Hassan Tarawallie

KEY ACHIEVEMENT – Finance Transformation & System Migration

• Owned end-to-end month-end close process , delivering accurate and timely management accounts.
• Produced full P&L reporting with detailed commentary , highlighting key business drivers and risks.
• Delivered revenue reporting and margin analysis , providing insights to improve profitability.
• Conducted variance analysis across Marketing & IT cost centres , partnering with senior stakeholders to challenge spend and identify savings opportunities.
• Presented financial performance and insights to senior management, supporting informed decision-making.
• Completed balance sheet reconciliations , ensuring accuracy and resolving discrepancies promptly.
• Supported cash flow planning , analysing positions and contributing to payment run decisions.
• Acted as key contact for external auditors , providing documentation and resolving queries efficiently.
• Managed sales and purchase ledgers , ensuring accurate and timely processing.
• Performed monthly bank and credit card reconciliations .
• Led the integration of a newly acquired subsidiary (~£1m revenue) into the central finance function.
• Transitioned finance processes from manual to automated systems , improving efficiency and accuracy.
• Analysed existing workflows and implemented process improvements and stronger controls .
• Collaborated cross-functionally to deliver a smooth system migration aligned with business needs .

Impact:

• Reduced billing errors to near zero
• Strengthened data integrity and financial controls
• Improved scalability by removing operational bottlenecks

• Prepared client documentation and supported financial advisers in delivering tailored financial advice.
• Managed and analysed client financial data, producing review documents and reports.
• Liaised with third parties to obtain pension and investment information within tight deadlines.
• Conducted pre-meeting research and prepared financial documentation for client meetings.
• Senior Partner Practice of St. James's Place Wealth Management
• Implemented efficient record-keeping systems, improving data retrieval process.
• Handled administrative tasks, ensuring smooth office operations.

• Processed high volumes of invoices using SAP, ensuring compliance with payment terms.
• Supported invoice allocation and reconciliation across multiple entities.
• Generated account statements outlining payments and balances.
• Mitigated potential financial risks by identifying errors in calculations or invoice details before processing payments.
• Liaised effectively with suppliers to reconcile any invoice discrepancies swiftly.
• Prioritised workload efficiently to meet strict deadlines without compromising on quality.

• Reduced errors in financial statements by thorough checking and cross-referencing of data.
• Managed monthly bank reconciliations, ensuring accurate financial reporting.
• Collaborated with finance team on annual budgeting process, streamlining operations.
• Improved financial processes by implementing streamlined accounting procedures.
• Balanced and reconciled cash accounts to ensure accuracy.

• Coordinated with various departments regarding invoicing matters, resolved queries efficiently.
• Conducted bank reconciliations regularly to maintain accurate records.
• Improved accuracy of financial data by conducting thorough checks and balances.
• Met deadlines by managing workload independently.
• Ensured compliance with accounting standards through diligent record keeping.
• Input sales, purchase and cash transactions.
• Completed daily and monthly bank reconciliations and noted any discrepancies.