Sarah Follis ACMA

Founder & Director of Trinity Insights - Turning data into actionable insights for your business at Trinity Insights
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Contact Information
us****@****om
(386) 825-5501
Location
Tamworth, England, United Kingdom, UK

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5.0

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Scott Lewis

I had the privilege of working with Sarah at Interface. Sarah is a very analytical and strategic thinker but knows how to keep it real, understanding potential obstructions to success and efficiently delivering solutions to operational on-the-ground challenges whilst keeping the business objectives in focus. Sarah’s foundational experience within large organisations is evident in her ability to manage multiple stakeholders and functions very effectively.

Richard Ford

Sarah was a highly supportive and collaborative business partner, offering in depth analysis of the business from both a financial and commercial perspective. Her skill sets cover all the financial elements you would expect however the difference is in her work rate and commercial judgement. Her incredible work ethic meant that she would provide not only the run of the mill financial analysis you would expect but would always go that extra mile and dive into all elements and then provide not only the numbers but a balanced and considered proposal using current, historic numbers and her knowledge of the relevant commercial position. I would highly recommend Sarah

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Experience

    • United Kingdom
    • Business Consulting and Services
    • 1 - 100 Employee
    • Founder & Director of Trinity Insights - Turning data into actionable insights for your business
      • Jun 2021 - Present

      Trinity Insights is a business consultancy here to help business' make the most of their data by providing meaningful and actionable insight. Areas of expertise: - Financial Analysis and Modelling, Trend analysis - Promotional and Campaign analysis - Design pricing systems and approval levels - Process Improvement & templates - e.g. Forecasting and planning cycles - Cost control measures - Risks & Opportunities management - Anything where you need numbers analysing! Trinity Insights is a business consultancy here to help business' make the most of their data by providing meaningful and actionable insight. Areas of expertise: - Financial Analysis and Modelling, Trend analysis - Promotional and Campaign analysis - Design pricing systems and approval levels - Process Improvement & templates - e.g. Forecasting and planning cycles - Cost control measures - Risks & Opportunities management - Anything where you need numbers analysing!

    • United States
    • Textile Manufacturing
    • 700 & Above Employee
    • Financial Business Controller & Sales Operations
      • Apr 2019 - May 2021

      Responsible for the financial control and the sales operations for the Interface UKIMEA business unit. Achievements: Salesforce super user building effective reporting, KPISs & analysis to drive the business with our sales directors. This led to a better view of financial forecasting based on the sales pipeline. Built a product portfolio analysis tool which analyses the range by colour, format, customer, profitability, pricing level which allowed us to rationalise the range for maximum profitability as well as influencing pricing decisions Designed and implemented a new pricing hierarchy and governance process which allowed for greater control and it reduced margin erosion Built a customer segmentation and opportunity management methodology to drive greater focus on who and where to target, improving the efficiency of marketing campaigns and sales teams time. Show less

    • United Kingdom
    • Hospitality
    • 700 & Above Employee
    • Commercial and Overheads Finance Director
      • Aug 2018 - Mar 2019

      My role was responsible for the management of 18 analysts, managers and graduates to provide quality analysis for the global business from the UK Centre of Excellence Achievements: Designed and implemented a new structure within the team to drive more accountability and a better service to our customers Built a graduate program of structured training and development for our apprentices within the CoE My role was responsible for the management of 18 analysts, managers and graduates to provide quality analysis for the global business from the UK Centre of Excellence Achievements: Designed and implemented a new structure within the team to drive more accountability and a better service to our customers Built a graduate program of structured training and development for our apprentices within the CoE

    • Belgium
    • Food Production
    • 500 - 600 Employee
    • Commercial Finance Manager
      • Mar 2016 - Jul 2018

      My role was responsible for managing the P&L of c.£200m turnover and working with the sales and marketing teams on delivering growth for both Alpro and our retailers Achievements: Implemented a reporting and governance structure which improved forecast accuracy and created an environment of transparency and challenge across all times Led the full company budget process from strategic vision through to bottom up planning Created a finance vision to bring the financials to like and make the numbers an everyday consideration in what the teams do with a focus on value add. This was achieved through partnering closely with the commercial teams and training to build understanding of profit drivers, ROI and how to manage a P&L. Show less

    • United Kingdom
    • Utilities
    • 700 & Above Employee
    • Smart Metering Finance Business Partner
      • May 2014 - Feb 2016

      Responsible for the cost control of the capital investment in Smart meters, the operational cost of metering and the impact of smart meters on the business processes across npower. The role involved working closely by 3rd party program partners and the management of 9 qualified finance professionalsBiggest AchievementLed the successful approval of capital investment spend with RWE AG. This involved co- writing the business case, networking the paper with executive board members and senior finance colleagues in Germany. Show less

    • Smart Metering Senior Finance Analyst
      • Oct 2013 - Apr 2014

    • Product and Proposition Evaluation Manager
      • Feb 2013 - Sep 2013

      Partnering with the Sales Optimisation team to evaluate Domestic propositions and new projects.

    • Domestic Markets Analyst
      • Apr 2011 - Jan 2013

      Financial modelling and forecasting for npower energy services business. Provide commercial support to product development teams.

    • United States
    • Manufacturing
    • 700 & Above Employee
    • Finance Analyst
      • Apr 2008 - Apr 2011

      Provide commercial support and work closely with sales and marketing functions on promotions, campaigns and investments. Deliver continuous improvement of processes and controls, such as pricing and range profitability within customers. Provide commercial support and work closely with sales and marketing functions on promotions, campaigns and investments. Deliver continuous improvement of processes and controls, such as pricing and range profitability within customers.

    • United Arab Emirates
    • Chemical Manufacturing
    • 700 & Above Employee
    • Cost Accountant/Manufacturing Accountant
      • Feb 2006 - Apr 2008

      Responsible for standard costing and stock reporting. Support operations managers. Provide product and customer profitability Responsible for standard costing and stock reporting. Support operations managers. Provide product and customer profitability

    • Finance Analyst
      • 2004 - 2006

      Reporting and analysis for operations and sales teams. Support finance managers with commercial analysis. Reporting and analysis for operations and sales teams. Support finance managers with commercial analysis.

Education

  • BPP
    CIMA, Finance
    2000 - 2004

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