Lumos 365 offers Operators and Non-Operators of capital-intensive businesses in the Upstream Oil and Gas, Mining, Renewables, EPC (Engineering, Procurement & Construction) sectors the ability to deploy a fully integrated ERP system at a fraction of the cost and deployment time of other ERP solutions.The TechnologyLumos 365 provides a cloud based, integrated ERP, based on Microsoft Dynamics 365 Business Central, and leveraging existing Microsoft and other leading-edge technologies to… Show more Lumos 365 offers Operators and Non-Operators of capital-intensive businesses in the Upstream Oil and Gas, Mining, Renewables, EPC (Engineering, Procurement & Construction) sectors the ability to deploy a fully integrated ERP system at a fraction of the cost and deployment time of other ERP solutions.The TechnologyLumos 365 provides a cloud based, integrated ERP, based on Microsoft Dynamics 365 Business Central, and leveraging existing Microsoft and other leading-edge technologies to provide a seamlessly integrated ecosystem. The Lumos 365 PlatformThe Lumos 365 platform covers Finance, Consolidation, Joint Venture, Supply Chain, Plant Maintenance, Budgeting and Planning, Time Writing, Master Data Management, Automated Document Capture and Expense Management, Approval Workflows, Analytics and Local Content Reporting.Our Industry ExpertiseOur inherent understanding of the energy and natural resources sector have allowed us to build a pre-configured solution, embedding industry-specific best practice into our platform to support controls, cost recovery and compliance. Local content is embedded throughout our platform. Accounting Service ProvidersThe Lumos 365 platform also enables Accounting Service Providers to offer a fully integrated software and outsourced accounting service solution to your clients.Please contact kevin.davis@lumos365.com for further details Show less

Recently relocated to South Africa and am open to consulting, permanent and contract roles in South Africa, UK or remote working opportunities. Consulting assignments to date include:• Assisting a software development company design, develop and test a joint venture accounting and ERP software solution based on MS Dynamics 365 Business Central.• Developing financial models in Excel and dashboards in Power BI for Stonefield Advisory Limited.

Tullow Kenya is a multi-billion dollar project develop the first oil production in Kenya. The role was a fixed term expat assignment to develop high quality budgeting, management reporting, and financial control processes and up-skill local finance staff. I was offered a PMO Manager role at Tullow Oil Plc London at the end of the assignment but opted to leave in order to relocate to South Africa..Successes include:• Co-ordinated annual budget cycle, receiving positive feedback from… Show more Tullow Kenya is a multi-billion dollar project develop the first oil production in Kenya. The role was a fixed term expat assignment to develop high quality budgeting, management reporting, and financial control processes and up-skill local finance staff. I was offered a PMO Manager role at Tullow Oil Plc London at the end of the assignment but opted to leave in order to relocate to South Africa..Successes include:• Co-ordinated annual budget cycle, receiving positive feedback from partners on the quality of the submission, resulting in timely budget approval for the first time in years.• Twice earned letters of merit from the Group COO for improving standards in budgeting; technical excellence in reporting and implementing controls that allowed the business unit to operate within budget.• Developed reports, processes and controls, contributing to a significant (number withheld) reduction in annual overheads.• Transformed accounting procedures enabling cost control within budget for 4 consecutive years.• Appointed as process owner responsible for setting group wide budgeting and planning procedures.• Reducing reporting preparation time by 75% through Excel automation.• Recognition for best in group documentation and programme of assurance of AP, Expenses, Budgeting, Reporting, Timewriting• Entrusted with additional Financial Controller responsibilities in 2019: General Ledger; Accounts Payable; Inventory; Treasury; Joint Venture Accounting; Fixed Assets; Statutory Reporting, whilst supervising 3 direct and 3 indirect reports. Show less

I was the finance lead for a group wide project to implement a front-end management reporting and budgeting solution for SAP ERP using Cognos BI and TM1 to coincide with the global implementation of SAP and migration of data from the legacy financial system. At the end of the project I accepted a transfer to Tullow Kenya BV to gain further experience in an operating business unit.This was particularly challenging as my team and I had no prior SAP Joint Venture reporting experience, the… Show more I was the finance lead for a group wide project to implement a front-end management reporting and budgeting solution for SAP ERP using Cognos BI and TM1 to coincide with the global implementation of SAP and migration of data from the legacy financial system. At the end of the project I accepted a transfer to Tullow Kenya BV to gain further experience in an operating business unit.This was particularly challenging as my team and I had no prior SAP Joint Venture reporting experience, the business was going through a finance and supply chain transformation process and I was also responsible for ensuring uninterrupted delivery of budgeting, forecasting and management reporting during the development and cut over to the new system. Successes include:• Delivering the project on time and within budget, using AGILE SCRUM project management and JIRA software.• Collaborating with SAP consultants and internal stakeholders to deliver functional design, user acceptance testing, preparation of training material and training of end users.• Ensuring ongoing and uninterrupted delivery of Business-as-usual group management reporting, forecasting and budgeting in legacy models and during cut-over to new system. Show less

My role was to Co-ordinate preparation of group management reporting, cash flow forecasts and budgeting, providing analysis and support to business units. Initially in Excel, but also to lead the finance functional design and implementation of Cognos planning and BI to replace Excel for reporting, forecasting and budgeting. In Oct 2012, I was promoted to Financial Planning Systems Manager.Challenges faced: I had no prior oil and gas experience and inherited a legacy set of… Show more My role was to Co-ordinate preparation of group management reporting, cash flow forecasts and budgeting, providing analysis and support to business units. Initially in Excel, but also to lead the finance functional design and implementation of Cognos planning and BI to replace Excel for reporting, forecasting and budgeting. In Oct 2012, I was promoted to Financial Planning Systems Manager.Challenges faced: I had no prior oil and gas experience and inherited a legacy set of disparate Cognos models and Excel reports, which were different for each location and contained a significant amount of manual work.Some successes:Consolidated the monthly reporting pack in Excel into a single format across all locations.Designed a cash flow model in Cognos Contributor, linked to prior financials and forecasts.Integrated Cognos forecast models with Sun actuals.Collaborated with the BI technical team to develop reporting portal with Cognos BI. Show less

Between permanent assignments I did consulting work to:• Deliver the inaugural budget for Consumer Focus, a consumer rights group based in London.• Develop a pricing model for City of Westminster in the UK to pilot dynamic pricing for its parking, which received newspaper coverage and which was implemented by Zeag.

Contract role responsible for designing BI solution and process improvements to streamline the annual planning processes of the newly formed ministry and its previously independent Courts, Tribunals and Prisons services. Role ended as BI project design was completed and process improvement recommendations were handed over to permanent staff for implementation.Some of the challenges I faced:• A multitude of disparate processes and excel models for planning, budgeting and reporting… Show more Contract role responsible for designing BI solution and process improvements to streamline the annual planning processes of the newly formed ministry and its previously independent Courts, Tribunals and Prisons services. Role ended as BI project design was completed and process improvement recommendations were handed over to permanent staff for implementation.Some of the challenges I faced:• A multitude of disparate processes and excel models for planning, budgeting and reporting, not only between Prisons, Courts and Tribunal Services, but within regions and areas of these organisations.• Many stakeholders spread across the UK some of whom were resistance to change.Successes include:• Improving the planning and fund allocation process, convincing stakeholders with vastly different legacy processes to agree to a streamlined solution• Compiling a report of financial processes improvements to the Director General of Finance, who immediately implemented all recommendations. • Designing a Business Intelligence budgeting solution to track fund allocations, integrate with Oracle and retire legacy Excel based models• Improving communication between traditionally autonomous business units, by continuously promoting collaboration and sharing best practice Show less

Contact role responsible for forecasting, budgeting, planning and management reporting. Contract ended as I was awarded a lead planning design role in a Financial BI project for the Ministry of Justice. • Developed and maintained a forecast model; • Supported projects in preparing and consolidating quarterly financial plans; • Reviewed programme business cases; Supported reporting and planning, ensuring Green Book compliance

Servista was an outsourced IT service provider offering CRM and billing services for companies wishing to sell telephony and insurance products to their customers. It had approximately 100 employees. This was a contract role to provide budgeting, reporting and financial modelling for decision support. My contract was extended once and then I left at the end of the extension to travel. I led budgeting, forecasting and cash management; Developed financial models and monthly reporting for… Show more Servista was an outsourced IT service provider offering CRM and billing services for companies wishing to sell telephony and insurance products to their customers. It had approximately 100 employees. This was a contract role to provide budgeting, reporting and financial modelling for decision support. My contract was extended once and then I left at the end of the extension to travel. I led budgeting, forecasting and cash management; Developed financial models and monthly reporting for analysis of new business opportunities and to secure funding Show less

easyGroup is a business incubator operated by easyJet founder, Stelios Haji-Ioannou, to find an launch new businesses in industries that were ripe for disruption and could benefit from the same dynamic pricing model and cost restructuring principles, which made easyJet so successful. My role was to identify suitable industries, model ideas for cost restructuring, build investment cases and launch successful candidates in collaboration with the other 4 members of the new projects team.… Show more easyGroup is a business incubator operated by easyJet founder, Stelios Haji-Ioannou, to find an launch new businesses in industries that were ripe for disruption and could benefit from the same dynamic pricing model and cost restructuring principles, which made easyJet so successful. My role was to identify suitable industries, model ideas for cost restructuring, build investment cases and launch successful candidates in collaboration with the other 4 members of the new projects team. Of the ideas investigated in industries such as gyms; private jets; hotels; storage, cruise ships and car sharing, easyCinema and easyBus were selected as suitable candidates for launch.Some successes include:• Developing and operating a bespoke dynamic price management system for the easyCinema start-up• Negotiating new alternative pricing structures with film studios, to fit in with a dynamic pricing model for easyCinema• Buying films; scheduling screenings for easyCinema• Building a system to automate revenue reporting using Cognos, SQL and VBA for easyCinema• Identifying and championing point to point bus services as a suitable idea for further investigation; providing financial modelling to support cost reduction ideas and the investment case, which resulted in the launch of the idea as a start up called easyBus. Show less

Management reporting and forecasting role for easyCar and easyInternetCafe. Contract ended when I was offered permanent role as New Projects Manager.• Prepared financial forecasts monthly management reports; board pack presentations• Developed and maintained financial reporting systems

• Built a pricing model that allowed Daimler Chrysler's fleet management arm, Debis, to secure a R5bn fleet management contract with Telkom• Conducted business valuations; due diligence; financial modelling; stock exchange compliance

• Statutory audit supervision; tax compliance; staff supervision, audit methods training