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5.0

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Fergus Swan

Geraldine worked for me on 2 separate occasions. She is a very experienced IT and finance professional. This combination of skills were particularly valuable on the Basel 2 Programme where Geraldine played a key role in testing and reconciling complex calculations, developed local databases in the process and enabled skills transfer to other colleagues as part of handover processes. She is a self-starter, well motivated to achieve project goals and was a vital resource on the team on both occasions.

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Experience

    • Ireland
    • Information Services
    • 1 - 100 Employee
    • Part Time CFO
      • Jan 2022 - Present
    • Real Estate
    • 1 - 100 Employee
    • Accountant and Project Manager
      • Feb 2020 - Present

      Working with organisations to improve financial systems and management reporting Working with organisations to improve financial systems and management reporting

    • Ireland
    • Executive Offices
    • 1 - 100 Employee
    • Finance & Admin Officer
      • Apr 2019 - Feb 2020
    • Ireland
    • Mental Health Care
    • 1 - 100 Employee
    • Interim Manager
      • Oct 2018 - Feb 2020
    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Company Accountant
      • Nov 2017 - Aug 2018
    • United Kingdom
    • Utilities
    • 700 & Above Employee
    • Independent Consultant
      • Apr 2016 - Sep 2017
    • Self Employed
      • Jan 2014 - Mar 2016

      Life & business coaching Certified Enneagram teacher Life & business coaching Certified Enneagram teacher

    • United Kingdom
    • Software Development
    • 1 - 100 Employee
    • Project Manager / Senior Analyst
      • May 2011 - Dec 2013

      Designed and built an Access database for quarterly reporting on the Commercial Real Estate lending portfolio. Liaised with IT to develop web applications to support the capture of key business data Designed and built an Access database for quarterly reporting on the Commercial Real Estate lending portfolio. Liaised with IT to develop web applications to support the capture of key business data

    • Project Manager
      • Dec 2010 - Mar 2011

      Managed the Security Review Initiative, a strategic project, which was set up to review the security on the loan portfolio to assist portfolio management. The initiative had 4 separate work streams with 10 colleagues and a budget of €3.2mn. Managed the Security Review Initiative, a strategic project, which was set up to review the security on the loan portfolio to assist portfolio management. The initiative had 4 separate work streams with 10 colleagues and a budget of €3.2mn.

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Project Manager
      • Apr 2005 - Dec 2008

      Analysed and identified key data quality issues which had a direct impact on the Bank’s capital requirements under Basel II rules. Worked with business users and Group IT to define requirements and developed an information solution to provide online data quality reports to over 300 users. Worked with Programme Manager to plan and managed Basel II deliverables across 8 separate work streams in the business. Project manager for the risk weight asset validation work stream. This involved working with Group IT to resolve technical and data quality issues within the Basel II calculation process. Delivered weekly project status reports and monthly board papers. Show less

    • Ireland
    • Renewable Energy Semiconductor Manufacturing
    • 400 - 500 Employee
    • Finance / IT Manager
      • Jul 2000 - Mar 2005

      Developed and supported the Sage Line 500 ERP system. This included planning, managing and delivering both hardware and software upgrades. Set up Sage user support group to engage directly with end users. Worked with end users to extend system knowledge and provide training and support at all business locations. Prepared monthly accounts, budgets, forecasts and 5 year plans for retail products, including capital expenditure requirements. Managed credit control department and ensured company cash and other targets were met. Show less

    • Financial Controller
      • Jul 1999 - Jul 2000

      Created and produced the monthly management accounts package Enhanced monthly and weekly sales reports within the organisation Day to day management and improvement of IT systems Created and produced the monthly management accounts package Enhanced monthly and weekly sales reports within the organisation Day to day management and improvement of IT systems

    • Management Accountant
      • Dec 1998 - Jul 1999

      Supervision of distribution finance team in the preparation of weekly and monthly accounts. Worked with business users to enhance existing business processes through more effective use of IT systems and Microsoft Office applications Supervision of distribution finance team in the preparation of weekly and monthly accounts. Worked with business users to enhance existing business processes through more effective use of IT systems and Microsoft Office applications

    • Canada
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Financial Accountant
      • Mar 1998 - Dec 1998

      Managed the Dublin and Carlow office including the day to day office administration [10 staff ] Prepared monthly accounts package and supervised the weekly accounts preparation Managed the Dublin and Carlow office including the day to day office administration [10 staff ] Prepared monthly accounts package and supervised the weekly accounts preparation

    • Norway
    • Advertising Services
    • 1 - 100 Employee
    • Product Supply Supervisor
      • Jul 1996 - Mar 1998

      Managed the purchasing team [8 staff] with responsibility for over €10mn in stock holding. Liaised with warehouse operational staff to ensure the smooth running of goods inwards and overall stock management. Managed the purchasing team [8 staff] with responsibility for over €10mn in stock holding. Liaised with warehouse operational staff to ensure the smooth running of goods inwards and overall stock management.

    • Assistant Accountant
      • Aug 1993 - Jun 1996

      Assisted in the preparation of monthly management accounts Managed the accounts payable process. Prepared monthly cash flow forecasts Involvement in annual stock take Prepared weekly payroll for 25 staff. Dealt with all payroll, tax and other related queries Assisted in the preparation of monthly management accounts Managed the accounts payable process. Prepared monthly cash flow forecasts Involvement in annual stock take Prepared weekly payroll for 25 staff. Dealt with all payroll, tax and other related queries

    • United States
    • Retail
    • 1 - 100 Employee
    • Assistant Accountant
      • Aug 1989 - Jun 1993

      Assisted in the preparation of monthly management accounts Processed all purchase invoices. Prepared the weekly payroll for 12 staff. Dealt with all payroll, tax and other related queries. Assisted in the preparation of monthly management accounts Processed all purchase invoices. Prepared the weekly payroll for 12 staff. Dealt with all payroll, tax and other related queries.

    • Trainee Accountant
      • Sep 1985 - Nov 1986

Education

  • University College Dublin
    Masters, E Business & Information Systems
    2009 - 2010
  • Dublin Counselling & Therapy Centre
    Counselling & Psychotherapy, Counselling & psychotherapy
    2015 - 2019
  • International Coach Federation
    Certificate in business coaching, Business & Life Coaching
    2013 - 2014
  • International Coaching & Training Institute
    Diploma in Executive and Management Coaching, Co-active Coaching
    2012 - 2013
  • Dublin City University
    B Sc, Information Technology
    1999 - 2004
  • Dublin Business School
    Certified Public Accountant, Accountancy
    1985 - 2000
  • Technological University Dublin
    BBS, Business Studies
    1993 - 1995
  • Certified Grief Recovery Specialist
    2014 -

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