Jyotin Patel
Senior Finance Manager (Project Finance) at c2c (Trenitalia c2c Ltd)- Claim this Profile
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Bio
Credentials
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FCCA (Fellow, Association Chartered Certified Accountants)
ACCA
Experience
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c2c (Trenitalia c2c Ltd)
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United Kingdom
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Rail Transportation
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100 - 200 Employee
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Senior Finance Manager (Project Finance)
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Jul 2022 - Present
SENIOR FINANCE MANAGER (PROJECT FINANCE): Reported to the Finance Director (FD) and Financial Planning & Analysis (FP&A) Manager partnering Project Managers on a portfolio of £MM CAPEX investment. Ensured overall financial performance aligned to critical milestones, budgets (costs and expenditures) and key deliverables for train operating company depot improvements, fleet upgrades, maintenance programmes and multiple IT / digital / smart card projects. Produced Board Reports - Ad Hoc Analysis, Project Finance Status & Property Income Reports. PROJECT FINANCE & PERFORMANCE: Conducted in-depth financial performance reviews. Led Project Manager meetings to analyse detailed reports, variances, budgets, forecasts, risk and controls for taking corrective action plans on any issues raised. Ensured ongoing accurate timely monthly reporting, data integrity, detailed cost / expenditure breakdowns and preparation of business cases for board-level approval on extra funding.
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AstraZeneca
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United Kingdom
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Pharmaceutical Manufacturing
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700 & Above Employee
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Finance Transformation (Manufacturing Accounting Project)
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Nov 2021 - Jun 2022
CONTRACT ROLE: Business Process Design Lead (Performance Measurement) on a global manufacturing accounting project to improve, standardise and optimise end-to-end manufacturing accounting processes delivering best practice governance, in-depth granular reporting and insights to drive informed decision-making. Worked as part of a wider 3-Year Global Finance Transformation Programme delivering new reporting capability across the entire organisation alongside new logic, master data definitions and policy guidelines for extracting relevant accounting data / information. GLOBAL REPORTING CAPABILITY: Supported global deployment of new reporting capability. Tested data integrity, accounting processes and deliverables across all reporting requirements with reporting at global, regional, local market and manufacturing site levels. Embedded standardised reporting processes across Global Finance / Finance Shared Service Teams through end-user training, skills workshops and guiding individuals on interpreting reports and capturing outputs. Ensured best practice knowledge sharing all reporting requirements to meet project objectives.
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OKI Europe Ltd
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United Kingdom
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IT Services and IT Consulting
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100 - 200 Employee
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SENIOR FINANCE MANAGER (Fixed Assets Transformation & Migration) SAP4 HANA
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Feb 2021 - Aug 2021
SENIOR FINANCE MANAGEMENT: Senior role - reported directly to the General Manager, Group Finance. Reviewed processes and controls from acquisition to demolition on fixed asset and lease asset for a major SAP4 HANA Implementation & Migration Project. FIXED ASSETS REPORTING: Transformed fixed assets and IFRS16 leasing assets from SAPR3 to SAP4 HANA for 11 countries (multi-currencies). Created 123 IFRS16 leases in SAP4 Contracts Module (value €9M) and migrated Fixed assets data from SAP3 TO SAP4 Fixed Assets Module (total asset value €37M). Ensured best practice processes, data integrity and fixed asset reporting frameworks. Also review / updated Transfer pricing documentation.
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Visa
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Senior Finance Manager (Europe Controllership)
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Jul 2019 - Aug 2020
SENIOR FINANCE MANAGER: Worked for a leading global financial services corporation ($23 BN global turnover). Reported directly to the Senior Director, Technical Accounting & SEC Reporting with added responsibility for the day-today management of European Finance functions. FINANCE TEAM LEADERSHIP: Led Finance Team managing month-end, quarterly and annual accounting, financial reporting and consolidation processes for VISA EUROPE ($3.3 BN revenues) with preparation of P&L, balance sheets, financial statements, general ledger and income statements to meet strict deadlines. IN-DEPTH ANALYSIS & COMMENTARY: Prepared in-depth analysis, explanations and commentary for the Senior Director (Global US Headquarters) to review any balance sheet movements, variances and anomalies covering VISA EUROPE and for individual countries. EUROPEAN FINANCIAL MANAGEMENT & CONTROL: Applied IFRS & US GAAP principles, validated financial reporting information (data integrity), analysed variances, reviewed transactions, controlled costs / expenses, approved journal entries for balance sheet reconciliations, updated processes and checked controls. SENIOR FINANCE BUSINESS PARTNER: Partnered at Senior Management Meetings. Worked on financial reporting, analysis and control to embed new processes and explain financial information / variances (actual verses budget). Partnered HR & Payroll Management Teams on headcount reporting, budget controls and monthly trends. FINANCE CHANGE MANAGEMENT PROJECTS: Project Lead for cross-functional change management initiatives, new systems implementations, process enhancements, data integrity and reporting changes. Worked collaboratively with cross-functional heads on key projects. SENIOR-LEVEL RESPONSIBILITY: Led accurate monthly revenue reporting (gross verses net), accrual-basis accounting for revenue and expenses, fixed asset reporting, monthly payroll management, leasing accounts, control accounts and reporting on foreign exchange fluctuations.
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Tesco
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United Kingdom
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Retail
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700 & Above Employee
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Interim Senior Finance Manager
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2017 - 2019
SENIOR FINANCIAL MANAGEMENT ROLE: Responsibility for statutory accounts, group consolidation, P&L, balance sheets, financial statements and income statements for TESCO PLC and inter-company accounts across multiple business entities with in-depth analysis, explanations and commentary for Senior Leaders. SENIOR FINANCE BUSINESS PARTNER: Partnered the Group Financial Reporting Team and cross-functional areas. Supported the delivery of complex business / finance transformation projects impacting business processes and financial reporting with an ORACLE FUSION ERP software implementation and corporate entity simplification (liquidation and close out of 35 legal entities). Held monthly meetings with Company Directors and appointed liquidators to close out financial position and employee pensions.
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Cape plc
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United Kingdom
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Oil and Gas
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700 & Above Employee
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Interim Group Accountant (Oil & Gas Company)
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2016 - 2017
INTERIM GROUP ACCOUNTANT: Responsibility for monthly group management reporting across multiple entities, including statutory accounts, half-year reporting and final Group year-end accounts. Reported to the Senior Finance Manager. Other responsibilities included Cost Centre Reporting & Planning, Treasury Support & VAT Submissions, Group Fixed Assets, Intercompany Reconciliations, Quarterly Cash Flow Forecasts, SAGE 300 (System Migration & Multi-Entity Reporting). INTERIM GROUP ACCOUNTANT: Responsibility for monthly group management reporting across multiple entities, including statutory accounts, half-year reporting and final Group year-end accounts. Reported to the Senior Finance Manager. Other responsibilities included Cost Centre Reporting & Planning, Treasury Support & VAT Submissions, Group Fixed Assets, Intercompany Reconciliations, Quarterly Cash Flow Forecasts, SAGE 300 (System Migration & Multi-Entity Reporting).
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PBE Axell
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United Kingdom
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Telecommunications
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1 - 100 Employee
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Interim Finance Manager (Software & Telecoms)
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2015 - 2016
INTERIM FINANCE MANAGER: Day-to-day management of the Finance Team (reported to the Head of Finance). Prepared consolidated financial statements for EMEA, APAC & US entities, annual statutory accounts, budgets and tax computations. Managed FX controls, prepared cash flow forecasts and liaised with auditors and supported year-end audits as required. INTERIM FINANCE MANAGER: Day-to-day management of the Finance Team (reported to the Head of Finance). Prepared consolidated financial statements for EMEA, APAC & US entities, annual statutory accounts, budgets and tax computations. Managed FX controls, prepared cash flow forecasts and liaised with auditors and supported year-end audits as required.
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OLD page Centre for Ecology and Hydrology (CEH)
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United Kingdom
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Research Services
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100 - 200 Employee
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Interim Finance Manager & Business Partner
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2013 - 2015
INTERIM FINANCE MANAGER & BUSINESS PARTNER: Partnered Lead Research Scientists on managing project finance reporting and strategic planning, including budgets, monthly cash flow forecasts, reconciliation of grant incomes and external audits. SENIOR LEADERSHIP BUSINESS PARTNERING: Attended Senior Leadership Team Meetings to review project performance and financial position, including revenue recognition, National Environment Research Council (NERC) reporting and supporting on new bid / grant submissions. FINANCIAL REPORTING & CONTROL: Established a fit for purpose financial reporting and control framework. Created Board Reporting Packs, streamlined reporting processes, implemented robust controls and embedded KPIs to track performance of all projects for a £multi-million research portfolio. Implemented a new RMS project management system to support reporting, planning and control.
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O2 (Telefónica UK)
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United Kingdom
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Telecommunications
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700 & Above Employee
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Business Partner & Finance Analyst (Global Telecoms)
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2011 - 2012
BUSINESS PARTNER: Partnered the Senior Leadership Team & Finance Heads (all Directorates) on cost centre reporting and budget preparation to fully analyse direct / indirect cost overheads on balance sheets, general ledger accounts, payroll, expenses, accounts payable reconciliations and calculations of accruals and pre-payments. FINANCIAL & COST ANALYSIS: Prepared in-depth financial analysis of cost overheads. Included a full analytical review of cost structures, commentary and explanations for the Directorates to understand, monitor and control costs across Finance & Procurement Services (F&PS), Human Resources, Retail (Stores, Franchise & Operations), Sales & Service Division and BPO Outsourcing Costs.
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Sunrise Senior Living
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United States
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Hospitals and Health Care
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700 & Above Employee
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Corporate Finance Manager (Hospitals & Construction)
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2010 - 2011
CORPORATE FINANCE MANAGER: Led consolidated financial accounting, reporting and analysis for a joint venture, including monthly, quarterly and annual management accounts to IFRS & US GAAP standards. Worked with senior stakeholders and budget owners to review budgets, spending plans and corporate policies. OTHER RESPONSIBILITIES: New Cash Flow Model for 27 Business Units, Re-Forecasted Overheads (8 Cost Centres), Variance Analysis, Year-End Audit, VAT Controls (Overpayment) and ORACLE Fixed Assets Database for 28 Business Units.
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Esri
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United States
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Software Development
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700 & Above Employee
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Group Accounting Manager (Technology & Software)
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2006 - 2009
GROUP ACCOUNTING MANAGER: Senior Finance Business Partner to Senior Directors, Business Unit Managers and budget owners on strategic / financial planning, decision-making and investments. FINANCE MANAGEMENT & TEAMS: Managed Finance & Accounting Team (5 people) in the preparation of monthly, statutory and consolidated accounts, including Group financial statements, balance sheet reconciliations, cash flow forecasts, annual external audits, Group VAT returns, budgets, cost centre controls and expenses management for 8x companies within the Group. MONTHLY P&L ANALYSIS: Led monthly profit and loss account analysis, including budget versus forecast for business cost centres. Prepared monthly commercial reports for all revenues, profitability, products and segments (included breakdown by customer) and led Consultancy Division reporting for each client project with analysis of costs, revenues and work-in-progress. OTHER RESPONSIBILITIES: Reviewed marketing spend for new initiatives, managed back-office integration of accounting systems, implemented process improvements (reduced month-end reporting lead times), claimed capital allowances on plant / machinery for a new building, claimed £1.2M (R&D tax relief) and led due diligence on 2x new companies.
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Gowrie Healthcare Private Ltd.(B&S Group,UK)
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India
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Pharmaceutical Manufacturing
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100 - 200 Employee
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Finance Manager (Pharmaceutical Company)
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2003 - 2005
FINANCE MANAGER & BUSINESS PARTNER: Partnered the Main Board on all aspects of strategic decision-making, financial planning, budgets and cross-functional areas (Finance, IT, HR & Back-Office Admin) through the provision of financial information. FINANCE MANAGEMENT & TEAMS: Managed Finance Team on all aspects of monthly, annual and statutory accounts preparation. Validated integrity of all financial information, managed bank relationships (negotiated lower fees and interest rates), oversaw external audits, improved cash flow controls (re-negotiated customer payment terms) and helped scale business (25 to 125 employees). COMMERCIAL ANALYSIS & REPORTING: Prepared monthly commercial reports on sales, margins and revenue analysis, including breakdown by customer, product and region. Reviewed transactions by product, customer and country alongside managing cash flow reporting / forecasting.
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Financial Controller & Management Accountant Roles
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1996 - 2003
- UK Financial Controller (Global Telecoms) | INFONET (UK) LTD - Investment Management Accountant (Real Estate) | GROSVENOR ESTATE HOLDINGS - Joint Venture Accountant (Oil & Gas Corporation; Joint Venture) | BP & MOBIL PARTNERSHIP - Financial Accountant (FMCG Company) | QUAKER OATS LTD - Management Accountant (Retail Company) | NURDIN & PEACOCK LTD - UK Financial Controller (Global Telecoms) | INFONET (UK) LTD - Investment Management Accountant (Real Estate) | GROSVENOR ESTATE HOLDINGS - Joint Venture Accountant (Oil & Gas Corporation; Joint Venture) | BP & MOBIL PARTNERSHIP - Financial Accountant (FMCG Company) | QUAKER OATS LTD - Management Accountant (Retail Company) | NURDIN & PEACOCK LTD
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EARLY CAREER PROGRESSION
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1991 - 1995
- Financial Controller (FMCG) | CONTINENTAL COFFEE INDUSTRIES - Management Accountant (Transport) | NETWORK RAIL - Financial Accountant (Leisure) | RANK HOTELS & BANQUETING LTD - Financial Controller (FMCG) | CONTINENTAL COFFEE INDUSTRIES - Management Accountant (Transport) | NETWORK RAIL - Financial Accountant (Leisure) | RANK HOTELS & BANQUETING LTD
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Education
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ACCA
Qualified ACCA Chartered Accountant
Community
