Experience

Aegon Global Technology

• United States
• Information Technology & Services
• 100 - 200 Employee

• Financial Accountant

  • Jun 2019 - Mar 2020

  Edinburgh, Scotland, United Kingdom Responsibilities • Completing quarterly VAT returns • Annual audit - redacting and updating the Annual Accounts draft; dealing with auditors’ queries and providing evidence for sample testing purposes • Customer volume data analysis • Fixed assets register – identifying the amounts that need to be capitalized based on Ariba records and purchase invoices to ensure correct recognition in the financials of AGT • Financial performance analysis (in MS Excel and PowerPoint) for the… Show more Responsibilities • Completing quarterly VAT returns • Annual audit - redacting and updating the Annual Accounts draft; dealing with auditors’ queries and providing evidence for sample testing purposes • Customer volume data analysis • Fixed assets register – identifying the amounts that need to be capitalized based on Ariba records and purchase invoices to ensure correct recognition in the financials of AGT • Financial performance analysis (in MS Excel and PowerPoint) for the purpose of issuing program status reports required by project managers for meetings with Aegon internal customers • Back up analysis for the purpose of setting the annual budget • Multi-currency invoicing and reconciliation of bills to the balance sheet receivable • Have taken up a leadership role as Treasurer in setting up a Corporate Toastmasters club at AGT Show less



Charles River Laboratories

• United States
• Biotechnology Research
• 700 & Above Employee

• Financial Analyst

  • Apr 2016 - Apr 2019

  Tranent, Scotland, United Kingdom Responsibilities • Forecasting of revenues and costs – weekly update to monthly revenue forecast by study status and by department, variance analysis (including investigation of unusual discrepancies); monthly forecast of costs (salary, subcontractor, small & large animal costs) • SAP – Profit & Loss, monthly revenue reports, project set-ups & changes, sales & change orders, transaction reports, investigations, SOX reports, plan versus actual reports, settlement of studies • Regular… Show more Responsibilities • Forecasting of revenues and costs – weekly update to monthly revenue forecast by study status and by department, variance analysis (including investigation of unusual discrepancies); monthly forecast of costs (salary, subcontractor, small & large animal costs) • SAP – Profit & Loss, monthly revenue reports, project set-ups & changes, sales & change orders, transaction reports, investigations, SOX reports, plan versus actual reports, settlement of studies • Regular interactions with the Shared Services team in Riccarton regarding month end closure • Project accounting – revenue recognition (IFRS 15) • Audit – regular involvement in the audit process with internal & external auditors • Trade discount – provisions for volume-based rebates in line with service level agreements • SOX & other controls – deferred sales & unbilled receivables, project profitability, credit memos, annual & quarterly review of project metrics (budgeted cost of work scheduled) • MS Power BI – monthly use for the site director’s report • MS Excel – extensive use of v-lookups, pivot tables & pivot charts, sum-ifs & other advanced formulae combined with ad-hoc, high volume financial analyses • MS PowerPoint – monthly production of the Site Director’s report with analysis of company’s performance on 15+ slides • Stakeholder engagement – regular provision of weekly signings reports, sales forecasts with KPIs, revenue analysis by department & against area budgets to site / American executives; weekly attendance at revenue meetings • Co-production of monthly management accounts packages • Other - annual setting of cost rates and budget preparation, backlog reconciliation Achievements • Critically evaluated all procedures / tasks of my team and identified ways to reduce processing time of weekly forecast by 2 hrs/week • Have applied my MS Power BI skills to facilitate the month end reporting process Show less



NHS Lothian

• United Kingdom
• Hospitals and Health Care
• 700 & Above Employee

• Management Accountant

  • Jan 2016 - Mar 2016

  Edinburgh City, Scotland, United Kingdom Responsibilities: Preparation of annual budget, accruals and journals, variance analysis, investigation of unusual discrepancies, liaising with budget holders, production of monthly management accounts packages

• Project Accountant

  • Apr 2012 - Dec 2015

  Edinburgh City, Scotland, United Kingdom Responsibilities: Evaluation of data and costing of resources involved in teaching activities delivered to undergraduate students; calculation of term time deductions for ca 50 staff covering the past 7 years to ensure compliance with the policies; three other interlinked costing projects: radiology, productivity of theatres and PLICS (patient level information and costing system). Achievements: • Delivered a successful presentation to term time staff that resulted in their better… Show more Responsibilities: Evaluation of data and costing of resources involved in teaching activities delivered to undergraduate students; calculation of term time deductions for ca 50 staff covering the past 7 years to ensure compliance with the policies; three other interlinked costing projects: radiology, productivity of theatres and PLICS (patient level information and costing system). Achievements: • Delivered a successful presentation to term time staff that resulted in their better understanding of complexity around the term time policy and fewer queries sent to the payroll department; • Designed a questionnaire for collection of relevant information regarding teaching that supported development of an electronic job plan for senior medical staff; • Productivity of theatres highlighted room for improvements in better utilisation of theatre capacity, better use of staff time and lower costs; • Established accurate costs of patient treatment that resulted in a wider application of costs in operational and clinical environment and better understanding of how resources are utilised

• Assistant Management Accountant

  • Apr 2010 - Mar 2012

  Edinburgh City, Scotland, United Kingdom Responsibilities: Provision of management information to service managers; I also was given sole responsibility for a transplant project whereby I evaluated the cost of transplant procedures. Achievements: • Identification and calculation of LRP (Local Reinvestment Programme) efficiency savings to facilitate ongoing development of financial planning process; • Costed transplant procedures that resulted in a better quantification of prices for private patients and ensured efficient… Show more Responsibilities: Provision of management information to service managers; I also was given sole responsibility for a transplant project whereby I evaluated the cost of transplant procedures. Achievements: • Identification and calculation of LRP (Local Reinvestment Programme) efficiency savings to facilitate ongoing development of financial planning process; • Costed transplant procedures that resulted in a better quantification of prices for private patients and ensured efficient use of NHS Lothian funds; • Costed service reorganisation that addressed a problem of decreasing volume of patients going through a children’s ward and resulted in better utilisation of the hospital’s premises

• Assistant Project and Planning Accountant

  • May 2009 - Mar 2010

  Edinburgh City, Scotland, United Kingdom Responsibilities: Calculation of the NPV of savings for 4 bidders tendering for laboratory contracts with NHS Lothian; allocation of theatre costs across various specialties by means of Activity Based Costing technique as part of annual submission of NHS Cost Book to the Scottish Government. Achievements: • The outcome of NPV analysis was used by the project team to further negotiate 5% savings with the successful bidder.

• Assistant Management Accountant

  • Dec 2008 - Apr 2009

  Edinburgh City, Scotland, United Kingdom Responsibilities: Collating relevant information from different areas of service for the purpose of working out the cost of treatment of non-Lothian patients and subsequent raising invoices for other Health Boards

• Assistant Project and Planning Accountant

  • May 2008 - Nov 2008

  Edinburgh City, Scotland, United Kingdom Responsibilities: Activity Based Costing (as above); European Working Time Regulations (EWTR) project whereby I evaluated financial impact of junior doctors reducing their working hours from >50 to 48.