• Transformed annual budget process with enhanced sales bookings plan, headcount projections and vendor expenditures. Scenario analysis and multiyear views also introduced to process.• Providing Exec team and board members a monthly flash report and performance analysis.• Assisted in due diligence and financial integration of Strategic Acquisition.• Selection and implementation of FP&A Software to begin automation of reporting across company.• Management of Business Intelligence team helping Sales and Product understand performance with data.• Detailed monthly variance process working with department leadership to understand spend.• Pricing model reengineered for new product packages and sales strategy.

Helped manage and grow Retention, Member Services and Analytics function from inception to headcount of over 500 during the company’s largest growth period and through IPO:• Compiled carrier data to inform real-time company performance and liaising with all areas of the business providing insights and improvement recommendations including Sales, Marketing and Business development. Multiple analyses have resulted in changes in companywide strategy.• Assisting the project management of internal database build to house all carrier information.• Actively partnering with carriers to realize expectations on performance and production targets.

Management of team of Data Analysts and direction of Member Services team to deliver marketplace reporting to leadership, analysis of business trends and cover all aspects of retention throughout the customer life cycle

Responsible for analysis of current customer base, seeking performance trends in customer, carrier and product data. Liaising with carriers for data alignment on continuation of customer recognition and enrollment.

Re-engineered processes for FP&A reporting suite, prepared high level strategy presentations for CFO, Board meetings and contributed to preparation and writing of CCAR Stress Testing PPNR supplemental documentation submitted to Regulators.

Responsible for conducting Stress Test Analysis on Global Markets Balance Sheet in excess of $650bn and Net Interest Income. Building and using models to meet FED Scenarios and internal requirements. Contributed to overall Stress Testing reporting for Federal Reserve

Responsible for conducting monthly forecasting procedure for Global Markets Balance sheet working with finance leadership as well as the individual Lines of Business to produce accurate and timely forecasts

Responsible for compilation and distribution of EMEA country performance reporting, revenue and expense breakdown and quarterly business highlights by lines of business, with audience up to regional ExCo level

· Employed and managed a small team of Financial analysts who carried out a variety of roles· Constructed overall revenue forecasting model for the business for 2009/2010 and scenario analysis.· Created and rolled out a new set of KPI’s on which every office globally would be assessed.· Reported to CFO for Competitor analysis, performance analysis and Annual Report generation.

Employed in a Management Accounting capacity to provide detailed analysis and investigation of all costs of the business and developed a monthly reporting pack for senior management.

A CFM provides financial management, reporting analysis and advice to client engagement teams. Responsibilities included: Management accounting, contract management, forecasting, client liaison, pricing and billing. Reporting directly to Executives.

Joined graduate rotation scheme involving all areas of Corporate Finance.