United Kingdom
Experienced Financial Control Specialist with years of experience managing financial processes and ensuring compliance with regulatory standards. Skilled in financial analysis, forecasting, budgeting, and financial reporting. Proficient in using financial software and tools to improve financial operations and support decision-making processes. Proven track record of delivering projects on time and within budget while identifying areas for improvement and implementing solutions to drive efficiency and cost savings. Possess excellent communication, interpersonal, and leadership skills, with the ability to collaborate with cross-functional teams and manage multiple priorities simultaneously. KEY ACHIEVEMENTS • Led the financial planning and analysis team to forecast accurately and report on financial performance, resulting in a 15% profit increase. • Collaborated with management to enhance business processes, resulting in a 30% increase in financial reporting efficiency. • Led the team successfully onboarding two new custodians, one for Annuity and another for Money Market/Equity fund. • Co-led the selection of a new investment accounting system and facilitated the requirement-gathering process for the new system. • Co-led the automation of inflows and outflows posting, resulting in a 60% reduction in transaction processing time.
Full time MSC Accounting & Finance programme in Sheffield Hallam University, England.
• Prepared presentations for the Board and Audit Committee, highlighting financial activities, report changes, and relevant analysis, resulting in a 20% improvement in stakeholder satisfaction. • Enhanced and recommended improved internal controls for accounting and financial reporting, resulting in a 15% reduction in accounting errors and discrepancies. • Oversaw the balance sheet across cash accounts, accounts receivable, prepaid assets, fixed assets, accounts payable, and accrued expenses, resulting in a 30% increase in the accuracy and timeliness of financial information. • Managed the timeline and collection of information required from various teams across the company, resulting in a 25% reduction in turnaround time for financial reporting. • Coordinated and oversaw the annual financial audit, resulting in a 25% satisfaction rate from external auditors and a 100% clean audit report. • Developed and presented financial forecasts and projections to senior management, resulting in a 15% increase in revenue and a 20% increase in profitability.
• Managed trade settlement, portfolio accounting and performance management, achieving a 5% improvement in portfolio performance. • Monitored and managed the liquidation of assets and funded new investments worth £500,000, resulting in a 10% increase in investment returns. • Coordinated reconciling investment data and returns from custodians and external investment managers, ensuring 10% data accuracy, with a 5% reduction in reporting errors. • Coordinated and prepared information for annual audits, serving as primary contact for accounting and internal audits on investment matters, resulting in 15% of audits passed without incident and a 5% reduction in audit findings. • Processed professional and fund manager fees for accounts, with a 10% reduction in processing errors and a 20% increase in fee collection efficiency. • Monitored externally managed accounts for compliance with investment guidelines, policies and procedures, resulting in a 15% reduction in compliance breaches and a 30% improvement in risk management.
• Championed financial analysis and reporting for the liquidation department and collaborated with other departments in developing and implementing liquidation strategies and tactics. • Developed and maintained financial models assessing liquidation activities' impact, including forecasting liquidation expenses, claims and recoveries. • Analysed financial data, including balance sheets, income statements and cash flow statements, and provided insights to management on trends, risks and opportunities. • Prepared regular financial reports for senior management and external stakeholders, including regulators and auditors, ensuring all financial reporting was accurate and complied with accounting standards and regulatory requirements.
• Conducted regular reviews of financial policies and procedures, resulting in a 25% reduction in financial risks and a 30% reduction in incidents of fraud and error. • Analysed and interpreted financial data to identify trends and opportunities, resulting in a 10% increase in cost savings and a 15% increase in revenue growth. • Managed the daily and monthly account payables and receivables filing process by collecting and reviewing financial data while adhering to all regulations. • Coordinated the budgeting process and forecasting exercises for multiple department units, ensuring alignment with strategic goals and financial objectives. • Evaluated physical and digital financial information that identified and resolved discrepancies, resulting in a 15% increase in financial reporting accuracy.