Patrick Lee FCA

FP&A Excel Modeller at Innova
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
United Kingdom, UK

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Dan Jones

Patrick was a pleasure to manage and work with. His approach was professional and diligent, his attitude was exemplary and he was highly reliable. A team player who built strong relationships with his colleagues and wider teams. He played a key role in two Business plans and two reforecasts among other tasks, designed very effective Excel models, for these and other projects. I'd happily work with Patrick again.

Sopaphan Schwartlander ACMA, CGMA

Patrick was a very diligent, hard working member of the finance team. I always found him to be helpful, professional and in charge of his brief. He built many Excel models, some of which benefitted my work greatly. Overall I enjoyed working with him and would happily with him again.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United Kingdom
    • Renewable Energy Power Generation
    • 1 - 100 Employee
    • FP&A Excel Modeller
      • Mar 2023 - Present

    • United Kingdom
    • IT Services and IT Consulting
    • 500 - 600 Employee
    • Project Modeller / Analyst
      • May 2022 - Sep 2022

      Development of new Product profitability model Financial analysis and assessment of moving customers from one server type to a Cloud based server Process improvement of various month end models Development of new Product profitability model Financial analysis and assessment of moving customers from one server type to a Cloud based server Process improvement of various month end models

    • United Kingdom
    • Business Intelligence Platforms
    • 200 - 300 Employee
    • Senior Financial Analyst
      • Jun 2021 - Apr 2022

      Senior FPA Analyst helping to deliver financial Analysis, build and develop reporting models, integrate newly acquired businesses into the reporting suite and overall, improve the broader efficiency of the Finance / FPA function Senior FPA Analyst helping to deliver financial Analysis, build and develop reporting models, integrate newly acquired businesses into the reporting suite and overall, improve the broader efficiency of the Finance / FPA function

    • Assisting Family Business & Pandemic related Charity work
      • Jan 2020 - May 2021

      Assisting Family Business and performing Pandemic related charity work for elderly and Immuno compromised people Assisting Family Business and performing Pandemic related charity work for elderly and Immuno compromised people

    • United Kingdom
    • Utilities
    • 700 & Above Employee
    • Senior Financial Analyst (Interim)
      • Nov 2018 - Dec 2019

      Creation of new models to analyse the complete Retail business and prepare a PowerPoint deck. This is ultimately used for reporting results to the CEO and CFO Creation of models to assist with the interim audit Key player in analysis and reporting of month end Retail business to Drax PLC Group Key involvement in implementing new Oracle and PBCS reporting tool (from Excel models previously) Creation of new models to analyse the complete Retail business and prepare a PowerPoint deck. This is ultimately used for reporting results to the CEO and CFO Creation of models to assist with the interim audit Key player in analysis and reporting of month end Retail business to Drax PLC Group Key involvement in implementing new Oracle and PBCS reporting tool (from Excel models previously)

    • Assisting Family Business
      • Apr 2018 - Oct 2018

      Assisting Family Business Assisting the Silage Extravaganza 2018 event (new world record set) Assisting Family Business Assisting the Silage Extravaganza 2018 event (new world record set)

    • United Kingdom
    • Construction
    • 100 - 200 Employee
    • Management Accountant
      • Jan 2018 - Mar 2018

      Creation of new Excel model to verify weekly labour costs and reconciliation of project labour costs at week & month-end ➢ I completed the whole process in a day – previously it often took 2-3 days Overall assisting with and aiming to improve the monthly accounting process Creation of new Excel model to verify weekly labour costs and reconciliation of project labour costs at week & month-end ➢ I completed the whole process in a day – previously it often took 2-3 days Overall assisting with and aiming to improve the monthly accounting process

  • Lifeways
    • London, Greater London, United Kingdom
    • Commercial Finance Analyst
      • Jul 2017 - Nov 2017

      Direct assistance across annual budget process with particular involvement in a key growth element (non-BAU) of the budget. I designed a new Excel model to achieve this Creation of a Residency model which subsequently formed the template for a company-wide model Creation of a new Occupancy model and other ad hoc analysis as required Creation of new Excel Pricing Model (based on my initiative). This model simplified the pricing of certain Care packages, basing it on the three components such as direct care element, local overheads and a contribution to HQ overheads. Additionally it was achieved through minimal inputs and everyone though appreciated the fact they could easily understand the three elements which was not so easily possible with the old model Show less

    • United Kingdom
    • Gambling Facilities and Casinos
    • 700 & Above Employee
    • Financial Analyst
      • Jan 2017 - Apr 2017

      Assistance with daily and weekly reports and analysis of Sky Poker performance Preparation of Marketing month end, improvement of this process and conduct analysis of key Marketing expenditure items (Marketing is largest operating cost overall) Creation of new Models to determine Gaming Licence fees Update and improve Business Forecasting & conduct General Ad hoc Analysis Assistance with daily and weekly reports and analysis of Sky Poker performance Preparation of Marketing month end, improvement of this process and conduct analysis of key Marketing expenditure items (Marketing is largest operating cost overall) Creation of new Models to determine Gaming Licence fees Update and improve Business Forecasting & conduct General Ad hoc Analysis

    • United Kingdom
    • Broadcast Media Production and Distribution
    • 700 & Above Employee
    • Financial Analyst
      • Oct 2016 - Dec 2016

      Finance Analyst at Sky (Broadband)Full Preparation and presentation of Investment Business CaseProcess Improvement of 6 capex modelsExamination of particular Landlines to determine necessity and examination of potential cost savingsExamination of smaller value contracts to examine potential savingsShort fixed term contract (Backfill role)

    • Group Financial Analyst
      • Jun 2016 - Sep 2016

      Finance Analyst in Group FinanceI prepared a detailed P&L and KPI Metric report for the Board regarding FY2016 positionGreatly improved cash flow actual & forecasting modelImproved various other forecasting modelsAnalysed key processes to enable better working capital forecasting

    • Various Accountancy Contracts
      • Jun 2014 - May 2016

      Creation of new Excel model to summarise and assess Partner performance by Division, by month, against Peers etc. (Granularity, production efficiency etc.) Analysing, summarising and updating Lease schedules (Multiple site Leases) Receipt of submissions from various project teams and compilation of a group cash forecast with details of variances for the Finance Director and key Shareholder Verifying Loan capital, interest and commitment fees with the bank prior to payment Creation / improvement of Excel models - reduced a weekly task from 3 hours to 1 min Helping to improve the overall operation and efficiency of the Finance functions Assisting the Auditors with the year-end audits Assisting Silage Extravaganza 2015 event (new world record), helping family business Show less

    • United Kingdom
    • Law Practice
    • 700 & Above Employee
    • Management Accountant
      • Sep 2013 - Jun 2014

      Developed a new MS Excel cash flow forecasting model Evaluated current cash flow forecasts and updated where materially different Responsible for weekly cash flow forecasting to bank reconciliations Prepare a brief report on a weekly basis regarding cash flow, movements and headroom forecasts Evaluate an appropriate monthly provision for WIP for monthly management accounts and post necessary journals Conduct wider analysis of the collectibility of current WIP balances Evaluate an appropriate monthly provision for Bad debt provision movement for monthly management accounts and post necessary journals Evaluate monthly deferred income and post necessary journals Developed a new MS Excel credit score model Responsible for conducting an independent financial analysis of new clients with limited trading history Various ad hoc projects Show less

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Balance Sheet Accountant (Forecasting team)
      • Nov 2012 - Apr 2013

      Compilation and review of a monthly report for the Assets & Liabilities Committee detailing the bank’s position across Liquidity, Capital and Market Risk Providing data and analysis to assist the Deloitte team in performing due diligence of the Verde / Mars project – proposed acquisition of Lloyds’ bank branches Compilation and review of a monthly report for the Assets & Liabilities Committee detailing the bank’s position across Liquidity, Capital and Market Risk Providing data and analysis to assist the Deloitte team in performing due diligence of the Verde / Mars project – proposed acquisition of Lloyds’ bank branches

    • United Kingdom
    • Accounting
    • 700 & Above Employee
    • Transaction Services Associate
      • Feb 2011 - Oct 2012

      Helped conduct diligence analysis of various businesses in relation to merger and takeover activity Responsible for analysing the robustness of forecasts etc and evaluating their foundation Completed some ad hoc projects Developed very good knowledge of forecasting, evaluating forecasts and developing future commercial plans Developed solid practical knowledge of cash flow, working capital and business evaluation etc Completed a secondment at the Royal Bank of Scotland and Developed a new Management Information excel model tool enabling them to better evaluate information regarding the PPI repayment process - one of the biggest issues in the UK banking sector Show less

    • Professional Services
    • 700 & Above Employee
    • Audit Associate
      • Oct 2007 - Oct 2010

      I audited various SME, Govt. and charity entities in the sub 100m turnover category. Worked with businesses in many sectors Lead teams of 2-3 people Responsible for planning audits, organising fieldwork plans and liaising with senior client and PWC personnel Gained experience and knowledge of key drivers of activity within various industries Developed good knowledge of Irish and UK GAAP Responsible for ensuring all outstanding work was completed in a timely and professional manner Responsible for developing objectives with team members and constructive feedback on audit completion Show less

Education

  • Michael Smurfit graduate School
    Master of accounting, Accounting and Finance
    2006 - 2007
  • University College Dublin
    Bachelor of Business and Legal Studies, Accounting, law and business
    2002 - 2006

Community

You need to have a working account to view this content. Click here to join now