Kully Dhaliwal Acma Email & Phone Number

London, England, United Kingdom

• Supported the CFO & Head of FPA in creating an investment memorandum for the business from inception through to the successful sale to a VC in early 2020.• Detailed analysis of the key drivers of each portal and identifying related trends, these were used to decide the metrics/final assumptions underpinning the five-year plan. Outputs were used to create defined sets of KPI reports across all business portals. • Conducted scenario and sensitivity analysis to support the five-year plan… Show more • Supported the CFO & Head of FPA in creating an investment memorandum for the business from inception through to the successful sale to a VC in early 2020.• Detailed analysis of the key drivers of each portal and identifying related trends, these were used to decide the metrics/final assumptions underpinning the five-year plan. Outputs were used to create defined sets of KPI reports across all business portals. • Conducted scenario and sensitivity analysis to support the five-year plan assumptions and to show a range of potential outcomes. • Developed a bespoke forecasting model combining all portals under the agreed and defined KPI’s with supporting reports to explain basis of key assumptions. • Analysed industry level KPI’s to benchmark market share and performance. This was used when creating a financial assessment summary/report of potential acquisition targets for the company. • Ad-hoc reporting to support the executive team on queries and the audit conducted prior to the company sale. Utilised SQL to extract datasets and create reports if these were not available within current reporting suite. Show less

Welwyn Garden City, England, United Kingdom

• Developed a detailed five-year turnaround plan for the business by working closely with the CEO and Chairman in order to secure the funding required from the VC owners in the plan. • To support the assumptions in the model I undertook analysis of the key metrics by creating trend reports (using SQL to create my own suite of reports) and these were used to develop forecasting models for each of the initiatives within the turnaround plan. • Worked on scenarios and sensitivity analysis… Show more • Developed a detailed five-year turnaround plan for the business by working closely with the CEO and Chairman in order to secure the funding required from the VC owners in the plan. • To support the assumptions in the model I undertook analysis of the key metrics by creating trend reports (using SQL to create my own suite of reports) and these were used to develop forecasting models for each of the initiatives within the turnaround plan. • Worked on scenarios and sensitivity analysis to support the key assumptions in the business case and I prepared presentations to present the final business case to the VC and senior directors. Created a five-year plan for a potential strategic deal as an alternative to the turnaround plan • Supported the business with ad hoc business analysis of key trends and explanations for the YoY KPI performance against budget and forecast. Show less

London, United Kingdom

• Prepared annual budgets and financial plans for six business units within the EMEA region. This required working closely with Country MD's to analyse and assess the revenue pipeline for current and new business against the resource requirement to deliver growth in line with corporate expectations.• Provided analytical support to the Country MD's within EMEA to help drive financial and commercial decisions for new business, in order to deliver results in line within company objectives.… Show more • Prepared annual budgets and financial plans for six business units within the EMEA region. This required working closely with Country MD's to analyse and assess the revenue pipeline for current and new business against the resource requirement to deliver growth in line with corporate expectations.• Provided analytical support to the Country MD's within EMEA to help drive financial and commercial decisions for new business, in order to deliver results in line within company objectives. • Orion Healthcare deploy professional services teams in order to customise the software for customer readiness and use. This required working closely with the project teams and senior service directors and to understand the true project profitability and understand the main factors driving services contribution.• Developed KPI/Ad hoc reports to allow Country Managers and the Executive team to better understand the key factors driving performance within their P&L including invoicing, cashflow and aged debtor reports in line with targets set. Show less

London, United Kingdom

Providing insightful financial analysis & challenging key performance targets. Overseeing the provision of pan-European financial analysis for marketing, transactions, product performance and brand.Key liaison point in finance for trading teams across the business and responsible for prioritising financial analysis, developing the team and supporting the team through their activities.Supporting decision making with analysis, insight and challenging business… Show more Providing insightful financial analysis & challenging key performance targets. Overseeing the provision of pan-European financial analysis for marketing, transactions, product performance and brand.Key liaison point in finance for trading teams across the business and responsible for prioritising financial analysis, developing the team and supporting the team through their activities.Supporting decision making with analysis, insight and challenging business assumptionsLeading the planning, re-forecast and commercial analysis processes. Providing ad-hoc analysis and resolution to queries quickly and efficientlyResponsible for co-ordinating the team through the process, challenging the assumptions and outputs and liaising with the leadership team on progressResponsible for reviewing & ensuring tools and templates are created, fit for purpose and used consistently amongst the team. Ownership of the online marketing financial analysis for the Ebookers group Show less

London, United Kingdom

• Focus in this role is to provide objective and consistent business case evaluation, analysis and advice to senior management that results in the creation of value both strategically and economically for new business opportunities worldwide.• Providing business evaluation advice and support to deal managers and sales team & contract negotiation support and analysis. This included the identification of new business opportunities.• Preparation of comprehensive due diligence on new… Show more • Focus in this role is to provide objective and consistent business case evaluation, analysis and advice to senior management that results in the creation of value both strategically and economically for new business opportunities worldwide.• Providing business evaluation advice and support to deal managers and sales team & contract negotiation support and analysis. This included the identification of new business opportunities.• Preparation of comprehensive due diligence on new opportunities encompassing areas such as tax, treasury, legal, local economics, local political and potential partners as necessary • Analysed the business case both from multiple perspectives including financial, strategic, & competitive. Show less

• Required to provide strategic support & analysis in decision making to the C.F.O & other board members in developing the company’s strategy. Also deputised for the C.F.O on occasion when developing business cases with key stakeholders. • Prepared budgets for the development & setup of the new wealth management platform. This required working closely with the project management team and designing a daily update report for detailing the progress against agreed timelines &… Show more • Required to provide strategic support & analysis in decision making to the C.F.O & other board members in developing the company’s strategy. Also deputised for the C.F.O on occasion when developing business cases with key stakeholders. • Prepared budgets for the development & setup of the new wealth management platform. This required working closely with the project management team and designing a daily update report for detailing the progress against agreed timelines & budgets.• During a period of significant change at board level I was required to develop revised business plans working closely with senior managers. This involved understanding the key drivers of the business quickly due to the short time scales involved in presentation of the plans for sign-off.• Developed strategy with the business heads incorporating this within a financial business model. This involved using Filemaker software to generate key reports in order to collate supporting information for key & sensitive assumptions.• Reviewed key commercial supplier contracts prior to the launch of the new Select platform to ensure the new commercial agreements were incorporated, which involved working alongside the legal & compliance departments• Significant change in strategy required formulating KPI’s& reports for business heads focusing on product profitability& margins in line with their annual targets for monthly performance reviews.• Formulated the five-year projections to include forecasts at P&L level (by business unit & group), a consolidated balance sheet & cashflow. This was required so that we could ensure we met the various banking covenants relating to the leverage within the business. Show less

Head of Finance working on all operational & strategic aspects of a new media company

Acma Charterd Institue Of Managements Accounts, Accounting And Business/Management, Fully Qualified & Member

Bachelor Of Arts (B.A.), Economics