Experience

People's Partnership

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Head of FP&A

  • May 2021 - Present



Currently Available

• Senior Finance Professional

  • Mar 2020 - May 2021



Royal London Asset Management

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Interim Head of FP&A

  • Apr 2019 - Feb 2020

  Reporting to the CFO of RLAM, responsible for the production of the monthly management accounts, forecasts and annual plans. Production of Executive Committee and Board papers • Implemented new monthly Board reporting pack • Implemented new FTE reporting model • Developed and implemented new reporting and analysis tool • Implemented Power BI reporting Reporting to the CFO of RLAM, responsible for the production of the monthly management accounts, forecasts and annual plans. Production of Executive Committee and Board papers • Implemented new monthly Board reporting pack • Implemented new FTE reporting model • Developed and implemented new reporting and analysis tool • Implemented Power BI reporting



Interim search

• Interim Market

  • Nov 2018 - Apr 2019



Aviva

• United Kingdom
• Financial Services
• 700 & Above Employee

• Head of FP&A, Finance Operations

  • Nov 2017 - Nov 2018

  Interim role to provide cover during recruitment of permanent director. Brought into set up the Financial Planning & Analysis team for Aviva Finance Operations (AFO), a newly formed team with c. 1,500 people and a budget of >£100m located around the globe. Responsible for the management of the expense base for AFO, including monthly management performance, forecasting and annual budgeting; allocation of costs to global markets; engagement and liaison with global finance market teams; reporting of global finance expense base to CFOO. • Developed AFO budget, liaising closely with Global Process Owners and Market CFOs • Developed and implemented monthly finance reporting processes and reports • Restated the 2018 budget following a restructure of the AFO management structure • Developed and implemented new forecasting processes Show less



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Manager - Group Investment Reporting

  • Mar 2016 - Oct 2017

  Planning and Forecasting Senior Manager for all portfolios within LBG- Responsibility for production of Budgets and Forecasts for total investment spend of LBG- Responsibility for management of exceptional items and FTE savings- Production of Board reports and other senior management committees

• Senior Manager - Simplification II Programme

  • Oct 2014 - Mar 2016

  Senior Manager, responsible for reporting the performance of the Simplification II programme - Financial modelling of Simplification II programme for Board sign-off and communication to external markets- Development and implementation of reporting requirements and processes for Simplification II programme- Monthly reporting of performance of the programme- Production of Budgets and Forecasts for programme- Production of Board Reports and external market communications- Development and implementation of process for managing and reporting of new exceptional items- Responsibility for management of exceptional items and FTE savings Show less

• Senior Manager - Simplification Reporting

  • Oct 2012 - Oct 2014

  Senior Manger working on the Simplification Programme within Group Finance- Development and implementation of reporting requirements for Simplification programme- Monthly reporting of performance of the programme- Production of Budgets and Forecasts for programme- Production of Board Reports and external market communications

• Senior Manager - Integration Reporting (Contractor)

  • Jun 2010 - Oct 2012

  Contractor working in the Integration Finance Reporting team.Responsible for:Reporting the performance of the integration of Lloyds TSB and Halifax Bank of ScotlandProduction of budgets and forecasts for the integration programmeProduction of board reports and press announcementsImplementation for the reporting and budgeting of the new Simplification programme



Aon

• United Kingdom
• Financial Services
• 700 & Above Employee

• Finance Director

  • Nov 2008 - May 2010

  - Finance partner to CEO, including strategic planning, decision support, acquisition & divestiture - Business Planning - Budgeting & Forecasting - Management Reporting - Client Profitability - Business Partnering - Finance partner to CEO, including strategic planning, decision support, acquisition & divestiture - Business Planning - Budgeting & Forecasting - Management Reporting - Client Profitability - Business Partnering



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Head of Planning & Project Accounting

  • Jan 2007 - May 2008

  Reporting to the Business Reporting and Reinsurance Director, with a team of 8 across 3 locationsResponsibilities include- production and co-ordination of UK General Insurance annual financial plans and quarterly forecasts. Provide challenge to business units on financial plans and prepare reports for UK & European Execs- provide financial governance and support in the development of project appraisals. Challenge project/programme managers on financial aspects of Cost Benefit Analyses. Provide expert financial support in the development of business casesTook temporary responsibility of UK Expense management and reporting of >£450m budget for the UK General Insurance and Shared Service functions: monthly, quarterly and ad hoc reporting to UK Exec and Group; budgeting and forecastingIn addition, I Chair the Professional Development Group which is responsible for the Graduate Programme within Finance and managing the student study programme for non-graduate employees Show less

• Head of Finance, UKGI Claims

  • Sep 2005 - Dec 2006

  Objective is to provide Professional Financial Support to enable the Claims Exec make the right business decisionsResponsibilities inlcude:Member of the UKGI Claims Exec, providing the strategic direction for Claims within the UK and ensuring optimal operational performance for the businessManagement of expenses for UKGI Claims with total spend >£50m & 1,800 FTE, including budgeting, forecasting & monthly MIProvision of financial support to business decisions through proper governance of all projects within UKGI Claims Show less

• Finance Manager

  • Jun 2000 - Sep 2005

  Head of Finance & member of the General Management Team (GMT) for a market leading insurance company, providing solutions to public services organisations Joined the GMT in 2001 to assist in the strategic direction and operational management of the company Attended Conferences, Customer Days & breakfast sessions to develop relationships with CEOs, FDs & members of Local AuthoritiesLead a finance team of approx 15 peopleResponsibilities included the production of financial plans, monthly & quarterly reporting, credit control, expense management & banking adminRisk & Compliance Officer - responsibility for ensuring the company is compliant with all statutory and regulatory requirements, including implementation of recent FSA regulationKey achievements:Restructured finance to gain efficiency & effectiveness savingsWrote & delivered to >100 employees a Finance WorkshopDeveloped & implemented a new planning toolImplemented ABC system throughout the whole of the company Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Audit Senior

  • 1993 - 1997