Experience

Lewis-Manning Hospice Care

• United Kingdom
• Hospitals and Health Care
• 1 - 100 Employee

• Director Of Finance And Operations

  • Sep 2021 - Present



Quilter

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Analysis Lead – Projects

  • Jul 2019 - Sep 2021

  Finance business lead in a multi-million pound initiative to replace the General Ledger, HR and Procurement systems with responsibilities for expenses processes; approval and routing; development of the chart of accounts; mapping of old systems to new; allocations; project accounting; personal expenses; reporting; migrations and integrations; identifying data issues and agreeing resolutions; testing, providing training and managing stakeholders. Finance business lead in a multi-million pound initiative to replace the General Ledger, HR and Procurement systems with responsibilities for expenses processes; approval and routing; development of the chart of accounts; mapping of old systems to new; allocations; project accounting; personal expenses; reporting; migrations and integrations; identifying data issues and agreeing resolutions; testing, providing training and managing stakeholders.



Old Mutual Wealth

• Financial Analysis Lead

  • Jun 2017 - Jul 2019

  Responsibility for the collation of group level reporting, within the Financial Planning and Analysis team. Worked alongside the finance executive to develop production of group level MI and analysis of the data to provide meaningful insight into the performance of the business overall and the individual units. Responsibility for reviewing the processes, technology and infrastructure, and implementing improvements to streamline, automate and increase efficiency and controls. Responsibility for the collation of group level reporting, within the Financial Planning and Analysis team. Worked alongside the finance executive to develop production of group level MI and analysis of the data to provide meaningful insight into the performance of the business overall and the individual units. Responsibility for reviewing the processes, technology and infrastructure, and implementing improvements to streamline, automate and increase efficiency and controls.



LV=

• United Kingdom
• Financial Services
• 700 & Above Employee

• Head of Group Strategic MI and BI

  • Jul 2015 - Mar 2017

  Responsibility for setting the strategic direction for MI across LV= (Liverpool Victoria Friendly Society). Led a review of the MI and analysis landscape across the group providing the executive team with several strategic options. This resulted in an ongoing program of work to reduce costs, improve efficiency and align skills and technologies.

• Head of life mi

  • Jan 2010 - Jun 2015

  Built a data management, MI and analytics capability in the life business transitioning three disparate teams from monthly reporting through access and excel to a structured, governed data warehouse with daily reporting now supporting Solvency II reporting, marketing – single customer view, fraud and multiple other downstream processes. Resulting in a team of 20 both technical staff and report writers.

• Head of finance partnerships

  • Jan 2007 - Dec 2009