Principal Lead

• Mar 2020 - Present

Principal Lead in the Financial Planning and Analytics competency

Principal Data Analyst

• May 2018 - Mar 2020

BI Analytics Specialist

• Jun 2017 - Apr 2018

Development of bespoke dashboards and reporting schedules to satisfy customer requirements using the customer preferred technology, QlikView, Qlik Sense or Power BI. Examples of which are:Netsurit Internal customer reportingInternal analysis of support deskBig 4 bank targeted office 365 deployment detailing location and hardware complianceFranchised restaurant sales and forecast modelMedical scheme hospital admission statisticsMining equipment national sales model, including AR, AP balances and inventory holding.Creation and maintenance of SQL data sets.

IT Business Control - Business Intelligence

• May 2014 - May 2017

Creation of data sets from the financial systems to facilitate the building of analytical dashboards.Guidance on design of the dashboards based on financial principles and bank system constraints.Maintenance of hierarchical structures to ensure data represented is accurate and a correct view of the bank’s reporting structures.Reconciliation between system retrieved data, transformed data and the final views represented on the dashboards.Creation and ongoing maintenance of income statement templates for all enablers allowing automated system reportsOperational retrieval of data sets on a daily/monthly basis.Consultation with other business units for bespoke dashboard builds.Submission to the board pack for 3rd party spend, hardware asset management and software asset management. Including interpretation and implied future impact. Including development of Qlik Sense applications to aid in data rationalisation.Rationalisation of FX impact on planned and committed future 3rd party spend.

Financial Manager - IT Finance Reporting and Control

• Aug 2013 - Apr 2014

Development of semi-automated accurate and sustainable reporting schedulesMonth end and budget cycle Income statement reporting to cost centre Monthly month end and budget cycle recovery reporting to front office BU’s and other Enabling FunctionsStatutory reporting for the analysts packMonth end and budget cycle MI pack intended for the Exco audienceDevelopment and preparation of the MI dashboard distributed to the internal FM’s and cost centre owners.Africa in country income statements for Enabling Functions and front office BU’s Review of Global IT spend, including regional review.Reconciliation of IT spend within other Enabling Functions and front office BU’s.Procedure Review and Implementation

CIB IT Run the Bank Financial Manager/ Head of Finance Operations Technology

• Jan 2012 - Aug 2013

Consolidation of IT Expense analysis and CommentaryPreparation and Review of monthly Trial BalancePreparation and Review of monthly Income StatementPreparation of Monthly Operations Technology Exco pack and review with the ExcoMonthly Balance sheet Substantiation including validation of intangibles and FARBusiness partner with the Operations Technology Business Management OfficeProcedure Review and ImplementationBudget Process and finalisationRevised Estimate on Budget Process and finalisation (Twice Yearly)Prevailing Budget iteration submission analysis with business stakeholders.Prevailing Budget iteration submission review with IT management.Year End Accrual ProcessYear End Finalisation and ReportingQ2 Finalisation and ReportingMonitor and release of orders for paymentIT Finance single point of contact for Global OperationsIT Finance representative on the Group Shared Services Manco

Head of Finance – Central Services IT

• Jul 2011 - Dec 2011

Consolidation of Business Application, Infrastructure and Procurement month end commentary packs.High-level month end commentary submitted to Group Finance.Month End Journal Preparation and review.Month end balance sheet review. Asset life-cycle analysis, reviewing potential payment holidays and the potential to sweat assets.Budget submission analysis with business stakeholders.Budget submission review with IT management.Procurement Budget planning.Sat on Group I.T. Assessment Forum. (Review of upcoming projects and rationalising the impact to business, resulting in a structured roll out maintaining a positive cost to benefit effect.

CIB Run the Bank Financial Manager

• May 2008 - Jun 2011

Finance representative on various IT related projects.Imali – Aimed at creating greater transparency of the “Run the Bank” on charge to Business units.Redeveloped and automated the IT Exco Management Information Pack to a concise, relevant presentation. Creating additional time to focus on value adding analysis.Month End Journal Preparation and reviewMonth End Accrual ProcessPreparation of Run the Bank IT Analysis and CommentaryConsolidation of IT Expense analysis and CommentaryPreparation and Review of monthly Trial BalanceHeadcount and Package cost AnalysisDAFR Reporting Schedule (Quarterly review of total IT Spend)Preparation of Executive Committee PackAccount Reconciliation for Month EndOutstanding Purchase Orders ReportBA 300 ReportingDI 820 ReportingDI 830 ReportingBA 940 ReportingPreparation of ITM Executive Pack ConsolidatedAssets Under Construction AnalysisReview of ITM Executive Pack by CCCapex Reporting and Analysis - Information TechnologyCapex Reporting Corporate and Investment BankingAbsorbed Vat CalculationCost Centre Review For MCA UploadTransfer Cycle Upload Preparation and ReviewDebtors Schedule (Overseas Counterparties) ReviewProcedure Review and ImplementationBudget Process and finalisationRevised Estimate on Budget Process and finalisation (Twice Yearly)Year End Accrual ProcessYear End Finalisation and Reporting

Management Accountant

• Mar 2007 - Apr 2008

Post journals to Finance 1Daily signing of journals, cheques and eft's.Reviewing and authorising Bancs Link journalIncome Statement variance analysis Authorised bank B signatoryMonth end including analytical review of income statement and balance sheet, correcting entries for accounts and accruals Management Performance pack.Daily Trial Balance, Balance Sheet and Income statement analysis of major movements.Daily monitoring of Branch advances and depositsEnsuring integrity of business partners reporting (Wizzit).Branch performance - Income StatementRecalculation of leases for IFRS Suspense account reconciliations Revaluation of financial instruments Mycomax - preparation and submission of invoices, collection of payments Branch performance finalisation Intercompany interest and cost allocations Paying all creditors (Completeness)Ensuring all debit orders are clearedAnnual auditBudget ProcessAssorted reports for Greece on an ad hoc basisFSCC performance reportingMonthly Exco reportingIn the absence of both Financial Manager and Financial Accountant left in the capacity of most senior employee in the department to pick up additional responsibilities Oct 15 – Dec 01.

Financial Manager - Food and Beverage

• Feb 2006 - Mar 2007

Reconciliations of Purchasing Process.Proactive approach to ensuring financial control across the company is adhered to through policies and procedures, particularly warehouse controls in order to maintain warehouse variances at an acceptable level.Direct management of warehouse staff, 11 individuals, indirect of HOD’s and their subordinates.Monitor outlet store variances including investigation and commentary.Maintain cost of sale to within benchmark and budgeted percentage. 10, 20 Day and month end Cost reporting.Proactive approach to the reduction of various cost lines.Production of monthly P&L, consolidated and by cost/revenue centre.Production of monthly Afrisun statement and invoices. Production of monthly forecasts.Supplier relationship development.Adhering to and development of new company reporting procedures.Conducting staff appraisals.Effective planning of staff rosters complementing Business levels and service level agreements.Staff development.Various ad hoc duties dictated by the GM.Development of reporting structures to aid in the movement from a management fee contract to a full risk contract.Review and impact analysis of above mentioned contract.Capex AuditStock level managementSenior Management Representative on the Employee Advisory Forum.

Management Accountant

• 2003 - 2005

Production of management reporting pack for a complete business unit including accruals and prepayments, journal postings, KPI preparation and integrity checks, variance analysis and assisting on commentary.Production of reconciliation’s for various Balance Sheet accounts as well as assisting in BBA and other statutory returns.Contractual Royalties Calculations with regard to various co-branded relationships.Completion of all weekly bank reconciliation’s including multi-payment cheque reconciliations.Maintaining on a monthly basis, account reconciliation’s & supporting documents to satisfy audit requirementsProactive approach to ensuring financial control across the company is adhered to through policies and procedures, particularly on committed spend and adherence to budget limitations.Ad hoc projects and analysis designated by FC.Managing and controlling work order Process.Accounts Payable, high value and volume.Assistant on statutory audit including stock take, reconciliation’s and schedule preparation.Supplier relationship development.Creating, submitting and reviewing journal postings onto SAP including data mining and interrogationPreparation of P11D (Benefits in Kind) ContributionsDepartmental Cost reporting and analysisCreation of an in-depth process control manual for hand over purposes.