Experience

Aioi Nissay Dowa UK

• United Kingdom
• Insurance
• 1 - 100 Employee

• Finance Transformation Manager

  • May 2023 - Present

  London, England, United Kingdom



Legal & General

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Change Accountant

  • May 2021 - May 2023

  Hove, England, United Kingdom



First Central

• United Kingdom
• Insurance
• 700 & Above Employee

• Finance & Controls Manager

  • Mar 2016 - Jan 2021

  Haywards Heath, West Sussex, United Kingdom



Study Group

• United Kingdom
• Higher Education
• 700 & Above Employee

• Interim Controller

  • Dec 2014 - Feb 2016

  Brighton, United Kingdom



Heartwood Investment Management

• United Kingdom

• Financial Controller

  • Feb 2013 - Aug 2014

  Royal Tunbridge Wells, England Financial Controller of a company which has grown steadily with currently over £2 billion of funds under management. In May 2013, Heartwood became a wholly owned subsidiary of Handeslbanken, the local relationship bank, in order to create a uniquely customer-led banking, wealth and investment management service across the UK. Achievements • Successful production of 2 year end accounts and supporting documents for Auditors (KPMG, Smith & Williamson) • Integration… Show more Financial Controller of a company which has grown steadily with currently over £2 billion of funds under management. In May 2013, Heartwood became a wholly owned subsidiary of Handeslbanken, the local relationship bank, in order to create a uniquely customer-led banking, wealth and investment management service across the UK. Achievements • Successful production of 2 year end accounts and supporting documents for Auditors (KPMG, Smith & Williamson) • Integration of all Finance functions and management reporting into Handelsbanken (Group Company) • Development and Implementation of RMAR and CRD IV reporting Responsibilities • Preparation of monthly management accounts • Preparation of annual statutory, regulatory and other reporting/returns for all group companies • Line management and development of direct report • Review and update business plans/forecast models • Identifying and implementing improvements and efficiencies to processes • Assisting with financial input into company-wide projects and activities Show less



Cavanagh Financial Management Ltd - Close Asset Management Ltd

• Financial Controller

  • Feb 2002 - Dec 2012

  Financial Controller of a company which had grown from a turnover of £3.5m and 2 offices in 2002 to a £15m turnover business covering 13 regional offices and managing a Finance team of 7 staff reporting to the Finance Director. Handling and resolving complex problems while consistently meeting and exceeding goals and performance objectives. Achievements • Successful integration of 2 acquisitions (including Ernst & Young Financial Management Ltd ) and merger of two legal entities into… Show more Financial Controller of a company which had grown from a turnover of £3.5m and 2 offices in 2002 to a £15m turnover business covering 13 regional offices and managing a Finance team of 7 staff reporting to the Finance Director. Handling and resolving complex problems while consistently meeting and exceeding goals and performance objectives. Achievements • Successful integration of 2 acquisitions (including Ernst & Young Financial Management Ltd ) and merger of two legal entities into existing structure to maximise process efficiencies resulting in 2 finance departments being made redundant • Achieving all deadlines, whether for adhoc reports or monthly / year end accounts • Development and implementation of the in-house accounting and back office system providing accurate income analysis to the Board of Directors • Implementation of EDI for commission reconciliation leading the finance team to work more efficiently • Successful production of year end accounts and supporting files for the Auditors (Deloittes) • Creation and implementation of management reports to aid decision making for the Board Directors Responsibilities • Overseeing all aspects of financial control in the business • Working alongside the Finance Director when preparing Statutory accounts • Preparation of management information from source data • Producing monthly management accounts, budgets & forecasts • Bank reconciliation, providing cash flow forecast/analysis for senior management • Other ad hoc project work for the Finance Director • Preparation of quarterly VAT, TAX and NI Returns • Preparation /Analysis of monthly Sales MI to the Finance Director and Head of Sales • Ensuring that accurate accounting records are kept of the income and expenditure of the business • Oversee the smooth and efficient running of the Finance Department/Commission Department • Identify and develop controls and processes to ensure all risks and opportunities are highlighted • Overseeing the Payroll process Show less