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Callum Small

@callumsmall

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Operations & data professional delivering MI reporting and workforce planning for impact.

United Kingdom

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What I'm looking for

I’m seeking a new opportunity where I can continue to develop, learn, and apply my operations and data experience—delivering executive-level MI, driving process improvement, and supporting meaningful business change.

I’m an operations and data professional with 6 years’ experience across financial services and consulting, specialising in MI reporting, workforce planning, and operational process improvement. I’m confident combining data analysis with operational execution to strengthen performance, efficiency, and decision-making.

In senior operations roles, I’ve delivered executive-level MI and KPI reporting across utilisation, profitability, resource allocation, and operational performance. I’ve also supported month-end billing, improved reporting accuracy, and helped standardise operational processes.

I’ve led operational support for ERP transformation work, including Oracle NetSuite implementation. I coordinated workflow testing and data migration from legacy systems, ran cross-functional workshops for process improvements, and supported system adoption.

Before that, I analysed operational performance and resource planning data in customer operations environments, supported incident management and operational continuity planning, and delivered coaching and training to new and existing team members. After travelling over the past year, I’m now seeking a new opportunity to keep developing and make a meaningful impact.

Experience

Work history, roles, and key accomplishments

Senior Operations Partner

2i Testing

Jul 2024 - Apr 2025 (9 months)

Managed operational support across workforce management and client support operations, delivering executive MI/KPI reporting across utilisation, profitability, and resource allocation. Led operational support for Oracle NetSuite implementation, including legacy data migration and workflow testing, and supported month-end billing and process standardisation.

Operations Management KPI Reporting Workforce Planning Support Operations Oracle NetSuite Data Migration Process Improvement Stakeholder Management

Business Practice Partner

2i Testing

Aug 2023 - Jul 2024 (11 months)

Maintained central workforce and resource planning datasets for consulting operations and produced reporting to support commercial and operational decision-making. Managed timesheet consolidation and month-end billing processes, and facilitated process-improvement workshops to support business change initiatives.

Workforce Planning Resource Planning Data Analysis Timesheets Process Improvement Stakeholder Management Microsoft Excel

Resource and Planning Analyst

NatWest/RBS

Nov 2019 - Aug 2023 (3 years 9 months)

Analysed operational performance and resource planning data in a large-scale customer operations environment, producing reporting and forecasting insights for workforce and service planning. Managed stakeholder communication across operational teams and leadership, and supported incident management and operational continuity planning while coaching new and existing team members.

operational performance Resource Planning Forecasting Stakeholder Management Incident Management Coaching

Financial Crime Associate

Royal Bank of Scotland (RBS)

Jul 2019 - Nov 2019 (4 months)

Managed high-volume customer and fraud-related casework within regulated banking operations and became an SME for newly introduced fraud and scams processes. Delivered training and coaching support to colleagues and new starters while maintaining customer service and operational standards.

Fraud And Scams Processes Customer Service Regulatory Operations Case Management Training Process Adherence