Simon Taylor
About Simon Taylor
Simon Taylor is a Senior Financial Operations Manager at Legal & General, where he has worked since 2020. He has extensive experience in financial management, having held various roles at Lloyds Banking Group and other organizations, and he focuses on process enhancements and team culture improvement.
Current Role at Legal & General
Simon Taylor has been serving as the Senior Financial Operations Manager at Legal & General since 2020. In this role, he focuses on enhancing team culture and reducing CASS breaches through strategic recruitment and process transformation. He manages a team of approximately 25 colleagues who are responsible for key daily and monthly reconciliation activities under strict CASS 7 Client Money regulations. His leadership has been pivotal in adapting work processes to enable remote working for the Financial Operations team during the COVID pandemic.
Previous Experience at Legal & General
Before his current role, Simon Taylor worked at Legal & General from 2019 to 2020 as part of the Financial Projects team. He was involved in the implementation of Sonata and AutoRek systems during his one-year tenure in Cardiff, United Kingdom. His contributions during this period were significant in streamlining financial operations.
Career at Lloyds Banking Group
Simon Taylor has extensive experience at Lloyds Banking Group, where he held various managerial positions over several years. His roles included Bank Reconciliation Manager in 2007, Operational Financial Control Manager from 2017 to 2019, and Senior Finance Governance Manager in 2013. He also served as Senior Ledger Control Manager from 2011 to 2013 and Senior Treasury Manager from 2008 to 2011. His responsibilities often involved managing teams and overseeing critical financial processes.
Educational Background
Simon Taylor studied at Swansea Institute, where he earned a BA (Hons) in Accounting and Finance from 1993 to 1996. He also attended Abersychan Comprehensive and Pontypool College from 1991 to 1993. His educational background has provided him with a solid foundation in financial principles and practices.
Process Enhancements and Achievements
Throughout his career, Simon Taylor has implemented process enhancements that have led to significant improvements in team performance. Notably, he achieved the highest management support and teamwork survey scores in his department's history. His focus on improving operational efficiency and team dynamics has been a consistent theme in his professional journey.