Jayen Shah
Financial Planning and Analysis Manager at X4 Group- Claim this Profile
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Bio
Chandni 'Chad' Kumari
Jayen is a very focussed, reliable and upbeat colleague. He has often helped me out through participating in user testing for a new product or feature developed by the Technology team. He is always willing to offer guidance and honest opinions to help with improving product performance. He has a unique blend of humour and positive energy and I have always known him to treat others with compassion and respect.
Anthony Firestone
Jayen was hired at Bridge to bring his breadth of experience at managing detailed financial analysis and understanding of complex situations. He contributed greatly as a team player, his determination to get to the bottom of any issues was outstanding and he was able to produce in depth insights and understanding. His adaptability was clear when seconded to Kenya to support the team on the ground when there was a long period between finance directors, Jayen was quickly able to turn his hand to a new set of challenges at the company with little support or onboarding to the new role. Jayen's professionalism and enthusiasm for taking on new challenges was an asset to the company and he helped the team reach new heights in forecasting, financial reporting and investor relations.
Chandni 'Chad' Kumari
Jayen is a very focussed, reliable and upbeat colleague. He has often helped me out through participating in user testing for a new product or feature developed by the Technology team. He is always willing to offer guidance and honest opinions to help with improving product performance. He has a unique blend of humour and positive energy and I have always known him to treat others with compassion and respect.
Anthony Firestone
Jayen was hired at Bridge to bring his breadth of experience at managing detailed financial analysis and understanding of complex situations. He contributed greatly as a team player, his determination to get to the bottom of any issues was outstanding and he was able to produce in depth insights and understanding. His adaptability was clear when seconded to Kenya to support the team on the ground when there was a long period between finance directors, Jayen was quickly able to turn his hand to a new set of challenges at the company with little support or onboarding to the new role. Jayen's professionalism and enthusiasm for taking on new challenges was an asset to the company and he helped the team reach new heights in forecasting, financial reporting and investor relations.
Chandni 'Chad' Kumari
Jayen is a very focussed, reliable and upbeat colleague. He has often helped me out through participating in user testing for a new product or feature developed by the Technology team. He is always willing to offer guidance and honest opinions to help with improving product performance. He has a unique blend of humour and positive energy and I have always known him to treat others with compassion and respect.
Anthony Firestone
Jayen was hired at Bridge to bring his breadth of experience at managing detailed financial analysis and understanding of complex situations. He contributed greatly as a team player, his determination to get to the bottom of any issues was outstanding and he was able to produce in depth insights and understanding. His adaptability was clear when seconded to Kenya to support the team on the ground when there was a long period between finance directors, Jayen was quickly able to turn his hand to a new set of challenges at the company with little support or onboarding to the new role. Jayen's professionalism and enthusiasm for taking on new challenges was an asset to the company and he helped the team reach new heights in forecasting, financial reporting and investor relations.
Chandni 'Chad' Kumari
Jayen is a very focussed, reliable and upbeat colleague. He has often helped me out through participating in user testing for a new product or feature developed by the Technology team. He is always willing to offer guidance and honest opinions to help with improving product performance. He has a unique blend of humour and positive energy and I have always known him to treat others with compassion and respect.
Anthony Firestone
Jayen was hired at Bridge to bring his breadth of experience at managing detailed financial analysis and understanding of complex situations. He contributed greatly as a team player, his determination to get to the bottom of any issues was outstanding and he was able to produce in depth insights and understanding. His adaptability was clear when seconded to Kenya to support the team on the ground when there was a long period between finance directors, Jayen was quickly able to turn his hand to a new set of challenges at the company with little support or onboarding to the new role. Jayen's professionalism and enthusiasm for taking on new challenges was an asset to the company and he helped the team reach new heights in forecasting, financial reporting and investor relations.
Credentials
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Learning SQL Programming
LinkedInJul, 2020- Nov, 2024 -
A Career Strategist's Guide to Getting a Job
LinkedInJun, 2020- Nov, 2024
Experience
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X4 Group
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United Kingdom
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Staffing and Recruiting
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1 - 100 Employee
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Financial Planning and Analysis Manager
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May 2022 - Present
Developing the FPnA function in the business. Bring the specialist for planning, reporting and analysis. Developing the FPnA function in the business. Bring the specialist for planning, reporting and analysis.
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NewGlobe
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Education Administration Programs
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400 - 500 Employee
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Financial Planning Analyst
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Oct 2019 - Present
Return to the role held prior to my secondment as the East Africa Finance Manager. Supporting the CEO with provision of profitability models for use in negotiations with government officials when bidding for education support contracts.Supporting the CFO & territory MD's with budget updates and in depth analysis of financial performance.Achievements:• Macro creation for the automation of the budget modelling process reducing the production time to an hour from 3 days.• Standardisation of all budget forecasting models to ensure ease of consolidation and territory reviews.Responsibilities:• Business partnering with operational territories, covering all financial statements in monthly performance reviews and budget updates.• 5yr Plan/ Budgeting/ forecasting for all current territories and future partnerships.• Provision of scenario models of the various contract options to support the CEO in new business negotiations with governments & local education authorities.• Compliance reporting of financial & non financial information to investors (individual & government development agencies).• Weekly monitoring of academy KPI’s, territory cash flows and future cash requirements Show less
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Acting Finance Manager - East Africa (secondment based in Kenya)
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Sep 2018 - Sep 2019
Seconded to the East Africa team, based in Kenya, to act as the Finance lead for Kenya and Uganda operations. Lead a team of 4 to provide the monthly accounts, budget updates and an ad hoc analysis required.Achievements:• Raised the financial awareness within the business through the introduction of monthly cost reviews• Introduction of monthly finance update within the weekly directors meeting• Raising financial awareness within the business• Uncovering of fraud by academies, c$60k, resulting in a system upgrade and user review to ensure the leavers could no longer access the system.• Uncovering of fraud by HO staff, c$160k, resulting in a number of people being let go for gross misconduct.Responsibilities:• Management and development of team of 4, (3 in Kenya & 1 in Uganda)• Full responsibility of the month end process to and deliver of all territory financial reporting, (Income statement, Balance sheet & Cash flow).• Business partnering with the senior leadership team through the provision of financial analysis and support• Maintain a close working relationship with group functions to ensure operational delivery• Territory weekly cash flow forecasting Show less
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FP&A Analyst
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Oct 2017 - Aug 2018
Supporting the CEO with provision of profitability models for use in negotiations with government officials when bidding for education support contracts.Supporting the CFO with budget updates and in depth analysis of financial performance.Achievements:• Successful introduction of fully integrated income statement, balance sheet & cash flow modelling• Introduction of variance commentary (against budget) to the board reports, including volume, rate and mix analysis for core revenue drivers.Responsibilities:• Business partnering with operational territories, covering all financial statements in monthly performance reviews and budget updates.• 5yr Plan/ Budgeting/ forecasting for all current territories and future partnerships.• Supporting the CEO in new business negotiations with governments & local education authorities.• Compliance reporting of financial & non financial information to investors (individual & government development agencies).• Weekly monitoring of academy KPI’s, territory cash flows and future cash requirements Show less
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Next
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United Kingdom
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Retail
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700 & Above Employee
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International finance analyst (contracting)
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Aug 2017 - Oct 2017
Achievements: • Standard template for explaining the impact of overseas price markdown/ markup to international profit. • Increased accuracy of margin reporting for impact of concessions. Responsibilities: • Ensuring the main sales models are updated for weekly actual performance and monthly re-forecast. • Periodic re-forecast for Gross despatches, returns rate, margin (international & UK), mark ups,promotions • Periodic update for overseas cash requirements based on latest trade Show less
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Transport for London
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United Kingdom
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Non-profit Organizations
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700 & Above Employee
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Finance Business Partner - Cycle Hire
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Apr 2015 - Feb 2017
Contract role originally for maternity cover and subsequently extended. Full business partnering with the Cycle Hire team for all finance requirements. Provision of budgets, monthly finance updates (Opex and Capex) and revenue analysis. Achievements: • Successful delivery of a new SAP company code, ensuring that all reporting, banking & consolidation activities can be completed. • Key member of the transition project team, establishing the financial processes, data & reporting requirements to be established by the new 3rd party operator of the scheme. • Cost base analysis leading to delivery of £1m budget savings and £0.5m of real year on year savings. • Introduction of trend reporting for income, costs and hires & access KPI’s. • Introduction of project accounting to ensure capital spend is accrued in line with the value of work done. • Events analysis to ensure profitability of promotional events, e.g. Ride London, cycle to work day Responsibilities: • Business partner to cycle hire senior managers providing periodic financial & KPI updates, trend reporting, cost efficiency identification & delivery & commercial appraisal of scheme change requests. • Project accounting ensure capital spend is correctly reported line with the value of work done and cost risks/ opportunities are identified early. • Annual budgets and quarterly forecast. • Period end: management accounts, variance commentary, risks & opportunities, and financial review pack. • Investment appraisal review. • Finance representative on periodic business board • Ad Hoc analysis. Show less
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Selfridges
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United Kingdom
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Retail
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700 & Above Employee
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Commercial Finance Manager - Central
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Aug 2014 - Jan 2015
Responsibilities:• Business partner to Head Office functions through provision of clear and concise financial reports for non-Finance people.• Monthly cost review with department managers covering past performance and identification of future risks and opportunities.• Project support through it’s full life cycle (pre launch, live and post campaign).• Supported the delivery of Annual Budget and re-forecast.• Capex review prior to submission for sign off.• Ad hoc advice on finance processes and procedures as required. Show less
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Commercial Finance Analyst
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Oct 2013 - Aug 2014
Achievements:• Improved the accuracy of budget process ensuring Sales and margin in line with initial expectations and current VAT rates.• Introduced monthly sales and margin commentary for stores.• Improved accuracy quarterly department profitability review through introduction of LFL/ non LFL reporting.Responsibilities:• Business partner to Buying & Merchandising (B&M) across sales, cash margin and stock for actual performance reviews and in the Budgeting/ Forecasting process.• Commercially reviewed the sales and margin Budget/ forecast submissions from B&M.• Publication of quarterly department profitability by NSF (Sales, gross margin and contribution) Show less
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Signet Jewelers
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United States
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Retail
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700 & Above Employee
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Senior Commercial Analyst
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Feb 2009 - Sep 2013
Achievements:• Contributed to a cross party group which re-aligned the Finance and Buying & Merchandising (B&M) Budgeting calendars reducing revisions and ensuring consistency of communication with Directors.• Created an integrated Product Planning model for sales, stock and intake prior to successfully transferring the forecast responsibility to Merchandising teams.• Established a comprehensive model for the hedge process to produce a requirement forecast, gains/ losses and monitor activity thus reducing the risk of in-effective hedges by 15%.Responsibilities:• Provided analytical and reporting information to Finance Director, Commercial Director, Heads of Brand and Buying & Merchandising (B&M) Controllers on all aspects of Reported Sales and Margin from pure product to City Reported level.• Production of weekly 'Flash' sales and margin reports in time for the 7.45am reporting deadlines.• Represented Finance team in a weekly meeting with B&M to identify/maximise and resolve risks/opportunities in sales, margin & stock.• Deputised for Commercial Finance Controller as required; co-ordinating and delegating information requests to Analysts and attending meetings (weekly trading, Margin Committee and ad hoc projects).• Coached and developed Junior Analysts.• Prepared the Annual Budget and periodic Forecast for reported sales, margin, stocks & KPI targets.• Analysed company trials providing updates and post-trial presentation with statistical significance & estimates of profitability if fully implemented. Show less
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Central Finance Analyst
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Oct 2007 - Feb 2009
Achievements:• Developed commercially effective weekly & monthly reports for core customers - highlighting trends in KPI’s & product groups.• Improved affiliate payment controls negating payments on returned orders - saving c£15k in its first year.Responsibilities:• Provided Finance support to head of E-commerce (£12m sales), Corporate Business (£35m sales) and Direct Marketing (DM) manager (8 core campaigns & £15m Sales).• Produced post campaign effectiveness presentations for DM focusing on KPI and Return on investment (RoI).• Forecasted the full P&L for E-commerce & Corporate; sales, margin, advertising and central costs.• Production of E-commerce packs (weekly and monthly) within strict reporting deadlines.• Analysed the E-commerce traffic by source for RoI ensuring effective allocation of Budgets.• Provided Corporate client profitability reports for client account reviews and new business tender proposals. Show less
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Reporting, Planning and Analysis Manager
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Feb 2006 - Oct 2007
Achievements:• Improved the accuracy of property forecasting by using actual historical data from TM1 and Aurora.• Investigated refit store performance through identification of key ‘success’ factors which resulted in selected stores being chosen for refit using their 3 year LFL performance.• Introduced a re-decoration programme for smaller stores.Responsibilities:• Finance Business Partner to the Property Department.• Forecasted & presented the impact on sales, profit and cash flow of property portfolio changes to senior managers.• Forecasted and reported company sales & LFL growth by initiative stream and property changes - new stores, refits & re-sites.• Consolidated & reviewed Capex and cashflow forecast (c£20m) submissions (Retail, IT, Commercial & Marketing)• Published the annual Post-Capex review focusing on budgetary control, profitability, achievement of cost savings & recommendations for future project implementation.• Completed the finance reviews of investment appraisal for property changes (new store, refit and closure) ensuring that submission were realistic in achieving the proposed sales, NPV and IRR. Show less
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Senior Sales Analyst
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Sep 2003 - Feb 2006
Achievements:• Led a cross-functional project team of 5 to automate the daily sales reporting process gaining back 29 man-hours a week.• Identified staff discount abuse which lead to the implementation of a revised procedure staff discount ensuring stricter control for the company, this added 0.1% to the margin.Responsibilities:• Production of the Daily Sales Report for the 8.30am deadline.• Weekly property performance reporting for new stores, refits and re-sites.• Produced Sales & LFL Budgeting/ forecasting and their monthly reporting.• Monitoring of discretionary store manager and employee discount ensuring that there was no abuse. • Coached and developed the Junior Sales Analyst. Show less
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Financial Planning Analyst
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Mar 2001 - Sep 2003
Business partnering with Directors and Senior business leaders to provide financial support through monthly reporting and financial analysis of actual spend.Achievements:• Reduced the time required for the month-end Management Accounts process by 3 days.• Improved the efficiency of the Management Accounts report distribution by 3 days through automation of the process.• Identified gross management abuse before it cost the business £0.5m unnecessary fees.Responsibilities:• Negotiation of Annual Budgets and cost savings for all Head Office Departments.• Production of the monthly Management Accounts for all Head Office Departments.• Monthly departmental reviews with Budget holders identifying potential risks/opportunities and generate risk mitigation plans.• Part of a project group which introduced a Purchase Order Management system into the company.• Coached and developed the Junior Planning Analyst. Show less
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XN Checkout
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IT Services and IT Consulting
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1 - 100 Employee
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Business Analyst
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Oct 1999 - Mar 2001
Achievements • Introduced the procedure for the regular re-billing of annual maintenance contracts. • Successfully introduce the JD Edwards accounting package into the company. Responsibilities: • Assisted in the introduction of Finance processes within the company - Annual Budgets, Forecasts & Monthly Management Accounts. • Negotiated with non-finance managers their Annual Budgets & forecast updates for central costs. • Generated the monthly managements and held post completion review meetings for Budgetary control. Identified potential over spends or savings to the Budget and plans to mitigate these. Show less
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Comet
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United Kingdom
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Retail
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500 - 600 Employee
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Retail Accounts Assistant
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Sep 1998 - Dec 1998
Responsibilities: • Produced the monthly management accounts for stores. • Created and built the store targeting process with the Hyperion Reporting system. Ensured that process encompassed the requirements to change targets in response to local and national economic factors. • Published 5 year store CAPEX appraisal report for the Property Director. The focus was to review the accuracy of sales and profitability projections in the original submission. Responsibilities: • Produced the monthly management accounts for stores. • Created and built the store targeting process with the Hyperion Reporting system. Ensured that process encompassed the requirements to change targets in response to local and national economic factors. • Published 5 year store CAPEX appraisal report for the Property Director. The focus was to review the accuracy of sales and profitability projections in the original submission.
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Sara Lee Courtaulds
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Textile Manufacturing
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1 - 100 Employee
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Under Graduate Programme
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Sep 1996 - Aug 1997
A one year work placement programme as part of the degree course. Obtained a broad introduction into many aspects of finance functions. Responsibilities: • Supported the introduction of Hyperion Reporting system into the business through: - building reports - testing of the installation instruction prior to roll out to all subsidiary companies. - testing of the help desk function prior to roll out of the Hyperion system. • Management Accounting for the retail division (Nottingham) and apparels manufacturing (Manchester & Limavady, NI). • Audited a new ledger system in the hosiery manufacturing division (Montpellier, France). • Completed a fixed asset audit at the repair workshop (Nottingham). Show less
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Education
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1994 - 1998
The Nottingham Trent University
Bachelor of Arts (BA) -
1988 - 1994
Hymers College, Hull
Community
