CIMA qualified professional with over ten years’
experience in a wide range of Business Partnering
and Management Accounting roles. Approachable
and reliable, with strong analytical,
communication and interpersonal skills.
Education 1999-2002, Oxford University
MA (Oxon) Modern History and Politics, 2:1
3 A grades at A Level
Professional Qualification CIMA
Qualified February 2006
Professional exams completed November
First-time passes in all exams
Skills & Competencies
Business Partnering, Financial Analysis & Commentary, Presentational Skills
Accomplished in Budgeting, Forecasting, Modelling, Investment Appraisal,
Experienced in Financial Consolidation, Internal Audit, External
IT Skills: Advanced MS Excel, MS Office, SAP, Business Warehouse, Business
Objects, IBM Cognos/TM1, ThinkCell, Hyperion Essbase
An experienced Financial Business Partner with a proven record of working
collaboratively and effectively with a wide range of teams.
Worked in partnership with business and operational managers to gain
internal approval for a range of capital investments from £1m to £22m.
Supported and advised business managers in the successful tender for major
commercial contracts for up to £6m revenue p.a.
Project managed the set up of a brand new trading entity within existing SAP
Developed and automated a suite of management reports to provide
appropriate levels of reporting information to all levels of the Healthcare
Acted as sole finance point of contact for the Healthcare Management Team,
overseeing a business with a turnover of £125m p.a, including explaining and
interpreting various complicated financial KPIs in business terms.
November 2012 – October 2016 Finance Manager, Healthcare
Worked with the business to support a number of key tenders to the NHS for
a variety of products and services for values of up to £6m p.a, providing
financial and risk management advice.
Set up a new legal entity within exiting SAP systems to ensure the avoidance
of c. £1m VAT costs p.a.
Automated and rationalised monthly reporting tasks, saving two working
days per month.
Worked in collaboration with Six Sigma Black Belt to embed Integrated
Business Planning processes into the Healthcare Management culture.
Sole point of contact for financial management information, including
monthly reporting, forecasting, budgeting, capital expenditure and business
June 2009 – October 2012 Finance Manager, Sales
Worked with commercial and engineering personnel to develop business
cases for major capital investments in order to win new business and
optimise the supply chain, with investment values up to £22m.
Supported applications for grant funding from various Government bodies,
such as the RGF and BIS, with values in excess of £1.5m.
Supported the Business Manager for Hydrogen and Renewable Energy, and
represented BOC Finance externally, as part of consortia on various clean
energy projects, including Hydrogen Fuel buses in Aberdeen.
Created, produced and enhanced the consolidated Merchant & Packaged
Gases P&L reporting, creating a consolidated picture of various different
business streams, understood by both Group Reporting and local
Production of monthly revenue forecasts for Integrated Business Planning.
Worked closely with Product and Business Managers to understand and
challenge where appropriate.
Provided financial support to the Product & Service Review project tracking
process, creating financial business models and challenging business
assumptions. Tracked and analysed performance post-launch.
Through management of a Financial Analyst, provided the Sureserve and
Special Gases businesses with regular reports and ad hoc business analysis.
July 2008 – May 2009 Finance Manager, Distribution
Produced monthly management reports for transport and developed cost
saving and efficiency tracking mechanisms.
Co-ordinated and analysed the annual budget for transport.
Involved in Sales & Operations Planning, developing reporting models to
enable the Operations & Distribution management team to track
performance against margin.
Provided financial support to the due diligence process for selecting third
party trunking suppliers.
Analysed financial options for leasing vehicles to minimise capex.
February 2007 – June 2008 Senior Financial Analyst, Distribution
Completed monthly management accounts for the Customer Engineering
Services division, presenting their financial performance at monthly
management meetings and providing ad hoc financial support, including
support in tracking synergy savings.
Led the budget process for Customer Engineering Services and provided
support for additional operations and distribution budgeting.
Produced monthly management reports for transport and developed a
consolidated transport report to be used across the business.
June 2005 – January 2007 Financial Planning Analyst
The BOC Group plc
Collated and analysed the Group plan down to regional business level,
including the creation of new reports to provide more meaningful data to the
Executive Management Board.
Prepared of financial information for used by the Group FD at quarterly
announcements to external investors.
Dealt personally with international finance personnel to ensure the
completeness and accuracy of information from across the Globe.
Managed the Hyperion database to consolidate business submissions and
provide accurate information.
Member of the project team to implement a number of reporting standards,
including IFRIC 4 Embedded Lease reporting & IAS36, Impairment of Assets
across the Group, providing guidance to the businesses and consolidating
returns from them.
Prepared quarterly financial information used to calculate variable
September 2002 – May 2005 Financial Management Trainee
The BOC Group plc
A member of the financial management training programme, gaining a wide variety
of experience in different roles across the group in preparation for senior
management positions. These roles comprised:
January 2005 – June 2005, Depot Accountant. The only finance personnel on
site for the Group’s distribution business, Gist. Responsible for the day-to-
day management accounting functions of the Hemel Hempstead depot, with
a monthly turnover of £2m. This included the production of month end
financial and management accounts and an annual depot budget
June 2004 – January 2005, Business Assurance Auditor. Working as part of
an internal audit team of three, reporting to the Europe Audit Manager and
covering all of the European businesses. Also responsible for producing
Sarbanes-Oxley compliant documentation guidance and Pensions Auditing
December 2003 – June 2004, Supply Management Analyst. The role
involved providing analysis of supply management performance and the
selection and appraisal of key suppliers to the Group Strategic Sourcing
September 2002 – December 2003, Corporate Reporting Analyst.
Responsible for entering the day-to-day transactions of corporate financing
companies, often comprising international transactions of several hundred
millions. Produced a variety of monthly reports and the Group interest and
foreign exchange budgets. Also responsible for the preparation of the year-
end statutory reports for a number of corporate companies.