• Preparation of divisional monthly management reporting, commentary and analysis, including (but not limited to): Profit and Loss Statements, Balance Sheet, Cashflow.• Calculation, analysis and commentary on key performance indicators.• Provide support to internal stakeholders in the forecast and budget process.• Analysis of budget information and presentation for Chief Executive - International Visitors

• Provide relevant, insightful data and analytics of O&T costs• Perform analysis on trends in the formal planning process• Respond to ad hoc queries and provide analytical support to O&T functions• Work with stakeholders to achieve appropriate 2016 plan numbers with solid analysis to support the findings• Re-engineering O&T financial models such as the Charge out View in TM1• Continual process improvement• Proposed visual enhancements for the Plan bridges and KPI measures in the presentation of decks to the business

• Manage a team of three employees• Provide appraisals and assist personal development, provide one to one’s and team meetings.• Provide support to business stakeholders explaining complex issues in a simple manner. This demanded a client focus but also adherence to internal procedures and controls.• I also worked very closely with our accountancy operations team to ensure that the data and accounts were prepared in manner consistent with that agreed with the stakeholder.• Applying charges to the NZ Life Company products in line with the PDC legal agreement.• Production of procedure notes for the NZ allocation model and teaching these to the team.• Responsible for the review and sign off of five Life and Service company expense allocation models for Australia and NZ.• Responsible for the monthly reporting cycle, half year and full year, budgeting and forecasting. • Produced a Product Allocation cost flash pack for business performance analysts and higher management.• Provided in depth commentary and analysis to provide insights for the business• Manage key stakeholders and their expectations

• Production of ABC (activity based costing) models and reporting of actuals vs budget to management.• Timely production, under tight time restrictions, to refresh monthly reports and analysis• Communicate with key business heads to resurvey recently restructured areas to increase accuracy of modelling and reporting.• Maintain dialogue with ABC customers and stakeholders in the allocation process.• Contribute to ongoing operational automation, process improvements and decrease manual intervention.

Worked a 6 week contract at Chubb Insurance.• Preparation of the weekly financials vs budget.• Production of expense monthly cost control sheets with explanation of variances.• Improving processes within the first two weeks of joining Chubb.• Streamlining the expense control process and pushing the need for better controls and model information surrounding the accruals process.

Macquarie Securities Group• Providing key management with reports outlining increases/decreases of recoverable tax.• Manipulating vast data sets whilst keeping an organized and understandable format.• Communicating and implementing possible process improvement of tasks undertaken.• Working with minimum supervision to obtain objectives in the shortest possible time.• Producing documentation and project updates for management.• Analyzing and reporting on seven division’s tax transactions in four days.• Picking up new methodologies quickly and applying them accurately and to general ledger transactions for the project. Improving Excel knowledge within the team.• Provide the business with management reporting and analysis in a fast paced and dynamic environment• Accrual of base fees, performance fees and custody fees at month end. Revenue reporting and ultimate reconciliation of realized verses expected revenue on a month end basis.• Reconciliation of 6 asset class revenue reports and send to business heads• Day to day interaction with our team in India. This involved educating the team, handover of work load while still maintaining consistency and accuracy on day to day work. I forged an excellent working relationship with the team and managed to integrate the work load between the Australian and Indian teams seamlessly • Communicate to the business across both my peers and senior management.

• Perform costs analysis; prepare accrual and prepayments for the accounting records, and other related duties in daily administration of accounting department. • Assist in the preparation of the weekly / monthly reports for departments, including demand vs marketing costs, demand vs invoiced sales, returns analysis, operational costs analysis and KPI / scorecards.• Maintain and develop detailed Costs Analysis on specific costs lines in accordance with agreed cost line ownership, including analysis and review vs budget and assist in identifying corrective action.• Recommend, design, implement and maintain any necessary cost controls across the company.• Maintain and develop company's Management Information System, including accuracy of data, bespoke reports, access to information and data.• Maintain and develop an understanding of business processes and procedures, including the impact on the company's system of accounts, working closely with departmental heads to identify process improvements.• Provide business partnering support to the UK and USA marketing teams helping them determine the best possible use of their resources.• Completion of balance sheet reconciliations.• Redesigned the UK and USA marketing forecast tools based in Excel so that production time was reduced from 13 days to 8 days. Two of these were done each year saving a total of 10 days work.• Developing strong relationships with members of the management team. Being their first point of contact when they have a business problem that needs an accounting/financial solution

I initially joined Aviva as an ABC (activity based costing) Finance Advisor. During the 3 years that I worked at Aviva I was promoted once to Senior Finance Advisor (part of the Unit Pricing team) and then moved sideways into a role managing 6 people as Unit Pricing Supervisor. I have documented the responsibilities of these roles below:-Activity Based Costing Finance Advisor (18 months)• Redesign and implement a new activity based costing model which was more efficient to build and easier for costs to be visibly tracked through the model.• I Provided excellent internal stakeholder communications with updated project timelines and current progression of the model.Unit Pricing Senior Finance Advisor (9 months)• Responsible for the Corporate Governance surrounding Unit Pricing logins, systems access and static data. Making sure single user access to each system, no unauthorized superusers and that static data was not changing over time.• Improve current processes in terms of speed, accuracy and controls surrounding them. Unit Pricing Supervisor (9 months)• Supervision of the calculation of 60 pension funds, uploading these prices into Aviva’s databases and submitting the prices to the Financial times.• Managed a team of 6 pricing funds, checking their accuracy, developing their skills and future progression, conducting one to one’s and appraisals with them. Taking them through a restructure process.Key Achievements• Successful completion ahead of schedule of two Activity Based Costing runs. Providing the business with more time to analyse the results and shape the business to the profitable products.• Produce an Access database to compare two different periods of static data to find the differences and highlight them in an Excel process. This saved 0.2 FTE (10 weeks work a year)