Experience

Art Refuge

• United Kingdom
• Non-profit Organizations
• 1 - 100 Employee

• Treasurer

  • Jun 2021 - Present

  Art Refuge uses art and art therapy to support the mental health and well-being of people displaced due to conflict, persecution and poverty, both in the UK and internationally. Art Refuge uses art and art therapy to support the mental health and well-being of people displaced due to conflict, persecution and poverty, both in the UK and internationally.



Resolution Life

• Bermuda
• Financial Services
• 700 & Above Employee

• Senior Manager, Operations

  • Mar 2018 - Present

• Senior Financial Consultant

  • Nov 2015 - Mar 2018

  - M&A Due Diligence on target companies preparing financial modelling & investor analyses- Strategic Consulting including Operations Management target operating models- Advising on optimal business structures- Director of consulting Limited Company - M&A Due Diligence on target companies preparing financial modelling & investor analyses- Strategic Consulting including Operations Management target operating models- Advising on optimal business structures- Director of consulting Limited Company



Friends Life UK

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Head of Commercial & Expense Management

  • Sep 2013 - Oct 2015

  • Leadership of 30 FTE qualified / non-qualified shared service operation, embedding a culture of continuous improvement across the team • Accountability for total combined Group expense base of c£700m, of which c£270m+ Change portfolio• Embedded the Finance business partnering model on behalf of the Group Change Director and Divisional Heads of Change to improve the quality of internal business cases, using excellent network across Divisional and Group Finance teams• Accountable for ongoing third-party outsource contract negotiations across Group Operations• Ownership of Accounts Administration function, extending to financial controls around invoice processing, expense payments & foreign payments• Delivery of the regular programme of quarterly budgets & forecasts in conjunction with Group Finance and Divisional Finance colleagues• Leadership of the annual Medium Term Planning for total expense base, including the strategic planning of portfolio spend within agreed targeted benefits across all reporting metrics to deliver overall Plan• Project prioritisation framework developed to agree investment in new propositions, ongoing maintenance projects and one-off strategic non-recurring investments• Ownership of the expense business partnering model for monthly reporting & analysis across the Group• Chair of internal Cost Board engaging Procurement function and Divisional FDs in managing expenses across the organisation setting and defining expense policies• Accountable for the commission debt financial processes, agreed commercial repayment plans and/or write-downs, providing external MI to regulator• Responsible for financial oversight of Group property financials including Fixed Asset Register and ongoing property investments• Accountable for project delivery of With-Profit Fund expense allocation bases

• Head of Finance, Separation & Integration

  • Sep 2010 - Aug 2013

  • Financial control and prioritisation of c£300m Separation & Integration programme implementation costs for Friends Provident / AXA Life / BHA• Tracking, monitoring and reporting of synergy realisation including external market disclosures, driving management action to remain within agreed £160m savings targets• Implemented and embedded the management of inter-company commercial recharges for transitional services (c£25m) in line with the separation timelines• Responsible for regular financial MI & stakeholder management as key member of senior Board-level Steering Group • Financial stewardship of workstream delivery within agreed funding levels, preparing business cases for programme drawdown and business partnering workstream leads• Produced technical accounting papers for levels of accounting / actuarial balance sheet reserving in respect of expected future commitments• Strategic cost modelling for M&A activity and commercial decision-making• Steering Group member for multiple large projects within the Programme, including Unit Pricing, General Ledger Migration and IT Infrastructure separation• Programme finance lead for strategic review into potential IPO / MBO or divestment of a corporate division to focus on core cash-generative areas of the Group



AXA

• Italy
• Glass, Ceramics and Concrete Manufacturing
• 1 - 100 Employee

• Head of Group COO Finance

  • Mar 2008 - Sep 2010

  Business Partnering support to UKIT Directors, Procurement & Property (c£200m expense base) Business Partnering support to UKIT Directors, Procurement & Property (c£200m expense base)



Lloyds TSB

• Senior Manager Finance, Business Partnering & Cost Management, Corporate & Commercial Banking

  • Jan 2006 - Mar 2008

• Senior Costing Manager, Wholesale Banking Operations

  • May 2000 - Dec 2005

• Finance Assistant Manager (Graduate Training Scheme)

  • Apr 1997 - Apr 2000

  Assistant Manager roles - 12 months Property Management Finance (investment decisions on Lloyds and TSB merger, facilities management budgeting support); 12 months Commercial Banking Finance (NII / OOI reporting; bonus scheme adequacy modelling); 12 months Shared Service Finance (SAP implementation project; Finance Business Partnering Income & Balance Sheet Management)



Royal Caribbean International

• United States
• Leisure, Travel & Tourism
• 700 & Above Employee

• Purser

  • Sep 1994 - Dec 1994