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Sarah Gooding

Sarah Gooding

Certified

Business Analyst

Close Brothers Asset Management (CBAM) | London, England

Technologies

My Portfolio Highlights

My New Certification

Data Analyst Associate

My New Certification

SQL Associate

My New Track

Power BI Fundamentals

My New Certification

Data Analyst Associate

Data Scientist / Business Analyst in Wealth Management & Pensions

My Work

Take a look at my latest work.

project

Investigating Netflix Movies

Python
project

Investigating Netflix Movies

Python

My Certifications

These are the industry credentials that I’ve earned.

SQL Associate

SQL Associate

Data Analyst Associate

Data Analyst Associate

Data Literacy

Data Literacy

Other Certificates

CFA UK Investment Management Certificate (IMC)

BCS The Chartered Institute for IT BCS International Diploma in Business Analysis

DataCamp Data Analyst in Power BI

Microsoft Microsoft Certified: Power BI Data Analyst Associate

DataCamp Course Completion

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

Courses

Introduction to Python
Introduction to SQL
Introduction to Power BI
Intermediate SQL

My Work Experience

Where I've interned and worked during my career.

Close Brothers Asset Management | Mar 2023 - Present

Senior Business Analyst

N/A

Fidelity International | Jul 2018 - Mar 2023

Senior Business Analyst

Fulfil multiple, simultaneous duties, with responsibility driving development of effective business solutions to meet company and client performance goals. Prepare professional documentation and capture user stories, acceptance criteria and context information. Interpret complex business issues and understand associated technical implications. Coordinate closely with solution architects, product owners, UX designers and delivery teams to ensure solutions address business requirements. Consult with third party provider as part of integration project with focus on web and digital experiences. Lead detailed analysis identifying key requirements, new functional and non-functional requirements. Provide conceptual solutions to complicated business problems / needs and make recommendations for preferred solutions, with consideration of associated risks, cost, and timescales. Work with senior management to facilitate sign off / agreement of solutions and recommendations. Key Achievements • Led the analysis and delivery of project to source ESG ratings from MSCI and populate factsheets with this data. Delivered feature with no increase in headcount/ongoing cost. • Directed the analysis of data flows across Fidelity’s pension firm and asset management division to provide ESG insights for retail and workplace investment and savings products. Enabled fully automated integration with a sustainable investing product (Tumelo) while maintaining a clear separation of concerns between FIL as pension provider and fund manager. • Defined new API contract to fetch details of assets belonging to pension scheme. • Analysed an interpreted requirements for climate-related disclosures under both FCA and DWP rules. • Defined requirements for ensuring product-level public disclosures were published suitable for retail investors and compliant with consumer-duty rules.
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Legal & General | Jul 2014 - Jul 2018

Senior Business Analyst

Led analysis to align current capabilities for “work management” with L&G’s digital strategy. Directed analysis on projects involving pension transfers. Served as line manager for two other business analysts. Conducted analysis and requirements for automation of institutional client order book. Completed analysis needed for MIFID 2 transaction cost reporting. Relocated to L&Gs asset management division LGIM (Distribution Dept.) 07/2017 to 07/2018. Key Achievements • Successfully demonstrated through a pilot how the pensions administration and asset management teams can work together to realise savings for both the business and client. • Achieved highly rated performance within team by peers and stakeholder alike reflected in annual reviews and 360 feedback. • Led successful transfer of a corporate pension scheme incorporating a lifestyle switch using a combination of methods to move £40M AUM (1,100 lives) (in-specie / re-reg / cash) to avoid transaction costs and the need for prefunding, saving £150K transaction costs • Rescued previously unsuccessful projects by owning relationship between the business and IT department, developing detailed unambiguous functional specifications, reviewing these with stakeholders, and obtaining sign-off prior to development. • Handled identification and remediation of calculation errors in in- house order-execution system resulting in increased team efficiency

Premium Credit Ltd | Mar 2013 - Jun 2014

Senior Business Analyst

Demonstrated advanced data modelling skills and ability to rapidly understand premium finance domain. Developed accurate forecasting models used to measure benefits and inform 2014 budget planning. Produced comprehensive logic model to analyse barriers to digitisation and guide activities across all departments to remove them and measure benefits. Produced functional specifications liked by development, test teams and Business Analysts, and adopted as standard in waterfall environment. Key Achievements • Helped recover historically weak relationship with print provider (Communisis) ensuring they delivered project to develop an email solution for customer communications on time and with significant savings. • Led analysis and delivery of change to project closure on three major projects in first year of joining. • Directed analysis on securitisation project that delivered bottom line savings (25% of annual profit) which involved analysing and accurately modelling impact on the company’s financial security allowing leading Premium Finance provider to rollout a new credit agreement within an aggressive timeframe. • Led analysis on a project that saved 25% of annual profit by enabling paperless communications. • Delivered tactical solutions to create customer centric view across multiple systems so business was able to comply with FCA rules concerning a consolidated credit agreement for clients with multiple loans. • Developed reputation as point of contact for any project needing support and complex analysis and for a willingness to step in and help where necessary.

WARP Technologies Ltd. | Jan 2011 - Mar 2013

Change Manager / Business Analyst

Served in role of Business Analyst for software house specialising in medical data and its application in the insurance and legal sector. Supported team tasked with developing software for Parabis Ltd (previous employer). Oversaw business analysis and test function for all projects and defined and assessed practicability of business cases. Defined deliverables for agile team of developers working to Kanban principles. Managed client expectations and ensured highest levels of satisfaction. Controlled backlog and developed product roadmaps. Hired and managed several other business analysts. Key Achievements • Gained promotion to Business Change Manager to lead the client engagement team, incorporating project management, business analysis, and test and release functions to support business growth, ensure adherence to best practice and account management

Argent Rehabilitation | Oct 2006 - Jan 2011

Business Analyst

Worked with business to understand operational deficiencies, developed business cases for IT investment with cost benefit analysis, produced project proposals, and shared analysis with business stakeholders. Defined and maintained functional specifications for handover to in-house IT team. Produced management information and worked with database analysts to produce reliable data to support management reporting. Controlled need for minor changes vs. projects to optimise use of IT resources. Fulfilled additional duties of Project Manager / Delivery Coordinator role as well as Business Analyst role. Key Achievements • Designed end-to-end workflow for rehabilitation service to add value to the proactive handling of motor personal injury claims, reducing processing time by 15% and using IT to turn a rapidly growing business from loss to profit in 18 months. Designed interfaces between legacy case management system and accounts system for data feeds enabling both automated sales invoices and purchase ordering, negating the need for additional headcount in finance department. • Designed supplier portal for healthcare experts, including online referral, electronic reporting, and integration with claims valuation tools (COA and Colossus). Built team to support client engagement function in small growing business, overseeing business analyst, test and client engagement function as well as supporting a shift from a waterfall to agile approach.

My Education

Take a look at my formal education

BA Hons in Art History & Visual TheoriesUniversity of East London | 2004

About Me

Sarah Gooding

A senior business analyst. Highly data literate. Formalising the data analyst skills I've acquired during my career with appropriate qualifications (SQL, Power BI) and expanding my skills into Data Science (Python, ML & Maths for data science).

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