William Shortt Ca Email & Phone Number

London Area, United Kingdom

Managing Director of the QB North America business, covering America and Canada.

London, England, United Kingdom

Head of Commercial & Marketing Finance at QB Group.

London, England, United Kingdom

Regional Finance Director for Asia Pacific, Americas and Digital business units.

London, England, United Kingdom

London, England, United Kingdom

Volunteer position - community lawn bowls club.

London, England, United Kingdom

• Finance business partner to European shipping team; UK, France, Spain & Germany; P&L business cases produced, challenged & implemented ensuring positive GM impact• Owned month end close of shipping P&L; variance analysis of results; forecasts and preparation of leadership results commentary• Owned delivery of FY21 shipping annual budget from creation to leadership sign off; partnered with shipping and production teams to create budget they owned and are accountable for

London, United Kingdom

Amazon Logistics UK & IrelandKey Achievements:• FP&A: Improved accuracy, speed, and increased level of insight for weekly UK & Ireland logistical spend forecast. Created rolling forecast model and developed end to end process providing clear forecast position of actual, plans and risk & opportunities for full year down to granularity of weeks; data pulled directly from various databases using SQL and Excel with sensitivity & scenario modelling; impactful & interactive charts produced, utilised for senior leadership dashboards with key action points highlighted for stakeholder meetingsResponsibilities:• Owned Risk & Opportunities process for UK & Ireland; business partnered with heads of factory sortation, home delivery, technology and people teams to understand potential R&O; ensured correct R&O captured in weekly updated forecast position given to central EU team• Project managed data improvement/validation workstreams of key information ingested into EU FP&A processes; managing stakeholders in UK, USA & India

London, United Kingdom

Key Achievements:•FBP: Led cross functional team that drove additional $68M savings value via investigation into our supplier base with 3 or less active sellers for particular drug classes; created model using internal sales & metric data with inputs from sourcing, data analytics and sales teams; set action plan for sourcing team to follow with regular touchpoint meetings to assess progress & learn from completed calls to ensure successful completion of project•FBP: Reduced key expense lines by 12% YoY by utilising zero-based budgeting with stakeholders and running request for pricing exercises were possible•FBP: Cut 12 days from existing new price bid process; partnered with sourcing teams in UK/America to learn process, improve/remove steps via challenge; built automated bid comparison model in Excel which ingested data from various sources; removing layers of emails and stand-alone models. Transitioned new process and ownership to sourcing team; partnered with technology team to fully transition model into Salesforce tool, removed the reliance on Excel and shaved another 4 days from initial process•FP&A: Shortened month end close by 3 days using automation via Alteryx and increased visualisation of results using dash boarding via Tableau, providing greater clarity faster & double click functionality of results for senior leadershipResponsibilities:•Managed FP&A department with direct line management of on-site senior analyst and dotted line management of two remote analysts in Ireland•Finance business partnered across organisation to ensure correct financial decisions were made quickly; KPIs/Metrics created & tracked, financial modelling (Investment Buys, Contract Negotiations & Bid Analysis) and team budgets produced•Owned & managed month end close pack; including performance insights, rolling forecasts and key risks & opportunities. Monthly results presented to senior leadership, with quarterly update presented to whole office at town halls

London, United Kingdom

Glasgow/London

Key Achievements:• FBP: Increased gross margin within luxury portfolio by 23% YoY through creation of new end to end process with luxury sales team; utilised business case scenario analysis to allocate products for increased margin, hosted weekly volume calls for accountability, trained team in forecasting and implemented rolling R&O review • FBP: Prevented £40M investment into new vodka brand for UK, which failed to deliver required returns and breakeven speed in line with investment policy; allowing £40M to be spent on growth initiatives that did. Created financial model considering all investments, future cash flows, WACC, sensitivity analysis & full review of existing vodka market. Partnered with sales and marketing teams in UK/America to obtain reliable internal and external data that stood up to challenge• FBP: Finance partner in cross functional team that delivered profitable sale of seven non-essential brands to two other alcohol companies. Valued brands using historical and forecast sales information and managed interaction with finance teams of buy side companies.Responsibilities:• Business partner to London sales team; developed leading and lagging KPIs/Metrics to track team performance; created contract life cycle course to ensure team had financial skills and tools to understand, manage and win contracts; prepared and challenged P&L scenario business cases for suggested promotions and contracts; owned and led team through annual budget and quarterly forecasts• Business partner to UK Marketing team; assisted brand managers with creation of annual brand plans; hosted weekly call to track spend, forecast & implemented R&O review• Delivered presentations and ran education seminars for sales and marketing staff allowing them to understand the P&L, how the company makes a profit and the leavers they could pull to improve company profit• Created London section of quarterly board reports; ensuring London sales director was versed on key story to present

London & Glasgow, United Kingdom

Responsibilities:• Managed team of 12 associates, including remote members in India; project managed 118 fund audits across the year including various fund mergers & closures• Established an active asset management audit team in Glasgow office following move from London; responsible for recruitment, training & development of team• Managed accounts proofing process & review/sign off from practice partner

Chartered Accountant (Ca) - 12 Years Pqe

Financial Reporting, Advanced Finance, Taxation, Assurance & Business Systems

Ma, Economics & Business Economics, 2:1

Activities and Societies: President of Adam Smith Economic Society

High School