FundSense provides technology solutions that enable asset & wealth managers to maximise their efficiency, productivity and accuracy.Our Digital Toolkit includes workflow tools for fund launch, client onboarding & ESG product management, a powerful document analyser to extract and verify any information in factsheets, regulatory documents & contracts, and AI/ML powered Digital Assistant Chatbots for employees and customers.

Rock Applications works closely with its customers to improve the efficiency and profitability of their businesses.By understanding the challenges and opportunities we simplify and automate allmanual processes in one easy to use solution​Working across all industries and functions we:IMPROVE: Customer satisfaction, service standards and loyalty.......Employee satisfaction, capability and productivity.....Governance, compliance, risk management and health & safetyREDUCE: Costs.....Complexity.....WastageINCREASE: ​​Competitive advantage.....Productivity.....ProfitsTo read more about what we do and how we work visit our website:www.rockapplications.com

Responsibilities• Providing effective financial leadership to a finance team, to enable strategic foresight into the business and also provide knowledgeable and accurate information to colleagues and senior management• Providing support to senior business leaders across IT, HR, Finance and all Corporate areas including monthly reporting, forecasting and planning• Analysing and reporting on all capital investments (excess of £100m) across the entire business• Business case preparation, review and comment and attendance at monthly Digital investment committee meeting• Authorising operating and capital expenditure• Managing a team of commercial finance partners and management accountantsAchievements• Addressed RACI issues affecting team and stakeholders. Re-organised department and introduced effective controls and procedures resulting in a reduction of 2 days in monthly reporting cycle• Replaced existing contractors with permanent staff and built a strong and effective team• Introduced efficient reporting models giving insight into trends and forecasting• Introduced and developed a low code workflow process model to handle all capital expenditure to provide high levels of governance and insight into Plc investment strategy, enabling decision making at exec and board level

Various contract assignments including:• Interim role as Financial Controller of casino in Paddington. Trained management accountant and introduced controls and procedures and financial rigour to reporting. Re-designed month end process resulting in more accurate and timely financial information and KPIs • Worked with casino director to close down operations, prepare due diligence pack and sell casino license• Prepared full balance sheet analysis at Hilton group level and identified risks and opportunities. Followed through and agreed write offs and clean-up process with Group FC / CFO• Worked closely with CIO of Ladbrokes to consolidate IT reporting and remove existing silos approach. Led a team of three staff and designed and implemented financial models to handle complex tax rules and allocation of costs across the business. These models resulted in savings in excess of £1m pa• Managed a team of two staff during the sale of Hilton by Ladbrokes and moved the Plc Head Office accounting function to new location. Ensured a seamless transition and integration into new accounting / back office systems

• Wrote a business plan and created a homeware and gift company with online and mail order capabilities• Launched in 2004 with an aggressive PR and marketing campaign, the company experienced rapid top line growth turning over £250k within 3 years. The business was sold as a going concern in 2009• Regularly featured in editorial in the national press and also on the television which fuelled growth and customer awareness. Finalist in National Business Awards and winner in Regional Business Awards. Chosen to occupy the Covent Garden Piazza flagship store in the run up to Christmas• Responsible for all finance and operations including IT, website, online marketing and fulfillment logistics

One of the fastest growing UK companies (35/100), supplies HGV drivers to the transport and distribution industries• Reporting to the founder and Managing Director, managed a department of 9 staff including the weekly payroll function for approx 600 drivers and 40 staff• Devised, prepared and analysed monthly reporting packs, cashflow forecasts and KPIs and presented to the Board• Devised and implemented key financial policies and procedures. Reduced DSO from 60 days to 45 days• Created PC models, enhanced financial IT systems and improved month end reporting processes. This resulted in the monthly financials being produced 10 days earlier each month• Devised and created a fully automated staff expense report on Excel, ensuring tax compliance and improving the expense claim process• Negotiated with company bankers to provide significant savings on factoring, banking and property loan facilities

• Appointed Finance Manager and recruited Finance team. Appointed new Resourcing Management team and restructured the entire resourcing department (approx 40 staff)• Prepared and analysed weekly project resourcing forecasts • Prepared monthly management reporting package including financial and resourcing statistics and data• Worked with HR and project managers to reduce Solution Centre (SC) expenditure by £20m in 2002 without impacting delivery/go-live dates• Implemented a multi-user Resource Management Database to enable optimised project resourcing decisions• Reduced the extensive use of external personnel (contractors etc) and, working closely with Project Managers to ensure minimum impact on delivery, created a contractor reduction plan which resulted in the removal of over 600 external staff• Took over responsibility for third party agreements (consultancy) and produced and implemented a plan to reduce the numbers of consultants on projects• The above two initiatives resulted in savings in the region of £4m• Due to UK geographic re-organisation, I was appointed to a transition steering committee responsible for splitting the SC into autonomous NW and NE SC’s. This involved creating mirrored competencies and management structures

• Reporting to the company President and based in New York (USA) with financial responsibility for Global operations• Managed a team of 15 across all finance functions including reporting and collections• Supervised development of annual operating and capital plans (consolidation of North America, Europe/Middle East/Africa and Asia/South America regions)• Reviewed monthly P&L and balance sheet financial statements and investigated significant trends and variances. Ensured proper accounting for business unit’s financial operations in compliance with GAAP and corporate policies. Prepared monthly financial forecasts by analysing financial results and working with operational managers• Supervised all billing, invoicing and collection activities; monitored accounts receivable balances to ensure proper accounting and enforcement of policies and procedures to improve cash inflow• Reviewed all personnel actions and capital requests prior to final approval to ensure consistency with profit plan and corporate goals• Developed and implemented control policies and procedures to ensure efficient and accurate operational performanceFinance Manager (1995 – 2001)• Based in London and responsible for all financial reporting for EMEA region• Managed a department of 5 staff dealing with all AP, collections and global stock exchange data feed management• Preparation and analysis of monthly reporting, quarterly forecasts and annual plan• Installed Sun billing accounting system to streamline all billing and reporting activity• Implemented credit control procedures resulting in a reduction in the DSO from 165 days to 45 days• Improved quality of reporting and reduced reporting cycle by 3 days

• Developed and maintained SUN Accounting System. Created and installed billing databases for Frankfurt and Paris • Responsible for all EMEA billing and devised and implemented credit control (collections) procedures• Prepared monthly accounts and variance analysis for London, Frankfurt, Paris and Zurich offices• Developed treasury procedures and daily cash reporting• Managed accounts assistant dealing with payables, expenses and credit control (collections)• Devised and implemented internal controls, procedures and policies

• Established accounting function for the London office (relocated from Paris). Devised, applied and maintained internal controls and accounting policies. Recruited and managed accounts assistant• Prepared monthly and annual accounts for Europe, monthly reporting package to USA, statutory accounts and tax computations• Prepared Head Office budgets, forecasts and monthly budgetary control reports• Liaised with, and intercompany accounting for, 21 European affiliates