
Dave McDiarmid
@davemcdiarmid
BI Manager at NatWest Group, automating reporting and shaping cloud analytics for financial services.
What I'm looking for
At NatWest Group, I own the reporting strategy and future roadmap for Financial Modelling & Analytics. I rationalised 34 workbooks into 11 automated core workbooks, removing manual refreshes and inputs across the pipeline.
I shaped the operating model for Commercial & Institutional dashboards in AWS QuickSight and authored a whitepaper comparing Power BI, Tableau and QuickSight. Senior leadership adopted the recommendation and investment strategy, including parts of Finance EXCO.
Previously, I led the Basel IV reporting workstream at Barclays, migrating credit risk regulatory reporting from SAS to Tableau with BCBS 239 embedded throughout. Across my financial services work, I’ve also developed reporting teams’ platform capabilities and delivered insight for risk, pricing and customer segmentation.
Experience
Work history, roles, and key accomplishments
BI Manager — Financial Modelling & Analytics
NatWest Group
May 2025 - Present (1 year 5 months)
Own the reporting strategy and future roadmap for the function, setting consistent definitions, reporting standards and governance across the estate. Shaped the operating model for C&I dashboard development in QuickSight and authored a tooling whitepaper comparing Power BI, Tableau and AWS QuickSight.
Delivered a retail customer segmentation dashboard and data model spanning all products, with Premier eligibility and core and Premier splits to identify the segments to target for growth. Own the BI and reporting strategy and roadmap for a function built around customer value and profitability model outputs.
Head of Visual & Data Analytics
Talan
Jul 2022 - Present (4 years 3 months)
Promoted to practice leadership in 2024, with responsibility across a core team of eight alongside line management, then appointed to two consecutive BI leadership roles within NatWest Group inside 12 months.
Senior Data Consultant
Talan
Jul 2022 - Present (4 years 3 months)
Continuous consultancy engagement since 2022 across three sequential client mandates. Promoted to Head of Visual & Data Analytics in 2024, holding practice leadership across a core team of eight alongside line management of direct reports.
Head of Pricing Reporting | Pricing Innovation & Strategy
Dec 2024 - May 2025 (5 months)
Led a delivery team of five, a team lead and four Tableau developers, covering Commercial & Institutional and Retail reporting. Designed a new reporting operating model, moving the function from manual, tactical reporting to an automated solution sourcing strategic data from Snowflake into Tableau Cloud.
Reporting Manager — Pricing Innovation & Strategy
NatWest Group
Dec 2024 - May 2025 (5 months)
Led a delivery team of five covering Commercial & Institutional and Retail reporting, setting priorities and developing capability. Led development of the C&I flow of funds dashboard and designed a new reporting operating model and architecture.
Reporting Delivery Lead & Solution Architect | Basel IV Programme
Barclays
Jul 2022 - Dec 2024 (2 years 5 months)
Delivery lead and solution architect for moving Basel IV credit risk regulatory reporting from SAS to Tableau, from data provisioning through to PRA and EBA submission. Stood up the client's Tableau capability from nothing and trained permanent staff to run it themselves.
Reporting Delivery Lead & Solution Architect
Barclays
Jul 2022 - Dec 2024 (2 years 5 months)
Delivery lead and solution architect for the migration of Basel IV credit risk regulatory reporting from SAS to Tableau, from data provisioning through to PRA and EBA submission, with BCBS 239 embedded throughout. Owned delivery of the Tableau risk reporting suite and defined the target-state architecture.
Requirements gathering, design and proof-of-concept work on a global financial services platform (WinForms front end, Linux / COBOL back end).
Owned the transaction monitoring and fraud metrics within the global financial crime KPI/KRI suite, developing three new fraud metrics and owning six transaction monitoring metrics. Built and maintained an extensive reporting library and taxonomy, and delivered metrics and Qlik dashboards within a complex global reporting structure.
Senior Investigations Officer & Business Support
HSBC
Dec 2016 - Apr 2019 (2 years 4 months)
Analysed a 20,000+ case investigation backlog and identified a root-cause pattern of misrouted low-risk cases, designing a new triage process that cut the backlog by over 40%. Built MI reporting on team and individual productivity, presented to global, regional and local stakeholders.
Analysed a 20,000+ case backlog and found that low risk cases were being misrouted. Designed a new triage process with Risk Policy that cut the backlog by over 40% within weeks.
Deputy Manager
NatWest
Oct 2015 - Dec 2016 (1 year 2 months)
Team workload, forecasting and QA / QC management, with process ownership for AML exits.
Education
Degrees, certifications, and relevant coursework
AWS
AWS Certified Cloud Practitioner, Cloud Computing
AWS Certified Cloud Practitioner certification in progress.
Edinburgh Napier University
MSc, Transport Planning & Traffic Engineering
MSc in Transport Planning & Traffic Engineering from Edinburgh Napier University.
Edinburgh Napier University
BSc (Hons), Civil Engineering
BSc (Hons) in Civil Engineering from Edinburgh Napier University.
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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