Simon Evans Email & Phone Number

Santiago Province, Chile

With the Business Operations Manager role, my responsibilities include but are not limited to, improving company processes and procedures to ensure a clearer route to increased sales. I am also responsible for financial and KPI reporting to the business owners. Managing a team of Business Development managers, which have seen clear increases in sales, year.

Santiago, Chile

CII qualified providing independent financial advice in Santiago, Chile. I help individuals of all nationalities to create long term financial planning and benefits.

Santiago, Chile

A link between the Business Development Manager role and providing ongoing support for the Wealth Managers in terms of creating proposals and reports, looking after existing clients and their queries. Whilst still remaining a part of the role to producing new meetings for the Wealth Managers

Santiago Province, Chile

Sourcing qualified and suitable potential prospects to arrange meetings for Wealth Managers to provide financial advice. The role included networking and computer based sourcing of potential clients.

York / Stevenage

Working on the successful Heritage project which was migrating over 3m legacy Life Insurance policies held on a range of old systems, to a new system. My role was ensuring the accounting outputs from the new system were correct and in the format to ensure they met company and industry guidelines. This was a joint project with the re-insurer Swiss Re.

York, United Kingdom

• Senior Financial Analyst in Expense Reporting which is part of the Expense Management team. The role required detailed financial expense reports to be delivered to company directors monthly with summarised detail of.
• Delivery of accurate year end expense result during off shoring process.
• Production and delivery of Expense Cost Reports to Cost Centre Controllers and Project Managers. These reports are sent on a monthly basis detailing the expenses of each cost centre and project against forecasts.
• Producing and analysing the monthly Expense Board Report. This includes updating the expense figures for each area of NU Life and subsidiaries. Analysing commentary and validating before distribution to senior managers.
• Development of expense reporting ensuring reports tailored for customers needs.
• Building relationships across business areas with different levels of staff.

York, United Kingdom

• Production of management information relating to Norwich Union Life project expenditure
• Challenging, improving and simplifying current processes in order to increase efficiency and ensure productivity savings for the business
• Building and maintaining solid working relationships with key customers and stakeholders across the business
• Managing and prioritisation of my own workload to ensure tight deadlines and expectations are met
• Focal point of contact for the business regarding project maintenance
• Ensuring recharge rates, project and cost centre hierarchies are correct in preparation for month end management reporting

York, United Kingdom

• Daily jobs included producing and processing expense journals as well as reconciling accounts
• I provided ongoing support for senior cost centre controllers in the Sales & Marketing area.
• Within this role I was also responsible for allocating major Life invoices from external companies.
• I was also involved in a successful off shoring project of the department
• Dealing with queries and re-allocations from the mailbox.