Simon Morter Email and Phone Number

Responsible for leading STM Group's finance function, managing a team of approximately 30 individuals responsible for the preparation of all management, statutory and investor-related reporting, as well as budgeting, forecasting and tax filings. Project lead for the replacement of 3 separate legacy accounting systems across the group with a single group-wide system to better improve accuracy and efficiency of the group reporting process. Also responsible for the management of premises in Gibraltar and the UK.

Financial management and leadership for GH Financials Group, including ownership of group management and statutory (IFRS) reporting, budgeting, forecasting, corporation tax, VAT and regulatory filing matters and continual development of management reporting processes to maximise efficiencies across the team. Responsible for the leadership and development of a team of three accountants creating an environment where the team can grow as well as be continually challenged.

With 15 years of experience in various financial and management accounting roles in the financial services industry I am looking for an opportunity to work with the senior management of a company to drive it though its next stage of growth

Responsible for financial leadership and business management for StormHarbour, a global markets and financial advisory firm with 200+ staff across 7 global offices

Responsible for management and financial reporting for all investment vehicles across the Stellar product range, investor reporting and asset management.

Development and preparation of UK and European consolidated group management information Management of group budgeting process and preparation of detailed UK budgetsProvision of detailed monthly and quarterly information for the group to the Japanese shareholder and support of additional adhoc data requestsAttendance at UK board meetings to present financial reportsProvide guidance to UK CEO and UK Managing Directors on all financial mattersPreparation of statutory accounts and tax computations for UK entities and management of the audit processManagement and direction of UK finance teamProvide oversight and assistance to the finance functions in France and GermanyReview of VAT return and monthly balance sheet reconciliationsDetailed management of UK cash balances and development and provision of group cash flow forecastingIdentification and implementation of process efficiencies across the DC Group with a focus on finance team processesProvide cost management guidance and implement cost saving initiatives where appropriate

Collection and review of additional supplementary analysis on selected balance sheet line items. Reconciliation of this data back to SAP.Preparation of reporting schedules on selected balance sheet and profit and loss account lines for inclusion in the quarterly reporting pack that is prepared for senior management.Review and challenge of analytical review submissions received from regional finance teams during reporting periods, with a view to understanding key drivers of the balance sheet and P&L.Review and challenge additional submissions received by regional finance teams to ensure the data provided is complete and accurate.Performance of financial control responsibilities for the entities controlled by the team, including preparation of balance sheet and P&L numbers and posting into SAP.Standardising and documenting all key processes and procedures.Providing support and assistance to address ad-hoc queries and requests that the team is required to deal with.

Preparation of month end Legal & General Investment Management (LGIM) IFRS consolidated accounts including preparation of data submission to Legal & General groupOwnership and preparation of LGIM (Holdings) Ltd (top-co) statutory accountsCompletion of monthly group P&L and balance sheet consolidationPreparation and analysis of various competitor reports for boardGroup regulatory capital analysisAssist in review of Solvency II reporting requirements for firmProcess review for IT project accounting and recommendations for simplification and changes to process to ensure greater accuracy and controlNew business opportunity review and appraisal (target analysis, projections, NPV calculations)

KEY ACHIEVEMENTSDevelopment of the finance function into a fully functioning and integral part of the businessCreation of useful and meaningful management information with full buy-in from partnership committeeSuccessful negotiation, placement and implementation of 3 year IT Managed Services Contract including procurement and implementation of new IT infrastructureSuccessful re-location of London Head Office, including sub-letting of existing space, sourcing and fitting out of new space and management of physical move processStreamlining of office operations to give a more multi-skilled and flexible support staff baseCORPORATE AND GROUP ACCOUNTINGProvision of financial control for London office along with financial supervision of 4 European offices (Frankfurt, Luxembourg, Milan and Paris) Management of annual budgeting process including regular business reforecasting and preparation of 3 and 5 year business plansManagement and development of Management AccountantControl of accounting systems and softwarePreparation of FSA reporting, VAT returns and management of HMRC relationshipFUND ACCOUNTING AND INVESTOR RELATIONSPreparation of quarterly investor reports for two funds including individual portfolio company and overall fund valuations and management of overall report publishing processMember of portfolio review committeeManagement of offshore Fund Administrators iResponding to investor queriesManagement of 2 staff in Luxembourg office and oversight of all Luxembourg entitiesFACILITIESManagement of Facilities function Management and negotiation of all 3rd party contracts including building services, IT, telephony and mobile servicesDeal with all building maintenance issues including of Health & Safety in the WorkplaceDay to day management of 3 direct reports and 4 indirect reports