Stourbridge, England, United Kingdom
A technically sound professional qualified accountant with a Master’s degree, PRINCE2 and MSP. Personally credible with breadth of Private and Public sector experience which has equipped me to offer wide ranging, bigger picture and holistic experience and perspective. I deliver high quality strategic products (Budget, Annual Plan, Spending Review, Business Plan, Projects) to create long-term financial sustainability and affordability of organisational objectives and priorities. My project delivery responsibilities range from finance lead, owner, advisor, SRO on a portfolio of strategic projects. My contributions to the development of future strategic plans and options have been valued and credited by Board as a creative strategic thinker with an ability to think “out of the box”. I have developed a risk and uncertainty mind-set having successfully delivered on high value, high impact contracts & complex multi-income and funding dependent functionalities which operate in volatile demand driven environments. I am experienced in working with ambiguity, uncertainty, change & transformation, providing support, advice and developing future options. Adept and praised for communicating Corporate values and objectives to a wide audience, utilising various communication channels to reach individuals, deliver presentations strategic business plan, budget and forecasts, and their links to achieve organisational priorities. MY CAREER ACHIEVEMENTS INCLUDE: • Built geographically diverse high performing teams from grounds up, developed & lead them to deliver for organisation and achieve career goals and promotions. • Lead the development, production, internal/external Communications of Strategic Business Plans, linking & developing future key business measures & performance targets to strategy & change. • Developed and implemented robust automated budgeting process reducing time & resourcing which successfully secures funding and achieves strategic intent to time, cost and performance parameters. • Lead on the development of VfM/Efficiency/productivity tools, Unit Costs & product life cycle. • In-depth experience of financial appraisals of >100 entities ranging from start ups and small enterprises to large listed Groups in various sectors, creating economic growth and employment. • My tailored communications and presentations have established me as a trusted advisor and a regular presenter at various boards and conferences for both senior and all staff audiences. • Winner of awards for my strong delivery, leadership, communication and influencing skills.
Lead and manage the Financial Analyst, support the Head of FP&A, and collaborate with the Project Management team to lead on the financial management of the Commission’s Corporate Plan projects. Responsible for overseeing financial planning, budgeting, and reporting for the Commission ‘s projects.
Deliver short-medium term financial plans and facilitate project & portfolio delivery framework to ensure organisational strategic objectives, project delivery and finance align. Budget • Creation & standing up of a substantially improved cross directorate budget process, data collection, reporting and comms. • Creating multiyear scenarios, options, visuals, board papers and analysis to aid strategic decision making. • Improve cross-functional working between FBP & Business Planning team to deliver better & move forward. Projects – Standing up portfolio delivery framework: Working across the organisation to embed the new processes for portfolio management, how we report and monitor this work to support project leads and teams. Work includes creating & updating templates, training, stocktake of all projects and programmes and creating board reports and insight. • Integral in creating portfolio & project delivery and governance complimented by supporting maturity and knowhow within the community of practice. • Setup & implement portfolio management accounting across the organisation. Create and monitor multi-year project resource & cost data plans to maximise project & operational delivery within the affordability envelopes, highlight risks & conflicts to mitigate and resolve. • Created over 40 project resource and cost models - multiyear profiled, tracking to project life cycle with informative visuals & MI to facilitate effective decision making. • Produced and delivered training sessions, workshops, and lunch & learn on a range of project related tools/skills/competencies (Highlight reports, dashboards, lifecycle, sizing, roles & res, governance, risk & benefits) • Integral in creating and implementing an integrated business delivery plan and performance for projects that reflect agreed deliverables, resource availability, capability, and commitment.
o Play a pivotal role in shaping and implementing comprehensive change programme to refresh policies, processes, systems and procedures to transform the function into cutting edge finance support within the Multi Academy Trust sector. o Play a key role in moving ATT to the next stage of its evolution to pursue its growth strategy
• Budget, Investment, Monthly Board Reporting, Management Accounts, Financial Accounts, Cashflow, VAT. • Policy Development • Transfer & implementation of incoming schools into the Trust • Finance System review and New Finance System implementation Project
•Lead on the future year elements of the Agency’s financial performance •Lead on financial input to the Agency’s Annual Plan process and provide support and advice on all financial planning matters to the Head of Finance, Director of Finance and other members of the Senior Management Team •Produce mid-term and long-term forecasts, including scenario analysis, risks and opportunities •Develop, maintain and document financial models for use in forecasting and business-critical decision making •Lead on financial planning and reporting of the portfolio of projects; evaluate and provide evidence-based options, recommend and advise to support Board/SMT in effective decision making. Add, protect and drive value through developing robust business cases, evaluating risks and opportunities, achieving budgets and targets. •Develop robust workforce plans with HR and work with other functions to ensure high-quality inputs to key planning elements. •Provide support and advice in relation to the Agency’s operational targets. •Support, challenge, provide insight for the monthly/quarterly performance reviews, advising on operational break-even and efficiency. •Support, share knowledge and upskill across teams and work closely with Finance Business Partners, review/challenge forecasts and budgets; recommend corrective actions and options for future.