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Work Background
GoogleSenior Financial Analyst
Mar. 2023London, England, United Kingdom
MetaGlobal Agency Operations Analyst
Sep. 2021 - Jan. 2023London, England, United Kingdom
Rackspace TechnologySenior Financial Analyst
Jun. 2019 - Sep. 2021London, United KingdomResponsibilities • Primary finance support for the Professional Services and Sales areas of the business. PS is the fastest growing area of the business and the primary focus of growth for Rackspace.
• Responsible for the annual operational budgeting and forecasting process for EMEA, including business/financial modeling, resource allocation, head count planning, variance analysis, monthly financial analysis and performance reviews
• Actively participates in the development process of each budget with senior management
• Responsible for the monthly budget reforecast • Forecasts accurate and timely cash flow projections, sales projections, expense projections, profitability, headcount, department performance and direct expenses
• Providing direct financial support to the business leaders through the provision of quality management information and commercial advice to support high level strategic decision making.
• Supporting, developing and implementing business and operational strategies to drive profitability and efficiencies throughout the business • Providing support for Pricing team for Professional Services RFP bids which included building of financial pricing models
In 2020, under unusual circumstances, I helped successfully throttle the ambitions of the PS org with a dynamic approach towards resourcing to maximise both top-line and bottom-line contribution. This approach allowed Rackspace to successfully grow the function by ~2x, while improving YOY margins and introducing new offerings.
Having had limited previous experience working on pricing models, I stepped up and took on the responsibility for building a pricing model for a very high profile RFP for VW Group. This model was instrumental in Rackspace winning this 3 year deal worth over €5M, the largest deal to date for the German business. I received multiple recognitions from senior leaders of the business and my pricing model is now used as a pricing template for future customer bids.
Powerwrap LimitedFinancial Analyst
Jul. 2018 - Apr. 2019Melbourne, AustraliaResponsibilities • Design, development and maintenance of Client Revenue and Expense forecasting models in preparation for company IPO.
• Forecast business performance based on KPI’s, historic performance and current operations.
• Provide Management, Board of Directors and Shareholders with key financial data and commentary including financial variance analysis, on a monthly and quarterly basis.
• Maintenance of Client Profitability model used to aid strategic financial decision making and planning amongst a wide range of company stakeholders including Senior Management, Directors and Shareholders.
• Month end accounting including GL journal posting and GL reconciliation.
• Preparation of monthly board pack - balance sheet reports, revenue, expense and cashflow model updates to ascertain key financial indicators.
• Commentary on Revenue actual and forecast movements, including Funds Under Administration movements for inclusion in the board pack • Manipulation of high volume, complex data received from external brokerage partners for preparation of client brokerage remittances.
• Preparation of interim and year end statutory financial accounts for parent and subsidiary companies.
• Liaising with external parties such as Auditors, Tax Accountants and Investigative accountants Achievements
Built Revenue model from scratch as part of the preparation for a $40m company IPO in Qtr1 2019. Model includes historical actuals and forecast assumptions based on various complex revenue streams. Forecast model has been successfully signed off by Board of Directors and the investigative accountants.
Developed Client Profitability model to enable improved strategic financial decision making and provide valuable financial insights. As a result, various client contract pricing renegotiations have taken place including a 45% fee increase for one of our largest clients with in excess of $500m FUA
Powerwrap LimitedFinancial Accountant
Jul. 2016 - Jun. 2018Melbourne, Australia
Hastings Funds ManagementFund Associate
Oct. 2015 - Jul. 2016Melbourne, AustraliaResponsibilities:
• Responsibility for a mixture of Unit Trust and Mandate clients. • Processing of various transactions including cash, FX and general ledger entries. • Month end accounting, monthly unit pricing and unit registry operations and administration. • Monthly and quarterly fund performance calculation and analysis.
• Provide Finance support to Portfolio and Asset Management via asset valuation and management, deal execution and settlement • Preparation of period end statutory financial reports.
• Tax distribution calculations, payments, reporting and other tax compliance activities.
• Quarterly management accounts preparation.
• Management fee calculation Achievements:
Successfully onboarded and took on responsibility for the day to running for one of the larger mandate clients, RBS. This was a complex fund consisting of equity and debt instruments and required multiple manual price calculations and adjustments on a daily and monthly basis.
Carlton & United BreweriesTrade Spend Accountant
Mar. 2015 - Jun. 2015Melbourne, AustraliaResponsibilities:
• Management of the claim’s workflow across the business from point of claim creation, through to claim validation
• Management of the National Independent accounts which included claims processing, accrual calculation and month end balance sheet reconciliation.
• Preparation of month-end reports
• Involved in process improvement projects
• Business partnered with Commercial Finance and Marketing to ensure accurate and efficient reporting. Achievements:
Implemented a process improvement by integrating external data sources into claim accrual calculations. This resulted in the clearing of a $200K claim over-accrual and more accurate accrual calculation going forward.
New England Asset Management (NEAM)Accounts Manager
Jan. 2012 - Jan. 2014Dublin, IrelandGR–NEAM is a global investment advisor that specialises in offering capital and investment management services primarily to the insurance industry. My role encompasses all aspects of the day-to-day investment accounting and reporting issues relating to client accounts. Duties include; Maintaining timely and accurate accounting records and reconciling and reviewing custodian transactions.
Monthly reconciliation of account records to the custodial records including cash, holdings, transactions, income and dividends.
Preparation of monthly investment report packages on a timely basis under different account conventions i.e Lloyds, UK STAT, US GAAP and IAS.
Responsible for upload of unmanaged client trades.
Provide support and cover for the Operations group within the firm. Tasks include trade upload and settlement, daily cash reconciliations, verification of security master details and processing corporate actions.
BNY MellonFund Accountant
Nov. 2009 - Jan. 2012Edinburgh, United KingdomProduction of timely and accurate unit trust and ICVC valuations and dealing prices and Issue prices to internal and external client users by a stated deadline.
Preparation and maintenance of the fund's accounting records and monthly cash and asset reconciliations.
Preparation of periodic unit trust/ICVC accounts and distribution rates per agreed timetables.
Production of half yearly, interim and annual managers reports for issue to shareholders in compliance with all regulatory requirements and per agreed timetables.
Preparation and issue of creation and cancellation letters.
Preparation of monthly income yields and periodic Total Expense Ratios.
Department of Justice, Equality & Law Reform, Ireland.Internal Audit Intern
Jun. 2008 - Sep. 2008
AIBClient Services Officer
Apr. 2007 - Sep. 2007
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