Sean Tolan Fcca Email & Phone Number

United Kingdom

London, England, United Kingdom

London, England, United Kingdom

FP&A ManagerCorporate Clients Lending Division• Leading a team of 4 finance professionals responsible for the Global monitoring and management reporting of the Corporate Clients Lending Division (Flash, Actuals, Budget & KPIs).• Managing detailed financial analysis to ensure accurate Flash submissions and supporting commentaries for the Performance Dialogue with Investor Relations. • Month-end sign-off and presentation of financial performance to Senior Executives.• Co-ordination of the Multi-Year Planning process for the international locations, and providing analysis for the quarterly forecasting process. • Trusted business partner to the Lending Division. Chairing weekly meetings with the front office to discuss trade pipeline, portfolio management, and monthly reporting packs.• Reliable intermediary between the business, group controlling, and financial reporting teams across the International Locations. Achievements:• Managed the execution of a strategy driven organisational restructure for the segment, including the implementation of a Client-Product Matrix to improve business ownership and steering.• Designed and implemented a new KPI metrics dashboard. Delivered to the head of Corporate Clients to facilitate an effective review of KPIs and value drivers by business segment. • Re-designed the monthly Management Reporting Packs to provide more insightful analysis and performance commentary, and significantly reduced the timelines for delivery. • Rationalised the month-end Flash-to-Actuals process to improve reporting efficiency across the Corporate Clients business. Further enhanced via the development of a digital reporting app. • Co-Chaired the London Finance Roundtable, a committee established to foster effective communication between Finance colleagues and the Leadership Team. Successfully managed several initiatives including a finance pulse-check, mentoring schemes, spotlight on studiers, and various team-building events.

London, England, United Kingdom

FP&A Senior Analyst - Divisional ControllingStructured Capital Markets and Credit Portfolio Management.• Leading a team of 2 finance professionals responsible for the monitoring, analysis and management reporting of the SCM and CPM business units across Flash, Actuals and Budget. • Performing in-depth analysis of XVA management and associated hedging activities within the CPM business. Chairing monthly meetings with IPV, Risk and the front office to provide a forum on pricing, volatility and portfolio developments. • Monitoring the Transfer Pricing and accurate segmentation of internal Hedge Costs payable to the CPM business.• Design and production of the monthly Management Information Packs.• Responsible for the approval and documentation of loan sale requests out of IFRS9 HtC Business Models, ensuring that intended sales adhere to required limits and PnL thresholds. Re-engineered the process via the development of an internal SharePoint site.• London Finance Training Ambassador; working closely with HR to promote accessible training resources and co-ordinate knowledge sharing initiatives within Finance. These included presentations by Subject Matter Experts (SMEs), workshops on trade lifecycle, and peer-to-peer learning.

London, England, United Kingdom

BUC Senior AnalystStructured Capital Markets• Representing Finance in the approval and execution of new SCM transactions. • Reviewing technical accounting opinions and front office economics for new trades. Preparing detailed accounting analysis to ensure correct accounting treatment and presentation in the ledger. • Understanding the finance systems architecture and ensuring the accurate system booking of new trades, including all downstream reporting requirements. • Completing post-execution trade reviews to ensure deals are executed in-line with all relevant approval papers.• Monitoring trade structures from the initial approval process through to trade maturity, ensuring true and accurate reporting in the balance sheet and P&L.• Safeguarding the integrity of the balance sheet by completing full balance sheet substantiations with supporting commentary and analytical review.• Preparing detailed working papers for the statutory accounts of multiple UK SPVs under IFRS and UK GAAP, and acting as a lead point of contact for external audit.

London, England, United Kingdom

London, England, United Kingdom

London, England, United Kingdom

London, England, United Kingdom

Acca, Accounting

Business & Management (Accounting), Accounting And Business/Management, 2:1