Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

CALLUM REES

Cardiff

Summary

Results-driven Financial Analyst with over 7 years of experience in finance, specializing in data integration, forecasting, and stakeholder management to streamline processes and enhance decision-making. Proven track record of improving budget accuracy through optimised forecasting methods, leading to more effective resource allocation. Proficient in advanced Excel, Power BI, and Power Query, ready to elevate financial performance in a Senior Finance Analyst role by delivering insights that support strategic decisions.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst - Implementation

BankBI
08.2023 - Current
  • Guided clients through a complete implementation of specialised cloud software, which ensured a seamless onboarding experience and set them up for success from the start.
  • Streamlined client ledger integration, enhancing data accuracy and operational efficiency, which helped clients manage their financials more effectively.
  • Conducted thorough regulatory compliance reviews, ensuring precision in submissions to their local regulatory body, which minimised risks and maintained client trust.
  • Fostered strong client relationships through effective communication and project alignment, which contributed to higher satisfaction and smoother project execution.
  • Partnered with developers to implement system enhancements based on user feedback, which improved functionality and tailored the software to better meet client needs.
  • Empowered clients through comprehensive system demonstrations and training, boosting their confidence and independence in using the software.
  • Developed creative solutions to optimise BankBI software, addressing unique client requirements and enhancing overall satisfaction.
  • Continuously sought opportunities to enhance system functionality for improved user experience and smoother future implementations.

Financial Planning & Analysis Analyst

Hodge Bank
01.2021 - 05.2023
  • Developed a comprehensive 5-year forecast aligned with the bank's strategic goals, which enhanced our financial precision and helped guide long-term planning.
  • Provided dedicated business partner support to various teams across the organisation, ensuring we delivered valuable insights in a timely manner, which improved overall performance.
  • Applied advanced budgeting skills to forecast potential financial outcomes, helping to steer our strategic planning efforts and clarify future financial positions.
  • Improved financial models to ensure accurate forecasting, offering ongoing analytical support to board members, which strengthened decision-making processes.
  • Supported strategic decisions by preparing detailed variance reports and conducting scenario analyses, which helped leadership understand financial implications and make informed choices.
  • Performed regular capital and liquidity stress testing for external compliance, ensuring we met regulatory requirements and maintained financial stability.

Financial Accounts Supervisor

Peacocks
07.2019 - 01.2021
  • Coached two team members to enhance their operational efficiency and skills, which helped improve overall team productivity.
  • Compiled financial reports including SOPL, SOFP, and SOCF for parent company evaluation, ensuring accuracy and timely submission.
  • Utilised PowerBI to deliver insightful analytics to management, which enabled better decision-making based on data trends.
  • Led monthly meetings focused on store, warehouse, and ecommerce costs, fostering open communication and strategic planning among departments.
  • Assisted in year-end audits by supplying required documents to auditors, helping to streamline the audit process and maintain compliance.

Financial Accounts Assistant

Peacocks
09.2018 - 07.2019

Accounts Payable Assistant

Peacocks
01.2018 - 09.2018

Education

Bachelor of Science - Accounting & Finance

Swansea University
07-2017

Skills

  • Advanced Excel
  • Variance Analysis
  • Monthly Reporting
  • Continuous Improvement
  • Strategic Planning
  • Budgeting & Reforecasting
  • Stakeholder Management
  • Data Manipulation

Certification

  • ACCA Part-Qualified - Not Actively Studying

Timeline

Senior Financial Analyst - Implementation

BankBI
08.2023 - Current

Financial Planning & Analysis Analyst

Hodge Bank
01.2021 - 05.2023

Financial Accounts Supervisor

Peacocks
07.2019 - 01.2021

Financial Accounts Assistant

Peacocks
09.2018 - 07.2019

Accounts Payable Assistant

Peacocks
01.2018 - 09.2018

Bachelor of Science - Accounting & Finance

Swansea University

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