Financial Planning and Analysis Manager

• Dec 2021 - Present

Financial Planning and Analysis Business Partner

• Jan 2016 - Dec 2021

Global Finance Business Partner, accountable for company-wide financial planning and analysis, business intelligence MI systems, board reporting, headcount strategy reporting and providing viable thought leadership in all endeavors. Responsibilities include: • Coordinate and prepare global management information including budgets, forecasts and variance analysis for Business heads • Business Partner to Finance, Chief Operating Officer, HR, Investment sector teams (Retail, Consumer, Services and Technology), Investor Relations, Events and all the global offices• Expertise in collecting, analysing and managing quantitative data, creating meaningful analyses to lead business improvement and cost reductions• Team and cost analysis to enable informed decision-making• Working closely with the Business and the global Finance teams, monitoring costs and forecasts• Cost efficiency and implementing metrics to measure effectiveness of the firm’s resources. • Owner and super user of management reporting system (Infor Business Intelligence) including global user system support. • Project Manager of all system enhancements/ upgrades, for the optimisation of efficiency, accuracy, consistency and transparency of information• Proactively supporting the business in building execution plans to ensure that budgets are met • Coordination of management accounts and budgets across 6 international offices• Headcount analysis and reporting• Headcount Reporting including bonus projections, supporting HR with reporting and reconciliation of team costs and headcount related information • Provide input into weekly, monthly and quarterly updates and create presentation slides, as necessary• Partner across Operations and Investment teams to drive continuous improvement in financial and operational performance• Develop and enhance management reporting to better meet the needs of changing business demands

Senior Financial Analyst Business Partner

• Sep 2011 - Dec 2015

Finance Business Partner responsible for a £54m Group Change, Technology, BAU and Investment Business Budget. Extensive experience in financial analysis, cost analysis, compliance and strategic decision making. Breadth of experience includes • Responsible for Group and Investment Business Change, Technology and BAU forecasting, budgeting, headcount and software licences • Stakeholders include Business Change, Information Systems, Finance, M&G Board and Investment Business divisions (Equities, Fixed Income, Retail, Real Estate, Prudential) • Designed value added MI i.e. Performance analysis, Cost Analysis, KPI's, Headcount Utilisation, Board Packs, Roadmap reporting, Resource utilisation and Financial reporting • Implemented strong robust compliance and controls requirements to meet business and industry standards • Evaluating potential business and investment opportunities including Technology products by creating business cases and financial impacts • Project board member (strategic, regulatory, technology, risk, investment etc) • Derive allocation drivers for Change projects across the Business and Group Operations • Financial Modelling for Group Operation business cases including advanced Excel (VBA) • Strategically analysing the financial performance of the business to refocus decision making • Business Partner for Investment business managers to discuss their 3 year project roadmaps and cost planning • Researched, designed and implemented a Rolling Project Budget (previously static annual budget) – engaged business and implemented into systems/ processes • Managing cost using active cost management and systems • Cost Management including margins, and creating key performance indicator (KPI) reports • Monthly/Quarterly review with Group FD and COO • Responsible for up to 3 people (Project Accountant, Junior Analyst/ PMO analyst)

Assistant Manager in Banking and Capital Markets

• Sep 2006 - Sep 2011

Ernst & Young LLP is one of the largest professional services firms in the world and one of the Big Four, with practices in 140 countries, employing over 135,000 people. Working in the Investment Banking and Asset Management Audit and Compliance division. This included being based in Switzerland overseeing a client audit and a secondment to GAAP advisory assisting in an IFRS publication. Extensive client portfolio included: UBS Asset Management (Switzerland), Arab Banking Corporation Bank, BGC Partners & Cantor Fitzgerald Europe, Industrial and Commercial Bank of China, ABN AMRO, Sumitomo Mitsui Banking Corporation, Mizuho International Bank, Kensington, Nomura

Business Partner Management Accountant

• Oct 2004 - Sep 2006

E-testing, is a specialist IT consultancy with a total focus in software testing, training and offshore managed services. This position entailed reporting to the accountant and directors on all accounting duties. • Developed monthly management accounts for submission to the Directors/Board • Costing and KPI analysis for departments • Production of financial and statistical analysis reports for departments • Business Intelligence dashboards • Weekly meetings with the Directors and heads of departments regarding sales accounts. • Purchase ledger clerk, sales ledger clerk, payroll clerk and bookkeeper • VAT returns, Corporation Tax, P11Ds and Year End preparation