Business Partnering• Drive increased financial knowledge and awareness across the GESi Sales organisation, including DVPs and Sales Controllers. • To partner with in country sales finance associates to deliver best practice and consistency across businesses and regions. • To ensure that appropriate and accurate financial information is provided for decision making purposes on a regular and timely basis.• To partner with WW Sales FP&A and GESi FP&A and improve reporting to each stakeholder. Strategic Planning, Operating Plan and Forecasting• To design and implement planning and forecasting cycles that aligns to WW Sales and GES Finance requirements.• To lead the financial modelling to assist in developing appropriate financial targets for the businesses / countries, working closely with the countries• To create a culture of continuous improvement within the financial planning processes to increase efficiencies • To produce financial business cases to support key investment decisions. Management Reporting and Financial Close• To provide timely and relevant management information across the portfolio, including as necessary dashboards, monthly and quarterly reporting packs of financial and operational measures. • To provide consolidated sales performance across the GESi portfolio including Sales, NSE, Headcount and Backlog. • To manage the HQ sales cost centres• To assist in development of a CoE aligned to the GESi O2C and WW Sales Finance organisations and manage the relationship(s)• To deliver improvements in the quality and consistency of financial reporting across the regions.• To highlight risks and opportunities within the GESi Sales portfolio.

Taking over the Acting manager role of the FP&A team once a week due to the manager of the team working part time. Also taking acting manager role of the FP&A team during the team manager’s annual leave.Co-Ordinating the FP&A team’s month end for Revenue, Costs and Sales. Presenting the month end close for Revenue, Costs and Sales to the Financial Director.Business Partnering the Sales Director providing ad hoc analysis and proactive reporting driving business decisions.Production of the Sales Operating Plan, Strategic 4 Year Plan and monthly forecast.Preparation of the Plan Reporting Pack to our corporate offices including commentary around growth and Sales Drivers. Presenting the pack to the Managing Director and Financial Director.Ownership of the monthly comprehensive reporting and analysis on the Sales activity and Sales costs.Ownership of the production of commentary around the monthly Sales activity. Presenting the performance to the Sales Director and Financial Director on a monthly Basis.Management of the Sales Order Processing role in India and the Sales and Cost analyst role in the UK. Providing monthly appraisals and feedback on performance and offering training and support on areas of improvement. Reviewing the work produced by the Sales Order processing role monitoring accuracy and timeliness of production.

Business Partnering the Sales Director providing ad hoc analysis and proactive reporting driving business decisions.Production of the Sales Operating Plan, Strategic 4 Year Plan and monthly forecast.Preparation of the Plan Reporting Pack to our corporate offices including commentary around growth and Sales Drivers. Presenting the pack to the Managing Director and Financial Director.Ownership of the monthly comprehensive reporting and analysis on the Sales activity and Sales costs.Ownership of the production of commentary around the monthly Sales activity. Presenting the performance to the Sales Director and Financial Director on a monthly Basis.Management of the Sales Order Processing role, providing monthly appraisals and feedback on performance and offering training and support on areas of improvement. Reviewing the work produced by the Sales Order processing role monitoring accuracy and timeliness of production. Calculation of Monthly Audits on the Sales numbers against the annual revenue generated.Co-Ordinating the calculation and payment of Sales personnel Commission statements.

Production of bottom up bi-annual plan for the seven core Lombard business units, including projection modelling of existing book and the creation of new business models based on prior year trends and forthcoming initiatives.Undertake detailed variance analysis and review of Management accounts information to ensure full understanding and explanation of results, from a commercial perspective.Presentation of variance analysis (against plan and forecast) including commentaries, both written and verbal to senior management including Financial Controller.Assist the Decision Support managers in making informed decisions by providing robust analysis utilising a variety of data sources including financial and non-financial information.Ensure compliance with essential procedures and standards of practice.Maintain an attitude of continual process and personal improvement, identifying and overcoming barriers to progress.Develop excellent, sustainable relationships within the total Finance team, the wider Finance environment and across the Group as appropriate.Build business relationships across Lombard to promote financial awareness.

Ownership and reporting responsibility for Non-Core business streams within Lombard similar to previous role.Responsibility for production, analysis and explanation of month, quarter and year end data for Lombard Non Core business units.Assist the Non-Core Executive in making informed decisions by providing robust analysis utilising a variety of data sources including financial and non-financial information.Maintain an attitude of continual process and personal improvement, identifying and overcoming barriers to progress.Develop excellent, sustainable relationships within the total Finance team, the wider Finance environment and across the Group as appropriate.

Assist with the timely production of Management information for LVM.Take ownership for the financial planning models and internal development for LVM.Report on monthly Intra Group Limits for LVM for review within agreed timescales.Investigate and explain the reasons for variances and communicate these to the relevant stakeholders within agreed timescales.Resolve queries in a professional and timely manner.Co-ordinate and attend review meetings (pre and post month end) to discuss the monthly management accounts.Conduct performance management reviews with the business relating business activity to financial activity.Provide accurate plan and re-forecast data (including assumptions) for both new and existing book income and cost centres within agreed timescales.

Handling customer accounts, dealing with customer queries and complaints.