Summary
Overview
Work history
Education
Skills
Websites
Timeline
Generic

Name Removed

Edinburgh

Summary

Seasoned professional with 14 years experience largely in the financial services and accounting industry. Can streamline financial operations and improve financial health of any organisation through strategic planning, financial analysis, and cost control. Set apart by deep understanding of modern accounting software and commitment to regulatory compliance.

Versatile career as a consultant largely as a business analyst, interim project manager and accountant.

Overview

18
18
years of professional experience

Work history

Accountant

The City of Edinburgh Council
Edinburgh
2024.08 - Current
  • Support the management, development and maintenance of the Council's financial ledger, payables and procurement matters as super-users of Oracle R12.
  • Assist the Principal Accountant with administrator tasks and the management of the Council's suite of financial and management reports in SplashBI.
  • Undertake a range of projects/areas of work ensuring outcomes are delivered on time and to a high standard. Example projects: Accruals, Accounts Payable and Cash ledger clean up tasks on behalf of other units with Finance.
  • Assist with strategic planning efforts leading to sustained growth; attend CIPFA technical updates.

Client Implementations Case Manager

Blackrock
Edinburgh, Midlothian
2023.11 - 2024.01
  • Temporary role, for the festive period, as part of the Invoicing and Implementations team to clear backlog of Aladdin Client queries.
  • Update Aladdin for any new mandates, financial or fee impacting changes to BlackRock and Client funds and assets.

FINANCE BUSINESS ANALYST

Scottish Parliament
Edinburgh
2022.09 - 2023.07

This was a temporary placement, within the Finance team, to lead design and implementation of a financial literacy project and an "Efficiencies/benefits" reporting project.

  • Designed and implement group reports to enhance governance and tracking of resource investments. This introduced better KPIs and KRIs.
  • Completed gap analysis, build training needs framework and guidance for implementation of financial literacy project.
  • Reviewed pilot run of completed business cases and passed Better Business Cases Foundation course.
  • Documented process notes for current payroll and pension process, capture points for transformation. This reduced operational risk.

Business Analyst

abrdn (formerly Aberdeen Standard Investments)
Edinburgh
2021.11 - 2022.09

I worked as a Business Analyst on a US factsheet migration project; from internal delivery to external vendor.

  • Liaised with internal and external third parties to ensure provisioned services meet business requirements.
  • Drafted options for decision making and transformed requirements into data sourcing functions for external development work.
  • Successfully delivered testing, go-live of US factsheets and Global exchange traded fund (ETF) reports.

ASSISTANT FINANCE MANAGER

Lloyds Banking Group
Edinburgh
2021.07 - 2021.11

As part of Financial Planning and Analysis teams, I delivered budget analytics and cost reports to Finance Business Partners, using SAP and Planning Analytics, TM1.

  • Performed monthly Ledger Review as required by Finance Business Partners for month-end reporting.
  • Reconciled project costing for various finance stakeholders.

BUSINESS ANALYST – CUSTODY & FUND ACCOUNTING

Phoenix Group
Edinburgh
2021.04 - 2021.07

I worked as a Cash Business Analyst on Standard Life's custody migration project.

  • Documented Cash and Banking ‘AS IS' model for Standard Life, Standard Life International, including custodial and fund manager interactions.
  • Co-ordinated progression to 'TO BE' process, identifying opportunities for automation.
  • Collaborated with others to capture overlays for accounting and reporting requirements for testing.

CLIENT REPORTING ASSOCIATE

BlackRock
Edinburgh
2019.10 - 2020.12

I analysed, automated, re-engineered a suite of bespoke US client reports including fund performance, risk, characteristics and NAV reports, as part of client reporting migration project team.

  • Analysed data sourcing inputs and created bespoke, dynamic client reports within BlackRock's investment platform, Aladdin and Excel (ATX, SQL).
  • Documented and implemented report-building processes for the production team.
  • Led engagement with non-reporting teams, contributed materials for stakeholder/senior management communications.

ACCOUNT MANAGER, CHARTERED ACCOUNTANT

Clearwater Analytics
Edinburgh, EDH
2019.01 - 2019.07

I owned 6 client accounts; supported Clearwater's Investment Management clients in reporting of day-to-day fund activities on Clearwater platform.

  • Trained and assisted clients on fund reporting and accounting functions on Clearwater platform.
  • Managed assigned projects, client inquiries and requests for timely, accurate information regarding monthly reporting, financial statements and analytics.
  • Completed in-house investment accounting certification and trainings.

DATA INTEGRITY ANALYST

BlackRock
Edinburgh
2018.04 - 2018.12

I was part of the team that provides data needed to model and price financial instruments in Aladdin.

  • Completed MiFID II reporting for OTC trading, improved and documented the process.
  • Interacted with Aladdin clients; provided daily data and system support across various asset classes.
  • Liaised with market data vendors and market dealers.

INVESTMENT ANALYST

Janus Henderson Investors
Edinburgh
2015.07 - 2017.07

I supported team of Equity portfolio managers as an investment analyst and research analyst.

  • Produced detailed, equity reports that identified risks and opportunities that contributed to investment decisions.
  • Conducted multifarious research and uncovered turning point information, including conflict of interest.
  • Reviewed and assembled data for client reporting and presentations.

BUSINESS ANALYST

GSM Association UK
Kampala
2011.07 - 2011.12

For the Sub-Saharan region, I ran mWomen Project as the on-site consultant at MTN Uganda on behalf of the UK GSMA team.

  • Drafted unique, data-driven, women-specific reports and presented plan and case study to multiple stakeholders.
  • Led workshops with internal and external shareholders to build and documents business framework for operators to use to create telecom product targeting women at bottom of pyramid (i.e. Living on less than $2/day).
  • Built project plan and deliverables for remaining half of project.

Work Experience abroad

Various
City
2007.01 - 2011.06

Early career in which includes PriceWaterhouseCoopers (PwC) and telecommunication conglomerate, MTN Group among others.

Education

MSc - International Finance - Distinction

A university
Cambridge
10.2014

CFA - International Finance

Self-Study
Cambridge
12.2013

Self-Study - Accountancy

ACCA
City
07.2011

Bachelor of Accountancy - Credit - Two Citibank Merit Awards

A university
City
06.2007

Skills

  • IFRS/GAAP accounting
  • Fund reporting and analysis
  • Financial reporting
  • Accounts payable
  • Audit controls
  • Numerical aptitude
  • Project delivery
  • Process flow analysis
  • Stakeholder and Vendor Management
  • Technical writing
  • Business Process improvement
  • Workshop facilitation
  • Gap analysis
  • Training programme design
  • Aladdin
  • SaaS experience
  • Agile, Scrum methodology
  • Intermediate SQL
  • ACCA Qualified
  • Decision making

Timeline

Accountant

The City of Edinburgh Council
2024.08 - Current

Client Implementations Case Manager

Blackrock
2023.11 - 2024.01

FINANCE BUSINESS ANALYST

Scottish Parliament
2022.09 - 2023.07

Business Analyst

abrdn (formerly Aberdeen Standard Investments)
2021.11 - 2022.09

ASSISTANT FINANCE MANAGER

Lloyds Banking Group
2021.07 - 2021.11

BUSINESS ANALYST – CUSTODY & FUND ACCOUNTING

Phoenix Group
2021.04 - 2021.07

CLIENT REPORTING ASSOCIATE

BlackRock
2019.10 - 2020.12

ACCOUNT MANAGER, CHARTERED ACCOUNTANT

Clearwater Analytics
2019.01 - 2019.07

DATA INTEGRITY ANALYST

BlackRock
2018.04 - 2018.12

INVESTMENT ANALYST

Janus Henderson Investors
2015.07 - 2017.07

BUSINESS ANALYST

GSM Association UK
2011.07 - 2011.12

Work Experience abroad

Various
2007.01 - 2011.06

MSc - International Finance - Distinction

A university

CFA - International Finance

Self-Study

Self-Study - Accountancy

ACCA

Bachelor of Accountancy - Credit - Two Citibank Merit Awards

A university
Name Removed