Areas Of Expertise

• Project Management Delivery
• Problem Solving & Analytics
• Stakeholder Management
• Transformation and Strategy

Education

• Certified International Project Manager, CIPM Project Management
• Graduate Diploma of Applied Finance & Investments
• Bachelor of Commerce (Accounting & Business Studies), University of Canterbury
• Bachelor of Business Administration, Business Studies & Accounting, St. Andrews College

About Julian Tennant

• Julian has more than 20 years of experience in project management, transformation, and strategy across multiple geographies and a wide range of financial service sectors. He possesses excellent stakeholder management skills and has a track record of delivering outstanding initiatives. Julian is a strategic and creative thinker with strong business acumen and a proven ability to deliver solutions. He embraces and easily adapts to new challenges with a solution-focused mindset. 

What Julian brings

• With strong background in project and program management.
• Built strong and trusted relationships with Senior Leaders and stakeholders.
• Delivering teams transforming from legacy systems and processes to reimagined future states, using customer-centric and process redesign.
• Experienced in communicating, facilitating, and presenting from Board & CEO through to front and back office.

Key Clients

• HSBC
• CBA
• Westpac
• Macquarie Bank
• Bankers Trust Australia
• TD Waterhouse
• Merrill Lynch International
• Westpac New Zealand
• Genpact
• Brambles
• Metcash
• SIAC Construction

Key Achievements

As Chief of Staff, Head Office at Genpact, Julian had a broad array of responsibilities including leading strategic initiatives such as partnerships, acquisitions, and industry events. He oversaw all reporting and meetings, including APAC Board sessions, Regional Town Halls, and Strategic and Advisory Councils. His role involved performance governance, insights, and communication, as well as budget tracking, allocations, and contract execution. He acted on behalf of the Country Manager in APAC board and other CXO global forums. Additionally, Julian managed go-to-market strategy, short- and long-term account planning, and handled client and internal escalations.

As Program Director, Transformation Services BFSI at Genpact. His accomplishments include coordinating programs and resources for over 20 change initiatives across UK operations as part of a global transformation program. He developed a go-to-market strategy for a global project resourcing model for Genpact Australia

As Program Director at HSBC, Julian managed the UK location strategy for the top 4 UK bank, from business case to deployment. To deliver their vision of banking in 2030 by 2020, operational centres were reduced from 11 to 3. Remaining operational staff were trained in Lean Six Sigma to identify further opportunities to streamline practices, digitise, reduce waste and improve customer experience. e.g. wholesale product onboarding TAT was reduced on average by 300%.

As Program Director at HSBC, Julian coordinated programs and resources for over 20 change initiatives across UK operations as part of a global transformation program. Mentored & coached direct reports and clients in business case writing and the use of project management tools to effectively manage their projects.

As Program Director at Westpac NZ, Julian led a broad program of initiatives for the New Zealand bank to introduce customer canvases, a people strategy for the workforce and process redesign for 3 main business areas. Customer Canvases provided Moments of Truth to focus and deliver to customer expectations. The program delivered a future state model in finance operations, call centres and HR.

As Program Director at Westpac, Julian directed a team of consultants to create customer-centric materials for the Australian bank’s IT business, shifting from a cost to service operating model. These materials allowed IT staff to prioritise & deliver IT products to staff in a manner that meet or exceeded their expectation and maximised their onboarding performance.

As Senior Project Manager at CBA, Julian developed a long-term network strategy and centralised space management function for direct channels within the Retail Banking Division. By leveraging the recent implementation of a $30M IVR system and aligning with the Retail Bank’s FY2016 strategy, he optimised the footprint of the direct channels businesses. His accomplishments include creating a comprehensive footprint strategy and program of work to deploy multiple modes of work, utilising stranded resources across RBS. This approach provided significant OPEX savings and accessed new talent pools, earning endorsement and funding for an initial pilot. He also successfully implemented the first working-from-home telephony agents by managing a cross-functional project team of up to 10 people and developing solutions to test this hypothesis. Additionally, he implemented branch agents to receive calls directly in branches.

As Project Consultant at CBA, Julian was responsible for managing internal and external resources to deliver world-class sales capabilities within Direct Banking. He collaborated closely with internal stakeholders and external consultants, devised work streams that translated, customised, and tailored a new sales and service methodology for application within the Direct Banking business. His outputs included creating online best practice role guides for all lines of business and roles within Direct Banking, delivering a standard sales and leadership capabilities assessment, and utilising Visual Management Boards for performance management.

As Project Manager at CBA, Julian managed a $10m+ initiative to remediate 60 high-risk issues in the retail debt management business. He was responsible for resourcing, planning, actively managing identified risks and issues, and stakeholder management. His accomplishments include creating a 12-month implementation plan to address all high-risk issues, re-scoping solution streams to ensure effective remediation, and successfully remediating 55 issues by December 2012, on time, on budget, and delivering expected benefits. Additionally, he personally designed solutions for multiple issues, including adapting system functionality, data management, process design, and reporting as part of a system migration.

As Senior Manager at CBA, Julian managed a series of bank-wide initiatives aimed at making the bank the market leader in customer satisfaction. He was brought into the role to project manage the implementation of customer satisfaction scorecards and CEO forums. His responsibilities included networking across the entire group, collaborating with the CEO office, group executives, heads of business, market research, and customer relations to ensure a fully engaged workforce focused on exceptional customer service. Key projects included preparing and presenting CEO briefings at monthly forums and analysing monthly customer service scorecards for all business units. He was nominated for the company’s leadership development program for executive managers, developing a model to engage over 40,000 employees with the bank’s customer service vision, and aligning internal customer service measures with customer expectations.

As Team Lead at CBA, Julian managed a team of four staff coordinating individual projects within the Global Finance Solutions Division. His role involved reviewing and documenting complex structured finance transactions for institutional and corporate clients, coordinating the migration of deals from a legacy system to a new system, and identifying risk areas where potential misstatements or errors could occur, while finding ways to add value to the services provided. He also presented key findings, risk areas, and service improvement strategies to clients. Julian successfully migrated multi-million-dollar facilities to the new system, established a process to manage pro-rata and inertia rental payments between the bank and third parties, negotiated substantial outstanding positions with clients to finalize profit and loss, and facilitated the promotion of three direct reports to higher positions within the bank.

As Risk and Project Manager at TD Waterhouse, Julian was responsible for reporting monthly financial statistics, KPIs, and market commentary to senior management and the parent company. He monitored risk factors across all business activities and worked with trading floor supervisors and operations staff to minimise these risks. He also developed frameworks for evaluating risk exposure and business performance relative to the market. Key achievements included an 18% reduction in overall expenditure and a 4% increase in revenue within the first year of implementing business unit expenditure accountability.