Steven Carpenter is a senior business project manager with experience leading finance and procurement transformation projects across many industries. He has expertise in full project lifecycles from problem definition to implementation using both Waterfall and Agile methodologies. Steven enjoys stakeholder management and has led teams of up to 30 personnel on projects ranging from £200k to £1m. He is a PRINCE2 Practitioner and qualified accountant with a track record of delivering business transformation programs.

1. Steven Carpenter
Senior Business Project Manager/Programme Manager
Overview
A Prince 2 Practitioner and qualified accountant (FCCA), Steven is a delivery focused senior business
project/programme manager with a successful background in Finance & Procurement transformation projects
across many different sectors including Manufacturing, Financial Services, Telecommunications, Technology,
Local Government, Business Services.
Steven is experienced in full project /programme lifecycle taking problem statements all the way through to
steady state. The programmes/projects worked upon have always been Business Transformation by nature with
an emphasis on people, process & technology using a mixture of Waterfall or Agile methodologies and
utilising Lean Six Sigma principles to optimise solutions.
Steven enjoys stakeholder management and is comfortable with engagement at all levels of seniority and is
used to adapting his approach depending on the overall culture, the requirements of the individual stakeholder
and their personality. Inevitably where there are multiple stakeholders, conflicting requirements occur that
require managing and at times negotiations to be conducted to protect the overall scope of the project without
degrading the current operating effectiveness of individual stakeholders’ business areas.
Steven has led teams of up to 30 personnel consisting of various levels of seniority. As part of leading the
teams quite often there has been a requirement to up-skill & mentor permanent staff to develop either their
business analysis or project management skills. This has been done in a mostly informal manner giving by
giving direction on tasks assigned but also explaining how the individual tasks fit in to a wider work stream
plan and then the overall programme/project.
Specialities:
Stevens Key Attributes and core skills include:
• Commercially orientated project/programme management. Taking projects from inception through the
phases of design, execute, control & monitor and close. Experienced in Waterfall and Agile
project management methodologies.
• PRINCE2 Practitioner (2007) & Qualified Accountant (FCCA)
• Proven track record in high profile business transformation programmes across different disciplines
and industries within finance functions. (Source to Pay, Record To Report & Capital Projects)
ensuring all aspects of people, process & technology are covered.
• Effective communicator and highly experienced in stakeholder management at all levels ensuring
ownership of the project and benefits by the business.
• Delivery of change projects (technology enabled) through re-engineered processes and optimised
operating models utilising Lean 6 Sigma tools ad techniques.
• Team leader utilising permanent, contract, onshore, offshore and 3rd
party resources.
• Vendor management. Ensuring that vendors deliver fit for purpose solutions that are cost effective.
• Lateral thinker used to working in project turnaround, high growth and business start up environments.
• Systems utilised: Oracle, SAP, Ariba, PeopleSoft
Career Details:
Procurement Operations , P2P & CoE Release Lead
HSBC
Jan 2015 – Dec 2015
1

2. Curriculum Vitae – Steven Carpenter
Leading P2P & Centre Of Excellence Transformation projects to simplify/automate/standardize the
Procurement Operations function as part of the Procurement Re-Engineering programme through effective
change management.
Liaising with other Global Procurement Operations Teams (including Global Procurement Systems, COE
Managers, Regional Heads Of Procurement Operations, 3rd
Parties, to ensure alignment, adoption of
standardized support processes and true efficiency benefits to customers and stakeholders.
Lead the implementation of best in class standards for Procurement Operations functions within countries &
Regions.
Co-ordinate synergies within Procurement Operations functions for improvements in performance and service.
Streamline Procurement processes/procedures to enable Category Management teams and wider business to
achieve sustainable savings targets.
Lead Change release and the Global Procurement Operations teams in order to drive Change.
Manage Transformation Manager, Analysts, temporary and 3rd
Party resources.
Procurement Operations , Global Process Design Lead
HSBC
May 2014 – December 2014
Responsibility for the design of a Global Procurement Process that encompasses Target Operating Model,
Processes (including Standing Operating Procedures) and technology.
Leading the design team and co-ordinating & integrating overall design from all the Procurement re-
Engineering workstreams to support the integration and design of the Global Procurement process
Planning and delivering the Design, Build and Test phases and working with the Delivery team to ensure a
successful rollout.
Managing requirements from the different stakeholders
Responsible for the creation of L1/L2 Processes and Standard Operating Procedures
Ensuring Stakeholders maintain sufficient ownership of their processes and provide inputs and updates in a
timely manner
Ensure any integration to systems is planned, designed and deployed.
Liaising with the Change teams and ensuring the content for Communications and Training is correct.
Project Manager - Finance Change
Royal Bank of Scotland
May 2012 – April 2014
Responsible for delivering Business Readiness & Implementation activity to embed a new cost management
solution utilizing Oracle eBusiness Suite.R12 and OBIEE and ensuring the transition to Business As Usual is
delivered for a user base of 14,000 people.
Overall accountability for delivering the workstream objectives and benefits.
Provide direction for the project (in line with the vision of the sponsor and within agreed tolerance levels &
timescales).
Responsibility for stakeholder management and ensuring an appropriate communication strategy is set and
executed against.

3. Curriculum Vitae – Steven Carpenter
Managing a project team consisting of offshore & onshore personnel.
Production of new fit for purpose and lean business processes and ensuring associated Standard Operating
Procedures are updated (for onshore & offshore teams).
Design and delivery of a Target Operating Model.
Modules being delivered include: Purchasing, AP, iProcurement, GL, iExpenses, Project Accounting and
OBIEE (Business Intelligence Reporting).
Senior P2P Consultant May 2011 – April 2012
Credit Suisse
Financial Services
May 2011 to April 2012
Assigned to a Global P2P Programme to design & ensure delivery of solutions around Supplier Master &
Contract Data that meet the business requirements and aligned to the business case.
• Design of To Be Processes, target operating model, testing plans & scripts, operating manuals and
training, material for Supplier Master Data, Supplier Contract & Services Procurement processes.
• Provide guidance and support to members of the project team on deliverables.
• Ensuring the operational readiness of the outsourced P2P Team in Poland
• Managing the system integrator to deliver the solution to the required specification
• Produced regular project reports, managed risks and either resolved or escalated issues as necessary.
• Production of key communications for outsourced P2P Team and end users.
• Ensured that key processes were efficient & effective and tied in to the Finance Departments
Efficiency Programme. (Contract compliance, tracking savings)
• Co-Ordination with change management team to ensure training material and communications are
translated into multiple languages (German, French & Italian)
Back Office Business Project Manager June 2010 – May 2011
Gatwick Airport Limited
Airlines/Aviation industry
June 2010 – May 2011
• Initially led the Record 2 Report & Purchase 2 Pay Workstreams the rough the initiation & design
phases (including new GL structure).
• Took over the Capital Projects workstream delivering a business transformation program of work to
deliver an effective and efficient project controls solution utilising SAP Project Systems & Investment
Management, SAP SRM, Documentum (Document Management) and Primavera (Project Scheduling)
• Gather business requirements and review and redesign of key business processes and organisational
structure surrounding the planning and commercial control of a £900m Capital Investment Program.
• Production of Benefits Realisation Plan and ensuring it is agreed and owned by the relevant business
process owner.
• Identifying and engaging key stakeholders (at director and senior manager level) ensuring expectations
are set (and in some cases negotiated) to ensure the projects’ outcomes are aligned to strategic
objectives.

4. Curriculum Vitae – Steven Carpenter
• Identifying and obtaining appropriate resources, including internal resource, consultancy, software &
hardware. Also providing guidance and support to project team members.
• Producing communications plan and delivering key communications to senior management team and
end users. Liaising with the change management team to ensure that the messages were consistent
with communications strategy for the entire ERP programme.
• Produced project schedules, resource estimates and full cost budget.
• Produced regular project reports, managed risks and either resolved or escalated issues as necessary.
• Production of testing plan, production and execution of test scripts and ensuring subsequent issues
were prioritized and resolved.
Isle Of Wight Council
May 2008 - April 2010
ERP Programme Manager
• Led a Business Transformation project to introduce an ERP covering Finance, Procurement, HR &
Payroll delivering cashable savings of £28m at a cost of £6m.
• Accountable to Director Of Resources for delivering the program, regular project reporting, ensuring
risks were managed and issues resolved.
• Built Benefits Identification and realisation plan of > £2800k per annum and ensured ownership by
business process owners.
• Led the procurement process for selection of ERP Software, support, hardware, systems integration
and business transformation consultancy.
• Full budget responsibility for £6m budget and > 30 staff and ownership of project plans and forecasts
• Responsible for Business Transformation, including identification of Services to be centralised with a
view to setting up an internal shared service centre, Stakeholder engagement plan,
communications strategy and training ( Training needs anlaysis, content production & delivery).
• Full responsibility for delivering a fit for purpose ERP, new associated best practice business
processes and enabling the council to undertake the necessary business change that fits in with
the wider Business Transformation Programme.
• Oversight and responsibility for delivery of Business Process Design that was in line with the Business
Requirements and agreeing any variation from this with stakeholders.
• Oversight and responsibility for Testing Strategy and deliver and execution of test scripts ensuring that
all issues were prioritized and resolved.
• Oversight and delivery of Stakeholder Engagement Plan, Communications Plan.
• Oversight & Responsibility for Data Migration & Cutover Process.
• Oversight & Responsibility for Training plan, content delivery via training team. Training was
delivered via a combination of both classroom and e-learning courses.
Peterborough City Council Mar 2007 – May 2008
Purchase 2 Pay Programme Manager
• Led the process of recovering a failing programme of work that implemented new processes &
systems to deliver £300k in cashable efficiency savings.
• Accountable to Senior Management for delivering the program, ensuring risks were managed and
issues resolved.
• Benefits Realisation of > £500k per annum.
• Oversight of technical configuration, business readiness, full testing cycle, documentation, training
and rollout to all departments of a Purchase 2 Pay programme. P2P included Oracle Purchasing/

5. Curriculum Vitae – Steven Carpenter
i-Procurement, Government Procurement Cards (including management software) Accounts
Payable Invoice Process Improvement, Purchasing Intelligence Reporting.
• Full responsibility for stakeholder engagement plan, communications and training delivery. Training
involved actual delivery of training as well as designing the training plan. Training was delivered
by both e-learning and classroom methods.
• Delivery of Supplier Adoption Plan & communications to encoutrage suppliers onto ECatalogue & E-
invoicing marketplace solution.
• Catalogue hosting via a marketplace solution.
• Design & delivery of e-invoicing solution using both PO Flip functionality on a marketplace solution
and XML invoices from high volume low value suppliers.
• Design and deployment of a P2P solution for Repairs & maintenance utilizing Services Procurement
and Accounts Payable Self Billing solution.,
• Preparation of Business Cases for further P2P projects.
• Tendering for and commercial negotiations with technology providers.
London Borough of Lambeth Oct 2005 – Dec 2006
e-Procurement Consultant
• Delivering a Benefits Realisation Plan - £750k savings for 2005/6.
• Preparation of Business Cases and Project Initiation Documents for various projects.
• Analysis and Re-engineering of Business Processes for Purchase to Pay.
• Design of Management Information Reports.
• Provide Commercial advice on contract & tenders.
• Supplier Adoption Plan.
• Project Manage – various e-Procurement Projects including changes to Oracle Purchasing & i-
Procurement, implementing Oracle Services Procurement, Oracle Time & Labour & Oracle
Procurement Contracts.
• Manage full integration to Marketplace – e-ordering/e-invoicing.
• Delivery of Supplier Adoption Programme
• Change management & communication to stakeholders.
London Borough of Redbridge Sep 2005 – Dec 2005
e-Procurement Consultant
• Business Process Re-engineering – for the council’s’ Purchase to Pay’ processes.
• Change management & communication to stakeholders.
• Training.
• Develop a Supplier Adoption Plan.
Mole Valley District Council Nov 2004 – Oct 2005
Procurement
•Implement Procurement Strategy.
•Set up Contract Management Guidelines & Procedures.
•Procurement Program Of Works.
•Train officers involved in Procurement activity.
•Provide Commercial advice on contract & tenders.
•Assist with assessment Commercial options on Transfer Of Housing Stock.

6. Curriculum Vitae – Steven Carpenter
Christian Solidarity Worldwide Apr 2005 – Jul 2005
Accountant
• Help to with backlog of accounts.
• Income Reconciliations.
• Enter Journals.
• New Chart of Accounts.
• Set Up Budgets.
• Implement New Reports (This will happen in June).
London Borough of Hillingdon May 2003 – Oct 2004
e-Procurement Manager
• Write and develop an e-Procurement Strategy detailing a 'Source to Pay' solution.
• Develop ITT, negotiate with Technology Provider and ensure implementation
• Communicate e-Procurement Strategy to the council officers and establish an e-Procurement Users
forum.
• Analyse existing procurement processes and make recommendations for change prior to e-
Procurement implementation.
• Develop a Supplier Adoption Plan.
• Project Manage rollout of Oracle Internet Procurement.
• Train council 600 staff on Oracle i-Procurement.
• Write and implement e-Procurement Strategy.
• Write and implement e-Procurement Processes.
• Write Business Case for Government Procurement Card.
• Write Business Case for Marketplace.
• Analyse purchasing data.
• Assist with implementation of Procurement Strategy.
Amey Plc Sep 2001 – Apr 2003
PFI/PPP Commercial Manager
Providing financial and commercial support to PFI/PPP tender submissions for the outsourcing of support
services from local authorities to the private sector on contract values of £200m to £1,000m.
•Set up Financial model using Excel
•Analysis of service stream solutions
•Interpreting Invitation To Tender document.
•Profitability analysis.
•Ensuring commercial terms are reflected in business model.
•Financial Due diligence.
•Financial Closure of Contracts (including devising transition plans for Finance department.
Vizzavi Europe Ltd (Now Vodafone Live) Jul 2000 – Jul 2001
Technology Finance & Procurement Manager
A demanding role, working with little or no supervision reporting directly to the Chief Financial officer and the
Chief Technical Officer, managing budgets, forecasts and procurement.
•Initially part of team undertaking ERP options evaluation, ITT and ERP Vendor selection.

7. Curriculum Vitae – Steven Carpenter
•Implemented of Budgetary and Forecasting procedures for the Technology Department (Headcount
of 200+ and budget of £150m).
•Defined and implemented full procurement procedures.
•Negotiated the commercial terms for large-scale contracts for the supply of hardware, professional
services, software and content.
•Business sponsor on implementation of Oracle Financials Project Accounting, Fixed Assets and
Purchasing Modules.
•Implemented financial controls for the Technology Department.
•Achieved savings of £3,000,000 since February 2001 by negotiating retrospective discounts and
enforcing good procurement practice. This was in addition to contract negotiations for new
purchases.
Viatel UK Ltd May 1998 – Jun 2000
Project Accounting Manager
• Setting up procedures for authorisation and processing of Capital Accounting & Project-related
transactions.
• Strategic supplier negotiations.
• Assisting the Vice President of Infrastructure with Project Management of the first Circe fibre loop.
• Responsibility for budgeting, forecasting and associated financial reporting against $800M of Pan
European Network Builds. Reporting directly to the Board of Directors.
• Administering major construction contracts. Values ranging from $200m to $400m.
• Implementation of PeopleSoft Asset Management.
• Implementation of Peoplesoft Purchases.
Other ad-hoc reports to Senior Management:
• Feasibility studies for new builds, used to raise finance ($300m)
• Business plan for an ISP.
• Providing assistance with drawing up, negotiating and managing major contracts for Infrastructure.
• Assisting the VP of Network Business Development with negotiating contracts for the procurement of
a “Virtual” Spanish telecommunications ring.
WorldCom International Ltd Oct 1997 – May 1998
Business/Project Analyst
• Preparation of detailed Strategic Cost Centre budgets and trend analysis for one of several
international groups.
• Capital Project accounting and analysis.
Arena Auto Plc Jul 1997 – Oct 1997
Management Accountant
• Rebuilding an incomplete cash book (managing 12 staff).
• Cash flow forecasting.
Kidsons Impey Chartered Accountants Oct 1996 – Jun 1997
Forensic Accountant
• Assisted a senior partner with a forensic accounting assignment in support of a fraud & negligence
claim.

8. Curriculum Vitae – Steven Carpenter
• Assisted the Insolvency dept by visiting clients and analysing their accounts and producing cash flow
forecasts and Statement Of Affairs.
• Assisted Small Business Department with producing accounts, VAT returns and Inland Revenue
declarations for sole traders (sometime from incomplete records).
• Produced a yearly forecast for Kidsons Impey Financial Services Limited, which Steven reviewed
with the Managing Director monthly and then adjust to actual results.
United News & Media Plc May 1996 – Oct 1996
Head Office Accountant
• Implemented a new accounting system.
• Production of monthly management accounts of Profit & Loss, Balance Sheet and Cash Flow
Statements.
• Assisting with Statutory Accounts.
Professional Qualifications and Education:
Bishop Reindorp C of E Secondary School, Larch Avenue, Guildford, Surrey
G.C.E. ‘O’ LEVEL: English, Geography, Physics, Computer Studies, Religious Studies
C.S.E.: Mathematics, French, and September 1980 to May 1984
Professional Qualifications
• BTEC ONC Business Studies & Finance
• Fellowship to ACCA (Association of Chartered Certified Accountants)
• Associate Member Of Chartered Institute Of Purchasing & Supply
• PRINCE 2 Practitioner