Greater Reading Area
Finance Leader (ACMA CGMA) with 10+ years’ experience driving strategic decision-making across Product, R&D, and commercial functions within global technology organisations. Commercially minded and comfortable operating in fast-paced, high-growth environments, with strong expertise in forecasting, long-range planning, and performance optimisation. Proven track record of partnering with Product and Engineering teams to shape investment decisions through robust business cases, ROI analysis, and data-driven insight. Skilled in translating complex financials into clear, actionable recommendations for senior stakeholders.
• Lead financial planning and performance management across multiple UK operations • Own budgeting, forecasting, and long-range planning processes • Develop investment cases, pricing strategies, and ROI analysis for new business opportunities • Partner with operational leaders to identify key value drivers and improve performance • Deliver financial insights and recommendations to senior stakeholders • Lead and develop a team of finance professionals
• Finance lead for a ~$200m product-focused business unit, partnering with Product and commercial leadership • Led forecasting, budgeting, and strategic planning processes • Developed business cases and ROI analysis for product and R&D investments • Built financial models linking product performance and revenue drivers • Delivered clear financial narratives to senior stakeholders • Supported M&A and strategic initiatives
Outline Finance business partner for general and administrative corporate functions (Finance, HR, Legal), in addition to R&D controlling activities. Direct reporting line to the Finance Director for R&D & Strategic Planning. Key Responsibilities • Finance business partner supporting Finance, HR & Legal responsible for operational excellence, performance improvements and decision-making support. • R&D controlling support, specifically business investment case management, corporate overview of R&D spends and engineering hourly rate management • Supporting senior management on ad-hoc strategic projects to support the corporate aims and shareholder expectations such as M&A budget tracking and competitor analysis. • Financial modelling for Dialog’s quarterly forecasting process from the initial operational expenditure to the final income statement, statement of financial position and cash flow. Key Achievements/Projects • Presented quarterly to Dialog’s UK board of Directors on the UK specific company financials. • Built relationships with key stakeholders across finance, HR, Legal to help drive each organisation to achieve their targets which resulted in an operational expenditure saving of around 10%. • Creation of regular management reporting for all Corporate G&A activities to aid executive team decision making to achieve strategic aims and support M&A activity.
Outline Responsible for the R&D controlling activities whilst maintaining support for group financial reporting and BPC system’s management. Direct reporting line to the Finance Director for R&D & Strategic Planning. Key Responsibilities • Manage R&D controlling activities regarding operational expenditure, capitalisation calculations, allocation of project costs presentation of R&D spend and ad-hoc analysis. This included full ownership of the engineering yearly budgeting process and calculation of engineering hourly rates. • Support business case requests for R&D investment which entailed reviewing of submitted business cases and comparing to management expectations, analysis profitable projects compared to resources and yearly budgets and general support and development of the business case submission file template. Key Achievements/Projects • Development of Dialog’s business case template to control project investment decisions. • Support on M&A activity specifically relating to recharge of continual project development. • Creation of advanced financial modelling to run forecast scenarios from base operational expenditure through to various Business Unit P&L’s. • Overhaul of engineering hourly rate logic resulting in greater accuracy of calculations on ~$14m Capitalisation.
Outline Reporting to the Finance Director for R&D & Strategic Planning, supported the preparation of group financial outlook, Administrator and super-user for Dialog’s SAP BPC (planning) tool, preparation of Dialog’s group financial analysis. Key Responsibilities: - SAP BPC Tool, Administer Dialog’s SAP BPC Planning environment, maintain financial outlooks in BPC, ensure data integrity of system, act as super user for BPC within Dialog - Support preparation of Dialog’s financial outlook, liaised with BU Controllers relating to P&L monthly/quarterly and annual forecasts, preparation of Group forecast for P&L, Balance Sheet and Cashflow analysis of performance of prior year, budget, forecast, actual, Support for Dialog MRP process, Delivery of various financial statement reporting requirements
The role of GBS UK Resource Coordinator entailed being on point to assist the GBS Resource Manager for the UK with a broad range of dispatching activities, focusing on UK business primarily but providing EMEA wide virtual support for the team as required. This entails being able to effectively manage, coordinate and facilitate multiple Onsite requests from the UK, and manage these through from the point of request submission through to Completion. Part of UK and EMEA Onsite requests are related to Critical Situation Management incidents, therefore they are needed to be handled quickly and efficiently. Management of an Onsite request includes report tracking, collecting and archiving of onsite data. This area also requires providing frontline support for the GBS/PFE tools and reports, explaining issues, resolving problems and/or escalating if necessary. I act as a customer advocate to ensure that problems are resolved in a manner that meets the customer’s business needs (both internal and external customers). This role requires me to be able to identify and implement process improvements for delivering accurate and complete support to our customers. Facilitating/Coordination of an Onsite Request requires me to be responsible for facilitating discussions with various Account Managers, Team Managers, Premier Support Managers and others involved in an Onsite request. Parts of the role are managed remotely being part of a virtual team so maintaining contact and communication is key as well as being self-motivated. - Maintain adequate notes for each request handled to keep remainder of team abreast of the status and any pending issues. - Submit weekly and monthly status reports. - Attend Operations team meetings to give updates and/or recommendations on any issues where new process and procedures should be considered. - Develop SME knowledge on UK Premier Field engineering team.