Curriculum Vitae
Finance and BI Analyst based in London
Skills
- Positive and strong service orientated outlook.
- Strong planning and organisation skills, with the ability to work flexibly and prioritise own and others’ workloads.
- Ability to communicate effectively and collaborate with management, colleagues, staff and suppliers.
- Experience in visualising business data using reporting tools including Tableau and MicroStrategy.
- Knowledge of various coding languages including SQL, HTML, CSS and JavaScript.
Work Experience
Finance and Business Intelligence Analyst
April 2020 to Current - The Medical Defence Union
Transferred internally to the Analytics team, currently under the IT directorate. This role was created to combine my current business and financial knowledge of the company and bring these skills into the Analytics team to review and improve the capture and use of additional financial data. My responsibilities include:
- Reviewing, improving and ensuring the ongoing provision of key business intelligence reporting and insights to the business to assist in decision making;
- Business Partnering with other departments within the MDU to provide support, improvements, knowledge and automation of their reporting needs. This included requirement gathering and the translation of these business requirements into technical reporting requirements for our development team to implement. My departments included Finance, Actuarial, Operations, Underwriting and Risk,
- Supporting the review and improvement of Key Performance Indicators (KPIs) used by Executive and Senior Management;
- I assisted as the internal Project Manager in my team to ensure the successful delivery of Analytics driven projects. Two of these projects included the successful migration from and decommission of an unsupported reporting database server to the current Data Warehouse and the roll-out of Automated Claims Board Reporting;
- I was brought onto a Process Efficiency project team within the Commercial Directorate to introduce Lean methodologies to improve efficiency and cost savings and drive revenue. On the project, I was responsible for the calculations of the process efficiency scoring, projected savings and pay-back;
- I am involved in several business projects to assist with the data and reporting requirements to be considered as part of the delivery of the project. I am required to translate these business requirements to the Development team and work with our Product Developers to best deliver these requirements.
Finance Operations Team Leader
January 2018 to March 2020 - The Medical Defence Union
Promoted to oversee the Finance Operations Team that consisted of five people covering three different roles. My responsibilities included:
- Control of the purchase, sales and general ledgers of three companies and ensuring entries are accounted for in the correct period and a full audit trail is maintained;
- Review of fixed asset expenditure and maintenance of the fixed asset register;
- Ensure that all reconciliations are regularly reviewed and updated to reflect changes in business operations;
- Working with the Finance Manager to ensure that the monthly reporting cycle deadlines are met;
- Ownership and review of controls on the department’s risk register pertaining to the Operations team’s work;
- Preparation of all project financial reports for the various Project Boards, Projects Committee and Board of Management;
- As project manager for the Sage Enterprise upgrade I oversaw all project activities including preparing the business case, financial appraisal and project plan while adopting the PRINCE2 and Agile methodologies;
- Responsible for maintaining strong relationships with the wider business stakeholders to promote the culture of continuous improvement;
- Development and execution of end-to-end test plans while liaising with the IT Development Team and various Product Owners to ensure the successful release of system improvement;
- Ad hoc financial analysis and reporting, including most recently a suite of reports to highlight areas susceptible to fraud throughout the organisation.
Assistant Accountant
September 2016 to December 2019 - The Medical Defence Union
Recruited to work as part of the Finance Operations team and the UK’s leading medical indemnity providers. My responsibilities included:
- Daily treasury management and bank reconciliations;
- Inter-system reconciliations between legal, membership and accounting databases;
- End-to-end testing of financial processes and controls for improvements to various IT packages within the company;
- Supporting ongoing systems development and improvement;
- Account for and reconcile company expenses and administration of the company credit card account;
- Balance sheet reconciliations, including prepayments, season tickets loans and private health;
- Fixed asset capitalisation, reconciliation and reporting;
- Facilitation of the weekly payment run and open items monitoring to ensure timely payment of suppliers;
- Maintenance of excellent records to facilitate external and internal audits.
Finance Manager
August 2013 to June 2016 - The Student Sponshorship Programme
Originally recruited to manage the finances for the corporate Bursary Management Programme. This involved developing the procedures and processing systems around the administration and finance function of the department. After the successful implementation of bursary department, I was promoted to financial manager. My responsibilities included:
- Maintaining the integrity of the general ledger and accounting systems;
- Preparation of the monthly management accounts pack.
- Daily cash monitoring and treasury functions, multiple bank reconciliation and petty cash management.
- Preparing the audit files and liaising with the auditors;
- Quarterly presentation to the Board of Trustees on financial performance;
- Preparation of the annual budget and variance reporting;
- Ensuring compliance with the various regulatory bodies;
- Monthly payroll preparation and administration;
- Chair of the Finance Committee and a member the Investment Committee;
- Training and management of three employees.
Finance Manager
August 2013 to June 2016 - The Student Sponshorship Programme
I was employed as the accountant for an American based NPO. I was responsible for the following:
- Petty cash management and reconciliation;
- Cash flow management for multicurrency bank accounts;
- Preparing creditor and supplier accounts and payment;
- Facilitation of the annual audit and the preparation of the annual financial statements;
- Monthly payroll administration;
- Preparation of donor reports
Education
- ACMA CGMA Professional Qualification (2019) CIMA - Correspondence All first-time pass
- Post Graduate Diploma in Taxation (2011) Rhodes University, Grahamstown, South Africa Upper second-class pass – 2.1 equivalent
- Bachelor of Commerce Degree (2010) Rhodes University, Grahamstown, South Africa Upper second-class pass – 2.1 equivalent
- IEB Matriculation Certificate (2007) St Mary’s School Waverley, Johannesburg, South Africa Passed with Distinction
Certifications
Click on certificates to see credentials
