Claire Naylor Email and Phone Number

Head of Finance and Operations,Supporting partners' financial management,Envest Board representative

Job Role•Financial governance of several of CCM’s largest contracts with a combined annual value of £40 million•Monthly reporting, forecasting and managing invoicing of contracts•Re-pricing and negotiation of contract renewals•Managing and calculating the financial responses to new business bidsKey Achievements•Successful pricing and renegotiation of contract renewals with TCV of £30 million•Management of all contracts to better than priced… Show more Job Role•Financial governance of several of CCM’s largest contracts with a combined annual value of £40 million•Monthly reporting, forecasting and managing invoicing of contracts•Re-pricing and negotiation of contract renewals•Managing and calculating the financial responses to new business bidsKey Achievements•Successful pricing and renegotiation of contract renewals with TCV of £30 million•Management of all contracts to better than priced margins•Successfully priced, presented and won new business with existing clients on several occasions•Developed my own role by creating my own reporting process and successfully handed off many activities to our offshore finance team. Show less

Job Role•Monthly preparation of board pack; consolidated and subsidiary management accounts, KPI analysis, variance analysis, monthly re-forecasting and reporting against financial covenants.•Maintenance and reporting of sales order book and tender activity•Yearly preparation and presentation of group and subsidiary budgets to Board, Investors and Bank•Yearly statutory accounts preparation and management of audit process•Daily cash management •Management of purchase… Show more Job Role•Monthly preparation of board pack; consolidated and subsidiary management accounts, KPI analysis, variance analysis, monthly re-forecasting and reporting against financial covenants.•Maintenance and reporting of sales order book and tender activity•Yearly preparation and presentation of group and subsidiary budgets to Board, Investors and Bank•Yearly statutory accounts preparation and management of audit process•Daily cash management •Management of purchase ledger and credit controlKey Achievements•Identification and improvement of financial systems and controls; most significantly improving communication through weekly and monthly reporting upwards as well as downwards. This improved motivation in the department and created a team spirit. I instigated and was involved in restructuring the finance team.•Creation of a board pack format and enhanced the relevance of the information reported to the Board, Bank and Investors•Successful preparation and presentation of annual budget to the company’s Bank as part of the Bank’s annual review of the Group’s facilities. Show less

Job Role•Preparation of detailed financial models on M&A transactions,•Project management of M&A advisory assignments,•Identification of key issues and carrying out relevant financial analysis,•Assisting the production of information memoranda,•Keeping up to date with current IFRS and UK GAAP developments,•Undertaking due diligence assignments and producing client reports both limited and full scope, working both individually and as part of a team reporting to… Show more Job Role•Preparation of detailed financial models on M&A transactions,•Project management of M&A advisory assignments,•Identification of key issues and carrying out relevant financial analysis,•Assisting the production of information memoranda,•Keeping up to date with current IFRS and UK GAAP developments,•Undertaking due diligence assignments and producing client reports both limited and full scope, working both individually and as part of a team reporting to Manager or direct to Partner,•Maintaining and building business contacts through networking,•Providing support/assistance on proposals/business development.Key Achievements•Successful completion of an £11 million restructuring deal in March 2008 for which I assisted in the project management and prepared the detailed financial model to support the deal.•Significant involvement in a large due diligence assignment for a demanding client which completed a major acquisition and re-financing of the group in June 2008.•Assisted a management buy-in team obtain information and produced relevant financial analysis on the target company, and worked in conjunction with management to produce a well received business plan. The deal successfully completed in August 2008.•Prepared and presented a training session for other PKF staff on a new report template rolled out by the firm for which I developed my own knowledge.•Initiated and organised a successful networking event for local business contacts to improve our relationships with target organisations.•Achieved first place in a national leadership challenge day which tested individual and team working skills.•Involvement in a Business in the Community project at an under-resourced Leeds primary school which resulted in the redevelopment of the school’s outside areas. Show less