Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Adam Harvey

Manager

Summary

A results-driven management consultant with 5 years of experience at Monocle Solutions, progressing from Analyst to Manager, adept in analytical thinking and team collaboration. Spearheaded credit application digitization and regulatory reporting projects, enhancing process efficiency and compliance. Excelled in data analysis and business process mapping, delivering actionable insights for strategic decision-making. Proven track record in leading teams to achieve project milestones and innovate solutions.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Manager

Monocle Solutions
01.2024 - Current
  • Provided leadership and mentorship within the credit application digitization project, managing one direct report and occasionally stepping in as a scrum master.
  • Ensured team readiness for production deployments by coordinating configurations and resolving cross-domain challenges.
  • Transitioned to system architecture projects focused on credit risk and climate risk regulatory reporting.
  • Mapped "as-is" processes across systems, workflows, and teams, identifying bottlenecks and inefficiencies.
  • Applied BCBS 239 principles to enhance process transparency, scalability, and compliance, initiating vendor Proofs of Concept (POCs) where applicable (e.g., Moody's).
  • Delivered insights and recommendations to senior stakeholders for process improvement and regulatory alignment.

Consultant

Monocle Solutions
01.2022 - 01.2024
  • Independently managed key deliverables in the digitization of credit applications for CIB credit risk, utilizing in-house tools and vendor platforms (e.g., ACM by SS&C, Moody's).
  • Gathered and translated complex business requirements into actionable technical specifications, focusing on automation (e.g., mandate calculator rules).
  • Oversaw agile ceremonies, including stand-ups and sprint planning, ensuring iterative development and delivery.
  • Conducted User Acceptance Testing (UAT), prepared training materials, and created user manuals to facilitate seamless adoption.
  • Investigated and resolved business-as-usual (BAU) issues and ensured production configurations were executed successfully.
  • Tools and technologies: Excel, Word, PowerPoint, Draw.io, Oracle SQL, Python.

Business Analyst

Monocle Solutions
01.2020 - 01.2022
  • Collaborated with a team to transition from Excel-based reporting to automated Power BI dashboards for retail credit risk, leveraging Hadoop for data storage and extraction.
  • Developed and maintained SAS scripts to support daily dashboard updates.
  • Conducted reconciliations between new Power BI reports and existing Excel reports to ensure accuracy and consistency during the transition.
  • Participated in regulatory reporting initiatives using SAP, performing data analysis and comparing legacy reports to SAP-generated reports.
  • Authored Business Requirement Documents (BRDs) and technical specifications for developers.
  • Conducted rigorous testing and validation to ensure the accuracy and compliance of new reports.

Education

Bachelor of Commerce Honours - Investment Management

University of Pretoria
Pretoria, South Africa
04.2001 -

Bachelor of Commerce - Investment Management

University of Pretoria
Pretoria, South Africa
04.2001 -

Skills

Analytical thinking

Requirements gathering

Data analysis

Business process mapping

Gap analysis

Workflow Analysis

Team collaboration

BI tools expertise

SQL and databases

Certification

Financial Risk Manager (FRM) – Global Association of Risk Professionals.

Timeline

Manager

Monocle Solutions
01.2024 - Current

Financial Risk Manager (FRM) – Global Association of Risk Professionals.

02-2023

Consultant

Monocle Solutions
01.2022 - 01.2024

Business Analyst

Monocle Solutions
01.2020 - 01.2022

Bachelor of Commerce Honours - Investment Management

University of Pretoria
04.2001 -

Bachelor of Commerce - Investment Management

University of Pretoria
04.2001 -
Adam HarveyManager