Jim Kelly Email & Phone Number

Sale, England, United Kingdom

• Sesame Bankhall Group (SBG): A subsidiary of Aviva, SBG provides sales and regulatory support to more than 10,000 financial advisers who deliver independent investment advice and write £45 billion of mortgages per.
• Cut £17m (35%) from the expense base and recovered £5m from PI insurers
• Won shareholder buy in to hold and grow strategy securing £35m new capital
• Redesigned the Network business model delivering 50% cost savings
• Aviva shareholder now considers SBG to be a strategic assetOther Achievements:
• Ran the Finance function reporting to the Board & Shareholder with a £30m budget

SUMMARY APPENDIX CHAIR, NON-EXECUTIVE, EXEC & REGULATORY ROLES 2014 to2021 CFO Business Development Director: SBG Exec and Exec Risk Commitees2014 to2021 Non-Executive Director: Sesame Bankhall Valuation Services Limited2014 to2020 CFO, Director: Sesame Bankhall Group Limited Board2014 to2020 CFO, Director: Sesame Limited, PMS Limited and Bankhall Limited.

London, United Kingdom

• I have a broad based business background beginning in Financial Management through Operational and Project Management roles into General Management. I have been Chairman, Non-Exec Director, Country Manager CEO and CFO..
• Developed a strategy for private healthcare insurance funding in the Polish market.
• Facilitated CEE market entry of a smart building software business.
• Delivered Private Equity Commercial Due Diligence, buy side, for the acquisition of Poland’s largest private healthcare service provider.

Warsaw

• Joined Euromark – a Polish outdoor clothing/equipment provider - to steer the company through its IPO flotation then Chair the Supervisory and Management Boards to deliver the IPO prospectus commitments. Achievements:
• Took Euromark to the Polish Stock Exchange, listing @ 15 * EBITDA;
• Implemented retail strategy 2 outlets to 26; Improved sales by 110% Poland & CEE;
• Carried out due diligence, purchased & integrated retail subsidiary.

UK / Poland

• Management Team Builder in an International Business Environment.I headed up Norwich Union’s entry into the Polish life assurance market in 1999. Prior to joining the EU Poland ran a one-year, pensions privatisation.
• Set up a Life Assurance business from scratch, in 5 months, for Aviva in Poland
• Sold the life and pre-existing pensions business at 5* cumulative investment after Norwich Union, General Accident, Commercial Union merger in the UK
• Lead the Life, Pensions and General Insurance businesses for Sampo of Finland the new owner
• Devised strategy and lined up acquisition target for Retail Bank market entry

UK

• Chairman of the business from 1994 and then Chief Executive from 1996 to 1998.Achievements:
• Set new strategy for business-to-business sales;
• Reduced Retail Bank Credit risk substituting unsecured loans with asset backed finance;
• Improved income and profitability by 120% and 180% respectively in 3 years.Responsible for redefining the strategy in conjunction with the Parent Bank's Branch Banking Division to focus and manage client debtor risk.

Edinburgh / London

1991 to1997 Royal Bank of Scotland (RBS)1991 to1996 Finance Director: Royal Bank Branch Banking Division (Retail Bank)1996 to1997 Chief Executive: Royal Bank Invoice Finance 1993 to1996 Chair: Royal Bank Invoice Finance 1993 to1997 Chair: Royal Bank Insurance Services 1993 to1997 Chair: Royal Bank Insurance Consultants 1993 to1997 Non-Exec Director: Royal.

Edinburgh

• I joined the Royal Bank of Scotland at the height of the 1991 economic crisis in the UK as the Finance lead of its change programme, focused on improving profitability in its Retail Bank (Branch Banking Division)..
• Changed management’s profit focus from Branches to product ownership;
• Increased Retail Bank income by 20%; decreased bad debts by 70% and increased profit by 300%
• Reduced Retail bank credit risk, substituting unsecured loans with asset secured finance from Royal Bank Invoice finance and RoyScot Trust

Bournemouth, Weybridge

Jim Kelly joined this business, the first real bancassurance business in the UK to establish and then run its Management Accounting, Board Reporting and then Stock Exchange & Statutory Accounting Reporting Requirements. His focus as defined by the Group Finance Director was to understand and then report on the real underlying financial dynamics of the.

London / Bournemouth

Jim Kelly's first responsibility at Chase in London was to use his manufacturing accounting experience to build Client, Product & Line of Business profitability analyses of Chase' businesses in London. The overall business was hugely profitable. The income sources were clear and the expenses were understood at cost centre level but not how they related to.

Hook Hampshire

Project Controller responsibility for the financial control, and management of the day on day progress of the installation of the hardware and software which delivered Nat West Bank's Network communication and control of its ATM platform throughout the UK.Responsibility for the management accounting and financial control of Racal-Milgo's manufacturing.