Katherine Boadle Email & Phone Number

Dublin, County Dublin, Ireland

London, United Kingdom

• Promoted to build and lead an FP&A team of thirteen operating under three line-managers.
• Management and delivery of the Group’s annual three-year plan and quarterly forecasting to the Board and Head Office in Japan. Developed the processes around a newly implemented planning platform, Anaplan, following.
• Responsible for the additional reporting requirements of financial plan information, both internally and to external regulators, as the level of oversight increased. Managed the involvement of the Finance function in.
• Responsible for managing the annual expense budget of over £100m and the quarterly expense forecasting. Accountable for the organization’s expense allocation process and recharge model, frequently responding to changes.
• Recognised for the consistent high quality of reporting to the Board and Executive Committees, including the delivery of quarterly management information on the performance of the business units and competitor.
• Provided business partnering and demonstrated strong collaboration with other departments, including support on the implementation of the strategy as the organization expanded.

London, United Kingdom

• Promoted to manage a team of three; two qualified management accountants and one trainee.
• Redesigned the quarterly and monthly reports for Head Office and the Board on the Group results.
• Delivered the Syndicate Annual Report & Accounts (UK GAAP), including writing the strategic report.
• Responsible for the quarterly close of the technical underwriting results into the financial ledgers, which included managing a full analytical review undertaken by the team to validate the results.
• Responsible for implementing and maintaining the appropriate controls to ensure the accurate flow and reporting of information, and compliance with J-SOX requirements.
• Liaised with the external auditors and actuaries, providing information, analysis and explanations.

• Liaised with underwriters, actuaries and senior management to perform quarterly analysis and verification of the underwriting result.
• On a quarterly basis, prepared the expense, investment income and cashflow forecasts, as well as combining with other inputs to form the full three-year business forecasts. Prepared the press releases to communicate.
• Prepared commentary on the underwriting results for various Board reports, and communications to the underwriters on the expense and investment income forecasts.
• Implemented a new process for recording and reporting the results of the overseas offices, which was ultimately reported at Board level. Took ownership of coordinating the financial submissions of the overseas offices.

London, United Kingdom

• Liaised with Global Businesses and Regional Finance teams to prepare analysis and write commentary for both internal reports, including the monthly Business Performance Review, quarterly Board Report and Group plan.
• Challenged the business on assumptions made during the planning process, and reviewed the performance against plan throughout the year. Drove improvements in the production of management information and in managing the.
• Regular interaction with Investor Relations and Group Communications, to ensure the accuracy and completeness of content used in external documents. Responded to ad-hoc requests and senior management queries, including.
• Worked closely with a team of off-shore accountants based in India to co-ordinate deliverables, identify control and process improvements and develop the scope of their role in report production.

London, United Kingdom

• Started at PwC Newcastle, where client portfolio consisted of both large international clients and smaller local based expanding companies, across a range of industries e.g. a listed residential property business, one.
• Transferred to London and managed a portfolio of clients within the Insurance & Investment Management sector including two large leading international insurers and a wealth management company.
• Exposure to IFRS, UK GAAP, US GAAP and J-SOX.
• Responsible for managing the planning, execution and completion of audit engagements, and identifying and resolving issues with clients and partners.
• Led the audit team through the fieldwork by planning appropriate resource, providing coaching, reviewing work and providing feedback.
• Tracked the progress of the audit engagements both in terms of deadlines and financial performance.

Aca Qualified

Master'S Degree, Physics