Financial Planning & Analysis Manager, Financial Planning & Analysis Consultant

* Reported into and worked directly for the Head of Finance
* Engaged on various special projects encompassing corporate transactions to re-optimise the business
* Transitioned a substandard FP&A department during a restructure in the Finance department
* Built a platform to provide basic capabilities of FP&A activities & Business Partnering
* Built a strong presence of FP&A across functions to reignite confidence across the organisation
* Redesigned and implemented a new planning tool. A dynamic solution used for planning & forecasting, creating
a platform for Financial Control, Analysis and Reporting
* Redesigned and streamlined the Quarterly reporting requirements using the new planning tool
* Tools implemented provided a foundation to challenge commercial reality in both operational and financial data

* Reported into and worked directly for the UK Head of Expenses & Transformation
* Supported & led the development of transformation options; business case modelling & benefit tracking
* Engaged in an external expense benchmarking exercise to understand the landscape & scope of change required
* Assisted the delivery of the 3-year expense budget, embedding expense initiative savings aligned to the planned
business change programme
* Transitioned an inefficient expense control, reporting, budgeting and forecast processes to deliver transparent
controls and analytics aimed to challenge underlying performance and drive informed decisions
* Redesigned and implemented a new expense allocation model, a dynamic, flexible solution delivering bottom
line value providing valuable insight to optimise underwriting pricing decisions




* Transitioned into Central FP&A to build and enhance all FP&A and Business Partnering activities, unlocking
opportunities to understand underlying performance in a highly complex MI environment
* Delivered a forecast extension to the planning tools that model sophisticated scenarios allowing sensitivity
analysis to understand drivers of underlying performance
* Built a suite of analysis tools to drill down into the granular detail of underwriting performance
* Worked in partnership with cross-functional teams to identify operational data and technologies that support
Business Partners to provide financial advice to key stakeholders to improve performance

Projects Accountant
Financial Planning & Analysis Analyst

* Reported into and worked directly for the CFO (prior to departure) and then the Head of FP&A
* Delivered the Group and Syndicate Board Packs explaining the results and variances to plan
* Delivered the Group and Syndicate Annual Planning, Quarterly Re-forecasts and reports on a regular basis to
meet the needs of internal customers and stakeholders
* Built a new Planning Budgeting & Forecasting tool using TM1 to streamline forecasts & planning in a multicurrency,
multi-platform (Lloyd's, Non Lloyd's carriers & Swiss/Bermuda Reinsurance entities) environment
* Built the ability to model scenarios and flex underwriting assumptions to understand the impact on profitability
* Preparation and production of various parts of the Syndicate Business Forecast and Lloyd's Returns
* Partnered with the Head of Business Partnering by delivering Business Review packs explaining underwriting
performance; variances to plan and forecasts
* Built dashboards and executive MI systems to drill down into the granular detail of underwriting performance
* Built, monitored, and maintained complex financial models and provided reportable information as necessary
using VBA and advanced modelling techniques
* Supported Executive Management via a variety of projects and initiatives, including internal reviews,
underwriting development initiatives and corporate transactions
* Interpreted financial information to determine implications and provide strategic recommendations
* Peer Group Analysis - quarterly monitoring and reporting other Lloyd's insurers in the marketplace
* Participated on the Financial Transformation Project to design, test and build financial systems and processes to
increase accuracy and the speed of delivery of MI throughout Syndicate and Group Finance via TM1

* Worked directly for the Partners by recommendation of the Managing Partner
* Delivered new financial and operational infrastructure to value current and forecast Venture Capital Trust
(VCT) net asset values (NAV) using VBA and advanced Excel models
* Delivered the ability for the Partners to model sophisticated scenarios for any business to understand the
underlying impacts on the VCT
* Implemented policies and procedures to ensure smooth information flow to produce accurate VCT NAVs
* Established a reporting system to allow for regular updates of the NAV database and analysis
* Produced capabilities for cashflow/NPV analysis, data manipulation with complimentary charts and graphs

* Worked directly for the CFO and the CEO
* Prepared Quarterly Group Board Reports and presentations for Actuals, Peer Group and Business Unit Review
* Participated on the due diligence project regarding the acquisition of Omega Insurance Holding
* Responsible for ensuring the analysis and provision of timely and accurate financial data to the CFO
* Reviewed processes and implemented improvements of current reporting methodologies to ensure efficiency
and consistency using complex spread sheet formulas and VBA coding
* Supported the annual planning and quarterly reforecasting process
* Adhoc project work relating to Rating Agencies and requests by the CFO




Placement during Lancaster University - Ernst and Young Degree

Ernst and Young - Financial Services - Audit Placement

* Performed audits for major banking clients and understand the mechanics of banking and capital markets
* Performed audit work around planning, walkthroughs, controls testing, substantive audit procedures and