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 the transition from Excel. • 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 the Lloyd’s market syndicate business forecast (’SBF’) process. • 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 in the business structure, including those following a merger. Redesigned the reporting of management expenses to the business, including the Board and the Operations Committee. • 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 analysis. Redesigned reports regularly to adapt to changing requirements of the organization and ensure relevance. • Provided business partnering and demonstrated strong collaboration with other departments, including support on the implementation of the strategy as the organization expanded.• Regular interaction with Board members, and responsible for ad-hoc requests such as additional reporting to Head Office and the Lloyd’s market following large scale losses. Managed the team through project work, which included exiting specific lines of business and Brexit. • Performed P&L attribution testing to assist in validating the capital model, reporting to the Board. • Member of several sub-committees of the Board.

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. • Responsible for preparation and verification of financial information required by external stakeholders (e.g. rating agencies, regulators and members agents), as well as internal.

• 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 the forecasts externally. • 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 in Europe and Asia. Represented Finance on the International Committee.

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 document, and external documents such as the Annual Report. • 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 timing of deliverables.• 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 those from the Chief Financial Officer and Chief Accounting Officer.• 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 of world’s largest chemical companies, and manufacturers of power generation equipment and semiconductors.• 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. • Managed time appropriately and prioritized work in order to deliver high-quality client service whilst producing audit work of a high standard.• Developed and maintained a good working relationship with all levels of client staff across the business. • Built and maintained internal networks in order to gain access to a greater spectrum of knowledge of other specialist areas within PwC including Tax, IT and the Actuarial departments.

Aca Qualified

Master'S Degree, Physics