David R. Email & Phone Number

Madrid Area, Spain

Madrid Area, Spain

Second opportunity to take on the challenge of acting as Finance Manager during 6 months leading successfully a team of 6 and reporting directly to the General Manager in Spain and European Finance Manager. In this case, special projects regarding Brexit increased the challenge.BREXIT- In charge of all Finance related local adaptations needed for Brexit.- Assist all weekly meetings with the project team.- Translate and activate all local actions both internally and externally (Tax Authorities, Banks, Suppliers, Insurance companies, Brokers, Clients, Advisors, Etc.).- Redesign and test new finance processes and controls around different areas (reporting, FOS tax...)REPORTING- Keeping some of the previous tasks.- Responsible for the reporting of the Spanish business to UK.- Ultimate contact point for all queries reaching Spain. Manage available information and coordinate with businesses to provide insights at all time.BUSINESS PARTNERING- Great opportunity to be part of the higher finance level in Europe. - Be part in a wide variety of weekly Finance meetings obtaining internal visibility.- Support a wider array of teams and managers across the organization (P&L Analysts, Balance Sheet Analysts, Tax, Internal Control, Internal Audit, External Audit, Finance Managers across Europe, Planning and Budgeting meetings, Technical Insurance/IT Teams, Reserving, etc.).- Coordinate and create all possible requests of information coming from local or international teams.TEAM LEADER- Coordinate and oversee the full spread of finance activities of the Spanish Branch.- Analyze and prepare credit control reports quarterly and follow up the team work to achieve the goals.LOCAL HEAD OF FINANCE- Increased exposure from external parties (Tax Authorities, Banks, Accounting, IT, Business, Reinsurance, Coinsurance, Brokers, Legal and Tax Advisors, etc.).

Madrid Area, Spain

Redesigned role after Acting Finance Manager experience. All coinsurance and reinsurance tasks are stripped to leave room for higher value tasks.REPORTING- Redesign all reporting activities with systems available to reduce reporting time by half.- Keep all analysis, control and reporting tasks previously assigned.- Include the Marine business in the reporting tasks - involving adapting the available tools to a completely different business. Great opportunity to work with the Marine underwriters and claims handlers to understand the bits and pieces of the business to make adaptation of reporting possible.PORTFOLIO AND AD-HOC- Updating and improving the portfolio performance measuring tool for the business.- Monthly internal reports for Business Directors.- Coordinate and create all shorts of reports and presentations for Senior Management. Mainly internal but not exclussive.PLANNING AND BUDGETING- Coordinate and create the Expenses Plan.- Coordinate and create the Topline (GWP, RWP, NWP, Commission & Other Income), Plan for 2 of the 4 business lines with a high grade of independence, reporting it directly to the General Manager.PENSION PLAN REPRESENTATIVE- Named representative of the employees of the company Pension Plan.- Follow up all matters regarding the normal Pension Plan schedule.- Research market and negotiate better conditions obtaining a commissions savings of 65%.

Madrid Area, Spain

Opportunity to take on the challenge of acting as Finance Manager during 7 months leading successfully a team of 6 and reporting directly to the General Manager in Spain and European Finance Manager.REPORTING- Keeping some of the previous tasks.- Responsible for the reporting of the Spanish business to UK.- Ultimate contact point for all queries reaching Spain. Manage available information and coordinate with businesses to provide insights at all time.BUSINESS PARTNERING- Great opportunity to be part of the higher finance level in Europe. - Be part in a wide variety of weekly Finance meetings obtaining internal visibility.- Support a wider array of teams and managers across the organization (P&L Analysts, Balance Sheet Analysts, Tax, Internal Control, Internal Audit, External Audit, Finance Managers across Europe, Planning and Budgeting meetings, Technical Insurance/IT Teams, Reserving, etc.).- Coordinate and create all possible requests of information coming from local or international teams.TEAM LEADER- Coordinate and oversee the full spread of finance activities of the Spanish Branch.- Analyze and prepare credit control reports quarterly and follow up the team work to achieve the goals.LOCAL HEAD OF FINANCE- Increased exposure from external parties (Tax Authorities, Banks, Accounting, IT, Business, Reinsurance, Coinsurance, Brokers, Legal and Tax Advisors, etc.).

Madrid Area, Spain

Role designed to closely support the activity of the Finance Manager.REPORTING:- In charge of preparation and analysis of Monthly/Quarterly/Yearly internal reporting for both P&L and Balance Sheet.- Reporting activities carried out in continuous contact with the UK Headquarters direct reporting line.- Provide accurate and timely answers to any queries coming from our stakeholders.INTERNAL CONTROL:- Key Controls and reconciliation works focused in P&L reliance with regards to reporting.- Balance sheet reconciliations covering all relevant areas controlled locally.PLANNING AND BUDGETING:- Assist the Finance Manager with the planning and budgeting for both Topline (GWP, RWP, NWP, Commission & Other Income) and Expenses for the country.- Work closely with the business unit directors (Property, Casualty and Construction and Engineering) in order to produce accurate information and be a Business Partner for our stakeholders.REINSURANCE AND COINSURANCE ACCOUNTS:- Preparation of bordereaux for ceded accounts.- Processing of accepted accounts.- Daily management of assigned reinsurance and coinsurance companies.

Madrid Area, Spain

Yearly financial statements senior auditor mainly working with insurance companies and pension funds. - Small team leader.- Responsible for complete audit work on lower risk profile clients.- Part of planning and testing for higher risk areas and clients.- Experience with consolidated Financial Statements.

Las Rozas De Madrid Area, Spain

Internship at HP Iberia.- Finance support and control of the Business Unit.- Financial analysis and reporting related to daily business and Month End Closing.- Close collaboration with the Business Unit director to review the accuracy of the monthly figures.- Regular meetings with the Credit Control team to help solve issues in our area of control.

Various research papers on diverse subjects such as wholesale/retail products, mobility, geographical areas of interest, etc.Experience with research techniques such as mystery shopping.

Madrid Area, Spain

Internship @ Corporate Risk ManagementFinancial ratios' analysis and covenant checks on financing transactions with large corporations.

Internship at entrepreneurial center as an "Bussiness Technician". General consultancy for new entrepreneurs and SMEs.

Madrid Area, Spain

Internship @ Ford Financial SPainTasks related with:CSIESISix-SigmaEmployee Training Programs

Master, Audit And Accounting

Citius Program, Business

Ba Bilingual, Business Administration And Management, General