Jonathan Millam Email & Phone Number

Equiom, Oo

Equiom is Jersey-based global professional services organisation, providing bespoke end-to-end wealth protection and business support services to private clients, corporate clients and funds.

St Helier, Channel Islands, Je

Hawksford is an international provider of Corporate, Private Client and Fund services. It is a Jersey based private equity backed buy and build financial services business. I provided consultative support to the Hawksford CFO and business to close its M&A pipeline, build the Budget and 5-year business plan and deliver critical projects.

London, Gb

Kingswood is an AIM Listed, private equity backed buy and build wealth management Group. Member of the Kingswood Executive leadership team and Board member, managing a team of 15 people and responsible for building the finance capabilities of the organisation. -Completed acquisition of 15 businesses. Each acquisition integrated into the Group from a finance perspective. Agreeing commercial terms, performing financial due diligence, presenting deals to the Acquisition Committee-EBITDA increased from £0.8m in 2020 to £15.0m post completion of acquisitons-Completed £75m capital raise to fund Group’s future growth ambitions-Built reporting and analytical capabilities to better understand the performance of the business-Responsible for quarterly FCA reporting and delivered the annual internal capital and risk assessment (ICARA) process, to assess ongoing Capital and Liquidity requirements-Investor Relations; deliver interim and annual reporting to the market. Ran Group annual statutory audit and led successful re-tendering process to appoint new audit firm-Improved financial reporting and budgeting disciplines, reducing month end process times, enhanced Balance Sheet and Cashflow reporting-Professionalisation of finance and leading transformation of reporting and finance processes

London, Gb

Member of the Leadership team, managing a team of 10 people, delivering the reporting and planning processes for Equiniti. My key responsibilities included; the preparation of Group financial plans [£0.5bn revenue and £140m profit], ensuring delivery of financial targets (p&l, cash-flow and Balance Sheet), Head the Investor Relations and leading M&A activity. Also a member of the Equiniti Financial Services Limited Board (SMF2), an entity that is regulated by the Financial Conduct Authority.-Prepared exit for the business through successful sale to private equity firm Siris Capital for £673m-Completed the £50m sale of the £5bn Asset D2C client book to Interactive Investor-Led successful implementation of Adaptive Insights planning software and transformation of global reporting and forecasting processes. Led an offshoring programme and delivered £0.5m annual savings-Investor Relations; presented financial results to the market, wall crossed analysts, managed results vs consensus

London, Gb

Delivering financial decision support to EQ Invest; a division that provides trading products and platforms for individual investors as well as operating an International payments business. My key responsibilities included; the preparation of financial plans, ensuring delivery of financial targets, prioritisation of capital expenditure and leading commercial negotiations of new and existing partnerships.Board member of Equiniti Financial Services Limited (SMF2), an entity that is regulated by the Financial Conduct Authority. Responsible for reporting financial performance to the Board, managing cashflows, delivering the Internal Capital Adequacy Assessment Process (ICAAP), performing Stress Testing analysis and completing financial audits and file statutory accounts.Led a team of 6 people and delivered a project to offshore transactional activity to the Equiniti Financial Shared Service Centre that enabled the onshore finance team to focus on more commercial, margin enhancing activity.

New York, Ny, Us

Appointed to design and build a regional financial reporting suite to a newly created European business division at American Express. Providing finance insight and analytics to 100+ Business Partners whilst delivering efficiencies through the simplification and automation of reporting. Implementing a Change Management program to transition the organisation from traditional business line p&ls to a regional p&l, designed to focus the organisation more on profitable revenue growth and attractive investment opportunities. Delivering scenario based profitability analysis to determine 3 year customer spend and margin enhancing targets.

New York, Ny, Us

Delivering financial decision support to the Corporate Payment division (small, medium and global clients). Providing high quality strategic & conceptual thinking and analysis on key issues confronting the business; partnering & supporting the SVP for Europe & the International leadership team. Key responsibilities include investment appraisals, NPD business cases and planning and forecasting. Working with the business to identify, evaluate & implement cost management, revenue enhancement and margin improvement initiatives. Leading a high performing team of 10 that improved forecasting processes, reporting insights and deal models.

New York, Ny, Us

Led the European and Asian Controllership organisation. Ensured accounting transactions conform to US GAAP policies, improved operational controls, developed legal entity structures and part of a project team that implemented a new Oracle financial reporting system. Set up operational accounting processes from scratch in the US (sale, accounting, invoicing and collection); created & led a cross functional finance team to deliver new processes. Multi-currency Product Development; led business & finance strategy sessions, created FX accounting flows, presented at Board meetings. Wrote Merchant Acquiring Guidelines. Balance Sheet Reporting; improved account understanding & reduced processing time (5 days/quarter).

New York, Ny, Us

Managed a team of 10 that reported and analysed the MS Europe p&l; led initiatives which improved Europe p&l by $30m by identifying incremental revenue opportunities and implementing cost reduction initiatives. Implemented new IBM (Cognos/TM1) forecasting tool. Improved customer spend, revenue and expense forecasting processes which reduced processing time by 30-40 days per year.

New York, Ny, Us

Responsible for reporting and forecasting. Built strong knowledge of American Express financial processes; Business Unit Target Setting, Restatements & Staff Group Allocations. Coordinated and consolidated segment planning activities including the delivery of improvements to Cognos forecasting system.

Middlesex, Gb

Led financial analysis and investment appraisals that turned the cargo freighter program from $10m loss to $20m profit. Improved accounting procedures that led to reduction in $20m of over accruals. Managed a team of 8. Implemented new reporting/forecasting processes, creating a customer service balanced business scorecard. Sales Ledger Clerk, Assistant Accountant for BA(Europe) Ltd

Accounting And Finance

Ba Business Studies, Business Studies