Interim FP&A Manager

• Oct 2022 - Present

Head of Financial Planning and Analysis

• Dec 2021 - Sep 2022

HCT is a charity which provides community transport across the UK, annual turnover £80m. It’s a challenging time for the bus industry and cash needs to be managed very carefully, I provide the Directors, investors and trustees with a clear business outlook and assurance that controls are in place to manage spend. Led step change in business partnering and forecasting processes, working closely with the business to accurately forecast P&L and cash, then track against forecast on a weekly basis. Conducted complex scenario modelling to assess future profitability, cash outflows and proposals for commercial negotiations. Worked with external advisors to provide forecasts and analysis to support decision making. Show less

Head Of Financial Planning and Analysis

• Jan 2021 - Dec 2021

Responsible for UK-wide forecast, budget and five-year-plan, including capital expenditure and cashflow. Annual turnover £850m. Communicated timetable and coordinated inputs to the forecast/budget/plan, working closely with Commercial team to incorporate passenger growth, business changes and initiatives to improve EBIT. Monthly and quarterly communication of business performance, preparing Board presentation and KPI scorecard. Submitted monthly results with commentary to Arriva Group and prepared quarterly business review. Provided insight on business decisions, including complex accounting queries and scenario analysis, for example depot closures and vehicle purchases. Show less

Finance Director

• Jun 2020 - Dec 2020

Led strategy to maximise financial performance during global pandemic including virtual annual meeting generating over €1m sponsorship income and registration of 5000 participants through a new registration system. Identified and delivered €1.1m cost savings through contract reviews and process improvements including restructuring, discontinuing activities and outsourcing. Concluded year-end accounts and audit, implemented new accounting policies and procedures and delivered Trustees report fulfilling charity governance requirements. (Annual turnover €7m) Show less

Regional Rebates and Promotions Manager

• Mar 2017 - May 2018

Fixed term contract covering maternity leave. Responsible for promotions and rebates across 25 countries. Leading team of five analysts. Manage the end-to-end revenue process using SAP, CRM and local tools. Worked closely with local sales teams to ensure compliance with SOX controls and procedures. Lead for implementation of new revenue recognition standard 2018 IFRS 15. Managing dual reporting process, impact transaction through retained earnings and communication to ensure local teams are compliant. Implementation of new chart of accounts to improve transparency of customer investments and product P&L. Led process improvement projects to streamline and improve controls. Show less

Financial Shaping Co-Pilot

• Dec 2016 - Mar 2017

Short term contract covering sick leave. Business Partner to Mars Information Services (IT function) globally. Supported five leadership teams on IT development projects, period-end communication and financial planning process. Finance lead on implementation of new Project Management system and Capitalisation policy. Improved leaderships teams understanding of the complex cost-cross-charging mechanism. Short term contract covering sick leave. Business Partner to Mars Information Services (IT function) globally. Supported five leadership teams on IT development projects, period-end communication and financial planning process. Finance lead on implementation of new Project Management system and Capitalisation policy. Improved leaderships teams understanding of the complex cost-cross-charging mechanism.

Career Break

• Apr 2016 - Nov 2016

Travelling in Australia, New Zealand and USA Travelling in Australia, New Zealand and USA

Senior Finance Business Partner Combined Operations

• Apr 2014 - Mar 2016

Combined Operations is approx. 50% of British Airways non-fuel cost base, £3bn annually. I led a team of three direct-reports. Business Partner to senior leadership team, presenting forecast updates and information on cost savings projects, explaining financial and business impacts and often preparing presentations at short notice. Led annual five-year business plan and financial plan process for Combined Operations, working closely with group finance to establish requirements, responsible for preparing and challenging submissions, through to presentation at leadership team/directors review and parent company sign-off.Established reporting structures and processes for this newly formed business area implementing tightly controlled processes to meet reporting deadlines. Responsible for detailed reporting of performance against plan and savings targets, circa 100 cost savings initiatives. Key role in leadership team decision making achieving 3% reduction in unit costs 2015 vs 2014, including significant productivity improvements resulting in 10% reduction in manpower requirements. Show less

Finance Transformation Lead

• Apr 2015 - Feb 2016

Part-time secondment to lead restructuring, system implementation and cultural changes.Setup Centre of Excellence in Krakow, Poland, led recruitment, training and coordinated transfer of responsibilities from existing internal team to new team. Designed Hyperion Planning, Budgeting & Forecasting system with automated driver-based forecasting. Led successful implementation to project deadline, utilising new system for 2016 Finance Plan in October 2015. Responsible for communicating progress and plans within Combined Operations, ensured the team were engaged and attended project workshops, user acceptance testing and training. Show less

Finance Business Partner Engineering Business Development, Strategic Planning & Commercial

• Feb 2011 - Apr 2014

I supported the Engineering business, cost base approx £1bn annually, in refocusing its maintenance and commercial strategy. I led several strategic projects including joint ventures and large cross-directorate programmes. Responsible for preparing thorough business plans and finance plans up to £100m annually. Engineering lead for group savings programmes, meeting stretch target of €13m in 2013. Led proposal for joint-venture with an airline in South Africa, forecast turnover £20m p.a., developing detailed plans put forward to CEO/CFO for approval. Worked with Porsche Consulting to deliver 20% efficiency improvement. Successfully pursued claim for £9m compensation from key supplier and determined optimal accounting treatment.Adapted leadership style to manage a complex and varied team effectively including restructuring, outsourcing, severance and recruitment of contractors, interns, graduates and permanent employees. Show less

Finance Analyst, Capital and Inventory

• Jul 2008 - Feb 2011

Over two years extended scope of my role progressing from balance sheet and systems (SAP) based work to leading on several projects and taking responsibility for reporting all inventory movements to group finance. Tight control of complex Engineering balance sheets, gross book value approx £300m, streamlined and simplified processes. Finance lead on major projects – Next Generation In-Flight Technology, Aircraft fleet changes and successful Pay & Productivity negotiations.

Finance Analyst, Iberia Merger (Secondment)

• Jun 2010 - Nov 2010

Led BA Working Capital Evaluation (cashflow model) for Class One Circular required for merger with Iberia to form the IAG Group.

Senior Management Accountant, Women & Childrens' Division

• Jul 2007 - Jul 2008

The Trust employed 2,500 staff, annual budget of around £150 million. Sole responsibility for the financial management of the division including financial reporting, business planning and support in decision-making. Expenditure budget of £16m p.a. Responsible for monthly reporting including forecast, key variance analysis and KPI's for Executive Board Reports and presented financial position to management team.Key role in implementation of “Payment by Results” reporting and analysis.

Management Accountant, Ambulatory, Diagnostic and Therapeutic Division

• Apr 2005 - Jul 2007

Provided a high-quality financial management service working with service managers to achieve the divisions objectives. Business partnering service managers to discuss, advise and make recommendations regarding budgets and decision making. Implemented systems to improve control and automate processes, reduced monthly reporting time from 10 to 3 days.

Accounts Assistant

• Sep 2000 - Mar 2005

Zumtobel is an Austrian based Lighting manufacturer, with a turnover of approx £20 million in the UK. The accounts department comprised of two staff and I reported directly to the Company Secretary. I was responsible for purchase ledger, bank reconciliations and sales ledger including credit control. Zumtobel is an Austrian based Lighting manufacturer, with a turnover of approx £20 million in the UK. The accounts department comprised of two staff and I reported directly to the Company Secretary. I was responsible for purchase ledger, bank reconciliations and sales ledger including credit control.