ALM Financial Solutions Ltd

Simon Garrett - Director 

As the former Head of implementation at ALMIS International, and now an accredited partner for ALMIS I support both new and existing ALMIS clients in maximising the benefits of the ALMIS software suite.

I can support new ALMIS clients with the end to end implementation of the ALMIS software leveraging the ALMIS Implementation Methodology (AIM).  Depending on individual needs I can lead, support or manage any or all aspects of the implementation process working closely with the ALMIS International team to ensure a successful on target and on budget implementation outcome.

For existing ALMIS clients I support the client in maximising the benefits of the ALMIS software and associated modules. From initial data extraction to internal and external reporting I can make recommendations, implement changes, document, and deliver training that ensure the optimal end to end process

I can also offer packaged and tailored training on all of the ALMIS products.

Career Background

ALMIS International Limited

Head of Implementation

Jan 2016 – May 2019

Leading the end to end implementation of the ALMIS products.

Providing packaged and tailored training on the ALMIS suite of products.

Providing specific consultancy to enable ALMIS clients to maximise the potential of the deployed software.

Support the ALMIS sales process including software demonstration, POC, and project planning.

Representing ALMIS International at key industry events

Oracle Corporation

Consulting Technical Manager

Jan 2012 – Dec 2015

A Consultant within the Oracle Financial Services Global Business Unit (FSGBU) team in Europe, based in Manchester, UK. Primary responsibility to assist financial institutions in implementing Oracle Financial Services solutions in the areas of Asset & Liability Management, Funds Transfer Pricing, Liquidity Risk Management, Profitability Management, and Business Intelligence.

Co-Operative Financial Services

Finance Manager

Aug 2009 – Dec 2011

QRM Implementation - Project lead for Asset & Liability Management coordinating all internal work flows. Definition of business framework and delivery of key business functionality.

Britannia Building Society

Finance Manager

Aug 1999 – Aug 2009

Management of the data integrity and provision of all management information produced within the ALM team, ensuring full compliance with internal service levels, audit and prudential guidelines.

Interest rate and liquidity transfer pricing.

Structural and interest rate analysis.

Balance sheet modelling and simulation analysis.

Regulatory reporting.

Business level tranche management.

Project support for key Treasury initiatives.

Managing team of 3 analysts incorporating recruitment, training and supervision.

Burke Ford Insurance

Account Manager

Jul 1998 – Jul 1999

Responsible for all aspects of financial and management accounting.

Accountable for monthly management accounts and statutory reporting.

Production of annual budgets and periodic re-forecast.

Accountable for all external compliance returns.

Swinton Insurance

Business Analyst \ Management Accountant \ FA Accountant

Sep 1991 – Jul 1998

Financial and analytical support for key business projects.

Financial support and development of 25 business managers.

Monthly management and departmental accounts.

Business commentary and variance analysis.

Staff recruitment, training and supervision.

Development of management information for new central telesales unit