Mandy Morris

Head Of Finance and Operations at Trinity Insurance Services Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Hayling Island, England, United Kingdom, UK

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Experience

    • United Kingdom
    • Insurance
    • 1 - 100 Employee
    • Head Of Finance and Operations
      • Apr 2019 - Present

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Head of Financial Planning & Analysis
      • Sep 2017 - Jun 2018

      Head Of Financial Planning and Analysis • Responsible for Business Planning, Management Information and Pricing • Managed a team of 6 subject matter experts • Delivered Budgets and Forecasts in a timely manner to Head Office • Delivered service improvements in conjunction with the Operations Team Head Of Financial Planning and Analysis • Responsible for Business Planning, Management Information and Pricing • Managed a team of 6 subject matter experts • Delivered Budgets and Forecasts in a timely manner to Head Office • Delivered service improvements in conjunction with the Operations Team

  • Global Consensus
    • Waltham Abbey
    • Head of Business Development
      • Jun 2016 - Jan 2017

      • Ensuring the software meeting the requirements of the industry, is compliant with DPA and delivers correct results every time • Liaising and meeting with Insurers and Recyclers on a regular basis to establish their requirements • Signing above up for the service if required • Ensuring the software meeting the requirements of the industry, is compliant with DPA and delivers correct results every time • Preparing Business Cases and papers to progress the business forward and grow the base • Preparing Business Cases and Financial Analysis for new area of business and external opportunities Show less

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Head of Operations/ Operations Director
      • Feb 2010 - Jun 2016

      Financial Services company Part of the SPB Group Insurance administrators to multiple insurers Operations Manager and Operations Director (Duel role) Operations Director Operations director of a subsidiary which provides claims fulfilment services to Citymain Administrators Ltd • Responsible for managing a small team who purchase and test gadgets and mobile phones for customers • Purchase spare parts for repair from China, import and ensure compliance with VAT regulations • Manage stock in excess of £500,000 to minimise leakage • Fulfil customer claims within tight timescales Operations Manager – Citymain Administrators Ltd • Carry out all pricing for clients including liaising with underwriters and brokers • Measure profitability of existing and proposed products and programs • Ensure at all time that a TCF culture is maintained in all areas • Develop strategies and efficiencies which allowed the operations team to grow from 20 FTE in 2011 to the current levels whilst increasing performance while reducing costs • Ensure client and underwriter SLA’s are met on a monthly basis • Responsible for the smooth, compliant operation of a 50 seat contact centre handling both incoming and outgoing calls • Responsible for the claims assessment team of 20 • Responsible for the claims administration team of 5 • Develop and produce monthly MI for both internal and external customers • Part of a project team which implemented paperless claims using an internet based portal to reduce customer timescales • Sourced and assisted in the installation of new telephony software and workforce planning software • Contributed to the successful relocation of the business from the Isle of Wight to Portsmouth in 2013 • Host underwriter audits and action audit reports accordingly Show less

    • Associate Director
      • Jun 2006 - Jul 2010

      • Developing new business by effective client interaction • Part of a project team which implemented a new database to improve the customer experience and eliminate inefficient processes • Ensuring client requirements are met both from a product and service objective • Developing new business by effective client interaction • Part of a project team which implemented a new database to improve the customer experience and eliminate inefficient processes • Ensuring client requirements are met both from a product and service objective

    • United Kingdom
    • Advertising Services
    • 100 - 200 Employee
    • VP of Operations
      • Sep 2004 - Mar 2006

      • Reporting to the SVP Operations in Connecticut USA • Responsible for the non contact centre operations in Europe • Budgetary responsibility for over £4m • 3 Direct reports and 120 indirect reports in 7 counties across Europe • Responsible for product launches in over 7 countries • Responsible for over 200 service levels. • Ensuring 100% compliance with FSA regulation • Instrumental in the design and acceptance of a replacement policyholder database • Responsible for all retail billing activities encompassing credit/debit card and current account billing mechanisms including negotiation of new vendors for services. Show less

    • United Kingdom
    • Advertising Services
    • 100 - 200 Employee
    • European Vice President - Finance and Planning
      • 1999 - 2004

      • Reporting to the CFO. • Complete control of the Planning and Control function of this $250m entity including attendance at monthly country business reviews.• Responsible for the development of the Financial Planning, budgeting and forecasting process for 16 UK and European entities in a high growth environment.• Instrumental in company compliance for FSA regulation • Sarbanes Oxley assessor. • Group Treasury, cash management, and FX management responsibility.• Improving group VAT compliance to maximise savings. • Managing the Pricing and Analysis team incorporating tender preparation and investment appraisal for Europe, ensuring the recommendation of innovative solutions for new and existing clients. • Producing monthly reports in a variety of formats to suit all business requirements including flash reporting and analysis of monthly actual results.• Working knowledge of French, Italian, UK and US GAAP. • Project management of an implementation of new European wide accounting software and management information system, ensuring controls are in place to comply with SEC rulings. • Implemented Balance Scorecard for all business units. • Preparation of detailed strategic plans for annual presentation to the US parent. Show less

    • European Financial Controller
      • 1995 - 1999

      • Responsible for merging three divisions into one, developing financial controls and to ensure effective growth. • Selection, installation and successful migration to Oracle Financials with no interruption to service. • Development of a strawman pan European chart of accounts• Tax compliance. • Improving credit card collection procedures with extensive use of technology.• Proactively contributing to the 50% per annum growth in the UK with marketing support for pricing. • Building a strong Finance team with effective recruitment and career development. Responsible for purchasing and inventory function, operating with a combined team of twenty four. • Ensuring all necessary controls are in place in an environment where divisions can grow by 100% in a year. Show less

    • Financial Controller
      • 1990 - 1995

Education

  • Solent University
    CIMA, Accountancy
    1990 - 1994

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