0
jobs
UK Partner at triageAdvisors LLP
Shweta Chugh
,
Esher
Other titles
Skills
I'm offering
Markets
United Kingdom
Links for more
Once you have created a company account and a job, you can access the profiles links.
Language
English
Fluently
Ready for
My experience
2016 - 2019
job
Director, CEO Office
Shawbrook Bank.
Shawbrook Bank is a privately-owned challenger bank. Since its inception, the bank progressed from a PE ownership to being
listed, for 2 years, on the London Stock Exchange (LSE FTSE 250 company) until mid-2017 when it was bought by a PE
consortium - Pollen Street Capital and BC Partners.
In my position as Strategy Director and Chief of Staff to the CEO, I had a broad canvas of responsibilities:
● Managing group strategy (organic and inorganic) across the three businesses - Consumer, Property and Business finance
● Areas of focus - products, pricing, geographic, IT, operations, and digital transformation strategy
● Conducting market trend analysis to identify growth, new products, geographies, business and strategic
partnership opportunities at the group level
● Overlook implementation of key strategic projects and ensure they are executed per the financial business
plan. Help remove bottlenecks and speed boat initiatives when required.
● Senior stakeholder management: Bank ExCo (executive committee - CEO, COO, CFO, Business MDs), Shareholders (Pollen Street Capital & BC Partners) & the Board
● Key projects:
o Launched a Strategy committee for Bank's executive management team across business and functional
teams to ensure prioritisation, budgets and deadlines of key projects are aligned with group strategy and the financial business plan
o Led key initiatives such as group digital transformation project and co-led the operational efficiency
project - Defining objectives and targets in line with group strategy, designed and carried out the partner
selection process
o Go-to-market strategy for launching Shawbrook in Jersey. Assessed alternative strategy, acquisition vs
organic set up. Created a financial business plan to assist the exco and board to make a decision. Also
involved in the initial stages of deciding the product strategy
o Led and co-ordinated the strategy, planning and performance interactions with Shareholders & the Board
o Organised board strategy day and prepared the strategy papers
listed, for 2 years, on the London Stock Exchange (LSE FTSE 250 company) until mid-2017 when it was bought by a PE
consortium - Pollen Street Capital and BC Partners.
In my position as Strategy Director and Chief of Staff to the CEO, I had a broad canvas of responsibilities:
● Managing group strategy (organic and inorganic) across the three businesses - Consumer, Property and Business finance
● Areas of focus - products, pricing, geographic, IT, operations, and digital transformation strategy
● Conducting market trend analysis to identify growth, new products, geographies, business and strategic
partnership opportunities at the group level
● Overlook implementation of key strategic projects and ensure they are executed per the financial business
plan. Help remove bottlenecks and speed boat initiatives when required.
● Senior stakeholder management: Bank ExCo (executive committee - CEO, COO, CFO, Business MDs), Shareholders (Pollen Street Capital & BC Partners) & the Board
● Key projects:
o Launched a Strategy committee for Bank's executive management team across business and functional
teams to ensure prioritisation, budgets and deadlines of key projects are aligned with group strategy and the financial business plan
o Led key initiatives such as group digital transformation project and co-led the operational efficiency
project - Defining objectives and targets in line with group strategy, designed and carried out the partner
selection process
o Go-to-market strategy for launching Shawbrook in Jersey. Assessed alternative strategy, acquisition vs
organic set up. Created a financial business plan to assist the exco and board to make a decision. Also
involved in the initial stages of deciding the product strategy
o Led and co-ordinated the strategy, planning and performance interactions with Shareholders & the Board
o Organised board strategy day and prepared the strategy papers
Digital transformation, Stakeholder Management, Management, It, Finance, Exchange, CFO, Growth, Ceo, Implementation, Transformation, Office, Canvas, UP, Go, LED
2012 - 2013
job
Senior Analyst, Strategic Finance
Lloyds Banking Group.
Worked in the group strategic finance team, responsible for oversight and assessment of the financial impact relating to the M&A activities required to deliver the Group's declared strategic objectives.
● Manage project work stream - Worked with Group Corporate development team and the business (verde
carve out) to understand deal terms and with central functions i:e Treasury, Regulatory, IT, Finance, Operations, Investor relations to understand financial impacts and issues.
● Worked on drafting the SPA and managed external advisors - Linklaters (Legal) and PWC (Valuations)
o Project Verde - EU mandated disposal of the 632 branches of LBG; Day 1 and post day 1 financial
assessment of the sale of Verde assets (Now TSB) to Co-Operative Bank
o IPO - Involved in the initial process of the IPO after the fall out of the deal with Co-Operative Bank
o Disposal activities; exiting operations in Australia and supported some other exits to deliver the strategic
objective of the group
● Manage project work stream - Worked with Group Corporate development team and the business (verde
carve out) to understand deal terms and with central functions i:e Treasury, Regulatory, IT, Finance, Operations, Investor relations to understand financial impacts and issues.
● Worked on drafting the SPA and managed external advisors - Linklaters (Legal) and PWC (Valuations)
o Project Verde - EU mandated disposal of the 632 branches of LBG; Day 1 and post day 1 financial
assessment of the sale of Verde assets (Now TSB) to Co-Operative Bank
o IPO - Involved in the initial process of the IPO after the fall out of the deal with Co-Operative Bank
o Disposal activities; exiting operations in Australia and supported some other exits to deliver the strategic
objective of the group
SoMe, M&A, It, Finance, Analyst, Development, Investor relations, Regulatory, Assessment, Treasury, Spa
2011 - 2012
job
Corporate Development & Strategy Analyst
NBNK Investments.
NBNK was a listed entity on the AIM with the aim of acquiring UK Retail Banking assets and building (primarily
inorganically) a 'Challenger Bank', pure UK domestic retail bank. Reporting to executive board members, my
responsibilities included:
● Acquisition activity for NBNK Investments
● Production of analysis on valuations, benchmarking, competitor analysis to support potential acquisitions
for senior management and the board
● Worked on NBNK's business plan & strategy to add value on complex, high profile and sensitive projects, which involved drafting a Strategy & Regulatory Business Plan for the Board & FS
● Worked on the Sale and Purchase agreement
● Managed external advisors - Oliver Wyman (Strategy) and UBS (Valuations)
inorganically) a 'Challenger Bank', pure UK domestic retail bank. Reporting to executive board members, my
responsibilities included:
● Acquisition activity for NBNK Investments
● Production of analysis on valuations, benchmarking, competitor analysis to support potential acquisitions
for senior management and the board
● Worked on NBNK's business plan & strategy to add value on complex, high profile and sensitive projects, which involved drafting a Strategy & Regulatory Business Plan for the Board & FS
● Worked on the Sale and Purchase agreement
● Managed external advisors - Oliver Wyman (Strategy) and UBS (Valuations)
Retail, Management, Banking, Support, Analyst, Development, Production, Regulatory
2010 - 2010
job
Analyst
Financial and Institutional Group.
HSBC Bank - India
● Valuations, competitor research, Go-to-Market strategy, Banking Licence Application.
● Valuations, competitor research, Go-to-Market strategy, Banking Licence Application.
Research, Banking, Analyst, Go
2009 - 2009
internship
Internship
Wipro Consulting Services.
Internship
2007 - 2008
job
Financial Research Analyst
McKinsey & Co.
- India
● FIG Projects ranging from insurance companies, banks, private equity, stock exchanges and other financial
institutions.
● FIG Projects ranging from insurance companies, banks, private equity, stock exchanges and other financial
institutions.
Research, Analyst, Insurance
Shweta's reviews
Shweta has not received any reviews on Worksome.
Contact Shweta Chugh
Worksome removes the expensive intermediaries and gives you direct contact with relevant talent.
Create a login and get the opportunity to write to Shweta directly in Worksome.
are ready to help you
and get specific bids from skilled talent in Denmark