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Theo Catterall

Theo Catterall

Certified

Data and Analytics Lead

Handelsbanken Plc | Manchester, UK

Technologies

My Portfolio Highlights

My New Certification

Data Analyst Associate

My New Certification

SQL Associate

My New Certification

Data Analyst Associate

Following my curiosity by building things to create value.

My Work

Take a look at my latest work.

DataLab

Data Manipulation with pandas

DataLab

Data Manipulation with pandas

My Certifications

These are the industry credentials that I’ve earned.

Data Analyst Associate

Data Analyst Associate

SQL Associate

SQL Associate

Other Certificates

Coursera Google Data Analytics Professional Certificate

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to SQL
Introduction to Power BI
Intermediate SQL
Intermediate Python

My Work Experience

Where I've interned and worked during my career.

Handelsbanken | Mar 2024 - Present

Data and Analytics Lead

Handelsbanken UK’s Data and Analytics lead for the operations teams; Contact Centre, Centralised Admin, and the National Broker Intermediation teams. - Developed the first suite of analytics within the operation teams to support 3 core types of Reporting of Management Information; Employee Performance, Stakeholder Engagement, and Operations Performance. - Developed both ad-hoc and in-depth analyses to provide actionable insights and support strategic decision making for the executive committee (ExCo). -Developed and Automated Management Information reporting systems using VBA and Power Query.
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Handelsbanken | Dec 2022 - Mar 2024

Senior Branch Connect Officer

As a Senior Branch Connect Officer I took an active role in the Centralised Admin team to develop its Data Management and Governance, and Quality Assurance. - Developed and initiated the rollout of the Connect Teams Quarterly Management Information using dynamic dashboards, providing Branch and District service-engagement to Senior Stakeholders. - Adapted the Handelsbanken’s Risk Framework by building a robust Quality Assurance and Data Management System that tracked KPI’s and mitigated risk. - Supported the team by training and coaching to support the professional development, supporting data literacy and data skills. - Implemented strategic and tactical changes within the Centralised Admin operation, including the rollout of centralised Account Opening. - Identified potential efficiency opportunities through utilising existing data to streamline and create internal capacity.

Handelsbanken | Feb 2022 - Dec 2022

Account Manager

Account Manager at the Handelsbanken Bolton branch I focused on delivering value and customer satisfaction. - Responsible for the development and maintenance of a corporate and private banking customer portfolio. - Point of contact for internal and external stakeholders including CDD/ KYC / AML, solicitors, surveyors, and auditors. - General office Management, supported branch with compliance and administration.

Handelsbanken | Jul 2020 - Feb 2022

Project Analyst

In the Handelsbanken Product Governance and Control team, my role was to manage the Incentivized Switching Scheme (ISS) project to completion. Additional Projects assigned to: - I successfully managed the coordination and completion of Handelsbanken PLC’s participation in the ISS Scheme by effective communication through internal and external reporting to BCR Ltd; an Independent Government Body, and NatWest Group. - Controls Database - Led the development of a Controls Database and project documentation to ensure effective control assurance through the management of existing controls within the Product Teams. - NPC - Developed instructions for the New Product Checklist. - Financial Control - Provided expense analysis and reporting of detailed MI across the whole UK product range to the Chief Product Officer.

Handelsbanken | Jul 2018 - Jul 2020

Customer Support Specialist

This was my first position at Handelsbanken, starting in the bank's Contact Centre. This position helped me gain a fundamental understanding of the organisation, its customers and culture. Achievements in the role: - Streamlined the technical troubleshooting methodology to provide efficient call management. - Developed and embedded comprehensive training materials and instructional videos to provide effective training of new starters. - Developed the Contact Centre's first MI dashboard that was presented to Senior Management during the Covid-19 pandemic to understand customer enquiries. - I aided in establishing a departmental disaster recovery location in Leeds to mitigate operational risks posed by the Covid-19 pandemic, ensuring business continuity.

On the Beach | Jul 2017 - Jul 2018

Travel Experience Specialist - Nordics

Complaint Handling - Liaising with the Services Ombudsman and external stakeholders. Customer Service - Dealt with various tasks to help travelers before, during and after their holidays. Inbound Customer Sales - I was the top performer on my team, with an average conversion rate of 38%. I extended my responsibilities by offering support to the OnTheBeach marketing team with English to Swedish translations. In addition to taking ownership of producing Management Information to monitor KPI's in the Sales environment.

My Education

Take a look at my formal education

Polhemsskolan - Gävle - Sweden | 2017

About Me

Theo Catterall

A data professional with over 6 years of experience in financial services and a passion for data analysis. I turn complex data into actionable insights to drive business value.

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