Experience

Greensill Capital - in administration

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Greensill Capital Head of Financial Reporting

  • Dec 2019 - Present

  Reporting to the Group Financial Controller the role ensures Monthly results are reported in a compliant, timely and accurate manner. Other primary responsibilities included reporting improvements via automation and adoption of key controls whilst driving forward Business Partnering in a fast growing and evolving Fintech Organisation. The key additional responsibilities being:- Full Balance Sheet Reporting with monthly attestation.- Onboarding New Legal Entities from Project Managers into reporting platform.- Full ownership of Chart of Accounts and Divisional Analysis structures.- Support FP&A team through adhoc management information requests including detailed Revenue information.- Implement key Financial Improvement Projects.- Improve and develop Financial Controls aligning procedures to the Risk Register.



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Lloyds Banking Central Financial Reporting Manager

  • Jul 2018 - Dec 2019



MBNA

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Finance Reporting and Planning Manager (acquired by LBG)

  • Oct 2015 - Jun 2018

  Reporting to the Head of MBNA Finance Reporting, MI & BSM and 2 down from the CFO, the role is primarily responsible for the co-ordination, review, planning and reporting of the consolidated profit and loss management information for actuals and forecasts to senior stakeholders and decision makers. Supporting the business in decision making and adding value. Reporting to the Head of MBNA Finance Reporting, MI & BSM and 2 down from the CFO, the role is primarily responsible for the co-ordination, review, planning and reporting of the consolidated profit and loss management information for actuals and forecasts to senior stakeholders and decision makers. Supporting the business in decision making and adding value.



MWH, now part of Stantec

• United States
• Civil Engineering
• 700 & Above Employee

• Financial Controller MWH

  • Jun 2011 - Oct 2015

  Responsible for the management accounting and Financial Reporting Team for all UK Entities, plus 4 overseas Subsidiaries. Along with heading up the Treasury department, full balance sheet control, and Key internal audit controls management. Key achievements whilst in Role:• Established robust Cost Valuation reviews, including monthly detailed reviews, interrogation and project sign off under SSAP9/FRS102 and official sign offs.• Established, prepared and present monthly Board Reports to UK Board.• Monthly consolidation pack established and issued with full commentary to the US.• Month end reporting issued by WD4 (previously WD7).• Report financial results to the U.S in both UKGAAP.• Lead role on “FRS102” adoption.• Assist in Financial Reporting development of major system upgrade.

• Shared Service Finance Manager

  • Mar 2010 - Jun 2011

  Managed the "Order to Cash", "Purchase to Pay" and the Payroll and Expenses Department, along with also managing the Treasury Operations and Cash Forecasting (recognised by Global Award) and Tax Reporting duties, including CIS, VAT and Other tax operations including ECOS car schemes.Also involved significant Balance sheet reporting, Statutory Audit responsibilities, setup and closure of Statutory Entities, KPI reporting, pension duties, Strict Audit controls management and managed a team of 9 individuals.Notable Achievements in role:• Introduced Management Authority Matrix controls• Full Balance Sheet Reconciliation pack produced of 150 accounts plus action checklist.• Designed fully operational cash forecast model for the business which has won awards over the Global Group due to its style, interactive modelling and key deliverables which are delivered timely to Senior Executives.• Was a member of a team of 3 senior individuals who was involved in determining and implementing a new bank provider.• Established a robust and accurate VAT reporting model along with Voluntary Declaration submission claim.• Managed acquisition and disposal of a new Leisure business.• Was one of the key finance leads that were assigned to the war room dealing with due diligence questionnaire on the acquisition from MWH Treatment in 2010.• Lead contact on CIS audit from HMRC, detailed and complex lasting > 6 months and had a successful conclusion.• Managed to successfully implement a car ECOS car tax efficient Scheme for circa 300 vehicles.• Set up 3 new bank accounts / CIS / VAT for JANE’S along with heavily involved in system setup and JV accounting treatment under UKGAAP. • Dealt with overseas secondment of 30 individuals and payroll reporting• Established detailed procedure notes and key controls which are internal audit compliant. • Reduced month end reporting from 10 to 4 days.



Carillion

• United Kingdom
• Facilities Services
• 700 & Above Employee

• Financial Controller

  • Feb 2008 - Mar 2010

  To support the Finance Director in ensuring the financial performance of the business is reported in a timely and accurate manner, providing information key to the decision making across the business and to ensure cash is managed effectively in line with budget.The role initially was managing a financial reporting team of 7 accountants team producing the Statutory, Management and Forecasting results, but also working closely with the MD and the relevant Business FD’s in each Utility sector (Water/ Gas/ Elec).In addition to the standard monthly/ quarterly and annual reporting tasks I was also the training manager for professional accountancy contracts, Inter Company Co-ordinator, responsible to ensure the monthly contract working capital reviews were attended and FD’s accountable for actions, Board Book and Commentary, full balance sheet reviews, HMRC reporting for VAT/ PAYE, point of contact on Internal and External audits.The role quickly developed into a Financial Controller position managing also the Subcontract, Sales Ledger, Treasury, and Purchase Ledger Team which equated to approx. 40 individuals.Other notable achievements that I have performed whilst in this role are:• Reduction of the finance team from 41 to 27 individuals including a restructure of the Central Finance team from 7 to 3.• Set up procedures and interface into Hyperian (Group Reporting Tool)• Improved Dun & Bradstreet Rating.• Cleansed Statutory structure and identified all consolidation adjustment identified. • Automation of monthly Subcontract return• Successfully cleared all actions from a major VAT investigation• Designed and automated overhead reporting.

• Finance Manager (previously Alfred McAlpine)

  • Jan 2007 - Feb 2008



Bupa

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

• Financial Reporting Manager - Other Activities (Supporting business to Insurance Membership)

  • Jun 2002 - Dec 2006

  The role was an exciting and growing area within the Organisation as they tried to gain additional market share from competitors by establishing alongside the Bupa Medical Insurance product, incremental products that were either embedded with the annual subscription as an additional benefit or purchased in addition at a preferential rate. The products included Travel and Dental Ins, Health assurance, Cashplan and other rehabilitation policies.The role included setting up a number of supporting businesses, establishing controls and delivering management information and delivering to key deadlines, whilst managing a team of 6 both qualified and non-qualified staff. The role requires consolidation of all the data between Companies which are directly under my control, involving forecasting and financial reporting responsibility, but also for Companies which are external to my particular team. I was also responsible to produce quarterly forecasts delivered to the Group function, statutory accounts for the related entities, establish and maintain SLA’s and to report management and forecast information to both Group functions but also to the associated teams.

• Capital and Leasing Reporting Manager

  • Dec 2001 - May 2002

  The management of a small team of 5 individuals ensuring the Capital and Leased assets within the organisation are correctly accounted within the asset register and ensuring long term IS projects are correctly managed and reported under UKGAAP. The team were also an accounts payable function for the capital invoices ensuring 3 way matching was in place and supplier reconciliations were maintained. Overall 3 Statutory Entities and was responsible for preparation of Statutory Accounts.



RSM Tenon now RSM UK

• Accounting
• 300 - 400 Employee

• Audit Senior Manager

  • Jan 1999 - Dec 2001

  Audit Senior on large and complex businesses UK based which included high profile Companies. Audit Senior on large and complex businesses UK based which included high profile Companies.



Barlow Andrews LLP

• United Kingdom
• Accounting
• 1 - 100 Employee

• Book keeper /Auditor

  • Oct 1994 - Dec 1998

  The practice was a 4 partner firm with approx. 15-20 staff with the role progressing from initially book keeping for sole traders and partnerships using SAGE accounting and manual ETB’s to being Audit Senior as I progressed through my studies, successfully passing and implementing within the practice both AAT and ACCA exams. The practice was a 4 partner firm with approx. 15-20 staff with the role progressing from initially book keeping for sole traders and partnerships using SAGE accounting and manual ETB’s to being Audit Senior as I progressed through my studies, successfully passing and implementing within the practice both AAT and ACCA exams.