Dan Kealey
Head Of Finance at Shorts, Chartered Financial Planners- Claim this Profile
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Bio
Credentials
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ACMA, CGMA
CIMAMay, 2012- Nov, 2024
Experience
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Shorts - Chartered Financial Planners
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United Kingdom
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Financial Services
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1 - 100 Employee
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Head Of Finance
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Jun 2019 - Present
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BOC Ltd
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Barlborough
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Business Accounting Analyst
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Apr 2018 - Jun 2019
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Dawson MMP Ltd
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Barnsley, South Yorkshire
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Management Accountant
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Jul 2015 - Mar 2018
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ITI NRG Ltd
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Rotherham, South Yorkshire
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Financial Accountant
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Sep 2014 - Jul 2015
- Specifying and implementing operational financial reporting systems - Development of reporting controls and systems - Monthly management accounts, KPI's and related information - Annual budgets and forecast updates - Maintain financial information required for contract bid preparation - Monthly VAT return - Liaison with company auditors - Supporting the finance team in their day to day activities and offering cover in absence - Other ad-hoc reports as required by the… Show more - Specifying and implementing operational financial reporting systems - Development of reporting controls and systems - Monthly management accounts, KPI's and related information - Annual budgets and forecast updates - Maintain financial information required for contract bid preparation - Monthly VAT return - Liaison with company auditors - Supporting the finance team in their day to day activities and offering cover in absence - Other ad-hoc reports as required by the Finance Director Show less - Specifying and implementing operational financial reporting systems - Development of reporting controls and systems - Monthly management accounts, KPI's and related information - Annual budgets and forecast updates - Maintain financial information required for contract bid preparation - Monthly VAT return - Liaison with company auditors - Supporting the finance team in their day to day activities and offering cover in absence - Other ad-hoc reports as required by the… Show more - Specifying and implementing operational financial reporting systems - Development of reporting controls and systems - Monthly management accounts, KPI's and related information - Annual budgets and forecast updates - Maintain financial information required for contract bid preparation - Monthly VAT return - Liaison with company auditors - Supporting the finance team in their day to day activities and offering cover in absence - Other ad-hoc reports as required by the Finance Director Show less
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Dawson MMP Ltd
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Barnsley, South Yorkshire
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Management Accountant
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Dec 2009 - Sep 2014
- Preparation of monthly accounts - Investigation and analysis of variances v budget and forecast - Preparation of annual budgets and forecasts - Balance sheet reconciliations - Control of Fixed Asset register and calculation of monthly depreciation - Quarterly VAT return - Production of monthly and weekly management information reports including sales and profitability reports, monthly dashboard and monthly director's performance pack - Production od ad-hoc reports as… Show more - Preparation of monthly accounts - Investigation and analysis of variances v budget and forecast - Preparation of annual budgets and forecasts - Balance sheet reconciliations - Control of Fixed Asset register and calculation of monthly depreciation - Quarterly VAT return - Production of monthly and weekly management information reports including sales and profitability reports, monthly dashboard and monthly director's performance pack - Production od ad-hoc reports as requested by directors, managers and other members of staff Show less - Preparation of monthly accounts - Investigation and analysis of variances v budget and forecast - Preparation of annual budgets and forecasts - Balance sheet reconciliations - Control of Fixed Asset register and calculation of monthly depreciation - Quarterly VAT return - Production of monthly and weekly management information reports including sales and profitability reports, monthly dashboard and monthly director's performance pack - Production od ad-hoc reports as… Show more - Preparation of monthly accounts - Investigation and analysis of variances v budget and forecast - Preparation of annual budgets and forecasts - Balance sheet reconciliations - Control of Fixed Asset register and calculation of monthly depreciation - Quarterly VAT return - Production of monthly and weekly management information reports including sales and profitability reports, monthly dashboard and monthly director's performance pack - Production od ad-hoc reports as requested by directors, managers and other members of staff Show less
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Outsourcery
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IT Services and IT Consulting
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1 - 100 Employee
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Commercial Bid Analyst
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Sep 2000 - Dec 2009
- Preparation of tariff and pricing solutions, and financial analysis via payback models, to assess commercial viability of customer acquisition or retention proposals for all products within the stated process and SLA - Tariff analysis to recommend suitable tariffs to support acquisition and retention of customers. Maintain and provide updates on tariffs and rate plans - Liaise with Sales Managers providing pricing support and analysis to agree proposals for all products -… Show more - Preparation of tariff and pricing solutions, and financial analysis via payback models, to assess commercial viability of customer acquisition or retention proposals for all products within the stated process and SLA - Tariff analysis to recommend suitable tariffs to support acquisition and retention of customers. Maintain and provide updates on tariffs and rate plans - Liaise with Sales Managers providing pricing support and analysis to agree proposals for all products - Maintenance of databases to ensure details of agreed contractual pricing is accurately recorded for availability to the mobile division - Provide weekly KPI's in relation to commercial activity - Ad-hoc commercial projects and analysis to provide commercial support - Coordination of the marketing fund claim including logging each claim and raising invoices to the Network Provider Show less - Preparation of tariff and pricing solutions, and financial analysis via payback models, to assess commercial viability of customer acquisition or retention proposals for all products within the stated process and SLA - Tariff analysis to recommend suitable tariffs to support acquisition and retention of customers. Maintain and provide updates on tariffs and rate plans - Liaise with Sales Managers providing pricing support and analysis to agree proposals for all products -… Show more - Preparation of tariff and pricing solutions, and financial analysis via payback models, to assess commercial viability of customer acquisition or retention proposals for all products within the stated process and SLA - Tariff analysis to recommend suitable tariffs to support acquisition and retention of customers. Maintain and provide updates on tariffs and rate plans - Liaise with Sales Managers providing pricing support and analysis to agree proposals for all products - Maintenance of databases to ensure details of agreed contractual pricing is accurately recorded for availability to the mobile division - Provide weekly KPI's in relation to commercial activity - Ad-hoc commercial projects and analysis to provide commercial support - Coordination of the marketing fund claim including logging each claim and raising invoices to the Network Provider Show less
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Education
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Westfield School, Sheffield