GEORGE SERGEANT
Newport,South Wales
Summary
Professional with expertise in PowerBI and data analysis, specializing in reporting and stakeholder management. Proven ability to extract actionable insights from complex datasets to inform strategic decision-making. Strong analytical skills complemented by a detail-oriented approach and knowledge of financial forecasting and market trends. Prepared to contribute to a Head of Data & Insights role by leveraging analytical and strategic capabilities.
Overview
4
4
years of professional experience
1
1
year of post-secondary education
Work history
Commercial Pricing Analyst
Etex
Easton in Gordano
2024.09 - 2026.02
- Reviewed customer price support reports to identify pricing trends across various channels.
- Assessed margin performance of price support packages, advising Commercial on profitability improvements.
- Analysed planned versus actual performance of price support agreements, presenting insights to stakeholders.
- Produced weekly reports on new price support agreements for senior management and Finance.
- Led reconciliations of price support, recalculating accruals to ensure accuracy against actual requirements.
- Supported renewals process by delivering analytical reports and identifying agreements for review.
Group Commercial & Finance Analyst
Go-Pak UK Ltd
Yate
2021.09 - 2024.09
- Delivered accurate month-end financial performance analysis to support Group Finance & Commercial Director.
- Produced periodic volume, sales, mix, and profitability reports for leadership team review.
- Conducted commercial analysis for Group Sales Director, including margin analysis and forecasting support.
- Identified margin improvement opportunities through detailed operational and cost analysis.
- Prepared customer and product profitability analyses for monthly sales meetings.
- Collaborated with UK and Vietnam operational leaders to ensure effective costing systems.
- Audited pricing tools in Vietnamese operations to maintain accuracy and integrity of commercial relationships.
- Developed clear dashboard-style reports to communicate key financial drivers effectively.
Education
NVQ Level 3 - AAT Accountancy
City of Bristol College
Bristol, England 2010.09 - 2011.05
Skills
- PowerBI
- Data Analysis
- Reporting
- Stakeholder Management
- Insights
- MS office suite mastery
- Analytical tools competency
Key Projects
Variable Price Support PowerBI Dashboard
Associated with Etex
- Created centralised dataset
- Created several reports inclusing Low Margins & New Agreement tracking
E-commerce Platform Project
Associated with Go-Pak Group
- Scoping out several options
- Gathering requirements
- Supplying product data
Group Data Lakehouse
Associated with Go-Pak Group
- Providing data structure to start development with external client
- Developing links between the different group ERP systems
Manufactured Cost Matrix Creation
Associated with Go-Pak Group
- Liaise with Vietnam manufacturing plant
- Create master Cost Matrix for all SKU’s
Price Matrix Creation
Associated with Go-Pak Group
- Price Matrix with variable options
- Pallet, Half Truck, Full Truck & Direct container options
- GB, NI, ROI and various EU country options
Stock Optimisation in Europe
Associated with Nisbets
- Grade each product type based on performance and margin
- Ensure appropriate stock of each line is held in each warehouse
UK PowerBI Dashboard Development
Associated with Go-Pak Group
- Create a single company wide data source
- Collect user requirements
- Develop Dashboard and share to team, and make further improvements
- Covered Sales, Supply Chain & Transport departments
References
References available upon request.
Timeline
Commercial Pricing Analyst
Etex
2024.09 - 2026.02
Group Commercial & Finance Analyst
Go-Pak UK Ltd
2021.09 - 2024.09
NVQ Level 3 - AAT Accountancy
City of Bristol College
2010.09 - 2011.05