Leanne Wheeldon Email & Phone Number

London, England, United Kingdom

London, Greater London, United Kingdom

I lead the Global Business Implementation Team in the on-boarding and migration of global funds onto the best Fund Administration Platform for the clients’ requirements. System experience includes Efront and AllVue.Analysing and understanding the full requirements of each client and fund to ensure the system can fully meet the requirements. Drawing up.

Chelmsford, United Kingdom

In my role, I led the on-boarding of funds adhering to the Alternative Investment Fund Management Directive (AIFMD). I had to understand the full requirements of each fund to ensure AIFM regulations were met during fund formation. Establish close relationships with internal teams when forming a fund. This included: Legal, Risk, Regulatory and Operational.

Guildford, United Kingdom

• Brovanture Ltd is an Oracle-Hyperion Gold Partner offering solutions for Planning, Budgeting, Forecasting, and Analysis & Reporting. In my role I:
• Dealt with customers in trouble shooting their issues in HFM, FDM & Smartview;
• Setting up and provisioning of new users in FDM & HFM;
• Mapping of accounts in FDM; and
• Creating of HFM applications for the use by finance departments.

Leatherhead

• Harsco Infrastructure is a global company specialising in providing construction and industrial maintenance services. As part of the divisional consolidation team my duties included:
• Assisting the FP&A Controller with managing the Business Planning function and interpretation of Divisional flash results;
• Consolidation, review and analysis of the divisional monthly forecasts and the Annual Budget;
• Compilation and Analysis of key monthly Regional and Divisional Management… Show more Harsco Infrastructure is a global company specialising in providing construction and industrial maintenance services. As part of the.
• Compilation and Analysis of key monthly Regional and Divisional Management Reports;
• Preparation of monthly Ops Review and Budget Review PowerPoint Presentations for the Regional Financial Directors;

Kingston Upon Thames, United Kingdom

• CS Healthcare is a friendly society offering Health Insurance. My duties included:
• Leading and managing the Business Planning function;
• Developing new business forecasting techniques;
• Providing timely and accurate information to Management and the Board;
• Producing and reporting against KPIs in relation to CSH business activities;
• Managing and developing of financial and non-financial management reporting tools;

London, United Kingdom

• RGA Re-Insurance is a global Re-insurance company dealing with life, mortality and critical health reinsurance. My duties included:
• Production of monthly management accounts, including accruals, fixed asset register, depreciation and production of expense accounts.
• Forecasting, variance analysis, and commentary;
• Monthly Departmental cost calculation, variance analysis, Annual expense budget setting and reviewing;
• Reconciliation of finance systems and ledgers… Show more RGA Re-Insurance is a global Re-insurance company dealing with life, mortality and critical health reinsurance. My duties included:
• Reconciliation of finance systems and ledgers, Intercompany accounts and bank accounts;

Cameron Ltd is a global company providing various services in the Oil and Gas industry. During my short-term contract, I performed management accounting tasks, including multi-currency reporting, revenue recognition, forecasting, variance analysis and commentary. I helped in the migration of the accounting data to the new financial reporting system.

London, United Kingdom

• CB&I is a worldwide company dealing with various aspects of the engineering industry. As a Project Management Accountant, I looked after a small team where we prepared and analysed the financials for a number of.
• Production of multi-currency monthly and forecasted financial Statements for worldwide companies;
• Consolidation of Actuals and Forecast for Global Projects;
• Variance analysis and commentary between planned, forecast and actual financials;
• Analysis of Translation and Transaction Risk;
• Detailed analysis of Project and Overhead costs and commentary;

London, United Kingdom

Within this role I looked after the cash side of the business, updating cash books, cash flow forecasting, accruals, intercompany invoicing and dealing with banks on regular occasions.

Master'S Degree, Accounting And Business/Management, Pass

Bachelor Of Commerce, Information Systems