What I Bring Track Record Thinking About Testimonials Get in Touch

Strategic Portfolio Management & Change Governance

When strategy
needs to become
reality.

25 years building the governance, portfolio, and change capabilities that allow financial institutions to execute, not just plan.

R3.8B
Current Book of Work
25+
Years in Financial Services
12
Countries
500%
Benefits Uplift
What I Bring

The capabilities that matter most
in large-scale financial services change.

Built over 25 years in the field, not in theory. Across portfolio governance, programme leadership, change risk, and the emerging role of AI in strategic decision-making.

01

Portfolio Governance & PMO Design

I build the governance structures that give leadership genuine visibility over their change portfolio. From PMO design and benefits realisation to investment prioritisation and change risk management.

PMO DesignP3OBenefits RealisationChange RiskInvestment Prioritisation
02

Strategic Transformation Leadership

Senior leadership for complex, high-stakes programmes. Separations, mergers, digital overhauls, and portfolio turnarounds. I have run programmes at this scale and complexity and understand the decisions that determine whether they succeed.

Programme LeadershipSeparation & MergerAgile at ScalePortfolio Turnaround
03

Change Risk & Governance Frameworks

Building the frameworks that allow organisations to understand, manage, and report on change risk before it becomes a balance sheet problem. Including investment classification, platform governance, and impairment disciplines.

Change RiskInvestment ClassificationPlatform GovernanceRegulatory Alignment
04

AI in Portfolio & Programme Management

Practical thinking on where AI genuinely improves portfolio governance decisions, and where it adds noise rather than signal. An area I invest in continuously alongside my executive responsibilities.

AI ApplicationsDecision QualityPortfolio IntelligenceEmerging Practice
Track Record

Outcomes, not intentions.

25 years delivering results in the most demanding environments financial services offers.

R3.8B
Current Book of Work
ZAR 2.5B
Direct Benefits Delivered
283
Projects, Single Programme
500%
Benefits Realisation Uplift
50%
Reduction in Critical Incidents
12
Countries Operated Across
2020 – Present
Absa Group Limited
Executive Head: Strategy Realisation Office (SRO) & Change Risk

Accountable for Absa's enterprise change portfolio across all Business Units and Group Functions. The current Book of Work stands at R3.8 billion across 300+ strategic initiatives, deliberately right-sized from a prior peak of R5 billion to manage intangibles and amortisation costs and support the Group's 16–19% ROE target. Rebuilt the benefits management framework delivering a 500% uplift and ZAR 2.5 billion in direct returns. Designed the Group-wide SI Priority Classification Framework and the Platform Management Framework. Led the FY2025 Intangible Asset Impairment exercise. Reports to Group Exco.

2017 – 2020
Absa Group Limited
Head of Planning and Design: Absa/Barclays Separation Programme

Designed and owned the planning architecture for the complete operational and technical separation of Absa Group from Barclays PLC. 283 projects, 3,000+ milestones, ZAR 12 billion budget. Delivered on time and under budget.

2015 – 2017
Barclays Africa
Head of Change Strategy & Governance

ZAR 800 million portfolio across 120 transformation projects spanning 11 African countries.

2010 – 2015
Barclays Africa
Regional Head: Strategic Change / Head IT Service Manager

IT service delivery governance across 13 banks in 12 countries. Reduced high-severity incidents by 50%.

2007 – 2010
Standard Bank
Senior Programme Manager, Corporate & Investment Bank

Murex FX upgrade, High Availability Disaster Recovery, and Calypso trading integration across 30 Treasury systems.

Thinking

Hard-won perspectives.

25 years at the coalface of financial services transformation. And an active student of what AI is beginning to change.

About

The person behind
the profile.

Carlo Baptista
  • BSc (Hons) Digital Technology, Dublin Institute of Technology
  • Oxford Fintech Programme, Said Business School (2020)
  • IMD: Leading Digital Business Transformation & AI (2024)
  • Lean Portfolio Management, Scaled Agile (2023)
  • PRINCE2 Practitioner  |  P30 Foundation  |  LeSS Practitioner
  • Dual South African & EU National

25 years in financial services, not as an observer, but as the person accountable for making things work. I have governed technology across 13 banks, led change portfolios across 11 African countries, and designed the governance architecture for the complete separation of two major banking institutions.

The hardest problems in transformation are not technical; they are organisational. The right governance, the right decision-making forums, the right frameworks for realising value: these are what separate programmes that deliver from those that do not.

Outside of work I am husband to Tamsin and father to Cruz and Zac. I play padel three or four times a week and find genuine parallels between high performance on the court and in the workplace. I serve on the board of Crossroads Remedial School and mentor through The Mentoring Club and The Mentorship Challenge.

Availability

Based in Johannesburg. Dual South African and EU national with full working rights in South Africa and across Europe. Open to senior executive roles in financial services, including international and remote-hybrid arrangements.

Testimonials

What those who have worked
alongside me say.

Carlo was instrumental in laying the foundation for a very successful programme. He has remarkable skills in project management, organisational change management, portfolio and value management. He was a key contributor to our overall success in landing one of the most complex programmes of work in banking. A rare talent indeed.

Willie van Zyl
Willie van Zyl
Chief Separation Officer, Absa Group

Carlo worked for me managing the governance of a large technology and business change programme across 12 markets in Africa. Honest, open and engaging, with a detailed grasp of change methodologies and strong technical knowledge. He has repeatedly demonstrated reliability, integrity and professionalism. I recommend him highly.

Jamie Loden
Jamie Loden
Financial Services Executive

Carlo is a highly capable project and programme manager who delivers to high time and quality standards. He has an entrepreneurial streak, constantly seeking not just efficiency gains but new opportunities to improve performance. I have worked with Carlo and rated his work very highly across a diverse portfolio of cross-regional projects.

David Price
David Price
Chief Operating Officer, Barclays Africa
Get in Touch

Let's talk.

I am open to conversations about senior executive roles in financial services. If my background is relevant to what you are building or looking for, I would be glad to connect.

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