Experience

DARAG Group

• Guernsey
• Insurance
• 1 - 100 Employee

• Senior Group Accounting Manager

  • Apr 2022 - Present



Canada Life UK Adviser

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Senior Finance Manager

  • Jul 2018 - Apr 2022

  Reporting into Head of Funder Management and subsequently, Finance director. Key member of the senior leadership team. Led, managed and coached a team of 5, including 3 qualified/part-qualified accountants. - Dual management role of financial accounting and MI function alongside the finance operations function. - Oversight and ownership of month-end close, including local and group reporting, regulatory reporting (FCA) and statutory reporting (IFRS). - Liaising with the wider business in attaining all required information to be able to achieve all reporting deadlines. - Onboarding of new funders including impact to cash flow, operations and accounting. - Ownership and presenting of reports to the executive and risk committees and operational conduct forum – all concerning qualitative and quantitative impacts. - Management of the local external audit and input to the wider group audit. - Support to the wider group for the transition of the local finance function moving into a shared service model. Show less



Brit Insurance

• United Kingdom
• Insurance
• 700 & Above Employee

• Accounting Operations Manager

  • Sep 2017 - Jul 2018

  Reporting into Head of Group Financial Accounting. Managed and developed 1 direct report. - Ownership of chart of accounts and the overall general ledger system. - Group management and statutory accounting across the UK and Singapore. - Delivery of tax computations, specifically; VAT and PSA returns. - Ownership of Fixed asset register and ensuring accurate balance sheet reporting. - Intra-group deposit and on-lending reconciliations alongside calculations for interest charged across these transactions. - Management and ownership of expense reporting and operations. - Assisting in production and proofing the quarterly, half-year and annual report. Show less



Bupa

• United Kingdom
• Hospitals and Health Care
• 700 & Above Employee

• Reporting Manager

  • May 2016 - Sep 2017

  Reporting into the senior planning and reporting manager. Production of various management reports, providing analysis on key issues facing the business in required timescales, maintaining a high standard quality of presentation. - Key recurring deliverables to Group and the Internal Executive team include flash reporting, reforecasting analysis, overall performance pack updates, KPI analysis (quantitative and qualitative) and insurance-specific performance packs. - Building new templates for the wider finance team to improve quality and consistency for monthly/ad-hoc reporting submissions. - Liaising with the wider finance team across various locations to ensure submissions are on time and in required format. - Consolidation of reporting submissions into one single view with required level of analysis to clearly understand key variances to plan/prior year. - Analysis of CAPEX budget: providing updates to the Executive team and to Group on under/overspend by category and by business segment. Worked with wider finance team to reforecast spend on a monthly and ad-hoc basis. - Worked with systems development team to build a new business reporting model (TM1) to enhance usability and quality of reporting and reduce risk of error. - Supporting the planning process: adapting templates and processes in line with Group guidelines, consolidation of targets, producing packs and providing key analysis. - Maintaining timetables and documentation of processes relating to FP&A function. Show less



Retirement Advantage

• Financial Services
• 1 - 100 Employee

• Finance Manager

  • Mar 2012 - May 2016

  Reporting to the Managing Director. Ownership and production of the monthly, regulatory and statutory reporting files. Led and managed a team of 3 including a qualified and trainee accountant including recruitment and training of new and current team members. - Creating, improving and streamlining processes within the finance function and ensuring these are documented and maintained. - First point of contact for the internal and external auditors. - Business partnering across functions, including those from a non-financial background. - Providing ad-hoc financial reports and analysis for the board and group. Show less



The Gol Group

• United Kingdom
• Facilities Services

• Finance Assistant

  • Oct 2011 - Mar 2012



Santander

• Spain
• Banking
• 700 & Above Employee

• Customer Service Advisor

  • Nov 2010 - Sep 2011