Peter Everson, Cgma
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Peter Everson, Cgma Email & Phone Number

Chartered Management Accountant | Dynamic Finance Leader | Expertise in Financial Planning, Analysis, & Strategic Growth | Project Management | Insurance Specialist | Underwriting | Product & Portfolio Management
Location: Barcelona, Catalonia, Spain 7 work roles 5 schools
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Chartered Management Accountant | Dynamic Finance Leader | Expertise in Financial Planning, Analysis, & Strategic Growth | Project Management | Insurance Specialist | Underwriting | Product & Portfolio Management
Location
Barcelona, Catalonia, Spain

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Peter Everson, Cgma is listed as Chartered Management Accountant | Dynamic Finance Leader | Expertise in Financial Planning, Analysis, & Strategic Growth | Project Management | Insurance Specialist | Underwriting | Product & Portfolio Management based in Barcelona, Catalonia, Spain. AeroLeads shows a matched LinkedIn profile for Peter Everson, Cgma.

Peter Everson, Cgma previously worked as Finance & Underwriting Manager at Zurich Insurance and Technical Underwriter & Product Manager at Zurich Insurance Company Ltd. Peter Everson, Cgma holds Master Of Business Administration - Mba, Business Administration And Management, General from Eae Business School.

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About Peter Everson, Cgma

I am a growth-focused and accomplished finance professional with a robust history of financial planning, analysis, and international business development. My expertise spans a wide array of financial disciplines, including financial modeling, budget control, and stakeholder management, with proficiency in both IFRS and GAAP reporting standards. Over the past four years, I have gained invaluable commercial and leadership experience that has enriched my understanding of organizational dynamics and strategic objectives, positioning me to contribute effectively to any financial team.Throughout my career, I have successfully led teams and projects, leveraging Agile, LEAN, and Scrum methodologies to drive continuous improvement and enhance operational efficiency. I have a proven track record of amplifying partnership contributions to revenue, achieving substantial profit growth, and expediting product launches, ensuring alignment with corporate strategic goals. My ability to oversee accounting operations, enforce compliance, and refine financial processes has enabled organizations to maintain fiscal integrity while pursuing ambitious growth targets.Some of my areas of expertise are:· Financial Process Improvement· LEAN Six Sigma Methodologies· Strategic Planning & Execution· Portfolio Management· Financial Integration· Project Management· Workflow Optimisation· Risk & Compliance· Cross-functional Collaboration· Internal & External Controls· Team Management & Leadership· Stakeholder Relationship ManagementI am adept in a range of financial software, including MS Office (Excel, Power BI, PowerPoint) and SAP/TM1, allowing me to deliver insightful analytics and communicate complex financial information effectively. My strong analytical skills, combined with extensive international business experience, equip me to navigate diverse markets and foster collaboration among stakeholders. As I seek to continue developing in roles such as Finance Manager or Management Accountant, I remain committed to applying my diverse background to contribute to organizations aiming for financial excellence and strategic success.

7 roles

Peter Everson, Cgma work experience

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Finance & Underwriting Manager

Barcelona, Catalonia, Spain

In my most recent role, I directed the Non-Motor Digital segment to improve financial performance, emphasizing sustainable topline growth, optimizing customer acquisition costs, and refining commission ratios while managing loss ratios. Cultivated strong stakeholder relationships and ensured compliance with internal SOPs and regulatory standards. Oversaw partnership growth, significantly enhancing their overall revenue contribution.· Developed and introduced advanced financial analysis tools for company-wide use to improve the precision and effectiveness of financial assessments and decision-making processes.· Achieved double-digit profit margin growth for two consecutive years through strategic financial management.· Drove a 200% increase in annual revenue by reflecting successful market penetration and expansion strategies.· Elevated partnership contributions to revenue from 10% to 80% within two years by nurturing partner relationships.

Jan 2022 - Feb 2024

Technical Underwriter & Product Manager

Pan-Europe, Barcelona, Spain

Throughout my tenure, I participated in a project to adapt, launch, and manage existing Spanish insurance products across multiple European countries. I undertook extensive financial, budgeting, legal, and compliance responsibilities as part of a small team. By demonstrating strong leadership and project management skills, I coordinated cross-functional teams to drive project completion and facilitate successful product rollouts.· Introduced five new products across three countries to ensure market suitability and regulatory compliance by devising and implementing innovative strategies.· Executed pricing and underwriting actions to consistently meet & improve upon the financial plan each year.· Designed new reporting processes to maximise precision in pricing and underwriting actions.During this period, I was also selected to participate in and lead a global group project, as one of the Core Members of the NEXT Proposition, a global grass-roots movement within Zurich Insurance Company focused on engaging and empowering newer generations.Key responsiblities within the Voice role include coordinating, managing, and offering support to local NEXT hubs worldwide, as they work to develop their own local propositions; managing a global mentoring programme; and lobbying with senior leadership worldwide to increase GenY, Millenial and GenZ representation on executive boards and committees. All actions done with the strategic goal of boosting crossgenerational communication within Zurich Group, to allow for a greater diversity of insights and opportunities, improving overall decision-making at all levels of the company.

Nov 2019 - Jan 2022

Management Accountant

United Kingdom

On the Future Leaders graduate scheme, I gained extensive financial expertise through rotations across various company functions, including Planning & Performance Management (PPM), Finance Accounting & Reporting (FAR), tax, expenses, and internal audit. I actively contributed to multiple commercial projects aimed at advancing strategic initiatives and enhancing operational efficiencies.· Completed CIMA certification efficiently by passing all exams in under 30 months.· Utilised LEAN methodologies to enhance month-end processes, achieving efficiency equivalent to more than 1.0 FTE.My additional experience includes:Zurich Insurance | NEXT Voice Lead, Global· Headhunted for a pivotal role in a new worldwide initiative, accountable to a group executive with a 10% contract commitment, overseeing 11 global teams for global growth.· Steered three workstreams in a global project targeting intergenerational communication and enhancing Millennial staff retention, reporting directly to the CEO.

Sep 2016 - Nov 2019

Special Education Teacher Assistant

Boxgrove & Sandfield Primary Schools

Worked 1:1 with two young children with autism, working to give them the additional support required to enable them to thrive in mainstream education and gain the same opportunities as their peers.

Oct 2015 - Jun 2016

Teacher English Foreign Language

Bogotá D.C. Area, Colombia

Working as an English teacher in a Colombia university, would teach to classes of a variety of sizes and levels of English ability. Was also heavily involved in a variety of strategies used to promote the programme in and outside of the university to prospective students.

Aug 2014 - Jun 2015

Specialty Camp Counselor

Hartford, Connecticut Area

Working as waterfront specialty staff, worked to plan and coordinate activities on the water for the 400 children and young people who would be by the lake (with water safety as an additional focus here). Came back for a second summer in a more senior position, responsible for more planning, and coordinating with other activity leaders for use of resources.

Jun 2013 - Aug 2013

Student Recruiter

During my time at university (and alongside my other responsibilities as a student rep on the student:staff forum and as the social rep) would give weekly tours of the university to prospective students and their parents, promoting the course and university in a positive manner and answering all and any questions.

Sep 2010 - Jun 2012
5 education records

Peter Everson, Cgma education

Master Of Business Administration - Mba, Business Administration And Management, General

Master Of Business Administration, Digital Transformation

The Digital Insurer

Management Accountancy, Accounting And Business/Management, Chartered Global Management Accountant

Bachelor’S Degree, Sport And Exercise Sciences (International), 2.1 (Hons)

Activities and Societies: Student Representative, Student:Staff Forum, Course Social Representative

FAQ

Frequently asked questions about Peter Everson, Cgma

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What is Peter Everson, Cgma's role at their current company?

Peter Everson, Cgma is listed as Chartered Management Accountant | Dynamic Finance Leader | Expertise in Financial Planning, Analysis, & Strategic Growth | Project Management | Insurance Specialist | Underwriting | Product & Portfolio Management.

Where is Peter Everson, Cgma based?

Peter Everson, Cgma is based in Barcelona, Catalonia, Spain.

What companies has Peter Everson, Cgma worked for?

Peter Everson, Cgma has worked for Zurich Insurance, Zurich Insurance Company Ltd, Boxgrove Primary School, British Council, and Bunac.

How can I contact Peter Everson, Cgma?

You can use AeroLeads to view verified contact signals for Peter Everson, Cgma, including work email, phone, and LinkedIn data when available.

What schools did Peter Everson, Cgma attend?

Peter Everson, Cgma holds Master Of Business Administration - Mba, Business Administration And Management, General from Eae Business School.

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