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 specifications for new features required in the systems.Managing a global team of Managers and system accountants.… Show more 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 specifications for new features required in the systems.Managing a global team of Managers and system accountants. Mentoring, training, reviewing and problem solving with team members. Working closely with the Development team to ensure clients’ changing demands are met by the systems.Monthly training and presentations to different jurisdictions to keep the business up to date with the latest system enhancements.Review and establish the implementation process for the various Fund administration systems.On-Boarding Project Management; Transition Management; Relationship Management.Reporting requirement analysis and design: Notices, Quarterly Reports, PCAP, Bespoke reports, ILPA. Show less

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 Compliance, Corporate Secretarial, ManCo Administration, FATCA and CRS, and Operations. An understanding of each function is… Show more 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 Compliance, Corporate Secretarial, ManCo Administration, FATCA and CRS, and Operations. An understanding of each function is required to ensure all requirements are fully communicated to the client and that the fund is set up correctly and in the correct structure to meet the client’s requirements. Fund experience includes Private Equity and Real Estate, Traditional and Hedge funds as well as Transfer Agency ExperienceStrong client relationships formed.Key Functions: On-Boarding Project Management; Transition Management; Establishing Project Governance; Relationship Management (with Project Sponsors, Teams, Third party service providers, Clients); Responsibilities:Leading the initial Scoping, Planning session; Creating detailed Project Plan; Scheduling and allocating work; Chairing weekly client and internal meetings; Preparing minutes; Oversee and coordinate the due diligence process on clients and all relevant delegates; Working closely with Corporate Secretarial in the formation of the fund and all underlying companies and SPVs; Project communication; Organising Client training; Project risks; Lessons learned; Project closure and sign-off.Details of sample projects available on request. Show less

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 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 Reports;• Preparation of monthly Ops Review and Budget Review PowerPoint Presentations for the Regional Financial Directors;• Offering analytical support and technical planning resources to the Finance Directors of the Divisional Countries;• Developing and improving reporting with emphasis on Excel, HFM and Hyperion Planning modelling enhancements;• Develop and manage global reporting templates for reporting analysis• Dealing with a variety of stakeholders including Global Finance Directors, Finance and Non-Financial Department heads, Regional FP&A Accountants and the Global CFO Show less

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;• Developing business models and scenarios based on… Show more 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;• Developing business models and scenarios based on alternative decision routes. Show less

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:• 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, Intercompany accounts and bank accounts;• Service fees calculations and transfer pricing to other RGA entities;• Provide expertise and advice to management in respect transfer pricing;• Manage and review work done by Accounting Assistant including banking and treasury transactions. Show less

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 multicurrency companies and projects within CB&I Worldwide. I was involved in a project to implement Hyperion System 9 into CB&I London office. I trained my colleagues and problem solved any issues encountered during the implementation.Together with this my other… Show more 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 multicurrency companies and projects within CB&I Worldwide. I was involved in a project to implement Hyperion System 9 into CB&I London office. I trained my colleagues and problem solved any issues encountered during the implementation.Together with this my other responsibilities at CB&I included:• 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;• Forecasting and budgeting of Project and Overhead Costs;• Foreign exchange forecast together with revenue, costs, and man-hours; • Review of billings and revenue and inter-company revenue;• Intercompany Trading: Preparation of Intercompany Work Agreements and Intercompany Invoices. Show less

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