Rachel Sullivan
@rachelsullivan1
Experienced financial and technical analyst with a strong background.
What I'm looking for
I am an experienced financial and technical analyst with over eight years of expertise in pension sharing, accounting, and project management. My career has been dedicated to improving processes and enhancing stakeholder collaboration, particularly in the realm of pension administration. I have successfully managed end-to-end pension sharing cases under UK divorce legislation, ensuring compliance with legal standards while introducing process improvements that reduced turnaround times by 30%.
Throughout my tenure at Diligenta, I have held various leadership roles, including Pension Sharing Team Manager and Trustee Documentation Manager. I spearheaded the digitization of trustee documentation archives and implemented robust governance protocols that led to multiple clean audits. My technical skills in Excel, SQL, and various financial systems have allowed me to streamline operations and enhance reporting accuracy, ultimately building stakeholder confidence and improving member experiences.
Experience
Work history, roles, and key accomplishments
Senior Financial & Technical Analyst
Diligenta
May 2016 - Present (9 years 4 months)
Delivered end-to-end accounting, reporting, reconciliation, and technical systems support for Defined Benefit and Defined Contribution pension schemes. Prepared statutory accounts and trustee reports in line with FRS 102 and SORP, ensuring audit readiness.
Investment Manager & Fund Pricing Corrector
Diligenta
May 2016 - Present (9 years 4 months)
Oversaw daily investment operations, fund pricing, and error remediation across Defined Benefit (DB) and Defined Contribution (DC) pension schemes. Investigated and corrected pricing anomalies, misallocations, and valuation discrepancies, leading pricing correction projects impacting £30M+ in fund value.
Pension Sharing (Divorce) Team Manager
Diligenta
May 2016 - Present (9 years 4 months)
Managed end-to-end pension sharing cases under UK divorce legislation, overseeing the full case lifecycle from court order receipt to benefit division and implementation. Introduced process improvements that reduced turnaround times by 30% and enhanced SLA adherence.
Trustee Documentation Manager
Diligenta
May 2016 - Present (9 years 4 months)
Led scheduling and reporting for trustee board meetings, ensured TPR compliance, and maintained scheme documentation. Spearheaded full digitization of Diligenta’s trustee documentation archives, migrating over 1,000 documents to a secure platform.
Housekeeper
Beaufort Grange Care Home
May 2015 - Present (10 years 4 months)
Maintained cleanliness and hygiene standards within the care home environment. Managed inventory of cleaning supplies and ensured proper stock levels.
Administrative Assistant & Project Leader
The University of Bristol
Mar 2014 - Present (11 years 6 months)
Managed corporate logistics and finance support, including raising invoices and ensuring expense compliance for project rollouts. Delivered IT and operational support, including workstation setup and first-line technical issue resolution.
Project Manager & Admin Assistant
The University of Bristol
Mar 2014 - Present (11 years 6 months)
Led and supported project management initiatives, including the successful launch of the Life Sciences building, coordinating logistics and stakeholder engagement. Managed general office administration, including data entry, diary coordination, and meeting minutes.
Barista and Kitchen Assistant
Sainsbury's
Sep 2013 - Present (12 years)
Prepared a variety of beverages and food items according to standard recipes and customer preferences. Managed cash handling operations, ensuring accurate transactions and secure cash flow.
Catering and General Assistant
Woodlands Manor Nursing Home
Aug 2012 - Present (13 years 1 month)
Provided catering services to residents, ensuring dietary requirements were met and food safety standards were upheld. Assisted with general duties to support the smooth operation of the nursing home.
Customer Service Assistant
Sainsbury's
Sep 2011 - Present (14 years)
Assisted customers with inquiries, resolved issues, and processed transactions efficiently. Maintained a tidy and organized checkout area, ensuring a positive shopping experience.
Barista
Stoke Gifford Coffee Shop & Tea Rooms
Jun 2011 - Present (14 years 3 months)
Managed cash handling operations, ensuring accurate transactions and secure cash flow. Delivered exceptional customer service by addressing inquiries and resolving issues promptly.
Team Member
Sainsbury's
Oct 2009 - Present (15 years 11 months)
Collaborated with team members to ensure efficient store operations and customer satisfaction. Assisted with stocking shelves, managing inventory, and maintaining store cleanliness.
Education
Degrees, certifications, and relevant coursework
IBM Skills Network
Certificate, Business Intelligence Analyst
2025 -
Completed professional certification in Business Intelligence Analysis, focusing on key concepts and tools for data-driven decision-making. Gained expertise in data analysis, visualization, and reporting techniques relevant to business intelligence.
West Virginia University via Coursera
Certificate, Forensic Accounting and Fraud Examination
2025 -
Undertook a specialized certificate program in Forensic Accounting and Fraud Examination. Developed skills in identifying, investigating, and preventing financial fraud, including an understanding of legal and ethical considerations.
The Chartered Institute of Management Accountants
Masters, Chartered Management Accountant
2021 - 2024
Achieved the Chartered Management Accountant qualification, demonstrating advanced proficiency in financial and management accounting. Focused on strategic financial management, performance measurement, and risk management within organizations.
The Open University
Bachelor of Science, Planetary Science Astronomy & Astrophysics
2014 - 2020
Completed a Bachelor of Science degree with a focus on Planetary Science, Astronomy, and Astrophysics. Studied celestial mechanics, astronomical observation techniques, and the physical properties of planets and stars.
City of Bristol College
Associate of Arts, Photography
2010 - 2012
Completed an Associate of Arts degree with a specialization in Photography. Developed skills in photographic techniques, composition, and digital image manipulation.
The Castle School
High School Diploma, GCSE's High School Diploma
2010 - 2012
Achieved GCSE's High School Diploma, demonstrating foundational academic knowledge across various subjects. Prepared for further education and career development.
City of Bristol College
Associates, Sociology
2010 - 2012
Earned an Associate's degree in Sociology, exploring social structures, human behavior, and cultural dynamics. Developed analytical skills for understanding societal trends and issues.
City of Bristol College
Associate of Science, Business Administration
2010 - 2012
Completed an Associate of Science degree in Business Administration, covering core business principles, management strategies, and organizational behavior. Developed skills in business operations and decision-making.
City of Bristol College
Associate of Science, Information Technology
2010 - 2012
Earned an Associate of Science degree in Information Technology, focusing on computer systems, software applications, and network fundamentals. Gained practical skills in IT support and system management.
City of Bristol College
Associates, Law & Legal Studies
2010 - 2012
Obtained an Associate's degree in Law & Legal Studies, focusing on legal principles, judicial processes, and various areas of law. Developed foundational knowledge in legal research and analysis.
City of Bristol College
Associates, Government & Politics
2010 - 2012
Completed an Associate's degree in Government & Politics, gaining knowledge of political systems, public policy, and international relations. Analyzed governmental structures and their impact on society.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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