Experience

SDL Group Property Services
• United Kingdom
• Real Estate
• Finance Director - Financial Services

  • May 2016 - Present

Stonebridge Group - Mortgage & Insurance Network
• Finance Director

  • May 2016 - Present

Shepherd Direct Group
• Head of Strategic & Commercial Planning

  • Sep 2015 - May 2016


TDX Group

• Brazil
• IT Services and IT Consulting

• Financial Planning & Analysis Manager

  • Sep 2008 - Aug 2015

  Played a key part in the growth success story of TDX Group, through evolution of roles, all with a strong focus on providing commercial support to the leadership team, reporting to the CFO. During autumn 2014, was on the team that secured the successful sale of TDX Group from private shareholders & venture capitalists to Equifax. Latterly, responsible for all forecasting and upstream reporting, to Equifax Inc.



Molson Coors (UK) Ltd

• National Account Manager

  • Jul 2006 - Sep 2008

  United Kingdom Full P&L responsibility for Booker, the UK’s largest wholesaler, as National Account Manager. This was a rare opportunity to develop skills in a role outside of Finance. During this time I built a successful working relationship with the Beers, Wines & Spirits buyer, and his supporting team. Key Achievements in National Account Manager Role: • Growth of margin vs previous year without compromising on volumes, or market share, through successful price increase. • Successfully… Show more Full P&L responsibility for Booker, the UK’s largest wholesaler, as National Account Manager. This was a rare opportunity to develop skills in a role outside of Finance. During this time I built a successful working relationship with the Beers, Wines & Spirits buyer, and his supporting team. Key Achievements in National Account Manager Role: • Growth of margin vs previous year without compromising on volumes, or market share, through successful price increase. • Successfully implemented a two tier trading agreement with Booker, to mitigate our over reliance on core product. • Ales share up from 15% previous year to 23%, through regional incentives. • Consistent forecast accuracy, ensuring stock availability is maximised. • Launch of new Carling brand, C2, into Booker, and gaining 100% distribution.

• Commercial Manager

  • Dec 2002 - Jul 2006

  United Kingdom Key Responsibilities of Commercial Manager Role: • Preparation and analysis of monthly management accounts, including commentary on results; • Monthly commercial presentation at sales team meetings; • Leading the implementation of new month end system; • Budget setting and forecasting, working closely with the rest of the Commercial Support Team, and Directors of Sales; • Monthly 1-2-1s with National Account Managers, reviewing monthly performance, trade debt, forecast… Show more Key Responsibilities of Commercial Manager Role: • Preparation and analysis of monthly management accounts, including commentary on results; • Monthly commercial presentation at sales team meetings; • Leading the implementation of new month end system; • Budget setting and forecasting, working closely with the rest of the Commercial Support Team, and Directors of Sales; • Monthly 1-2-1s with National Account Managers, reviewing monthly performance, trade debt, forecast accuracy & accruals; • New deal evaluations, taking into account customers required margin, competitor pricing, and brand positioning in the market. • Development and coaching of Territory Business Managers.



Co-Op Motor Group

• Dealership Accountant

  • Aug 1999 - Dec 2002

  United Kingdom Dealership Accountant for large multi-franchise site, managing four members of the accounts team, and three sales administration departments. Key Responsibilities of Dealership Accountant role: • Full preparation and analysis of monthly management accounts to strict deadlines • Interpretation of all financial information to non-accountants at dealership management level • Complete responsibility for Bank Reconciliations, Cash Book, all Debtors and Creditors (both vehicle &… Show more Dealership Accountant for large multi-franchise site, managing four members of the accounts team, and three sales administration departments. Key Responsibilities of Dealership Accountant role: • Full preparation and analysis of monthly management accounts to strict deadlines • Interpretation of all financial information to non-accountants at dealership management level • Complete responsibility for Bank Reconciliations, Cash Book, all Debtors and Creditors (both vehicle & non-vehicle) • Budget preparation, involving communicating with managers at all levels, and final presentation to Managing Director & Finance Director • Checking & Reconciliation of monthly vehicle stock takes • Submission of financial data and key performance indicators to manufacturers • Implementation of a fixed asset register within current dealer management system. Show less