Education & QualificationsAssociation of Accounting Technicians (AAT)
Kaplan Financial Institute
• Level 4 Diploma in Accounting – April 2014 – present
• Level 3 Diploma in Accounting – September 2011
• Level 2 NVQ in Accounting – October 2010
Degree Education
Manchester Metropolitan University 2004 – 2008
• BSc (Hons) Sport and Exercise Science – 2:1
A level Education
Alsager 6th Form 2001 – 2003
• Physical Education, Biology and General Studies
GCSE Education (9)
Alsager School
• Mathematics (A) English (BB) Science (B)
Personal Statement
Commercially astute finance professional, with cross sector experience. Strong believer of develop your talent, shape your future. Shows a can do attitude to progress career through evidence of work completed and a can do attitude.
Has a proven track record of delivering informative commentary to the smallest of detail, to the most timely of manners. Proven team player with the adaptability to work alone whilst prioritising essential workloads. Works towards and regularly exceeds yearly targets. My aim is to supply accurate and descriptive information to help individuals and business as a whole to adapt and improve.
Career Summary
02.02.2015 – Present
Co-operative Food
Role: Senior Commercial Finance Analyst
• After a successful secondment period, I interviewed again and gained the below role on a permanent basis.
22.07.2014 – 01.02.2015
Co-operative Food
Role: Senior Commercial Finance Analyst (Secondment)
• To Support the Pricing and Promotions Finance Manager in the provision of commercial input into the development of overall Price and Promotional Strategies in order to drive sales and profitability. To provide financial analysis and forecasts by promotional period for the commercial POG meeting to enable promotional offers to be evaluated and maximise promotional sales and margin. Measure performance against forecast, following the promotional cycles, which feed results and learning’s into future analysis.
• To evaluate and monitor the impact of all price or promotional trials with appropriate financial measurement, reports, insightful analysis and conclusions, using this to support recommendations made.
• Develop and maintain relationships with Commercial and Finance team in order to drive business performance.
• Provide financial evaluation and analysis to feed into quarterly forecasts and annual budgets and 3 year planning process by producing input on the likely effect of selected promotional and pricing strategies on sales and margin
• Management of One Commercial Analyst, with ownership of his/her development needs.
• Responsibility of delivering £260k additional margin per 3 week period over all Fresh categories.
• Implemented improved promotional deadlines for non-finance partners, to improve, increase and direct future communications and relationships across departments.
• Feed information and recommendations into the Promotional Manager to take to Governance to influence future decisions.
• Introduced new Incremental Key Advertised Lines Analysis, agreed with Head of Advertising. This to aid Commercial Decisions by Non Finance Departments.
• Introduced new ways of working in promotional planning to get at least 3 months ahead of planning.
• Met 3 and exceeded 2 of my annual targets.
04.09.2013 – 21.07.2014
Co-operative Food
Role: Commercial Finance Promotional Analyst
• Responsible for Analysis of promotional activities occurring within the promotional calendar.
• Reporting commentary including reviewing and recommending future directions.
• Periodic Reporting of Key Advertised Lines and their performance.
• Periodic promotional forecasting of all “off shelf” Fresh promotions.
• Periodic reviews for Buyers, Category Managers and Head of Categories.
• Liaising and planning workloads to aid the Senior Finance Analyst and team’s workload.
• Pursuing areas of improvement in sales, margin and rate. Analyzing such findings and recommending changes to improve all.
• Producing adhoc analytical work from simple redemptions to high level Event analysis at Directorial level.
• Achieving Annual targets and surpassing one.
• Introduced new bakery analyzing tool to simplify category analysis
• Created new working procedure for KAL to improve accuracy whilst reducing work time.
22.05.2012 – 03.09.2013
Co-operative Food
Role: Assistant Commercial Finance Analyst
• Weekly analysis of large amounts of data related to commercial activities, sales, waste and margin.
• Analysis and communication of trends, increases and falls of weekly input margin.
• Reporting on successfulness of promotion and/or the redemption rates of such deals.
• Managing different categories with responsibility of collecting Central Income.
• Liaising with Wider Commercial team including buyers and Category Managers.
• Delegating collection of Central Income monies to the Central Income Analyst.
• Investigating forecast deficits and explaining such variances.
• Monthly account reconciliations to present to senior management.
• Reached 1 and exceeded 3 of my annual targets.
• Complying with GSCOP and successfully passing internal audit.
• Introducing uniform reporting tools and spreadsheets to increase customer usability and adaptability.
• Calculating and posting Weekly Margin adjustments to accrue funds to aid future weekly margins.
01.04.2011 – 21.05.2012
Co-operative Food
Role: CRTG Accounts Assistant
• Weekly Analysis of promotional activities to support the CRTG Manager.
• Analysis and invoicing of high volume Multi-save and Price Promotion activities.
• Liaising directly with blue chip clients.
• Analysis and invoicing of Warehouse based funding.
• Resolving numerous supplier disputes to ensure continual cash flow
• Monthly Reconciliation of accounts with informative summaries of cash flow issues.
• Liaising with Wider Commercial team to resolve promotional issues.
• Completion of a 200+ page process manual to enable smooth transition of changing jobs.
• Attending and sometimes chairing supplier meetings to resolve any bad practice issues concerning delayed payments.
• Attending departmental meetings to establish issues around the aged debt provision.
• Reduced aged debt by £5 million+ with implementation of new processes and procedures.
OTHER ROLES
01.02.2011 – 31.03.2011 – Co-operative Pharmacy (Role: Cash and Bank Clerk)
01.10.2009 – 31.01.2011 – Co-operative Travel (Role: Bank Reconciliation Assistant)
