Strategies towards the creation of a finance and risk common data and operating model

Sponsored by: Aptitude Software

Focused on:

  • Finance Data
  • Digital Finance

Date: 27 August


Time: 3PM London/10AM New York

The opportunities, challenges and lessons learnt

The explosion in data requirements driven by the regulatory surge since 2009 has led to banks re-thinking how they can manage this challenge: how do they re-invent their Finance organisations to manage these requirements cost effectively, react to regulatory pressures and ensure data quality? How has the role of the CFO and the Finance function adapted in the age of Digital Finance to find a solution, and how does a subledger fit into this aspiration?

Since the Financial Crisis there has been a surge in new regulations with significant commonality between Finance, Risk and Treasury data requirements. This has led to increasing collaboration between the Chief Finance Officer (CFO) and the Chief Risk Officer (CRO) as part of a strategy seeking to break down the data silos. However, few players have found the silver bullet to a genuine integration of Finance, Risk and Treasury to create a common data operating model. This presents a missed opportunity for banks to build a capability that can meet regulatory and C-Suite expectations and crystalize significant cost savings. Many banks have had their fingers burnt through “Big Bang” high budget projects and have pivoted to agile, tactical approaches within an over-arching goal.

In this webinar you will hear from EY CFO Advisory on the challenges faced by CFOs and CROs and the opportunities that will be realised by banks embarking on this journey.

The webinar will also include an interactive discussion between EY, Aptitude Software and the Bank of Ireland. By attending the live webinar there will be an opportunity to ask ‘your’ questions directly to leading finance industry experts, EY and Aptitude Software, and the Head of Group Finance (Finance Systems and Projects) at Bank of Ireland.

Presented by

Paul Daniel,

Group Finance at Bank of Ireland

A finance executive with over 30 years post qualification experience working internationally in a multi-national environment. Currently working on regulatory and systems projects within the Bank. Paul was previously the Director of Finance Services managing the bank’s FSSC and lead the finance implementation of IFRS9. He previously worked with Accenture as European Accounting Director of Accenture’s European Service Centre, setting up the SSC and transitioning accounting functions from country. Before that he spent 7 years working with GE Capital. Paul sponsored and lead major systems implementation projects in Accenture, and GE Capital.

Michael T Dolan,

EY, Partner – Financial Services

Mike is a partner in EY’s Financial Services consulting practice who leads the firm’s subledger technology offerings. In his 27 year career, Mike has worked exclusively with large financial institutions implementing new multi-basis accounting platforms for investments, debt, derivatives, loan and insurance products. He has developed a strong working knowledge of leading subledger accounting and reporting practices for complex financial instruments portfolios.

Jeremy Marchant,

Head of Aptitude Software, Pre-sales, International

Jeremy has 25 years’ experience working in banks leading transformational change across Finance and data programmes. He ran Finance Change for UBS Wealth Management UK and was the Global Head of Finance Regulatory Change for Barclays Group and subsequently Deputy CFO for Barclays Russia. He moved into Management Consulting 7 years ago at Accenture and EY and lead Finance Transformation programmes at Goldman Sachs, HSBC, Barclays Capital and Lloyds Banking Group.

Jeremy is a Chartered Accountant with an MBA from Cambridge University, member of the Chartered Institute for Securities and Investment and has recently completed the FinTech programme at the Oxford University Said Business School.

Key Learning Objectives

  • The opportunities/business benefits that can be realised by a common finance data model
  • Pros and cons of different approaches
  • The 1st steps to take on the journey to a common data model and system
  • Lessons learnt from real life examples


  • Chief Finance Officer
  • Chief Risk Officer
  • Head of Finance
  • Head of Risk
  • Head of Treasury
  • CIO
  • Chief Compliance & Risk Officer
  • Head of Finance Transformation
  • Head of IT Finance
  • Head of Finance Systems
  • Head of Transformation
  • Chief Accountant
  • Chief Data Officer
  • Chief Controls Officer