Stephen B. Email & Phone Number

London, England, United Kingdom

Reporting to the CFO, responsible for management of the financial planning processes for all entities within the Specialty insurance group, implementation of process improvements and provision of financial analysis and support to senior stakeholders• Production of the budget, forecasts and 5 year plans in accordance with the TM Group timetable• Preparation of financial reports for Exco and boards for all entities with the Specialty Group• Participation in underwriting committee meetings and other senior stakeholder meetings • Production of monthly management accounts pack and commentary for senior management team• Production of annual cash flow forecasts and supporting commentary • Continuous development of KPIs to measure performance and highlight areas for improvement• Introduction of process improvements, cost saving measures and continuous innovation • Participation in Finance implementation projects • Provision of ongoing FP&A support to TMS Project Management team

London, England, United Kingdom

Responsible for the provision of FP&A analysis within Specialty insurance group, and for providing relevant, meaningful and timely information and recommendations to support decision making• Production of the budget, forecasts and 5 year plans in accordance with the TM Group timetable• Preparation of financial reports for Exco and boards for all entities with the Specialty Group• Production of monthly management accounts pack and commentary for senior management team• Working closely with underwriting teams to understand the businesses and provide meaningful insight, analysis and recommendations• Support of post-merger finance integration and optimisation of legal entity structures• Preparation and oversight of TMS forecast timetable • Development of KPIs to measure performance and highlight areas for improvement• Supporting Group Finance function with provision of timely and insightful information • Production of annual cash flow forecasts and supporting commentary • Provision of ad-hoc analysis as needed in a fast moving business

Shoreham By Sea, England, United Kingdom

EMEA finance lead for expanding travel insurance business with wide ranging responsibilities including partnering with senior executives, preparation of annual budgets and rolling forecasts and leading a team of three Finance Analysts• Production of annual budgets and monthly forecasts in accordance with Group timetable• Preparation of Board packs and presentation of financial results at Board meetings• Supporting executive leadership with strategic growth initiatives and tenders for new business• Overseeing preparation of monthly management accounts to ensure accuracy and timeliness of financial information• Provision of detailed commentary to senior management and budget holders explaining variances to budget and forecast and highlighting key risks and opportunities • Preparation of quarterly cash flow forecasts • Presentation of financial performance to senior stakeholders at monthly Senior Leadership Team meetings• Managing and co-ordinating the offshore AR and AP processes to ensure revenue and expenditure correctly recorded and variances to budget quickly identified • Working closely with PwC on annual audits to ensure efficient provision of information• Implementation of financial models to track expenditure and measure profitability at scheme level • Production of annual service fee structure ensuring competitive prices whilst complying with internal transfer pricing rules• Oversight of internal controls and implementation of process improvements to drive efficiency • Management and development of EMEA Finance team

Shoreham By Sea, England, United Kingdom

Responsible for design and oversight of financial processes for strategically important airline distribution channel• Design and implementation of end-to-end financial process to enable centralised reconciliation and reporting for major multinational airline partners• Reconciliation and distribution of premium in multiple settlement currencies to local insurers across the EMEA, MENA, APAC and US regions• Reconciliation and delivery of monthly premium bordereau to airline partners and local insurers in line with agreed SLAs• Co-ordination of the on-boarding of new airline partners to ensure provision of a robust and seamless finance process • Coordinating and managing the AR and AP process• Supporting Senior Business Analyst Manager with review of internal controls and procedures and review of monthly Management Accounts for travel entities • Providing support to a range of stakeholders including external airline partners, strategic account managers and actuaries • Responsible for interviewing, training and providing ongoing mentoring and support to members of the Finance team

Shoreham By Sea, England, United Kingdom

• Reconciliation of 12 multi-currency client bank accounts • Management of cash flow in client loss funds ensuring sufficient liquidity available at all times• Processing payments in an unlimited number of currencies to policy holders and medical facilities in line with agreed SLAs• Working with stakeholders from around the business to escalate float shortages or other issues as and when required• Preparation and distribution of monthly claims and assistance BDX in line with reporting deadlines• Working with banking and payment partners including Citibank, RBS and Western Union to ensure service standards are maintained• Preparation and distribution of monthly MI Dashboards • Ad-hoc reporting as required

Accounting

Bachelor Of Arts - Ba, Business Studies