Gerry Mccarthy Email & Phone Number

London, United Kingdom

.Please contact me for the details.

Having taken time off to R&R. I've been pursuing professional development courses; initiated studies for certification in IFRS reporting for SMEs. Learning VBA, ACCESS and SQL and learn to write Business Specs's, which is the part of the Business Analyst job I've not had direct experience.

London, United Kingdom

Engaged to analyse and support long-term planning and forecasting. Reported to the Senior Manager for the Finance Department while matrix-managing a team of 3 Operational Managers. Conducted the month-end offline operational reporting process for heritage Lloyds Impairments and IFRS calculations. Assessed controls, processes, reports and end-user spreadsheets that were affected by product and general ledger system migrations taking place in the current and following year. Determined how to bring production deadlines closer together, improved the quality of data produced, streamlined the consolidation process, bolstered controls and developed reports for various business levels.✔ After Lloyds rescued Bank of Scotland from major credit crunch funding issues in 2009, established an automated process and model for long-term financial planning and forecasting which cost £25k less than Lloyd’s current system.✔ Tested the month-end process from a new online Impairment database and advised on a new monthly journal process with associated controls.✔ Re-developed the old heritage Lloyds Excel-based Impairment process for use by outsourced Impairment processing and reporting in Ireland.✔ Boosted the granularity and inputs from the business through re-defining the business process for the Q1 forecast for 2010.✔ Directed the production of the Q3 forecast and 5-year plan for the Real Estate business unit.✔ Rationalised the business process for the generation of the forecast for heritage Lloyds TSB and heritage BoS for income and expenses, balance sheet asset and provisions and risk-weighted assets.✔ Co-ordinated a forecast stress testing process for the combined Lloyds Banking Group, taking various scenarios into account.

London, United Kingdom

Designated to verify the effectiveness of a global revenue analysis model and develop monthly reporting to demonstrate revenue related to Emerging Markets. Reported to the Senior Manager for Fixed Income Management Information. Took ownership of and maintained the up-to-date model to effectively run monthly reports.✔ Established the process for analysing country revenue and expenses for Emerging Markets.✔ Orchestrated the production of ongoing management reporting and the evaluation of initiatives / impact to business profitability along with contributing to global presentations to management.

London, United Kingdom

Selected to document the management of massive Excel spreadsheets. Reported to FICC Finance Manager while matrix managing 1 resource in MIS production. Oversaw the daily production of Global Rates P&L management information systems to ensure accurate and timely data. Documented daily processes and controls.✔ Developed daily commentary to explain all large P&L figures (exceeding €1m per book).✔ Analysed the efficiency of controls and reconciliations around daily MIS reporting, introducing new controls to address deficiencies.

London, United Kingdom

Established and updated a controls map for the Credit & Rates area used to monitor SOX tests. Reported to the Senior Vice President for Credit & Rates while leading 1 Junior Accountant. Led the monthly GLRS reporting process for the Credit & Rates area, mitigating accounting ownership disputes. Administered the quarterly SOX testing process.✔ Championed a project to roll out a new GLRS tool to ensure the reconciliation and substantiation of all B / S items which included writing business requirements and facilitating related training.✔ Drove the control self-assessment process for several product lines; observed risks and engaged teams to create and track action plans.✔ Reduced month-end reporting by 2 days, increased data accuracy and decreased un-reconciled / un-substantiated items amounting to a write-back of $6m against P&L through leading a project to improve the monthly balance sheet reconciliation substantiation process.

London, United Kingdom

Designated to work directly with clients to identify their reporting requirements, focussing on report design and information. Reported to the Vice President for Finance Reporting while managing a team of 5 Testers.✔ Created and tested a migration process to transition client data onto client reporting system.✔ Led system functionality and operational process testing, testing script creation and test control sheet compilation, with a focus on internal controls.

London, United Kingdom

Hired to perform as a Reporting Representative with Fund Managers and external clients. Reported to the Operational Director for Chase Asset Management. Recruited, managed and developed a team of up to 5.✔ Built the reporting function within Chase Asset Management to support the migration of investment operations to a new system which included transitioning clients onto the system as well as creating report packs and establishing operational procedures / internal controls.✔ Overhauled the performance process which entailed initiating the GIPS compliance project for the UK; directed the resultant Reporting unit which produced accurate, timely reports to client requirements along with answering queries for all end clients and Fund Managers.

London, United Kingdom

Engaged to provide temporary assistance during the outsourcing of the Asset Management team in Ireland. Reported to the Financial Director for Asset Management. Produced interim / final financial accounts for investment and unit trusts.

London, United Kingdom

o The production of interim/final financial accounts for investment trust/unit trusts, including the liaison with the Auditors

London, United Kingdom

Produced and presented the monthly management accounts pack and commentary within 6 days of month end to division management. Reported to the Financial Director while directing a team of 3 Accountants. Performed variance analysis from both budget and forecast. Directed a team in developing management accounts, monthly rolling forecasts and the annual budget.✔ Built spreadsheet models to forecast income through various trends.✔ Played an influential role in developing a viable costing model (ISA) for the company’s leading products.

o Managed the project for the merger of the cost information, reporting and payment systems of the commercial and investment banks and the associated stockbroker. Including the accounting and the accounts payable teams.o Managed 10 staff in –o The production of the management accounts and Swiss banking returns.o Staff appraisal and objective setting.

o The production of the inter divisional quarterly returns, the divisional monthly accounts and the six monthly statutory returns, for the Head Office for the commodity trading division.o Prepared and maintained the VAT records and returns, including the returns for various European value added taxes.o Supervised the recording and payment of overheads.

o Maintained inter company accounts. Reconciled and cleared up problem accounts. Cleared suspense accounts.

o The preparation of quarterly returns for Group Accounting.o Supervision of 4 book-keeping staff.

o Supervision of 5 clerical staff in Fund Accounting duties.

Ond Business Studies

Also passed A Level Accounrting.

O Levels

'O' Levels. Maths, English, Commerce, Biology, Chemistry