About me
I am an ACCA-qualified accountant, with a career that commenced as a Management Accountant but with passion and flare for financial modelling, commercial finance and business performance.
This combination led to application of my skills in commercial, strategic and analytical roles, leading naturally to steer my career into the path of Financial Planning & Analysis. Progressing through the positions from Financial Analyst, to Finance Manager through to Head of, Director and Controller of FP&A.
From company to company, I realised that that every company is unique, and each one faces its own set of challenges. As such, I always approached every company with initial drive understand the business and ways of working behind the company to better identify and understand their specific activities drivers.
Hence my collaborative approach to FP&A by working very closely with each company to understand their unique challenges, goals, and objectives before creating a tailored FP&A solution that meets their specific needs. Results have proven that this approach yields better outcomes and a more effective business partnering that further enhances the maximisation of your businesses’ opportunities and eliminate the downsides.
I further understand that financial planning can be complex and overwhelming, which is why I aim to make the process as simple and transparent as possible. I take the time to explain everything to my clients in plain English, so they have a clear understanding of their financial situation and the options available to them.
My Skills
- HFM, Oracle, SAP, Xero, SAGE, Sales Force, HubSpot, Navision, NetSuite and many ERP software.
- Developer advanced level in MS Excel, MS Power Query, MS Power BI and MS Access, Power Point, MS Word.
Work History
Jan 2014
Founding of PROATTIVA Analytics & Consultancy
Principal Managing Partner and FP&A Consultant
The begining of my FP&A as a Service.
A Privately owned Limited Company, Specialists in Financial Planning & Analysis. Role: Own, lead and further develop all aspects of everything that directly as well as indirectly straddle financial planning and analysis of various clients, be these for their existing entities or further acquisitions of Private Equity platform build as at when completed.Dec 2017 – Jul 2022
As part of the FP&A as a service.
Controller FP&A
Italian-American multinational corporation with global multisite.
Own the managerial and statutory reporting for group of companies, as well as delivering streamlined FP&A. This included business partnering budget owners, whilst continuously developing the wider EMEA region’s reporting, budgeting and forecasting processes.Feb 2016 – Mar 2017
As part of the FP&A as a service.
Group Director FP&A
Private Equity-backed Information Technology & Services
Develope, from scratch, the group FP&A process, tool, reports for existing and integration of aqcuired entitities. Monitor, enhance and update the group’s reporting, planning, budgeting and financial modelling processes for internal and external investors.Jan 2014 - Jan 2016
As part of the FP&A as a service.
FP&A Consultancy Roles
Various projects in different scales of Private Equity-backed companies
Design, develope and enhance various fully integrated financial models, from scractch. As well as enhance FP&A process across multiple short-to-medium term assignments around their reporting, planning, budgeting and forecasting for internal and external investors.Aug 2008 to Dec 2013
Business Partnering across various budget owners in Europe
Senior FP&A Manager EMEA
Private Equity-backed American multinational corporation with global multisite
Own the EMEA FP&A, whilst owning and maintaining the global FP&A model, that I had originally created from scratch. YoY updates of the entire model template, management reporting packages ensuring simulation of the individual operations of each company’s business.Aug 2007 – Aug 2008
Financially Planning and Analysing
Senior Financial Planning Analyst
Groups of Private Equity-backed American multinational corporation with global multisite
Financial planning and analysis for the Alternative Investment Market line of business. That included the budgeting, forecasting and monthly reporting into the President and VP, as well as Business Partner the various departmental budget owners for financial health and business operations.Feb 04 – Aug 07
Network Analyst and Financial Accountant
Telecommunication, Television, Technology & Services
Very large PLC British multinational Telco HQ in London, England
Management/Ownership of the Medium & Broadcast Services accounting and analytical reporting. Pivotal role played in the due diligence carveout and eventual sale to another large multinational.Pre 2004
ACCA Qualification Etc.
ACCA Qualification, Trainee Accountant and Financial Modelling Training
ACCA Examination preparation and passes. Trainee Financial/Management Accountant and gaining experience. Financial Modelling Excel, Access.