Experience

GoHenry

• United Kingdom
• Financial Services
• 100 - 200 Employee

• FP&A Analyst

  • Nov 2021 - Present



Clarion Housing Group

• United Kingdom
• Real Estate
• 700 & Above Employee

• Finance Business Partner

  • Aug 2018 - Nov 2021



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Consultant

  • Dec 2017 - Aug 2018

  Supporting the head of EMEA Operations in delivering on Commercial and People agendas. Focus is on reporting and analytics and coordination of employee engagement programmes. Supporting the head of EMEA Operations in delivering on Commercial and People agendas. Focus is on reporting and analytics and coordination of employee engagement programmes.



Foresight Group

• United Kingdom
• Investment Management
• 200 - 300 Employee

• Associate

  • May 2017 - Nov 2017

  Portfolio Associate focused on reporting and process improvement. Portfolio Associate focused on reporting and process improvement.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Manager

  • May 2014 - May 2017

  Responsible for overseeing the process assessing Morgan Stanley's global outsourcing arrangements to ensure compliance with PRA / FCA regulations. The role requires meticulous attention to detail and key responsibilities include: • Working with various stakeholders across the business to ensure adequate assessment of each outsourcing • Ensuring all outsourcing arrangements are reviewed in time preventing delays to cost savings • Ongoing streamlining and enhancement of existing processes • Creating and testing the framework, tools and reporting for new processes within my team • Preparing and analysing weekly and monthly data cuts to initiate and monitor workflow • Maintaining the integrity of all compliance related data in our proprietary system • Producing statistics, analytics and charting for monthly management meetings • Providing functional analysis for Concentration Risk Assessments • Maintaining all aspects of the team SharePoint site – content, design, permissions, data management Metrics & Analytics, Projects and ad hoc work including: • Working on ad hoc data mining requests from clients and senior management • Creating Excel tool to assist the broader team (reconciliations, data integrity, work flow) • Preparing high level views showing total savings and planned vs actual savings • Reporting on risk assessments of Vendor Managed sites • Preparing payback calculations indicating break-even point & future savings from deployment projects • Maintaining various aspects of “Location Information slides” shared with clients • Provide Business Objects and Excel support and training for the wider team including excel training sessions to groups of 5 – 30 people • Temporary assignment to our local risk team to enhance and automate their reporting • Annual budgeting / quarterly forecasting for the global team Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst

  • Mar 2013 - Mar 2014

  Business manager overseeing day to day running of a team of over 700 people worldwide. Main responsibilities includes headcount planning and management, manipulating and interpreting financial reports, assisting the risk team. Business manager overseeing day to day running of a team of over 700 people worldwide. Main responsibilities includes headcount planning and management, manipulating and interpreting financial reports, assisting the risk team.



PwC

• Professional Services
• 700 & Above Employee

• Expat Tax Consultant

  • Aug 2009 - Mar 2013

  - Preparing UK and US tax returns for individuals on overseas assignments. Provideing tax advice to individuals. - Preparing UK and US tax returns for individuals on overseas assignments. Provideing tax advice to individuals.



Mark Turner Structural Engineer

• Self Employed

  • Mar 2008 - Jul 2009

  Set up my own business providing structural calculations and CAD drawings to architects and builders in the domestic construction sector. Set up my own business providing structural calculations and CAD drawings to architects and builders in the domestic construction sector.



TCA Futures Ltd

• Office Trader

  • Sep 2007 - Mar 2008

  Full time office trader, trading German Government bonds Full time office trader, trading German Government bonds