiative to capture a greater share of the banking market in the state of Victoria. I led 9 separate workstreams in launching Bank of Melbourne, the highlights being:

- Leading product development and pricing, which included the re-‐‑brand and launch of 220 banking products.

- Implementing an innovative, loyalty based pricing structure, known as Relationship Pricing, for affluent customers.

- Leading the financial markets and international payments re-‐‑branding.

- Building relationships with the State Government of Victoria and collaborating with the Government on a number of initiatives to promote financial literacy.

- Developing and overseeing project governance and project management practices for all of the above.

WESTPAC BANKING CORPORATION – PROGRAM DIRECTOR, GROUP OPERATIONS

2007 to 2011 Over a 4 year period I led multiple programs in the Group Operations division of Westpac. My major achievements included:

- Being a core member of the team to determine the merger integration strategy for Westpac’s acquisition of St George Bank. I also managed a portfolio of projects as part of the merger integration.

- Conceiving, designing and leading the implementation of an innovative software system to automate operational processes to integrate Westpac and St George systems post-‐‑merger. As part of this work I was one of the first to utilise Agile project methodologies at Westpac.

- Leading the Secured Lending Transformation Program, with the aim of improving the customer experience and profitability of the mortgage portfolio, across Westpac, St George, BankSA and RAMS. As part of this work we utilised Customer Centric Design (CCD) techniques. I was one of the first adopters of CCD at the bank.

- Leading the establishment and initial phases (governance, funding and mobilisation) of Operations offshoring programs which transferred a significant number of banking activities to India and the Philippines.

SYMITAL SOFTWARE AND CONSULTING – CO-‐FOUNDER AND MANAGING PARTNER

2002 to 2007 I was a founder and managed the practice of Symital, a software and consulting firm. In addition to leading a team of software professionals, I managed all consulting projects and software development projects. The highlights included:

- Developing systems and processes for Greenway Capital, a start-‐‑up asset manager. I worked with the senior leadership team to design a new asset class (equity mortgages), designing product features, positioning in the marketplace and launch.

- Developing mortgage origination systems for mortgage managers and brokers.

- Developing retail mystery shopping software for Creative Field Marketing, a Clemenger BBDO company. Clients included Optus, Westfield, SONY, Motorola and Metcash.

- Managing a project in the transport and logistics sector for CHEP/Brambles.

- Establishing the firm’s offshore software development operations in Indonesia and Vietnam and establishing the firm’s governance practices and software development methodologies, including Agile methodologies.

BANKING CONSULTANT, LONDON, UK – DEUTSCHE BANK, ABN AMRO AND HSBC 1997 to 2002 Working with Mathias & Co, a New York consultancy, I led projects at major global banks. Most of my work was carried out in institutional and business banking. The highlights included:

- Conceiving, designing and deploying a global cash management system for Deutsche Bank.

- Project Manager for Treasury, Money Markets and Fixed Income divisions of a global account planning and sales management system at ABN AMRO.

- Team Leader of the deployment of a client management software system for the Global Corporate and Investment Banking division of HSBC.

- Training Institutional Relationship Managers in Singapore, Hong Kong, Malaysia and Australia for HSBC.

My employment history prior to 1997 is gladly available upon request.

EDUCATION § Bachelor of Science (BSc), Computer Science. Graduated 1994, Macquarie University.

§ Currently studying Positive Psychology, which includes the science of wellbeing and high performance, at the Flourishing Centre, New York.

ABOUT ME § I am married with two lovely school aged children.

§ My family are keen skiers and we enjoy ski holidays together.

§ I am passionate about music. I play guitar in a band called Kim Killspeed and utilise my commercial acumen to manage the band and promote live music events.

Andy Davies - CV January 2016

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