Ross Anthony Lawton
Alderholt,Dorset
Summary
Dynamic and analytical finance professional with a strong foundation in financial reporting and stakeholder management. Proficient in building and maintaining complex financial models and delivering insights to support strategic investment decisions. Passionate about global markets, thematic trends, and the banking sector, with a commitment to continuous learning and professional development. Currently pursuing the Chartered Financial Analyst (CFA) designation further to deepen my expertise in equity analysis and market strategies.
Overview
5
5
years of professional experience
Work history
Assistant financial accountant
Utilita Energy
Eastleigh, Hampshire
05.2024 - Current
- Assisted in the preparation of annual budgets for improved financial planning.
- Developed insightful financial reports for better business decision making.
- Helped with preparation of management accounts and end-month duties.
- Maintained reliable financial control frameworks with structured procedures for smooth accounting processes.
Sales support consultant
Quilter
Southampton, Hampshire
08.2022 - 04.2024
- Assisted wealth management consultants in the distribution of Quilter's wealth management products and multi-asset investment portfolios.
- Ensured prompt resolution of adviser/client queries within agreed Service Level Agreements (SLAs), delivering comprehensive support to Financial Advisor firms
- Managed pipeline quotes on Salesforce to drive growth and facilitated high-value transfers onto the Quilter platform.
- Generated regular, insightful management information (MI) reports for Wealth Management Consultants, supporting new business development and the retention of Assets Under Management (AUM)
Finance analyst
Vitality
Bournemouth, England
03.2020 - 07.2022
- Supported the preparation of monthly management accounts, ensuring compliance with reporting deadlines.
- Delivered investment commentary on Vitality Health bond portfolios to senior leadership.
- Managed fixed asset registers, reconciled balance sheets, and oversaw monthly accounting processes.
- Provided audit support and prepared regulatory filings (RMAR) for the FCA.
- Enhanced financial processes by documenting changes and improving operational efficiency.
Education
Chartered Financial Analyst (CFA) Program -
CFA Institute
11.2024 -
Investment Advice Diploma (Level 4) -
Chartered Institute for Securities & Investment
01.2022 - 12.2022
Professional Diploma in Accounting (Level 4) -
Association of Accounting Technicians (AAT)
08.2019 - 08.2020
GCSEs -
Ringwood School
Ringwood, Hampshire 09.2008 - 08.2013
Skills
- Stakeholder Communication: Strong verbal and written communication skills to engage with internal teams, institutional clients, and company representatives
- Analytical Acumen: Skilled in distilling complex data into actionable insights, enabling informed investment strategies
- Technical Proficiency: Advanced Excel (modeling, analysis), Salesforce, and Microsoft Office Suite
- Attention to Detail: Meticulous in data analysis, financial modeling, and reporting under tight deadlines
Timeline
Chartered Financial Analyst (CFA) Program -
CFA Institute
11.2024 -
Assistant financial accountant
Utilita Energy
05.2024 - Current
Sales support consultant
Quilter
08.2022 - 04.2024
Investment Advice Diploma (Level 4) -
Chartered Institute for Securities & Investment
01.2022 - 12.2022
Finance analyst
Vitality
03.2020 - 07.2022
Professional Diploma in Accounting (Level 4) -
Association of Accounting Technicians (AAT)
08.2019 - 08.2020
GCSEs -
Ringwood School
09.2008 - 08.2013
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