Bansi Pattni Email & Phone Number

London, England, United Kingdom

• Completion Accounts for acquired businesses• Performance reporting, monthly management accounts, variance analysis for acquired businesses (produce board decks, trading meetings, financial commentary for board meetings)• Budgets/Forecasts• Integrate new businesses into FO brand/systems• Implement Group Financial Reporting (InXL)• Net Suite Reporting (Profit and Loss, Balance Sheet. Debtors, Creditors etc)• Trouble shoot Access Dimensions in relation to system issues/control account imbalances• Automate payroll journal• Audit/Statutory accounts

Barnsley, South Yorkshire, United Kingdom

Franchise acquisition accountant, Interim Finance Controller, Business Integration

London, United Kingdom

London, United Kingdom

Initially joined as contractor and then took on FC position followed by FD effective from 1 September 2015.Turnover for the business c.60m. The business processes c.2100 candidates pay on a weekly basis and just over 200 monthly paid staff.

Southwark

The Glass and Glazing Federation represents companies who make, supply or fit, glass and glazing products in the UK and internationally.• Implement web based expense capture system • Enhance payment process using Access Dimensions as well as Bottomline BACS system • Utilise import utility to increase efficiency• Implement POP system (web based)• Implement corrections and inter-company modules• Rationalise chart of accounts and activate two further posting attributes

London, United Kingdom

This is a private equity backed (17.5m) venture where the business acquired stand alone home care businesses which were consolidated into a single brand.• Recruit finance personnel in line with delivering objectives• Select and implement finance system• Set up banking facilities• Integrate separate systems into single finance system• Re-structure finance staff from acquired entities• Preparing and reviewing daily/monthly cash flows• Implementing and maintaining invoice discounting facility• Monthly/weekly preparation of management reports including KPIs• Key member of bidding team for new business and re-tendering for existing business• Setting up front end system to capture payroll/billing data• Produce annual budget and quarterly re-forecasts• Attending and presenting at monthly management review meetings as well as at senior management team meetings.• Selection of auditors and delivering statutory accounts to auditors annually

London, United Kingdom

Managed the care division (Anchor Care) and part of the housing division (Integrated Care and Housing).Both these divisions delivered £30m of income. Manage strategic goals as well as production of management accounts, KPIs, overview payroll, invoicing and credit control.Worked very closely with COO and senior management team to highlight risks and opportunities. Highlight early signs of success or failure and instigate change in operations to rectify or capitalise on risks and opportunities.Introduced accurate reporting by use of legacy systems and effective use of Agresso system after modifying structure to enable the business to focus on key successes and failures.Introduced operational reports to aid the operators to run their businesses and understand business and margins being achieved.Integral part of tender team where we put together financial viable plans to win new contracts and retain existing contracts. Heavily involved TUPE transfers and review of existing business with respect to re-engineering terms to achieve acceptable levels of profit.

Hayes, Middlesex

This was a business that manufactured "bus stops" and a new position was created to bring in systems to monitor and report on actual cost of producing each product and introduce a stock system along with utilising existing reporting from finance system (Pegasus Opera).Automated reporting direct from the accounting system by simplifying existing reports and making efficient use of the report writer.Kicked off process to manage stock control and measuring cost of production.Production of management accounts in relation to ad-hoc activity in relation to businesses which formed part of Trueform being an advertising business and a public house.

Beaconsfield, Herts

This was a short-term assignment to set up spreadsheets to capture budgetary information for the forthcoming year along with commentary. As well as budgets I was responsible to report on monthly performance with respect to central overhead cost centres.This position comprised reporting of care and housing related activities with respect to budgeting and was offered a permanent position which I declined.Consolidated budgetsLegacy left behind - Template to create future budgets for care division and central costsImplemented trend reports to management accounts to understand cost fluctuations

Ilford, Essex

This was a 6 month contract as the business was in process of being sold. Initially this role is to take control of the day-to-day reporting and preparing monthly financial statements ie. P&L, Balance Sheet and Cash Flow.Firstly review systems make initial changes to expedite preparation of accounts and secondly computerise their accounting onto a finance platform. Currently all work is prepared on excel spreadsheets and was very time consuming.Ensure controls are in place to enable smooth transition onto new system.Produce business model to evaluate feasibility to become a primary supplier for all recruitment showing financial benefit to Company and client and selling the idea to potential clients. Understanding the business benefits and potential exposure of taking this route and relying this to operators.Key achievement was to get the financial records in order for smooth sale to Hays Group and aid with integration to Hays in Surrey from Ilford.

Borehamwood, Herts

Reported and controlled performance of "managed services division" of Adecco where the Company had won some sizeable major contracts at very low margins. Ensure that these contracts were profitable after taking into account all direct and indirect overheads. Identify the low return contracts and liaise with account managers and clients to turn these contracts around and add to the bottom line.Secondary role was to oversee the head quarters spend versus budget and ensure that we understood any variances.Prepare budgets and causal tracks for both areas of the business for 2006 and fully understand the main KPIs and implications of these varying.

Borehamwood, Herts

Initially joined Corinth Healthcare as assistant financial controller for three months and thereafter took on role as Commercial/Operations Controller. Improved and set-up reporting structure in the first three months.Supported operations in terms of contracts tendering, providing impact analysis to enable the operators to make informed decisions.Trained up staff to use software more effectively.Attended meetings and tender presentations with major clients and fellow operators.Provided business analysis to clients to show them breakdown of spend and impact of potential changes during re-tender process.Supported operations managers to clearly understand business results/trends, budget process and re-forecasts.

Hatfield, Herts

Providing strong direction and support to Operational staff to ensure successful delivery of the strategic and commercial objectives of the business unit with a income £180 millionEvaluating the financial viability of new and existing business opportunities and advising the Operational Team accordinglyEffectively developing, managing and controlling functional budgets in line with company objectivesReviewing the monthly financial performance of the organisation and communicating fully to the MD any issues which may affect the business’s ability to meet financial targetsUpgrade Agresso system to Y2K compliancyImplementation of Analyst Financials forecasting/budgeting toolCreation of database of financial information reporting company performance on a weekly basisMapping and trouble shooting front end system to process transactions to back end systemVerification/validation of entries in general ledger from front end system with full reconciliationRecovered £1m undercharged to client

Wimbledon

Anchor Housing had decided to move into providing care to the elderly and purchased this business with a view to aggressively growing by way of organic and acquisition growth. In the role of finance manager I managed the finance function of this stand alone business.Setting up systems to give directors a real view of direction of travel.Accurate monthly reporting showing Profit and Loss, Balance Sheet, Cash Flow, Debtors and Operational Management reports.Responsible for efficient running of existing and new contracts and liaising with front line customers.Ensuring effective communications were in place between finance and operational departments as well as head office.Reviewing the monthly financial performance of the organisation and communicating fully to the MD any issues which may affect the business’s ability to meet financial targetsSetting up budgeting systems for Anchor HousingEffective use of existing systems for operational and financial reportingAchieving targets set by head office in OxfordBudget system set-up for Anchor Housing

Hatfield, Herts

Move from manual system to Agresso Accounting SystemsProduce and review monthly management accountsProduce budgeting system for the branch networkFile quarterly VAT returns and annual accountsLiaise with auditors and internal customer'sMange a team of 7 direct reportsTrain non-finance managers to interpret internal documents ie. Contribution reports etc.Implement new accounting system, design chart of accounts, authorities for security and train staffSet-up budgeting systemAutomate manual tasks with effective use of excel ie. Bank reconciliation’s etc

St Albans

Managed finance function internally and externally working with franchisees. Producing business models for new franchisees and monitoring progress versus plan. Managed franchise fee income and P&L for division.Attended franchise exhibitions and promoted franchise concept to bring on new franchisees.Produced internal business KPI data for Select Appointments covering both commercial and education divisions

Btec National Certificate Business Studies, Btec Business Studies

BTEC National Certificate in Business Studies

Education record