About Candidate


  • CIMA Diploma in Management Accounting
  • AAT Qualified
  • A Level in Accounting / 2 AS Levels in Economics and Business Studies
  • 9 GCSEs including Mathematics and English

Systems Experience

  • Oracle Hyperion Planning
  • IBM Planning & Analytics – PAW
  • Qlik Sense
  • Power BI
  • SQL
  • Sage
  • Business Objects
  • VBA
  • Excel / Word  / Outlook / PowerPoint


Highly professional and intelligent candidate with an excellent range of experience – initially in Accounting – which has developed into Systems Implementation / Management / Improvements.

Exceptional technical knowledge coupled with original work experience and works towards continuous improvement and change for the better.

Capable of working with a full range of stakeholders.

Career Summary

Current Employer -Financial Institution

Position – Contractor

Dates – January 2024 – present

  • Sentinel Asset Management system to Sage reconciliations
  • Excel automation and improvement of the underwriting pack

Reason for Leaving: Wants to be employed in a challenging and permanent role

Previous Employer – Food Manufacturer

Position – Various

Dates – 2018 – December 2023

Position – Head of Category

Dates – 2021 – December 2023

  • Reported to the Commercial Director and supervised three staff
  • Lead BI development and maintenance of software tool including front-end dashboards and back-end ETL process from multiple sources
  • Analysed and interpreted UK and US market data generating actionable insight to improve business performance and drive sales
  • Contracted management of 3rd party suppliers of data, ensuring value for money
  • Created strategies and plans that responded to the category opportunities and gaps influencing the Commercial and NPD teams
  • Production of brand, category, and competitor reports
  • US and UK Retailer customer meetings advising on category best practice
  • Involvement in the transactional sale of the business in 2022

Reason for Leaving: Company buyout

Position – Finance Analyst

Dates – 2018 – 2021

  • Reported to the Finance Director
  • Project Management of IBM Planning and Analytics system implementation for case forecasting, demand planning, financial modelling, and nominal reporting with system partner MHR International
  • Ownership of the multi-currency financial model in IBM Planning & Analytics Workspace(PAW)
  • System config for new users and security changes in PAW and Architect
  • System maintenance of rules using Turbo integrator
  • Production of management information based on internal data
  • Management of UK and US budgeting and sales forecasting based on case sales out to customers and EPOS sales to end consumers
  • Built, developed, and ownership of monthly Management Accounts pack
  • Built and developed UK commercial costing tool
  • New Product Development (NPD) costings and profitability analysis
  • Project Management of redesign of IBM Planning and Analytics following the implementation of a new ERP system. Including sourcing and troubleshooting the new data feeds via SQL with system Partners Anthesis and MHR

Previous Employer – Insurance

Position – FSR Planning and MI Analyst (FSR Project Team)

Dates – 2016 – 2018

  • Designed, tested, and implementation of the new Oracle Hyperion planning system for workforce planning and overheads modules
  • Data migration and reconciliation from Fusion to Hyperion Planning
  • Creation of UAT scripts
  • Managed changes with 3rd parties KPMG and Cognizant through development, testing, pre-preproduction, and production
  • Designed, built, and developed board-level MI reports
  • Automation of Excel business processes using VBA and advanced formulae

Previous Employer – Business Process Outsourcing Company

Position – Commercial Controller

Dates – 2011 – 2015

  • Financial Modelling – Built detailed financial models for bid submissions and partnership opportunities including full payroll, overheads, and profit
  • Process Improvement – Nationwide value adding systematic review of Finance processes improving and automating
  • MI Report Building – Creating a variety of user friendly bespoke reports pulling information from multiple sources with the use of complex formulae and VBA coding
  • Projects – Working on ad hoc projects across the business for the three areas of the project team Commercial, Property and Health and Safety

Previous Employer – Insurance

Position – Senior Expense Accountant

Dates – 2007 – 2011

  • Annual Budgeting and Quarterly Reforecast – responsibility for the rolling out of the annual budgeting process
  • Building up the cost base with a zero based approach challenging the budget holder
  • Management Information packs – Development and production of timely and reliable reports on a monthly basis
  • Cost Centre management – monitoring business performance and investigating variances against budgets and providing analysis of significant differences
  • Balance Sheet Reconciliations / Intercompany / Fixed Assets
  • Monthly STIP provision accrual

Previous Employer – Advertising

Position – Assistant Accountant

Dates – 2005 – 2007

  • Bank reconciliations /Fixed Asset Register /Intercompany reconciliations /
  • Staff time and profitability reporting from time recording system TEMPO