Richard Smith

Product Manager / Agile Business Analyst 

 

Welcome to my website where you will find details about me, my key achievements, skills and work history.

About Me

I am a proactive and results driven product manager with a passion for understanding both the business and the customer’s needs and developing products to support those needs by ensuring value add to the business whilst simultaneously creating great user experiences. I have a thirst for learning and am always looking for ways to improve myself both personally and professionally. I enjoy meeting and working with new people and believe that building lasting relationships and encouraging collaboration is the quickest route to great results.

 

In my free time I love reading, travelling and socialising. My greatest passion is scuba diving and the ocean in general. I am a PADI Open Water and Speciality instructor and feel privileged to have been able to share my passion with other people and dive all over the world.

Key Achievements

  • Delivered a payment agnostic beneficiary management tool to corporate banking customers, initially in Mexico and then a further 15 countries including integration with a new faster payments service in Hong Kong. I ran initial product workshops, built and managed the backlog, worked with designers to develop UX prototypes for customer and internal testing and supported the development teams and testing teams through to delivery.
  • Obtained a $200m digital transformation project sign off by applying agile methodologies with an internal HSBC digital "start-up" team to build a range of innovative proof of concepts and validate them across internal teams and customers.
  • Owned and supported the delivery of functionality to allow corporate banking customers to offset their cross-border payments against FX forwards booked on the FX trading platform resulting in savings to the customers and an increase in FX trading revenue for the bank.
  • Led and delivered an MVP proposal for a corporate customer on-boarding tracking platform leading to budget sign off and hand over to an external design agency to build and deliver
  • Facilitated the Implementation of 360T TEX / i-TEX FX trading platform which allowed the provision of FX trade execution and internal market services to the power & gas desks and external subsidiaries leading to a reduction in costs for the internal trading desks and an upturn in revenue for the internal FX desk.
  • Managed the migration of the EFET Peer2Peer onto the new Central Matching Service (CMS) portal increasing the speed of processing trade confirmations and a reduction in support calls.

Key Skills

  • Professional
  • Product management
  • Agile delivery - XP, Scrum, Kanban
  • Stakeholder management
  • UX & UI design
  • Workshop facilitation
  • Feature ideation & story writing
  • Story mapping
  • Product road mapping
  • Customer testing
  • Managing software delivery
  • Strong communication skills
  • Requirements gathering
  • Corporate banking – Payments
  • Global banking – FX & Commodities
  • Technical
  • Product tracking - JIRA, Confluence, Sharepoint
  • Prototyping - Axure RP, Balsamic
  • Diagramming - MindNode, Visio Pro, Omnigraffle, Sketch
  • Data extraction, collection and analysis - SQL, Excel
  • Web development - Sparkle, RapidWeaver, HTML 5.0, JScript
  • Mobile development - iOS, Xcode, SWIFT
  • Desktop development - Microsoft stack (C#, SQL Server, Visual Studio)
  • MS Office Suite  - Word, Excel, Powerpoint, Outlook, OneNote
  • Team collaboration - Same Time, Slack, WhatsApp

Education.

2017    UX Design Bootcamp

 

2016    Agile Story Writing

 

2016    Lean Kanban Foundation

 

2015    Certified Scrum Product Owner (CSPO)

 

2011    Prince II Practioner

 

2008    ISEB Business Analyst Diploma

 

1996    BSC(Hons) || Computer Science

Career Foundry - Online 

 

Agile8 - London  

 

Agile8 - London  

 

Agile8 - London  

 

OCG - London  

 

BCS - London  

 

Ruskin College - Cambridge

Experience.

Dec 2016 – Present

Product Manager / Lead BAFuture of Payments

  • Owned two key new initiatives, a more intuitive journey for customer payment initiation and the development and integration of a unified beneficiary management tool.
  • Ran inception workshops with key business stakeholders from global locations, identifying goals & kpi’s, developing key personas, evaluating technical options and agreeing an MVP
  • Worked closely with the UX Team to develop ideas and build clickable prototypes to aid testing of the product with customers and internal stakeholders.
  • Ran customer demos and testing to understand customer journeys, identify pain points and further developing our ideas.
  • Built and managed the product backlog, sprint planning, supporting ongoing development by making key decisions around scope and working on the future roadmap, aligning with the wider payments roadmap and commercialisation plan.

May 2016 – Dec 2016

Lead Digital Business Analyst Digital Transformation for Corporates

  • Worked with senior stakeholders and external agencies to support the shaping of the digital transformation program including the delivery approach, organisation structure, interviewing and hiring of key staff and Agile coaching of senior stakeholders.
  • Lead BA on the customer onboarding stream of work. Ran workshops and 1-2-1 sessions to help shape the proposed product and then working with UX team to build out initial MVP prototype to gain buy in from senior stakeholders across the bank.
  • Lead BA on a project to integrate FX forward functionality into payment journeys. Supported the product owner and engaged with stakeholders globally across payments and FX business Defined proposed solution & key deliverables leading to UX designs, user story development and backlog management to support the agile delivery team.

Mar 2015 – May 2016

Product Owner / Digital Business AnalystCorporate Digital

  • Worked within a small "start-up" with the goal of driving the next generation of digital services for Corporate clients and championing the benefits of agile principles with a focus on ‘voice of the client’. Success in this venture led to the launching of a $200m digital transformation programme (DTC).
  • Led workshops, interviews and usability testing with clients and HSBC front liners to identified key user journeys and test these through UX wireframes & prototypes with our customers to build a backlog of desired features.
  • Product managed the FX Historical, intraday & forward rate tracker & thought leadership portal proof of concepts, showcasing them to senior stakeholders and the board.

Aug 2013 – Aug 2014

Digital Business AnalystPower & Gas IT

  • Implementation of 360T TEX / i-TEX FX trading platform for the FX Desk to allow the provision of FX trade execution and internal market services to the Power & Gas desks and external subsidiaries.
  • Managed the migration EFET Peer2Peer onto the new Central Matching Service (CMS) portal.
  • Lead analyst implementing an Internal Markets and Direct Market Access portal for our Power & Gas desks. Worked with the vendors Exxeta & Trayport, and teams across the business to understand how the portal could be used to facilitate internal trades to be booked, charged, processed and settled.
  • Full review of the existing AS IS Confirmation processes across Power, Gas, Carbon and FX. This project involved mapping the existing processes and identifying issues.

Oct 2012 – Feb 2013

Senior Business AnalystMetals IT (Geneva)

  • Managed workshops with all stakeholders across trading, hedging, transportation and accounting to assess the issues with the current processes and defining and mapping the ideal TO BE business processes and the documentation and prioritisation of critical IT system changes to facilitate the proposed TO BE.
  • Detailed GAP Analysis between the existing Refined Metals IT Systems and the captured requirements to support the agreed TO BE Concentrates functionality.
  • Mapping existing system landscape and defining options for phased release & data migration

Personal Projects 

Nov 2011 – Sep 2012

  • Eight-month property redevelopment project
  • Scuba Diving Instructing & Attendance of PADI training courses.
  • Travelling / Hiking in UK
  • Website development / iPhone Development (PHP, MySQL, HTML, CSS, Apache, Objective C, Cocoa, AngularJS, Jscript, Swift, MEAN Stack

Mar 2011 – Oct 2011

Senior Digital Business AnalystClient Technology Solutions

  • Working in a cross asset technology team designing & developing a trading web portal for both internal and external clients. The first phase was focused on FX trade execution, research and analytical services.
  • Review of required user logon and terms & conditions process from existing internal web systems to create a much more streamlined user experience and increased automation.
  • Analysis and design of various web portal functionality including publish & subscribe alerts & notifications, system health monitoring and workspaces customization and sharing
  • Extensive work with UX designers developing user stories, user personas and prototyping of key portal functionality using clickable wireframes
  • Coordination with global teams based in London, Singapore and New York.

Aug 2009 – Mar 2011

Senior Analyst DeveloperCommodities IT - Power & Gas Trading

  • Support of the commodities trading teams supporting power, gas and emissions across EMEA and Pac Rim.
  • Lead Analyst on a project to consolidate various legacy web price curve data tools into our centralised trading platform simplifying the user’s daily job and allowing the decommissioning of the legacy systems.
  • PM / Lead Analyst on a 4-month project to migrate our main trading platform to Pac Rim allowing the team to take advantage of the Australian market resulting in a substantial increase in P&L for the area.
  • PM / Lead Analyst / Developer on a 5-month project to add early trade termination functionality to the trading platform and to add and manage various trade fees, greatly simplifying the workload of the settlements & invoicing teams and improving the user experience.
  • Working with and mentoring junior members of the team.

Jul 2008 – Aug 2009

Business AnalystEquity Derivatives

  • PM / Analyst managing a team of five offshore developers creating a book hierarchy configuration & management tool for the reporting of PnL and Risk including a detailed authorisation and approval process and the automation of trading book access requests. I drove the project from the initial requirements to delivery, business demos, UAT and roll out resulting in a large saving in support time and costs.
  • Analysis and resolution of the annual SOX driven audit on access permissions to our main Equities System SOPHIS. This involved consolidating the existing user profiles, streamlining them and writing a new process for access requests to ensure no audit breaches.
  • Responsibility for all Business as Usual tasks within the team including minor changes, system fixes etc.
  • New York End of Day processes. This involved assisting on a project being tackled by the whole team to ensure all required processes for the NY EOD were captured and analysed and correctly implemented.

Aug 2006 – Jul 2008

Senior Analyst DeveloperFX Prime Brokerage

  • PM / Analyst managing a team of five offshore developers creating a book hierarchy configuration & management tool for the reporting of PnL and Risk including a detailed authorisation and approval process and the automation of trading book access requests. I drove the project from the initial requirements to delivery, business demos, UAT and roll out resulting in a large saving in support time and costs.
  • Analysis and resolution of the annual SOX driven audit on access permissions to our main Equities System SOPHIS. This involved consolidating the existing user profiles, streamlining them and writing a new process for access requests to ensure no audit breaches.
  • Responsibility for all Business as Usual tasks within the team including minor changes, system fixes etc.
  • New York End of Day processes. This involved assisting on a project being tackled by the whole team to ensure all required processes for the NY EOD were captured and analysed and correctly implemented.

Jan 2004 – Aug 2006

Senior Analyst DeveloperFX Prime Brokerage

  • Developed a series of FX trade feed interfaces allowing the importing of trades (FX Spots, Forwards, Swaps) from spoke banks into our matching and clearing systems via client files (email, ftp, http, https, Web Services), Online Trading platforms & COM & .NET Components
  • Development of a generic Class Library used to hook into our APPIA FIX Engine and process FIX Trade (NOE’s) and Allocation messages.
  • Development of a generic Confirmations Engine initially used to process a CSV trade file from a client and generate Swift Confirmation Messages to be sent back to the client offering large savings to the bank and its clients.
  • Design and Development of complex rule based client Billing System comprising of an Import Engine, Billing Calculation Engine & Desktop Configuration Application all written in .NET with a SQL Server backend.
  • Development and Support of the ASP.NET RBS Markets Prime Brokerage Web Site (www.rbsmarkets.com)

Feb 2000 – Jan 2004

Web DeveloperEquity & IR Derivatives

  • Development work on as ASP/VB Web Based IR & Equities Sales Commission system using IBM MQ Series Messaging and XML.
  • Web Based Swap Interest Tool to enable traders to quickly locate the best priced Spreads & Outright Interest Swap rates available.
  • Flexible Web Based Reporting tool, ASP / VB / JavaScript, captured statistical information globally and generated Reports used by the Brokerage Department.
  • A C# .NET Web Based Alerting System Tool & XSLT Templates for a Statistical Analysis Tool used by Financial Engineering.
  • Extensive work and support of the in-house corporate actions platform.

Contact Me.

+44 (0) 7595 386 895

rich@scubaa.com

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