Susan Macfarlane Email & Phone Number

Dunbar, Gb

Edinburgh, Scotland, United Kingdom

Edinburgh, United Kingdom

Stirling

Sales Reporting Finance Manager (Aug 2016 - Dec 2018) ~ Responsible for the oversight and co-ordination of consolidated sales reporting for Prudential UK and providing business partner support to the Wealth Solutions Director. • Provide business partner support in terms of financial modelling, analysis, insights and business case financials• Monitor spend and benefits for a complex transformation project including significant organisational design changes and over 20 work streams designed to deliver digital capability • Consolidate and forecast expenses to ensure alignment with business case targets• Deliver weekly, monthly, quarterly and year end internal sales reports within scheduled timescales • Continuously seek to improve quality and layout of reporting to meet the needs of the audience and develop sales insight to aid senior management in identifying trends • Facilitate the quarterly forecasting process and the annual business planning process, and present proposed forecasts to CFO for approval • Manage a team of two financial analysts engaged in sales reporting and business partner support, and oversee a financial analyst based in Mumbai Commercial Finance Manager (Feb 2013 – Aug 2016) ~ Responsible for delivering a financial model used to demonstrate compliance with regulatory requirements relating to vertically integrated firms. • Developed and built a complex Excel model which projected sales, expenses and advice charge revenue over a 10 year projection period • Trusted business partner, producing quarterly updates for senior management to reflect latest performance and highlight any potential risks or management actions for consideration • Finance lead on a three year project to deliver a number of enhancements required to boost revenues and thus enable the company to meet its regulatory requirements • Led a review of the financial accounting structure of a Prudential entity which resulted in a simpler and more transparent framework

Stirling

~ Primarily responsible for the PruFund proposition range of financial funds within the Investment team. • Oversaw the development of the proposition; ensuring it was appropriate across a range of different products • Liaised with the IT and Actuarial departments to ensure the proposition was workable, and pricing and product specifications were accurate • Contributed to a number of subsequent projects covering both propositional enhancements and regulatory requirements

Stirling

Annuity Pricing Team Leader ~ Supervised a team of up to five actuarial students • Utilized MoSes platform application and software, and Excel spreadsheets to calculate the financial measures required to determine the appropriate pricing of large bulk and back-book annuity quotations • Involved in a number of high profile, multi-million pound deals secured by Prudential Actuarial Trainee - Product Development ~ Developed a proficiency with technical analysis using complex actuarial and analytical techniques • Assisted in a range of developments across different product lines • Produced profitability reports for With-Profit Bonds • Prepared pricing calculations for protection products

Stirling

Associate Of Chartered Institute Of Management Accountants, Chartered Global Management Accountant, Management Accountancy

Bachelor Of Science - Bsc Hons, Statistics, 1St Class Honours