Meet the Team

DAVID HERD

David is a highly regarded Board Member and acting Finance Director, who has been instrumental in the evolution of the North West Shared Services Forum to today’s thriving Shared Services Forum UK. Having been involved from its very beginning, David provides an active hands-on leadership role in the Forum’s developmental pathway and strategic direction.

In his day job, David runs his own professional consulting business, which specifically operates in the Shared Services industry. He has carved out an impeccable track record, having undertaken a plethora of assignments spanning many business segments. David is a well-rounded leader with a wealth of transferable skills acquired during a deep career covering financial controllership, shared service start-ups, BPO service delivery, people leadership and business change management in many global enterprises. He brings a wealth of experience and an engaging personality to the Forum and is never one to side-step a challenge!

David is passionate about the Forum’s continued evolution, its future journey and its ethos of promoting the exchange of best practice at all levels across the community, delivering events with the chance to network and to have fun along the way. He relishes the opportunity to challenge and strive for successful outcomes and never fails to put the interests of members first. “What excites me most about my involvement is that the Forum offers me a space to take part in something I am truly passionate about where the absolute bed rock is engaging with like-minded people either open to sharing their story or seeking guidance”.

LISA HOOLEY

Lisa is a dedicated Board Director at Shared Services Forum UK, and has been involved in shaping the Forum since the beginning.  A visionary leader, Lisa takes a purposeful and positive-thinking approach to excellence. She is a genuine people-person, and prides herself on being her authentic self with everyone she meets. The ethos of the Shared Services Forum very much reflects Lisa’s personal mantra, that communication is key, and people will always make the difference.

With international business expertise in leadership, global business/shared services, business transformation, strategic organisation change, ERP implementation and business optimisation - Lisa is an FCMA (CGMA), Chartered FCIPD, ADGBS (Hackett) and Lean Six Sigma Black Belt. Her work is primarily focused on creating value and legacy through people, strategic business change, enabling cost-base and restructure-led growth. She delivers game-changing performance improvement and business scalability by empowering people, transforming culture, leveraging technology and enabling and optimising end to end processes.

Whilst a significant proportion of Lisa’s ‘day job’ working experience has been gained through leadership of Shared Services and Global Business Services organisations, she currently runs her own Leadership and Change Advisory business, where she is enabling leaders to transform their business’s performance by enabling end to end operational excellence, growing high-performing teams and prioritising customer experience.  

Her prior roles include Vice President of Shared Services at SPXFLOW Corporation, where she led a from-scratch build of Global Business Services for the EMEA and Amercias regions, covering services including Finance, HR, Customer Service, Travel, Controls and Central Facilities (as well as leading the Business Transformation teams and significant change projects) - and Managing Director of TetraPak Business Services, where she led and enabled Finance Shared Services across EMEA, and delivered significant multi-functional organisational transformation projects for Finance and the wider end to end global process council.

Always purposeful and community-minded, alongside the above, Lisa somehow finds the time to be an enthusiastic Chair of Trustee’s for a local charity.

LYNSEY OAKES

Lynsey is our dedicated Operations Manager who has been with the Forum since 2019. Lynsey is highly skilled and experienced in event planning, advertising and marketing and her role supports the SSF UK Board Directors to develop and grow the membership community and wider relevant business communities to ensure the smooth running of operational, administration and event aspects of the Forum.

Lynsey works hard to ensure our members are aware of all the benefits and opportunities available as part of their membership, as well as planning, developing and creating the complete portfolio of SSF UK events, to create a holistic experience for members, so that we continue to deliver exclusive events that members want to be part of. 

Lynsey continues to develop and nurture effective relationships with members and relevant and aligned professional bodies, sector experts, sponsors and collaborators , in line with the Forums’ ethos, goals and vision to support, grow and evolve SSF UK for the future.

ALEXANDRA LOMAS

Alexandra is our dedicated Networking Administrator and works closely with our Operations Manager to help support, develop and grow engagement within our SSF UK membership community. Alex has a range of practical skills in areas such as financial management, people management, project management and events management. 

Alexandra is the main contact for all Members and Network Chairs and is responsible for helping to grow our membership community, including ongoing member engagement and network development, to ensure delivery of our exclusive events and any other Forum initiatives.

MATTHEW BENNELL

Business Support Manager, Amey

Matthew is the Business Support Manager at Amey and has been there for 14 years and they are on on a defining journey in their transformation into a fully fledged Shared Services. The majority of Matthew's time has been spent in a customer services role, and he is now currently focused on enhancing his career path framework and building closer links with Amey's Training Department to ensure all staff have the opportunity to learn and improve in order for them to grow. As well as Matthew is currently leading on internal comms in order to engage with all staff now that a hybrid method of working is in place and the much loved face to face comms method has taken a twist into 2022 and beyond.

PAUL QUINTI

Credit Control Manager, The Cooperative 

Since September 2020, Paul has been the credit control manager at the Cooperative Group. His teams look after all aspects of Credit Control for Coop businesses from retail through to the Funeral care.

Prior to this, he has held roles in large multinational organisations such as Ingersoll-Rand, LBM, SPX, Sopra Steria, Emerson Automation and most recently Swissport. Paul's experience has been largely within the receivables area, primarily around Project management, Credit Management, Order to Cash and Treasury. However, as with all organisations, the focus has been on results, process optimisation, managing expectations and building strong and robust relationships. People are also key and it’s important to empower your teams, to allow them to express themselves so as to achieve the extraordinary.  

NICHOLA MURPHY

Head of Transformation, HSCNI BSO

With over 25 years experience in both public and private sectors Nichola has delivered strategic change programmes alongside cultural transformation. Graduating with BSc(Hons), Nichola worked as a Senior Consultant with PricewaterhouseCoopers Consultancy for 7 years  in the Performance Improvement Supply Chain Management sector.

In 2006 Nichola joined the Police Service of Northern Ireland (PSNI) to create the first ever internal consultancy team which designed and delivered business improvement and transformational change across a diverse range of operational and back office functions. In 2016 Nichola was appointed Head of Firearms & Explosives Branch and embarked on transforming a failing and unsustainable operating model and delivered a first in UK fully digitised and automated (RPA) Firearms Licencing process. In 2020 Nichola was promoted to Head of Transformation for PSNI with responsibility for designing the organisational Corporate Plan, delivering Organisational Change Programme and leading on the Services Automation Programme. Nichola achieved a Masters in Criminology during her tenure in PSNI.

In January 2022 Nichola took up a post as Head of Transformation in Business Services Organisation (BSO) which provides Shared Services to all 17 Health Organisations across Northern Ireland.

A proponent of ‘Define–Design-Deliver’ Nichola brings expertise in business analysis, process improvement and intelligent digitalisation and automation into change projects she delivers

KIRSTY COOPER

PTP Service Support Lead, ISS Facilities Group Ltd Central

Being the daughter of Sergeant major living and educated in Germany on our return to the UK and initially struggling with the English language Kirsty decided to go down the Finance route. She started her career in a Chartered Accountants and after 3 years an opportunity arose to work in Germany in a Shared Services start up, which is where she got the Shared Services bug and from there, she started her 20 year journey within shared services.  Kirsty has worked in multiple large international companies across EMEA, Asia and Americas including various functions within PTP, RTR, Global travel and US SOX.  Within that period, she has gained extensive experience of SAP, project management and continuous improvement.  At ISS Kirsty manages a team of 3 directs (36 indirect) across Transactional Processing, Query Resolution and Cash & Payments.

On a personal note, Kirsty is married with one teenage daughter and a 11-month-old cocker spaniel puppy.  Kirstie enjoys cooking, reading, and spending time on outdoor activities with the family.

LISA DENNIS

Director HR Services and Payroll for SPX FLOW, heading up the global HR Operations function.

Lisa has been with SPX FLOW for 12 years in a variety of different roles - business transformation work, L&D, overseeing the PtP function…and finally moving into the realms of HR and Payroll Shared Services. Lisa’s current focus is Employee Experience - empowering people managers and employees to self-serve, along with ensuring that the right technology is in the right place, for the right employee group.

KATIE DUXBURY

Head of Payroll Services, Bupa UK

Katie has worked in Human Resources for over 25 years, specialising in Pay, Reward and Benefits.   She is a Chartered Fellow of the CIPD and a graduate of CIPP, with a diverse portfolio of experience from managing large scale change initiatives for large employers, to assisting SME’s with employment issues.

She currently works for our member organisation Bupa, leading the Global Payroll Services team as part of the wider People Operations space.  

A vocal advocate for financial wellbeing, she has been instrumental in implementing various initiatives that make every pound of pay count, including leading the roll-out of Earned Pay Access for UK and Ireland Bupa colleagues, a project that won the Project of the Year award at the annual conference in 2020.

JOANNA BAINES

Transactions Manager PTP, McBride Business Services

Joanna started her journey in PTP and the Shared Services environment in December 2006 as an Accounts Payable Specialist. Joanna has sixteen years’ experience in various roles within Accounts Payable, from specialist to management positions. Within that period, she has dealt with various systems (e.g. SAP, Ariba, MsInvoice, DMS) and processes within the Emea, Africa, Asia and America regions for such large multinational organisations as Shell, Accenture, IBM, HP, Lonza and McBride.  Joanna has experience not only in transactional processing and team management, but also in quality and improvements areas. She is certified Green Belt and on course to complete her Black Belt this year. At McBride. Joanna is currently managing a team of 16 colleagues (including two PTP Supervisors). 

In terms of my education, Joanna has a Master’s Degree in Linguistics and a Post Graduate Degree in Finance and Accounting.

Joanna is passionate about people and networking. In my free time I enjoy cooking, painting and travelling. 

PANNA BEGUM

Operational Finance Manager, BDO LLP

Panna is a strategic thinker, dynamic, versatile and a hands-on leader, with over 9 years’ experience in Finance, HR and Payroll, for both public and private sectors. Delivering results with integrity, ability to organise, motivate and manage successfully all levels within the business.

In February 2022 Panna joined BDO, as the Operational Finance Manager, overseeing a number of internal service areas within SSC, including, P2P, Credit control, Billing, Finance and Management accounts, leading SSC team members that work internally within the business providing support to the client facing members of the firm.

Panna is responsible for completing monthly management account production for all Hubs within the Shared Services Stream including full P&L review. Managing several projects and PMD. Setting budgets and forecasting. Quarterly reporting of SSC position. Working closely with Tax and VAT manager. - Project accounting, WIP & KPI reporting with quality assurance.

MARTIN KIRBY

Head of Credit Collections and Risk, Business Stream (Scottish Water Business) 

Stream since January 2020.  Martin has repeated success guiding global business strategy by establishing and developing credit, collection and fraud policies and objectives, aligned with the company's acceptable risk appetite for commercial, consumer and credit card lending. Extensive experience in developing risk management framework and scorecard analytics, ensuring compliance with internal and legal regulatory guidelines. Proven history of achievement working with globally recognised brands. Talent for driving optimised operational performance to achieve measurable financial targets and stakeholder satisfaction. Expert presenter, negotiator, and communicator; able to forge solid relationships with strategic partners and build consensus across multiple organisational levels.

Working with Scottish Water Business Stream has been a great opportunity, really working with the team to create a great process that is all customer focus and that delivers the best outcomes for the organisation

DUNCAN TRUBODY

OTC Service Director, SPX Flow 

Start up Shared Service Centre at SPX Flow; initially EMEA focussed though now including North America after migration from the US SSC in 2016. I am part of the ESSC Leadership Team with operational responsibility for the end to end Order to Cash process.

Supported continual business migrations into ESSC since 2010, and the stabilisation of these services into BAU through operational service level agreements and delivering to stated KPI's. Worked closely with other regional SSC leads to drive a global approach to OtC process for the business. Managed continuous improvement program throughout this period and various other business change initiatives such as the Corporate spin-off in 2015 and the de-migration of services following a business divestment. Role also included in-sourcing of specific OtC processes to lower cost locations once stabilised and automated.

Team development is at the core of this role; creating a diverse, professional and robust team to deal with the ongoing challenges, through a culture of positivity, achievement and celebrating success.
Involved with global process improvement, including working capital initiatives and aligning all sites to a standard global credit policy.

ANDREW DOOGAN

Associate Director Finance, Illumina Cambridge Ltd

Andrew leads a team of 10 accountants responsible for managing over 20 entities across the EMEA region. Responsibility of ensuring the local financial accounting and reporting are complete, as well as treasury and managing operational risk, with complexity in managing activity in different jurisdictions and regulatory environments and supporting the business with continues growth into new markets. 

Prior to Illumina, Andrew worked as an auditor at Deloitte for 3 and a half years becoming a chartered accountant in the process. He covered many different types of industry from R&D companies, tool manufacturing and charities. 

He also assists a local Scout group as their treasurer supporting them with tracking expenses, cash management and any reporting requirements that they may have.

MAGDELENA MAKIN

RTR Group Reporting Analyst, J Murphy & Sons

Magda is CIMA qualified and has more than 20 years’ working experience in various finance and non-finance roles. 

Her first role was export specialist. Although she enjoyed her 7-year career in Commercial, her dream was always to work in Finance.  

An opportunity arose and she took a role working as a finance and administration manager in small retail company. Then she moved to McBride Poland when she was gaining her experience in various finance roles across credit control, treasury and eventually reporting.  As a part of the structure changes, she took over financial reporting for Germany and Luxembourg. And this is where her journey with Shared Service Centre has started. 

Following further expansion, Magda has relocated to UK 7 years ago and took up the role of the Group Finance Accountant in the Group Finance in McBride SSC. Her focus was on alignment and automatisation of the financial reporting from the different locations and support with further transfer of the activities from the divisions to SSC. 

Magda then took up a role in ESCADA SSC in Manchester and was responsible for commercial finance reporting.  Currently Magda is working for Murphy Group SSC as a Group Reporting Analyst responsible for the financial reporting. 

Magda has gained her experience in reporting in various sectors such as Retail, FMCG, Manufacturing and Construction as well as in multiply countries in Europe, North America, and Asia.  

In her private time, Magda is very much outdoor person. She is a keen alpine skier however, since moving to UK she has swapped it partially to walks in Peak District and Lake District.