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5.0

/5.0
/ Based on 7 ratings
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Deb Burns

Phil is an outstanding person to work with, his drive and commitment in getting things done and his ability to take on new and ultimately challenging changes are among the many reasons Phil was a great person to work with. This I witnessed first-hand in the 4.5 years I worked with Phil as his line manager (CFO and of MaritzCX International). Phil worked as my number two, I had no hesitation in recommending Phil for promotion to Finance Director before I left the company. I was particularly impressed by Phil’s tenacity, his willingness to try new approaches and be open minded. Phil developed good strong relationships with his European and American colleagues, both within the wider Finance team and across the business. Phil’s eagerness and ability to learn about the business shone through and made it possible for him to relate to both financial and the wider business, which is a rare asset to find in a Finance professional. I can’t recommend Phil highly enough, a great team player with highly desirable leadership skills, would I am sure make a great contribution to any team or business

Deric Selchow

I had the pleasure of working with Phil on a global ERP consolidation and migration project. Phil had a command of the details but was able to pull up from the details and see the bigger picture. I always sought Phil's point of view when we faced thorny issues. Phil kept a calm demeanor and thought of things very logically. His aim was to do what was right for the business long term. Phil is an asset to any team and I would cherish the chance to work together again.

Chao Zhang

Phil is a great Finance leader and a great person - very knowledgeable in all Finance and business areas with always an eye to improve performance, motivate the teams and to bring forward the whole company. Despite high pressure Phil always kept his cool, approached challenges Hands-on with a Can-do mentality and inspired his whole team to perform well. It was a pleasure working with him and to learn from him during my time at MaritzCX.

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Credentials

  • Certified Model Builder
    Anaplan
    Aug, 2022
    - Oct, 2024
  • CIMA Member in Practice
    CIMA
    Jul, 2022
    - Oct, 2024
  • Future CFO Programme Certificate of Completion
    GrowCFO
    Jul, 2022
    - Oct, 2024
  • Associate Chartered Management Accountant (ACMA)
    CIMA
    Jan, 2009
    - Oct, 2024

Experience

    • United Kingdom
    • Business Consulting and Services
    • 1 - 100 Employee
    • Co-Founder
      • Feb 2022 - Present

    • FP&A Consultant
      • Mar 2022 - Present

    • United Kingdom
    • Professional Training and Coaching
    • 1 - 100 Employee
    • Member
      • Jan 2022 - Present

    • Member
      • Jan 2022 - Present

    • United States
    • Software Development
    • 500 - 600 Employee
    • Finance Director
      • Mar 2019 - Feb 2022

      Finance Director - International. I was promoted to become a member of the EMEA Leadership team partnering to CEO EMEA, VP EMEA Sales, CTO EMEA, VP International HR and COO EMEA, maintaining duties of Head of FP&A role, expanded to include Germany and Australia. I manage a team of 9 across UK and Germany, including recruitment, onboarding, quality review, training, coaching, succession planning and performance review. ◼️Ensured compliance with US GAAP, providing a platform for the business valuation and due diligence processes that came subsequently.◼️Provided a compliant platform for the sale of the business and subsequent merger.◼️Positioned the ERP Ecosystems Replacement project for go-live in Dec 2020.

    • Head Of Financial Planning Analysis
      • Apr 2018 - Mar 2019

      Head of FP&A - International. I was promoted to lead International Business Unit (non-US) financial planning and analysis, management reporting and finance business partnering activities in addition to all UK compliance accounting and control functions. I managed a UK based Finance team across all aspects of financial operations, accounting, practices and reporting. I led Senior Manager business partnering to identify and monitor immediate and emerging business issues and drive profitable growth. I formulated and reviewed detailed financial data, ensuring a high level of accuracy, to support month end process, cashflow management and annual budgeting, forecasting and reporting. I led International Treasury oversight, including UK Bank relationship management.◼️Led the implementation of cloud planning software, Adaptive Insights, for the international businesses.◼️Provided financial input to support the winning of over £18m of annual business, securing significantly improved cashflow profile for the business.

    • Finance Manager
      • Jun 2015 - Mar 2018

      EMEA Finance Manager. I was recruited to lead the EMEA financial planning processes and revenue recognition process. I managed 2 direct reports (Project Accountant and Assistant Management Accountant). I business partnered with Operational and Management teams to capture timely, relevant information for monthly forecast process. I owned the EMEA bonus and sales commission process, including calculating bonuses and commissions and communicating these to Payroll. ◼️ Leveraged new ERP solution to drive continuous process improvement and build out reporting suite.

    • India
    • Philanthropic Fundraising Services
    • FP&A Manager
      • Jul 2013 - May 2015

      I was engaged to provide analytical input, consultative support and commercial insight to key budget holders. I recruited and managed a Commissions Analyst. I built relationships with functional Leads to promote the financial agenda across the business. ◼️ Rebuilt quarterly forecasting process and mechanisms to ensure functional stakeholders were fully engaged and financial issues were understood and actioned on. ◼️ Established sales commission plan calculations in partnership with Sales Operation team. ◼️ Developed Management Information system, processes and content to support leadership reviews and drive appropriate business activity.

    • United Kingdom
    • Food and Beverage Manufacturing
    • 700 & Above Employee
    • Financial Planning & Reporting Analyst
      • Jul 2012 - Jun 2013

      I was recruited to manage and co-ordinate the quarterly forecast process from initial sales planning through to production of final presentational packs. I was responsible for daily, weekly, periodic and year end management reporting, including sales results, consolidation of accounts, Board packs and results submission to Group Head Office. ◼️ Designated reporting expert liaising with the SAP implementation team to define reporting output for business Finance departments. I was recruited to manage and co-ordinate the quarterly forecast process from initial sales planning through to production of final presentational packs. I was responsible for daily, weekly, periodic and year end management reporting, including sales results, consolidation of accounts, Board packs and results submission to Group Head Office. ◼️ Designated reporting expert liaising with the SAP implementation team to define reporting output for business Finance departments.

    • United Kingdom
    • Hospitality
    • 700 & Above Employee
    • Finance Projects Manager
      • Nov 2010 - Jun 2012

      I joined Travelodge as Finance Accounts Assistant and gained various promotions to Finance Projects Manager in November 2010 leading on 2 major projects: ◼️ Implemented new payroll, rota management and HR system, migration and reconciliation of all employee data and payroll P11 information to the new system and new bureau, covering c.6000 employees.◼️ Implemented new QlikView reporting tool to enhance internal business insights.

    • Management Accountant
      • Mar 2009 - Dec 2010

    • Regional Finance Analyst
      • Feb 2008 - Oct 2009

    • Central Costs Analyst
      • Oct 2006 - Feb 2008

    • Financial Accounts Assistant
      • Jan 2006 - Oct 2006

    • United Kingdom
    • Software Development
    • 1 - 100 Employee
    • Accounts Administrator
      • Jul 2005 - Jan 2006
    • United States
    • Telecommunications
    • 700 & Above Employee
    • IPSS Co-Ordinator
      • Jul 2003 - Sep 2004

Education

  • University of Warwick - Warwick Business School
    Executive Diploma, Strategic Leadership
    2020 - 2021
  • University of Warwick - Warwick Business School
    Bachelor's Degree, Accounting & Finance
    2001 - 2005

Community

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