Experience

THE LEEDS JEWISH FREE SCHOOL

• Primary and Secondary Education
• 1 - 100 Employee

• School Governor

  • Sep 2022 - Present



Bayfields Opticians and Audiologists

• United Kingdom
• Retail
• 1 - 100 Employee

• Financial Controller

  • Sep 2020 - Present



SHELBY FINANCE LTD

• Leeds, West Yorkshire, United Kingdom

• Head Of Finance

  • Jan 2018 - Aug 2020



Bluefin - Page Closed

• United Kingdom
• Insurance
• 200 - 300 Employee

• Group Accountant / Central Business Partner / Financial Controller

  • Sep 2012 - Dec 2017

  • Support and challenge the Central Functions on financial plans, annual budgets and strategic reviews to ensure a robust set of assumptions underpin the targets. Lead the financial planning process for Central teams. • Review and update the plans for the Central Functions based on most recent performance and future expectations. Work with business leaders to cascade latest performance outlooks and agree action plans with the leadership team to ensure delivery of the targets. • Complete financial analysis investigations to support the Central Functions in identifying specific business issues/profit/losses or reengineering of processes. • Develop and operate an analytical review routine to ensure quality MI, analysis and understanding of financial performance versus plan/forecast. All material variances are well understood and communicated. Support the Group Financial Controller to drive decision making and corrective action, based on the emerging variances identified. • Assist in the operation and implementation of financial control structures. • To be the key contact for Central Functions. Maintain accountability for service delivery and financial standards. • Preparation of monthly reporting for both individual and consolidated Profit & Loss and Balance Sheets, and Cash Flow forecasts • Creation and analysis of TC4 document assessing possible large scale risks and potential impacts on the business with a particular focus on protecting cash balances. • Preparation of AXA Board packs (parent company reporting). • Preparation of quarterly VAT returns. • Completion of monthly and quarterly returns to the Office for National Statistics. • Completion of monthly KRIs for Compliance and Risk teams • Organisation of CPD training for the finance team. • Deputise for Financial Controller where necessary to manage a team of 10. Show less



Locala Health & Wellbeing

• United Kingdom
• Hospitals and Health Care
• 200 - 300 Employee

• Finance Manager

  • Sep 2011 - Aug 2012

  Achievements • Developed & implemented a pricing strategy, & supporting financial models, to win new business & retain existing services. This enabled service managers to bid for tenders & ensure required surpluses are made & overheads are covered. This included a standardised pricing model, sensitivity analysis & fixed cost allocations. • Identified direct & indirect fixed costs for Locala’s services & formulated a method for recovery of fixed costs in the pricing model to ensure that all new & existing services were monitored for financial viability. • Led cross functional teams of clinicians & operational managers to identify routes to achieve £1.4m cost saving in 2012/13. • Developed automated reporting of month end accounts & reduced time taken by ½ a day. Responsibilities • Responsible for management of accounts for Locala South & Head Office teams. Included month end, variance analysis, budgeting/forecasting, & monthly reporting to clinical & operational service managers. • Monthly reporting to Executive, Board & Members' Council on cost improvement projects, South & Head Office performance & vacancy cost savings. • Working alongside Service Managers to identify possible income streams, recommend process improvements & generate cost savings without compromising on patient care. • Provide financial support to the Business Development team using flexible models, sensitivity analysis & prepare reports on financial viability of Locala to support bids for new opportunities. • Provide financial support & information for monthly service reviews with clinicians. Part of a ‘support team’ sharing a wide range of information with business managers. • Manage a team of 2 finance analysts. Show less



Barratts PriceLess Limited

• Commercial Finance Manager

  • Aug 2009 - Aug 2011

  Achievements • Automated the capital investment model for new store opportunities reducing process time by 2 days. • Developed & rolled out accounts analysis & commentary to senior managers to highlight cost reduction & income growth opportunities. • Designed, implemented & rolled out a semi automated solution for store profitability analysis enabling senior management to identify loss making and profitable stores and action improvements where applicable. • Empowered buying. Merchandising, e-commerce & concessions managers to make more informed decisions about profitability and growth through the development of a suite of reports showing risks, trending information & sensitivity analysis. Responsibilities • Develop & maintain reports showing analysis by store, gender, style for use in decision making at a range of management levels. • Support the collation of information & rollout of an automated budgeting tool. • Work alongside sales, buying, merchandising & executive managers to understand business opportunities & risks and recommend process and cost improvements. • Educate the wider business on financial issues to improve the business’ profitability. • Prepare presentations for the Finance Director for bank boards, guarantors & executive members showing business performance, strategic plans & funding usage. • Managed one finance analyst. Show less



GE Corporate Payment Services

• Finance Manager/Analyst

  • Oct 2003 - Jul 2009

  Achievements • Developed & enhanced pricing model for European business making process improvements & winning over £500m in 2007 alone. Key wins: ING Bank, Lastminute & Nestle. • Created & rolled out client profitability models & reports for sales & management teams. Full analysis of client profitability to identify areas for growth & improvement. • Managed accounts payable team, driving £400k savings by improving service levels & process efficiency. Led team to close untimely & inaccurate purchase orders worth in over £300k. • Educated myself & senior management on changes to MasterCard pricing structures leading to an arrangement of £350k refund p.a .for 3 years. • Recovered over £300k from a key supplier through rigorous analysis of complicated invoices. • Reduced month end from 5 to 2 days through automation in Excel, developing Oracle reports & rolling out timetables for accruals submissions. • Worked with Head of Sales to resign Lloyds TSB client in 2006 (£140m turnover in 2008). • Instrumental in the development of the 5 year strategic plan in 2006 & 2007. • Active member of the team converting CPS to a new billing platform in 2004. Responsibility for P&L general ledger feeds & understanding new client hierarchies. Responsibilities • Analysis of key invoices to identify cost savings, & recover potential mis-billing & improve efficiency. • Own month end P&L process & provide analysis on P&L. • Develop models to support sales team & management decisions including sensitivity analysis & pricing information to support funding & buy in for new business. • Reconciliation of financial elements of client contracts removing ambiguity & ensuring contracts complied with pricing offers. • Work with US teams to develop & win global contracts. • Establish relations with suppliers to increase profitability & accuracy. Key suppliers include TSYS, MasterCard & VISA. • Lead P&L training for non-finance employees to enable them to influence profitability in their own roles. Show less



O2 (Telefónica UK)

• United Kingdom
• Telecommunications
• 700 & Above Employee

• Finance Manager/Analyst

  • Jun 2001 - Oct 2003

  Achievements • Created & enhanced pricing model for new BlackBerry product entering the market in 2003. Enabled sales teams to win business with new clients & expand existing corporate contracts. • Provided financial pricing & support to retain large clients such as BAE, BT & Jarvis. Responsibilities • Preparation of bespoke pricing, maintained pricing models using unit cost assumptions. • Provided solid financial & commercial analysis to senior finance managers to support decisions on customers with turnover of £1mm or more. • Developed relations with sales & legal teams through weekly calls, account reviews & team meetings. • Co-ordinated budgets & forecasts for SME business segment for O2UK. • Provided monthly variance analysis & commentary for the business segment. Show less



Arcadia Group Ltd

• United Kingdom
• Retail
• 700 & Above Employee

• Cost analyst

  • Jan 2000 - Jun 2001

  Achievements & Responsibilities • Developed trending analysis on costs for head office departments. Forecasted potential monthly overspends from purchase order systems to advise managers & reduce risks. • Worked with senior management, including Heads of TopShop, Topman & Dorothy Perkins to report on monthly cost performance. • Trained head office teams to use purchase orders to improve cost tracking & accruals preparation. Achievements & Responsibilities • Developed trending analysis on costs for head office departments. Forecasted potential monthly overspends from purchase order systems to advise managers & reduce risks. • Worked with senior management, including Heads of TopShop, Topman & Dorothy Perkins to report on monthly cost performance. • Trained head office teams to use purchase orders to improve cost tracking & accruals preparation.



Sainsbury's

• United Kingdom
• Retail
• 700 & Above Employee

• Finance graduate scheme

  • Sep 1998 - Dec 1999

  Achievements & Responsibilities Sainsbury’s – Retail finance analyst • Developed & maintained head count reporting for board members. • Preparation of till reports to support risk team manage losses in stores. • Supported company-wide Competition Commission report. Homebase – Management accounts trainee • Managed accruals & prepayments for key P&L lines. Responsible for variance analysis of these areas following month end. • Developed strong relations with suppliers to understand account overspends on utilities lines. • Developed service level agreements for responding to queries on costs from store managers. Show less