Andrew Pullin Email & Phone Number

Worcester, Gb

Swindon, England, United Kingdom

Cheltenham, England, United Kingdom

*Acted up into the Senior Finance Business Partner role from Dec 2019 before promotion in Dec 2020.I provide strategic financial management on all aspects of the Medicine division’s operations(annual budget £136m). The role also involves the day-to-day management and coaching of the Medicine team consisting of a Finance Business Partner, Finance Manager and Finance Analyst.Key duties include:- Full management and oversight of the monthly reporting process, ensuring accounts are produced on time and to a high level of accuracy - The presentation of financial reports in a suitable format to engage clinical and operational colleagues and ensure clear decision making. This involves collating all business information, including activity and headcount data- To lead on the divisional cost savings plans, forecast delivery or deviation from those plans and ensure remedial action is taken- To lead on the budget setting process and ensure budget holder engagement and understanding to facilitate prompt sign off- To provide financial input and sign off on divisional investment plans and business cases- To ensure the division has a robust forecast of its income and costs, including Covid-19 related expenditure - To act as direct line manager to the divisional finance partner and foster team work, motivation and communication with the wider Medicine finance teamKey achievements:- Built a new set of MI reports at divisional, service line and speciality level to ensure full visibility of the I&E position - Set up a weekly control meeting to review nursing agency spend, resulting in a reduction of £300k per month from Aug 2021 to Feb 2022- Designed and implemented a new month end sign off process in Apr 2021 resulting in greater structure and organisation around month end tasks- Working closely with operational and clinical colleagues, I reset nursing and medical budgets and staffing establishments in 21/22 to aid recruitment and reduce temporary staffing spend

Cheltenham

I provided financial leadership on all aspects of the financial management of two clinical divisions:1) Dec 2015 - Sep 2019 Diagnostics & Specialities (annual budget of £98m)2) Sep 2019 - Dec 2019 Medicine (annual budget of £123m)Key duties included the presentation of the income and expenditure position against budget at monthly board meetings, full year forecasting and the tracking of cost saving schemes. I managed the annual budget setting process and communicated regularly with budget holders to highlight key issues and provide advice and solutions around cost control and savings. I also provided the financial appraisal for development business cases and for new headcount hires in the division. The role involved the management and development of one Assistant Finance Business Partner.Achievements:• Managed a non-pay cost savings scheme in the 2016/17 financial year resulting in £80k of savings • Re-designed the monthly MI reporting to my clinical division to ensure greater buy-in from clinical staff• Introduced internal controls such as 4 eye checks and management reviews into the ledger/month end reporting process

Birmingham, United Kingdom

I managed the month end close of a business unit with revenue of over £150m, ensuring a reconciliation between the Front Office P&L and the back office ledger (SAP) with full balance sheet substantiation. I posted re-classification journals to ensure compliance with IFRS (in particular IAS39) and German accounting standards, and also led the investigation of any intersystem breaks by co-ordinating a timely and accurate resolution with the global technical accounting teams. On a monthly basis I compiled and presented the business unit finance report to the finance director and senior operational management. The role also involved the management and development of one Associate.Achievements:• Identified a mapping error on the P&L causing a €50m misstatement for 2014 between fee income and trading income. Compiled a solution which I presented to the finance director and senior management before implementation• Led the global investigation into a balance sheet overstatement of greater than €1bn relating to pending trades affecting multiple locations and teams. Produced a detailed analysis of the problem which I presented via weblink on a global call and proposed an internal control mechanism to ensure potential overstatements were actioned prior to the ledger cut off. • Managed the transition of my role to the Philippines including the training of an offshore colleague and the compilation of detailed procedure notes to minimise transition risk

Birmingham, United Kingdom

As a business partner to the Loans division, I increased efficiency in the management reporting process by reducing production time and streamlining data requirements. I presented monthly reports to the Global Loans leadership team tracking performance against KPIs, including direct and indirect cost allocations against plan with accompanying variance analysis. As part of budget setting I designed a headcount file used to track cost savings in collaboration with regional heads in Europe, the US and Asia. The role also involved the management and development of one Associate and one Senior Analyst.Achievements:• Reduced production time of the Loans Business Review pack from 12 business days to 6, leading to a saving of one Associate headcount (approx €30k per annum)• Managed the subsequent transition and automation of the Review pack to India involving training via webex sessions and video conferencing, saving an additional Senior Analyst headcount (approx €24k per annum)

Birmingham, United Kingdom

As Metals Trade Services Manager I controlled the Metals trade booking process, ensuring all client trades are booked accurately and in a timely manner. I managed a team of three junior Analyst/Senior Analyst level staff. A period of significant growth in the Commodities business led to an ad hoc and de-centralised approach to global management reporting. I highlighted the need for a streamlined and controlled strategy for management information to track progress and identify key risk areas. After gaining support from senior management, my remit as MI reporting manager was to partner with the Commodities business leads to rationalise existing reporting and build a robust set of weekly/monthly KPI and key metrics reports to meet business requirements across the Operations and Trade Support teams. Achievements:• Project managed a global rationalisation programme, which led to the de-commissioning of over 50 MI reports and a time saving of approximately 150 hours per month• Designed the weekly Global Operations KPI pack and chaired the accompanying call which reduced front-to-back system breaks by over 80%• Project managed the automation of the weekly Commodities Global Operations reporting pack, saving one analyst headcount (approx €20k per annum)

Droitwich, United Kingdom

My key remit was the development of a financial model to accurately capture and report cost information for control purposes across all business functions, regions and cost centres.

London, United Kingdom

I prepared the monthly profit and loss report & balance sheet covering London, Singapore & Dubai for inclusion in the month end reporting pack. This included accompanying variance analysis and assistance with the preparation of statutory accounts in accordance with International Financial Reporting Standards (IFRS). I also co-ordinated the balance sheet reconciliation process across all functions.Achievements:• Development of a new P&L and balance sheet template resulting in greater synchronisation and accuracy across group and regional reporting• Project lead within Finance for the implementation of the TM1 database leading to efficiency savings of 2 days per month

London, United Kingdom

I managed the transfer of Private Banking and Asset Management IT fixed assets onto the Global Investment Banking fixed asset register

London, United Kingdom

Cost centre management for three business units within Barclays CIO, including variance analysis of costs against budget.

Zürich Area, Switzerland

During my 3 year tenure the company experienced significant growth with the client base increasing from 8 to 20 and staff employed from 3 to 6. My role was Branch Manager of four stock exchange listed international clients, which included preparation of the monthly P&L and balance sheet, cash flow forecasting and Treasury management. I attended quarterly board meetings in Hungary, Luxembourg and Iceland and filed all company secretarial returns with the Companies Office in Switzerland, liasing in German as necessary. Achievements:• Managed the transition and implementation of the accounting system from the Dublin office, onboarding the existing client base and all new clients• Managed the day-to-day activities of the two largest clients with a combined revenue stream of over €250k per annum • Promoted to assistant manager in June 2005

Dublin, Republic Of Ireland

I prepared the monthly P&L and balance sheet for four client companies, as well as company secretarial duties, the production of bank reconciliations, tax computations and loan interest schedules.

Dublin, Republic Of Ireland

Compilation of weekly and monthly mortgage sales figures for monthly reporting to the Head of Home Mortgages.