Summary
Overview
Work history
Education
Skills
Affiliations
Certification
Timeline
Generic

Jordan Essex

Walsall

Summary

Avid problem solver, who is ambitious and aspiring to make an impactful change within businesses. Progressed through fast-paced environments implementing new solutions across departments. Particularly focused in cost-cutting & value adding initiatives.

Overview

7
7
years of professional experience
3
3
years of post-secondary education
1
1
Certification

Work history

Performance and Operational Analyst (BAC)

RAC
Walsall
10.2023 - Current
  • Produce, present and review variances of Contact Centre forecasts down to intra-day for operational and resourcing requirements. Working through key KPI’s and financial implications, discovering 25FTE savings in Budget review.
  • Seek out data supported cost-leaking opportunities and work with management to carve out functional solutions including recommendations improving key service performance indicators and optimising objectives.
  • Stream-line data access to aid departmental and stakeholder requirements in functional BI Dashboards and cater to ad-hoc operational queries.
  • Monitor and review daily trends in performance identifying key drivers.

Commercial Finance Manager

Purity Soft Drinks
Wednesbury
11.2022 - 08.2023
  • Responsible for leading annual budget/quarterly forecasting - consolidating volume inputs from the sales team, challenging assumptions presented where required, and further translating to revenue and gross margin.
  • Generated and launched a new Excel model forecasting tool - allowing a more robust view of data from Product Group to SKU Level.
  • Managing the complex Rebate Management Tool and supporting the business on any claim reviews – saving circa 15k in one claim.
  • Generating BOM’s and production costs from various data sources to assist with business proposals of NPD’s.
  • Development of monthly sales analysis reports/decks. These focused on revenue/standard margin by multiple dimensions (customer, sector, area etc) against other data to establish key drivers and trends.

Financial Planning and Analysis Manager

Mayflex - A Sonepar Company
Birmingham
11.2021 - 06.2022
  • Lead Budget and Forecast process for all of Group Companies and assist across the structure of the business for any financial analysis.
  • Reporting relevant statistics to Parent Company via SAP.
  • Compile company data for global market research in industry (BSRIA) for Board review.
  • Partnered with Operations to develop a Warehouse Reporting Suite monitoring logistic KPI’s – aiding operational improvements and key decisions.
  • Overseeing the creation and financial process for Customer/Supplier Rebates with relevant multi-dimensional margin analysis.
  • Implementing Company bonus incentive structures across the Sales Team to ensure Company financial targets are met alongside data and reporting requirements for Payroll via IBM Cognos and Power BI.
  • Compiling reporting solutions for ad-hoc queries and streamlining data access for users across the business.

Financial Systems and Stock Manager

Mayflex UK - A Sonepar Company
Birmingham
06.2019 - 11.2021
  • Managed a team of 2-3 graduate staff identifying long-term development needs.
  • Developed and implemented new Company Inventory Write-Off controls and policy - reducing write-offs quantity and value within 12 months.
  • Lead the annual stock audits across both Warehouse sites.
  • ERP Superuser generating adaptable in-house accounting solutions for operational needs.
  • Compiling the inventory provision and review meetings for ageing stock with proactive analysis to negate profit reduction.
  • Worked alongside IT Development Team to verify financial data within the implementation of the new Warehouse Management Software
  • Worked alongside Group Financial Controller and Finance Director to produce annual budgets and forecasts for 3 companies.

Finance and Operations Accountant

Maylfex - A Sonepar Company
08.2017 - 06.2019
  • Progressing from Graduate Accountant Role within the company
  • Prepared Company Holding Management Accounts for Group Finance Controller review and submitted to parent company via SAP.
  • Prepared and submitted EC Sales, Intrastat Reporting - advising ERP modifications and/or process adjustments where relevant.
  • Reconciled Inter-Company Accounts across the group.
  • Worked within project team to create a budget data model in TM1 incorporating 3 company requirements for the group.

Education

Bachelor of Science - Accounting and Economics

University of Hull
Kingston-upon-Hull
09.2013 - 11.2016

ACCA - Accountancy

Association of Chartered Certified Accountants
/2018 -

A-Levels - Economics, Mathematics, Physics, English Lit, General Studies

Queen Mary's Grammar School
Walsall
/2011 - /2013

GCSEs - Inclduding: Mathematics, English, Science, Businss Studies, IT

Wood Green Academy
/2006 - /2011

Skills

    Microsoft Excel

    Power BI

    SQL Query

    Cognos Analytics/TM1

    Alteryx
    Qlik Reporting
    Iptor DC1
    Sage50

    SAP

Affiliations

  • Level 3 Yoga Instructor
  • Brazilian Jiu-Jitsu
  • Ameatur Baker

Certification

Full UK Driving License

Timeline

Performance and Operational Analyst (BAC)

RAC
10.2023 - Current

Commercial Finance Manager

Purity Soft Drinks
11.2022 - 08.2023

Financial Planning and Analysis Manager

Mayflex - A Sonepar Company
11.2021 - 06.2022

Financial Systems and Stock Manager

Mayflex UK - A Sonepar Company
06.2019 - 11.2021

Finance and Operations Accountant

Maylfex - A Sonepar Company
08.2017 - 06.2019

Bachelor of Science - Accounting and Economics

University of Hull
09.2013 - 11.2016

ACCA - Accountancy

Association of Chartered Certified Accountants
/2018 -

A-Levels - Economics, Mathematics, Physics, English Lit, General Studies

Queen Mary's Grammar School
/2011 - /2013

GCSEs - Inclduding: Mathematics, English, Science, Businss Studies, IT

Wood Green Academy
/2006 - /2011

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Jordan Essex