Experience

GIA Surveyors

• United Kingdom
• Real Estate
• 100 - 200 Employee

• CFO/Finance Director

  • Nov 2018 - Present



BNN Technology

• Interim CFO

  • Sep 2017 - Jul 2018

  • A member of both the Board of Executives and the Audit Committee.• Responsible for all financial reporting related matters, both external (corporate) and internal (FP&A).• Responsible for all relationships with our Advisors including legal, banking, tax, investment and auditors.• Key contact for investors, and additionally, meeting with investors and managing relationships accordingly.• In conjunction with the China CEO, in early 2018 I established a new revenue generation project for BNN with our partner, Arsenal football club, on Alibaba's TMall retail site.• Part of the Executive team that acquired NASDAQ listed MICT in June 2018 in a reverse merger (announced in early July 2018) as part of an exit strategy for some investors and providing greater liquidity to other investors.• Part of the Executive team that raised £25m via the AIM stock market placing in April and May 2017.• In conjunction with the Board, we renegotiated our corporate debt structure with both our investors and advisors alike as part of working capital management.• Managing a team of four direct finance reports in the UK and 20+ direct and indirect reports in Beijing, China.• Head of IT and HR.• Established a new month-end close procedure including a re-forecast process as part of BAU.• Established a group-wide cost efficiency program including a new budgeting process as part of the drive. • Responsible for the on-going implementation of a new cloud-based ERP platform encompassing both China and the UK.

• Group Financial Controller

  • Nov 2016 - Aug 2017

  • Responsible for all financial reporting related matters, both external (corporate) and internal (FP&A).• Managing a team of three direct reports.• Responsibility for and delivered the 2016 IFRS annual group report to the market and investors alike. Additionally, delivering the local UK subsidiary accounts under FRS101 reduced disclosure framework.• Responsibility for and the preparation of monthly management accounts to the CFO and board, including adhoc papers to the audit committee.• Currently establishing a new COSO framework and implementing new controls and procedures with our advisors as part of the F1 SEC NASDAQ listing process.• Currently establishing a new month-end close procedure including a re-forecast procedure as part of BAU.• Currently leading the implementation of a new cloud based ERP platform encompassing both China and the UK.



Willis

• Head of Consolidation

  • Aug 2015 - Oct 2016

  • Managing a team of four fully qualified accountants• Responsibility for and review of all areas of the monthly consolidation process and closing the ledger.• Involvement at a group level in acquisition and disposal accounting, including managing the intangible and goodwill valuations on business combination.• Liaising with other finance teams within the group to ensure a timely and consistent flow of information in both directions.• Oversight of the quarterly process for the preparation of SEC filings;• Responsibility for the completion of the financial statements and notes within the quarterly filings (Form 10Q and 10K) including support thereof.• Review of quarterly control files prepared alongside the group balance sheet and income statement; • Ongoing process improvement and completion of required control processes to ensure strong financial control and adherence to internal SOX control processes.• Ensuring that changes in reporting requirements are considered and that these are implemented in a timely manner.• Analytical review of consolidated group balance sheet and cash flow and presentation of it to the group CFO. • Determination and management of US GAAP adjustments.• FX analysis to explain drivers of key variances in the income statement and cash flow



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Financial Controller - Re-Engineering & Performance

  • Aug 2014 - May 2015

  • Financial Controls project manager on two separate successful front office management accounting “dbPalace” project change roll-outs. • The two roll-outs improved Deutsche Bank’s data collection, processes, systems and KPI’s thereby resulting in more accurate and timely financial information being produced by/to the RTB reporting community. • This also helps reduce risk, improve management’s ability to make informed decisions and ultimately supports higher returns to the GTO stakeholders.• Assist with the management of the change process to a future architecture state within the group finance business line.• Review of project docs and communication of the content to senior management.• Backfilling RTB (financial controller) roles on a short term basis when required.• Assisting RTB with UAT phases and reviewing of test data prior to the official go live period.• Liaising with multiple stakeholders including management, front and middle office to ensure a common direction around project go lives.



Standard Bank Group

• South Africa
• Financial Services
• 700 & Above Employee

• Financial Controller - Financial Reporting & Control

  • Apr 2013 - May 2014

  • Financial Reporting & Control’s lead on the development of FinRep reporting. The regulatory returns set out by the European Banking Authority, mandated by BASEL III implementation. • Including gap analysis completion, dry run testing and documentation, creating RAID documentation, BRD documentation, preparation of management information for steering committee, liaising with IT on source system development to FinRep database, product mapping, UAT testing and liaising with external provider on procurement of XBRL reporting upload solution.• Production of the Annual and Semi-Annual Financial Statements for SB Plc, including involvement in the planning and preparation for the reporting cycle and detailed note disclosures, and management of year-end audit process and associated issues.• IFRS 7 & IFRS 13 monthly fair value reporting of financial investments including commodity-trading assets & liabilities, all types of derivatives, loans, deposits and other financial investments.• Monthly financial reporting for SB Plc, and the control and analytical review of consolidated SB Plc results.• Contributing to the development of reporting and process change to cater for the adoption of new IFRS accounting standards implementation.• Contribute to the Executive Committee, Regulatory, and Group Finance reporting.



Gazprom Marketing & Trading

• United Kingdom
• Oil and Gas
• 1 - 100 Employee

• Senior Manager - Financial & Management Accounts

  • Aug 2011 - Jan 2012

  • Team lead in the successful implementation of the new SAP GL reporting system.• Responsible for two direct reports (accounts payable) and 2 indirect reports (settlements).• Ensured physical trade invoices around LNG, LPG and Carbon were understood and booked. • Similarly LNG, LPG and Oil swaps, forwards, futures and FX hedges, again all understood including mark to market implications and booked correctly in accordance with IAS 39 and IFRS 7• Personal responsibility for completing the monthly and quarterly financial consolidation with London and Germany.• Personally prepared the monthly management accounts and quarterly financial presentations for the board.• Established new accounting and reporting processes and controls and creation of monthly BU reporting structure.



Canopius Group

• United Kingdom
• Insurance
• 500 - 600 Employee

• Special Projects Group Manager - Financial Services

  • Jul 2008 - Sep 2009

  Responsibilities and achievements for many special ad hoc projects including:• Managed six group finance staff in the successful implementation of the new Sun GL reporting system. A front to back accounting system based on IFRS linking the underwriting Risk and Sales systems. • Liaised with IT and project change to ensure that training was appropriate, that testing was completed on time and that overall costs were maintained to budgets and forecasts agreed.• Took responsibility for and managed two staff in the creation of a new foreign exchange cash process documentation and controls implementation procedure.• Total responsibility for the successful calculation of the 2009 corporate and class of business bonus remuneration package working solely with the CFO and Chairman.• Monthly, I performed a high level review of the financial reports pack including sales, expenses and allocations prepared by the Finance manager and his team to IFRS standards before it would go to the FD and CFO. • Managed, prepared and delivered the 2009 and 2010 corporate and class of business operating budget. In the completion of those budgets I liaised and managed the operation with the CEO, CFO, IT and Heads of all underwriting divisions.



Fidelity International

• United Kingdom
• Financial Services
• 700 & Above Employee

• Group Portfolio | Private Equity Manager - Financial Services

  • Jul 2005 - Feb 2008

  Responsibilities and achievements include:• Initial responsibility for the preparation of the Fidelity (FIL) Investment results and financial statements accounts pack and quarterly board reports to US GAAP and other regulations. • As the department grew, reviewing subordinates preparation of the monthly financial statements, investment financial reports and quarterly board packs.• Investment pricing of the portfolio on a monthly basis, including equities, bonds, properties and a few venture capital arrangements prepared on a NAV basis but also reconciled it to US GAAP.• Analysed and worked with global treasury on effective portfolio cash management including stock market options and foreign exchange hedging .• Deputised for the Associate Director (my direct report) and lead the team of three in his absence.• Cheque signatory on FIL accounts and groups first point of contact with the auditors.• Calculation of monthly sub advisory transfer pricing fees. • Analysed transfer pricing methods in consultation with global legal, global tax and global treasury departments to assess new opportunities and deliver cost saving methods.• Furthermore, successfully transitioned the Transfer Pricing accounting system to India, which incurred working in India for four months implementing the system and training new staff.• Played a key role in the development of the new portfolio accounting system including creating new accounting processes, a new controls environment and controls documentation.• The creation of annual financial statements to both UK, US and IFRS GAAP standards



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Audit Senior - Financial Services

  • Jul 2003 - Jun 2005

  Responsibilities and achievements include:• Audit senior of the successful ten man audit team in 2003 on EY's biggest stand alone reinsurance client.• Reviewed thirteen subsidiaries US GAAP Group consolidated Statements, the group earnings release to NYSE and the 10K for SEC compliance all to the strictest of deadlines.• Collaborated with team manager and Senior Manager in the initial planning of the audit to US GAAP standards. • Performed variance analysis on key balances. Discussed and resolved key issues identified with the client.• Tested interim and final controls of key processes citing control weakness, deficiencies and making procedural suggestions to improve the control environment.• Liaised with different levels of management including Chairmen, CEO, CFO, COO, Finance Directors, Financial Controllers, Senior Managers on all audits and 404 SOX assignments. • SEC 404 controls documentation, testing and reporting on weaknesses leading to the successful completion of management assertions on two of the biggest reinsurers in the world.• Many other insurance audits including captives completed to IFRS, UK and US GAAP standards and local statutory reporting requirements.



Critchleys

• Accounting
• 1 - 100 Employee

• Audit Senior - Financial Services

  • Apr 1999 - Jun 2003

  Responsibilities and achievements include:• Lead many audits. Preparing full UK and IFRS GAAP group consolidated statements, including P&L, B/S and cashflow for many industry sectors including numerous charities, hospitals, colleges and solicitors to various reporting requirements.• Entrusted with new clients to develop and establish strong, lasting relationships.• Controlled and supervised junior employees and scheduled projects to be on time and on budget.• Maintained employment commitments and implemented new accounts procedures while attaining ACA qualification over a three year period of dedication and strict time management.