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Rachel SullivanRS
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Rachel Sullivan

@rachelsullivan1

Experienced financial and technical analyst with a strong background.

United Kingdom
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What I'm looking for

I am seeking a role that fosters collaboration, innovation, and professional growth.

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

DI
Current

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.

DI
Current

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.

DI
Current

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.

DI
Current

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.

TB

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.

TB

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.

WH

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.

SA

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.

SR

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.

Education

Degrees, certifications, and relevant coursework

IN

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.

WC

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 logoTA

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 logoTU

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 logoCC

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.

TS

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 logoCC

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 logoCC

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 logoCC

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 logoCC

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 logoCC

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

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Rachel Sullivan - Senior Financial & Technical Analyst - Diligenta | Himalayas