Geoffrey Clark Email & Phone Number

Workington, Gb

Joined Oplo in 2020 as Finance Manager, merged with Tandem Bank in 2022 and promoted. Managed teams including FP&A, procurement, management accounts, payroll and AP.Responsibilities and achievements include:Commercial:• drove cost efficiency through contract negotiations, increasing internal awareness and visibility, and supporting supplier & legal entity rationalisation• improved asset pricing model with increased data detail• supported pricing decisions with focus on RoEs in a capital constrained environment• created HR dashboard to increase visibility of and focus on headcount efficiency and productivity• built transformation NPV model, supported prioritisationForecasting:• improved budgeting model and implemented quarterly reforecast cadence alongside annual budget• scenario modelling to support organic decisions and inorganic initiativesReporting:• created new financial management pack to deliver increased commercial insight to stakeholders • designed new chart of accounts and management hierarchy to facilitate scalable and detailed reporting • implemented finance PowerBI workspace with GL dataRegulatory: • facilitated the banks first stress tested P2B modelling and ICAAP write up • supported from-scratch refresh of RP and SEA with commercial input on scenarios and financial modellingCore financial management: • responsibility for management accounts, statutory accounts, payroll and AP • implemented OCR invoicing technology • completed statutory audit 3 months quicker to prior year • increased automation and data detail • merged two GL systems into one following business combination

Blackpool, England, United Kingdom

Reporting to the Finance Director, managing a team of 8 & responsible for the management accounts of two key group companies with 170m T/O. This role ended after 2 months as the company downsized due to coronavirus impact. Achievements in that short time included: Managed annual budget process for 300 stores & central costs Identified and rectified on-going reporting issues with FX and VAT Rebuilt management packs directly from GL avoiding manual production Automated several days’ worth of period end close tasks Improved KPI reporting

Northampton

Reporting to the Finance Director with a high level of autonomy, involving management accounts of a 30m T/O company as well as multiple concurrent high-profile projects balancing competing demands from senior management. Responsibilities and achievements included:Development and implementation of financial process and controls: - new project management software interfacing with payroll, AP, AR and GL - temporary recruitment in Malta interfacing internal systems and external payroll provider, ensuring compliance with local law - new online marketplace linking various group functions and external systems end to end from client on-boarding through to invoicing to period close and reportingCommercial: - finance lead for delivery of an industry leading pricing programme partnering with Products, working with Marketing, L&D and Operations. Moved from a product to a service approach to pricing and delivered 3% improvement YoY for 3 years - created financial models used for all large tenders and capex spend Reporting: - building and running monthly P&Ls and management packs - period end responsibility for two UK and two international business areas - analysis and MI production including financial, product, marketing and HR data - balance sheet reconciliations - specifying and prioritising data warehouse development - member of project team implementing PowerBIImproved efficiency and scalability: - re-designed international invoicing processes, removing manual interventions and multi-input of data improving control and volume capability - re-built Professional Services reporting and control processes, removing legacy elements and increasing automation to allow the business to scalePeople Management: - line management, training and mentoring - managing upwards and being directly accountable to senior leadership - member of steering committees with directors and C-level - regularly working with and presenting to senior management

Northampton, United Kingdom

Working within the finance team, in a role split between two areas:Pricing:One of two core team members delivering a revolutionary, industry first project to move to a service driven approach to income generation, and increase marginsData analysis to inform decision makingDesigning and developing regular MI reports, delivered from consultant to director level, as well as ad-hoc reporting (primarily through VBA programming)Product development, design, trialling, roll-out and internal communicationPresenting progress and results to director and C-level on a monthly basisProject is currently on track to deliver above the 3% target income improvement year on yearAlthough the project is limited to our Principal business, I also assist our Contract team with pricing modelling for multi-million pound contractsFinance:Working closely with our Seoul office to manage their month end process, ensuring that income costings, tax, national insurance, handicap levies and other charges are correctly calculated and allocated, and income reserves created and maintained accurately Designing and developing a new manual invoicing process, automating a previously highly manual procedure (with VBA)Designing and creating P&Ls for new productsImproving and bringing automation into the journaling process, reducing error and increasing data quality (with VBA)Various other projects including HRMI reporting, improving AP processes, and working with Commercial Finance to improve financial reporting.

Malta

A key member of the project team tasked to establish a new operation in Malta. Key achievements included:Enabled the most successful international office opening in the companies' historyPro-actively suggested changes to initial strategy based on research conducted, delivering tangible results once operations beganOffice target to break even within 2 years, on target to achieve this in less than 12 months. Personal billing targets exceeded by over 35%Developed a profitable business stream within a new market, successfully adapting to the local working culture and conditionsAs a senior team member I contributed to internal recruitment, training and mentoring new team members

Exceeded billing targets, achieving promotion to Senior Consultant and Early Star Award within 12 monthsInitiated and led tender processes for various contracts, including completing ITTs and producing and delivering presentations to C-level executives

Cima Advanced Diploma In Management Accounting

Certificate In Business Accounting

Bachelor Of Science (Bsc)

Tefl Certificate (Nqf Level 5)

Education record