Consultant - finance operation restructure

Resideo/RGP

Industry & Mechanical Engineering

1000-5000 team member

Resideo/RGP
* Gain an understanding of the current EMEA finance operational structure, design a
transformation to a plausible future state design.
* The objective was to improve the quality of the reporting, reduce headcount and improve
quality and controls.
* To explore the options of deploying headcount reducing software and IFRS to EMEA.

Project Manager

Poundland

Goods & Retail

>10.000 team member

Poundland
* Poundland were undertaking the implementation of a group consolidation tool (Oracle FCCS) and
a budgeting/forecast tool (Oracle EPBCS).
* Managing 6 consultants to deliver two workstreams of the project towards completion.
* Reporting the projects risks, issues and project status to the executive committee.
* Liaising with the PMO.
* Preparing the project for training, go-live and transfer to the business and the external
support partners.

Consultant - Group financial reporting

Walgreens Boots Alliance

Goods & Retail

>10.000 team member

Walgreens Boots Alliance
* Global Finance Transformation project to implement a new corporate consolidation system
(Cognos Controller), management reporting, budgeting, planning, forecasting and scenario testing
system. (EPM)
* A key role in the team that designed a significantly reduced group chart of accounts. (80%
reduction in the number of accounts).
* Rationalisation of legal entities within the company structure.
* Provide options for the integration of new accounting standards into the accounting and
reporting systems, an ensure that they backward compatible with existing data.
* Act as SME for the detailed remapping, migration and reconciliation of historical data (1200
companies).
* Coordinate the data reconciliation processes between the old and new systems.
* Coordinating with the offshore development and testing teams.
* Provide post-production support for any complex issues that arose.
* Write the system and administration manuals for Group Systems staff.
* Design the month end close process.
* Implementing work flow and documentation for the newly created senior management dashboard
reports.

Key achievements
* Significantly improving and simplifying the Chart of Accounts.
* 20% reduction in the number of entities and sub-consolidations.
* 90% reduction in the time taken to consolidate a period.
* Large reduction in intercompany reconciliation process.

Consultant - group financial reporting system design

ISBAN UK (Santander Group)

Banking & Financial Services

>10.000 team member

* Agile Finance Transformation project to implement Big Data Financial reporting (Hadoop) for
Santander's Group UK reporting.
* Use advanced analytical skills and experience to Identify the many complex financial reporting
systems (80+) feeding the central general ledgers/ reporting systems.
* Design a Financial data model for use in Big Data from a Financial Reporting perspective.

Consultant - Group Financial Reporting system rationalisation

Norgine Pharmaceuticals

Pharmaceuticals & Medical Technology

500-1000 team member

* Improving accounting and group reporting systems and providing end-user training to Financial
Controllers using Cognos Controller and J D Edwards.
* Providing strong leadership and direction across a team of external consultants and liaising
between user and the IT department as the main point of contact.
* Bringing accounting expertise to the systems improvement process, resolving historical
inefficiencies by rebuilding the Group Reporting system.
* Implementing workflow and controlled standardised financial reports.
* Managing the full lifecycle of system projects, including leading requirements gathering
workshops, conducting cost-benefit analysis of options, planning projects, writing status reports
and testing.
Key achievements
* Improving the speed of the Group Consolidation month-end closing process.
* Implementing new checks and control processes.

Chartered Accountant - carveout

ENRC Plc

Other

>10.000 team member

* Gathering project requirements of the "as-is" and designing the "to-be" specifications.
* Recreating historical consolidated financial statements for an acquired public company and its
subsidiaries from incomplete records.
* Implementing an accounting system to capture the historical and future data to meet London Stock
Exchange listing requirements, for a proposed carve-out.
* Implementing standardised reporting (IFRS).
Key achievements
* Successfully recreating consolidated group accounts for acquired companies.

Consultant - Group Consolidation and Budgeting

Tamoil Group

Industry & Mechanical Engineering

>10.000 team member

* Implementing a new group consolidation reporting system, including collating requirements,
running user workshops, analysing reporting requirements, conducting fit-gap analysis and
preparing cost-benefit analysis
* Incorporating checks and controls into the reporting process to deliver error-free monthly
financial and non-financial information.
Key achievements
* Complete process redesign.
* Redesigning the month-end and year-end processes.
* Defining meaningful management reports based on data previously unavailable for reporting
purposes.

Consultant - Group Consolidations

Private company

Other

500-1000 team member

* Implementing Cognos Controller for a client's group of private companies, taking the old
accounting system apart and replacing it with a more efficient and effective group consolidation
system.
* Complete process redesign.
* Writing the as-is and to-be analysis and recommending best practice.
* Writing procedures, an instruction manual, data entry forms and the Group financial reporting
pack.
* Designing a global chart of accounts and Group company consolidation structures for 1,200
subsidiaries and joint ventures.
Key achievements
* Faster and more accurate month end close process.

Finance Manager

Bank for International Settlements

Banking & Financial Services

500-1000 team member

* Training a newly hired finance team, covering accounting for the bank and its financial products
and also the use of PeopleSoft, Findur and Business Objects.
* Writing standard operating procedures and process flows.
* Representing the Finance department during the development of new banking products, and writing
accounting rules for new products.
* Overseeing development and maintenance of the PeopleSoft General Ledger.
* Liaison with the auditors for the yearend.
Key achievements
* Adding new systems-based exception reports and implementing additional controls to facilitate
reconciliation of the bank's dealing system and accounting system.
* Developing a long-term data warehousing solution for the general ledger.

Consultant - System selection and Implementation

Resolution Plc

Insurance

1000-5000 team member

* Implementing a group consolidation tool (Cognos Controller), including gathering and prioritising
requirements, a gap analysis, creating interface mapping to automate data load and writing
procedures and validation checks
Key achievements
* Consolidating over 100 companies to produce the annual financial statements for a FTSE 100
company.
* Deploying automated functionality to replace manual working papers and reports.

PeopleSoft Consultant

Corning Inc.

Other

>10.000 team member

* Key role in setting up the Shanghai shared services centre.
* GL Functional Lead for a PeopleSoft implementation, including collating regional statutory
requirements for a global roll-out.
* Analysing the gap between corporate and local requirements, an providing workable solutions
without impacting the global system.
* Writing a month-end procedure manual to support closure of accounts payable, accounts receivable
and the general ledger.
* Implementing strict workflows.
* Driving compliance with SOX, US GAAP and Group intercompany transfer pricing models.
Key achievements
* Reducing typical finance team headcounts by 85%, via the use of the Shanghai shared service
centre.

Senior Accountant

Bank for International Settlements

Banking & Financial Services

500-1000 team member

* Preparing and later overseeing reporting of daily, monthly and annual profit and loss accounts
and balance sheet positions.
* Managing the production of the banks annual financial statements and liaising with the auditors.
* Using fast-close and ultra-fast-close techniques for month-end and year-end accounts
* Preparing Basel I capital ratios, liquidity reports and annual financial statements for audit and
publication
* Implementing workflows, status dashboards and standard reconciliations and reports.
* Implementing standardised centrally controlled/regulated reporting.
Key achievements
* Completing a major review of bank financial reporting systems and reviewing sales transfer
pricing between portfolios
* Managing a PeopleSoft upgrade, including acting as Team Leader for reconciliation of data and
specifying customisations.
* Improving the speed and accuracy of daily reporting by writing automated exceptional and control
reports
* Rebuilding the bank's accounting in line with modern accounting standards and best practices

Chartered Accountant

Schroder Investment Management

Banking & Financial Services

500-1000 team member

Chartered Accountant - Public Practice

Clarke Craw & Partners

Auditing, Taxes & Law

10-50 team member

Project Manager, Consultant, Chartered Accountant, Financial Controller, Finance Transformation

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Languages

Project history

Consultant - finance operation restructure

Project Manager

Consultant - Group financial reporting

Consultant - group financial reporting system design

Consultant - Group Financial Reporting system rationalisation

Chartered Accountant - carveout

Consultant - Group Consolidation and Budgeting

Consultant - Group Consolidations

Finance Manager

Consultant - System selection and Implementation

PeopleSoft Consultant

Senior Accountant

Chartered Accountant

Chartered Accountant - Public Practice

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