Andrew Hicks Email & Phone Number

Exeter, Gb

London, England, United Kingdom

Work with the FP&A team to develop group reporting and key performance metrics. Actively make improvements to support BAU process and focus on scenario modelling within Anaplan (Test Model Owner).Key Achievements• Make Anaplan model ‘fit for purpose’, by implementing Anaplan best practises DISCO (e.g. Write data into Anaplan, simplify group calculations, focus output to user). • Automated transfer of data and built process from HFM accounting system to Anaplan. Saved 7 hours per month, refreshed daily / on request, built in checks.• Automated transfer of data from Anaplan to Power BI. Developed Power BI dashboards for reporting and analysis for team and CFO, e.g. Budget with flexed scenarios.• Built new Management Accounts and supporting monthly process for CFO. Worked with business and finance technology team to explain difference between local reporting and contribution to group.

London, England, United Kingdom

Build salesforce and financial dashboards with a focus on (1) Business metrics and key performance indicators (e.g. Average Order Values, Life Time Value of Contracts, Renewals, Churn, Product / Industry / Salesperson analysis(2) Building forecasts / budgets (including scenarios) to model revenues and cashflows.(Included forecasting new business, renewals, churn, as well as timing of Revenues and cashflows)Source data from Salesforce, Xero and Hubspot and used Qlik Sense to build dashboards.

United Kingdom

Walked from Lands End, Cornwall to John O'Groats, Scotland.89 days, 1200 miles or 2.7million steps

London, United Kingdom

Reporting to the CFO, I was responsible for financial reporting, planning and analysis, whilst also creating an internal financial dashboard with business metrics for the XTX Global Operating Committee (GOC). Financial Reporting, Planning & Analysis1. Reports – Produced individual entity and multiple consolidated financial reports. All income statement, balance sheet and cashflow reports were produced at both group and local currencies. 2. Commentary and Variance Analysis – Monitored key financial performance ratios and margins, highlighted trends, and analyse causes of unexpected variances. Identified opportunities and causes of concern and made recommendations. Forecasting future ratios ensuring reporting requirements are met.3. Budgeting and Forecasting – Created annual budgets, updated forecasts on monthly basis. Worked with departments to prepare individual and consolidated group budgets. Mapped out growth plans, including capital expenditures and investments. Generated 3 to 5 year forecasts. 4. Global Operating Committee (GOC) – Prepared monthly and quarterly presentation to GOC and Board. Analyse complex financial information and reports to provide accurate and timely financial recommendations for decision making purposes. Supported department heads with in-depth analysis.5. Cost Analysis – Detailed review of expected technology expenditure by vendor. Reports tracking payments, prepayments and accruals, both saved time posting entries and managed cost control. 6. Additional Reports – Share Price, Liquidity Framework, Regulatory Capital, Debt and Competitor Analysis. 7. Support Finance TeamQlik1. Created a suite of dashboards / reports / presentations2. Straight through processing. 3. Intraday Reloads.4. Intraday and Daily Snapshots to track changes5. Email Alerts.6. Created Mashups using HTML and Java Script7. Vizlib Extensions.8. Proficient use of the Qlik Management Console.9. Supporting / Training the business in Qlik Sense.

London, United Kingdom

London, United Kingdom

Develop Qlik Sense dashboards for the finance team.Income Statement and Balance Sheet data - Actual, Plan and Forecast.Functionality includes set Analysis to allow user to select prior month and storing data on daily basis to track movement of financials. Train the team on how to use Qlik Sense.

London, United Kingdom

Role – I supported the FX COO to improve quality of data, management information and reports. Data – Worked on Revenue, Trade Volumes, Brokerage, Sales Revenue, VaR and Headcount data.Stakeholders – positioned on trading floor, communicating with desk heads and traders across all HR levels. Ability to translate front office requirements to middle and back office functions.Data Systems – I was subject matter expert in a number of trade and financial data systems (multiple types of database with large volumes and complicated structures). I was always making suggestions to make improvements of data models / processes / how to present meaningful data. Business Analysis – Exposure to full life cycle of multiple projects (Brokerage, Sales Revenue and Financial Hierarchies). I identified objectives, developed and implemented solutions, communicated with stakeholders (Business and Technology), whilst conducting state analysis to monitor progress. Financial Reporting – Generated, validated and provided commentary on monthly financial scorecards. Worked with relevant teams to fix errors / update processes, and remove manual interventions. Regulatory Reporting – Validated and opined on FX data for Volcker, Dodd Frank and MiFID II reporting. I produced semi annual and triennial FX turnover reports for the Bank of England.Management Information – Produced periodic and ad hoc data analysis to a variety of stakeholders. Proactive approach, try to understand data and requirements myself so I can anticipate next question.Financial Analytics – Created presentations / templates for wide range of analysis (Budgets / Forecasts / KPIs / Operational performance / scenario analysis and financial modelling). Qlikview – Setup database connections, script writing and creating dashboards for multiple users and disciplines. Ensured effective governance of data and supported others in development of reporting.

London, United Kingdom

Role – Supported the front office Fixed Income COO team, by producing accurate, up to date, relevant management information on daily, weekly, monthly and ad-hoc basis. Product exposure included Swaps, Options, Governments & Treasuries, Short Rates, Exotics and FX.Legal Entity Migration – Supported transfer of derivatives business from Irish unit (ML International Bank) to UK (ML International) operations. Created Qlikview dashboard to display trade level data and formulate complex analysis for counterparty novation.Restructuring – Coordinated integrated bank headcount analysis with GRC head of HR. Create and maintain daily reports, including savings targets, change history, whilst ensuring confidentiality.Finance Reports – Daily Balance Sheet, Profit and Loss reporting, ensuring all reports are in alignment with latest Financial Hierarchies and updating FY Forecasts and targets.Counterparty Risk – Create a database process to allow business to review risk globally and calculate MTM in event of a counterparty default. Report used for Bank Credit Event Test.

London

Working with EMEA Fixed Income COOs to review and analyse revenue, headcount and trade level data. Provide general IT support, training and creating best practises in time critical environment.

London, United Kingdom

Three month contract, supporting changes to the internal structure of the business.• Review and assess the implementation of the new cost centre structure for 2008. Ensure all 2008 expenses (including reversal of 2007 accruals) are allocated to the correct 2008 cost centres.• Create spreadsheets to design and manage the 2008 Forecast by Cost Centre. Write Commentary on variance between the 2008 Forecast and 2008 Budget. • Provide detailed monthly cost analysis on direct and in-direct cost charges to the business

Bristol, United Kingdom

Provide focused management information and support covering CB central suite of cost centres.• Built and maintained relationships with CB Central Support Functions (MD, HR, Marketing, Risk & CIO)• Process all CB Central Monthly Accruals, Journals and Prepayments to SARBOX requirements.• Provide commentary variance analysis of CB Central costs to budget, forecast and prior periods.• Assist with creation of quarterly cost and FTE forecast – including CB Recruitment analysis.• Efficient use of SAP R3 and COBRA. Experience of FPB&F and SAP BW.

Bristol, United Kingdom

Generate weekly and monthly reports of CCS non-financial management information (MI)• Continuous proactive development of MI, in fast changing environment, supporting business decisions.• Develop key relationships with centres to ensure time efficient collection of MI.• Analysis of MI Reports, understanding of trend data, and centre productivity.• Updated unit costing models to support calculation of indirect costs to the business.

Cima, Management Accounting, Acma

Self funded qualification

Introduction To Securities And Investments

Self funded qualification

Management Science, Business Management, 2:2

Activities and Societies: University Football 5th Team Captain University Football Club Treasurer