Summary
Overview
Work History
Education
Skills
Additional professional responsibilities
References
Websites
Timeline
Generic

Lucy McRoberts

Sydney,Australia

Summary

  • Client focused and commercially orientated leader
  • Extensive knowledge of the Financial Servies industry globally including Major Global Banks, Domestic Banks, Insurance and Asset Management
  • Global consulting experience and deep client stakeholder management skills from relationship management, business development, sales and project delivery
  • Inspires, empowers, coaches teams across various functions, geographies and levels
  • Ability to collaborate with multiple teams globally including offshore teams
  • Excels in challenging environments showing flexibility and adaptability in roles Strong business acumen of understanding complex client issues

Overview

12
12
years of professional experience

Work History

GLOBAL ACCOUNT EXECUTIVE

EY
Sydney, Australia
06.2023 - Current
  • Account Director for a Major Global Bank coordinating EY’s services and generating revenue
  • Driving revenue across the client with a sales target of $8m USD annually
  • Identifying and owning net new relationships at the client to generate future opportunities
  • Owning existing relationships across the client including procurement
  • Identifying EY offerings to take to the client and strategically collaborating with service line teams to effectively identify, pursue and close opportunities with the client
  • Responding to RFPs and RFI issued from the client, teaming across EY globally including supporting commercial negotiations
  • Development and monitoring of account sales strategy annually
  • Management and monitoring of sales pipeline and reporting
  • Working with marketing to identify EY events and publications to enhance EY’s brand with the client and strengthen relationships
  • Build and manage technology alliance partners, proactively as well as tactically for deals
  • Oversee and manage junior team members

DIRECTOR, FINANCIAL SERVICES CONSULTING

EY
Sydney, Australia
01.2018 - 06.2023
  • Managed projects and pursuits on priority Financial Services accounts including Macquarie, ANZ, Commonwealth Bank, Westpac, IAG, ING, HSBC, Perpetual and various small mutual banks and inbound foreign banks (e.g Bank of China, UBS etc)
  • Contribution to sales target of $4m per year for consulting projects
  • Identification of net new relationships, maintaining existing relationships and follow through
  • Development of go-to-market campaigns and strategies for EY solutions
  • Running end to end RFP responses including developing approach, pricing models, presenting at orals, handling objections and scope changes
  • Collaborating across EY teams and geographies to bring leading propositions to clients
  • Delivery of large-scale risk, compliance, data and regulatory change projects
  • This included project management, change management and communications
  • Understanding of complex client businesses and problems to deliver leading reports, recommendations and solutions
  • Present to senior stakeholders including C-Suite globally on report findings, proposed solutions and influencing of stakeholders
  • Developed materials for and facilitated training sessions for clients and at EY for audiences of up to 50
  • Owning the development of and presentation of materials to governance forums and committees at clients
  • Managed teams of 20 plus team members when delivering projects
  • Performance management, career coaching and mentoring of junior team members

SENIOR CONSULTANT TO MANAGER

EY
London, UK
06.2015 - 01.2018
  • Team member delivering projects at Major UK Banks including Lloyds Banking Group, HSBC, Barclays, Santander, Standard Chartered and Deutsche Bank
  • Project management including developing and monitoring project management plans, status reporting and budget tracking
  • Development of client presentations such as proposals, reports and documents for client governance meetings
  • Running client interviews, focus groups and analysis of client documents to produce reports
  • Overseeing the output of juniors including graduates and monitoring their performance

GRADUATE TO SENIOR CONSULTANT, FINANCIAL SERVICES CONSULTING

KPMG
London, UK
07.2012 - 06.2015

Education

Law Diploma in Legal practice -

University of Edinburgh
Edinburgh, Scotland
07.2011

Law Degree LLB -

University of Glasgow
Glasgow, Scotland
07.2009

Skills

  • Client Engagement
  • New Business Development
  • Account Management
  • Problem-Solving
  • Sales Forecasting
  • Interpersonal Skills
  • Change Management
  • Effective Communication
  • Multidisciplinary team leadership

Additional professional responsibilities

  • Mentor and coach graduates and young female professionals across APAC and UK
  • Developed and facilitated training across EY globally on networking skills and compelling storytelling to help develop EY consulting skills
  • Frequent use of MS Office, Zoom
  • Culturally aware - enjoy travelling and have visited many countries

References

Available on request

Websites

Timeline

GLOBAL ACCOUNT EXECUTIVE

EY
06.2023 - Current

DIRECTOR, FINANCIAL SERVICES CONSULTING

EY
01.2018 - 06.2023

SENIOR CONSULTANT TO MANAGER

EY
06.2015 - 01.2018

GRADUATE TO SENIOR CONSULTANT, FINANCIAL SERVICES CONSULTING

KPMG
07.2012 - 06.2015

Law Diploma in Legal practice -

University of Edinburgh

Law Degree LLB -

University of Glasgow

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