Jon Smith Email & Phone Number

London, GB

London, England, United Kingdom

Reporting to the CFO, So Energy – turnover of £880m – is a challenger retail energy company with customer service excellence at its heart.- Responsible for the FP&A, forecasting and long-term financial modelling functions of SoE during the energy crisis, forecasting and providing visibility of emerging risks. Supporting the business to secure parent.

London, England, United Kingdom

- Hired to replace outgoing financial modeller and backfill the leaving So Energy Finance Director while the company navigated an equity buyout merger with ESB Energy, finalised Aug 21 and integration to complete Jan 22. - Responsible for the FP&A, forecasting and long-term financial modelling functions of SoE and ESB Energy. Identifying, assessing and.

Reporting to the Head of FP&A, Shell Energy – turnover of £850m - is the retail energy arm of the global Shell oil company.- Backfill for FP&A / Business Partner staff providing analysis support for month end, quarterly forecasting and transformation while permanent staff are recruited.- Re-design of month end processes, streamlining and automating the.

London, England, United Kingdom

Reporting to the Finance Director, ElectraLink is an IT provider to the energy industry, supplying critical data infrastructure.- Key FP&A resource supporting transition to a new finance leadership team, including a new Finance Director.- Business partnering and resource planning with all division and cost centre leads to set 2021 budgets and deliver.

London, United Kingdom

Commercial Finance Analyst: Oct 19 – May 20 (7-month contract)- Backfill for senior staff, developing business plans, commercial models and analysis during finance transformation projects (3 months).- Business partnering with operational and project teams in the development of proposals, commercial propositions and infrastructure investment plans.

Cardiff, United Kingdom

Reporting to the Head of Regulatory Finance, Dwr Cymru Welsh Water is a water utility company serving 1.4m customers. This 6 month contract was to support in the preparation and review of submissions in the government price review (Ofwat PR19), requiring coordination of cost plans and financial modelling. - Supporting the PR19 Ofwat Price Review with the.

Cardiff, United Kingdom

Reporting to the Finance Director, Amber Energy is one of Cardiff’s fastest growing SMEs working in the Utilities sector, this 6 month contract was to work closely with company directors to develop financial and product pricing models.- Providing business analysis, review and advice on the end-to-end journey of company products and services- Leading on the.

Bristol, United Kingdom

Reporting to the Business Partnering Senior Manager, the Business Banking Business Partnering team works to budget, forecast, plan and manage £15b deposits and £1b in lending within Lloyds Bank.A 6 months contract with Lloyds providing analytical support to an account/customer transfer project and developing reporting and MI capacity to monitor and manage.

Wales, United Kingdom

Reporting to the MD, BBI Healthcare is a FMCG manufacturer of health & food products for retail and wholesale markets. I delivered a 3 month contract with BBI to increase the visibility and accuracy of sales, cost and profitability forecasts, establishing new reporting tools. Preparing end-to-end business analysis to inform pricing and margin improvement.

Cardiff, United Kingdom

Responsible for the development and production of the Society’s resource planning and performance tracking materials, to optimise the utilisation of resources and provide visibility and insight on end to end performance.− Operations resource planning: ○ Maintain a model that will enable effective resource planning across the Society. ○ Provide the.

Cardiff, United Kingdom

Reporting to the Strategic Finance Lead− Developing financial and operational planning and capability to underpin the commercial effectiveness of SSE Metering;− Design and roll-out of budget and forecasting tools for the management of +4,000 staff;− Developed ‘Smart’ financial planning models and performance measures to increase the visibility of cost and.

Cardiff, United Kingdom

Reporting to the Finance Controller− Improving forecasting accuracy by developing metrics and partnering with budget leaders and Finance/Accounting team;− Performing monthly analysis of Sales Team actual results, forecasts and Annual Operating Plan (AOP);−Preparing and reconciling ‘Product Line Performance’ data and Material Indexes for pricing.

London, United Kingdom

Reporting to the Chief Executive, 1 direct report− Developing and implementing new management information tools across all business functions and assisting in monthly performance reviews with the Chief Executive;○ Establishing a robust and secure performance management framework (Scorecards and Dashboards) for KPIs, Project Management, Risks and Issue.

London, United Kingdom

Reporting to the Chief Executive− Overseeing organisational monitoring systems, claims management and performance reporting;− Supporting monthly contract and quarterly financial performance reviews, advising budget holders to make strategic operational and financial decisions to maximise performance;− Responsible for business planning and bid budgeting for.

London, United Kingdom

− Searching and applying for statutory contracts and grant funding in support of charitable activities, personally raising £3.5m with a success ratio of 50%; − Liaising with Senior Managers to develop operational plans and budgets that fit with funder guidelines, internal priorities and organisational infrastructure;− Providing monitoring and analysis of.