SHALINI DASS

Achievements:

Setting up an Expense management function for Ki post separation from parent company, Delivering Annual and 5 year expense plan. Overseeing the set up of FP&A function as interim Head of FP&A, delivering a 5yr group plan. Training the Permanent Head of FP&A and new members of the team on Lloyds planning process. Assisting Head of Finance with recruitment for wider Finance Function.

Responsibilities:

• Leading team of six on all aspects of Financial Planning and Reporting, ie Qtrly, Annual, 5 yr plan.
• Facilitated review and challenge with CFO & Exco.
• Setting up processes around 5yr planning including partnering with non finance functions.
• Leading Expense management function for Ki post separation from parent company, refining OPEX, CAPEX reporting, allocation methodology and accrual process.
• Assisting Head of TOM with Project spend and tracking.
• Delivering 5yr expense plan, with cost benefit analysis on Headcount vs corporate expenses.
• Training the Permanent Head of FP&A and new members of the team on Lloyds planning process.
• Assisting Head of Finance with recruitment for wider Finance Function.
• Supported team by demonstrating respect and willingness to help.

Achievements:

Delivering RF1 & Cut 1 of Budget using new Oracle planning tool during team transition. Setting up of reconciliation files between offline Budget model and Oracle to validate output. Training junior members of staff on budget process.

Responsibilities:

• Producing reforecast and cut 1 of budgets parallel with offline model.
• UAT testing of new Budgeting tool (Oracle) to offline model (Excel).
• Setting up of audit reconciliation files between offline Budget model and Oracle to validate output.
• Working with implementation team in India and Deloitte's to validate Reinsurance assumptions in the online model.

Achievements:

Process improvements on competitor analysis and Industry benchmarking reporting in collaboration with Strategic team. Setting up new reporting pack for SMT based on IFRS 17 reporting.

Responsibilities:

• Leading and coordination of monthly SMT reporting pack for GAAP and IFRS results.
• Production of Competitor analysis and Industry benchmarking.
• Production of monthly H9 (group reporting) in collaboration with other parts of the business (Risk, Actuarial, Reinsurance, Marketing, and IT)
• Production of Qtrly speakers notes for company briefing.
• Training junior members of the team on insurance reporting and commentaries on SMT packs.

Achievements:

Set up Business partnering/MI function for Customer and HR, supporting Transformation office’s Separation project with AMP life. Helping business understand strategic cost reduction targets to support a digitized business model. Working within SMT (self-managed team) to promote Agile work model.

Responsibilities:

• Business Partnering with HR and Customer functions to understand, track and monitor cost base against strategic OPEX business plan by set senior management.
• Assist Transformation office with tracking of WAVE Initiatives (benefits & costs) as part of separation project.
• Assist management with execution of Budgeting process and reforecasts.
• Work closely with the Business analyst to continuously improve reporting via Oracle.

Achievements:

Redesign and automation of MI reports of Tableau to assist business with self service. Modelled cost partnerships to help reduce Claims TCE. eg Call centre headcount vs in-house.

Responsibilities:

• Production of financial performance (MI’s) enabling the business to track against strategic targets specific to Short Tail Claims (Property & Motor) covering controllable expense, P&L and initiatives
• Working closely with reserving, financial reporting, Business performance teams to understand and report on KPIs and impact on P&L.
• Assist management with execution of Budgeting process and reforecasts. Review and updating of previous years allocation model to capture changes to cost centre.

Achievement:

Successfully established a partnering function between FP&A and the rest of the business for both underwriting results and expense management, working towards a flat structure and knowledge sharing.

Worked closely with Head of Finance Transformation in implementing and leading change including accelerated close, across FP&A team responsibilities, removing duplication and recognising redundancies within process.

Responsibilities:

• Led a team of nine under Planning, MI and Expense team pillars.
• Owned and delivered quarterly Board packs, MI reports with analytics to communicate performance against plan to internal management, Board and Head office.
• Responsible for delivering the consolidated Group business plan and subsequent quarterly reforecasting to the Board and to Head Office capturing Company’s strategic goal.
• Own and oversee the maintenance of the forecasting model (Anaplan) used to prepare the business plan and subsequent reforecasts.
• Oversee the involvement of Finance in the preparation of the Lloyd’s Syndicate Business Forecasts and comply with regulatory requirement.
• Jointly responsible with deputy CFO for delivery of annual expense budget and subsequent expense forecasting to meet company objective of 10% expense over next 3 years.

Responsibilities & Achievement:

Successfully delivered remodelled 5 year Balance sheet forecast for Brexit project in time for submission to LUX regulator. Met team objective of meeting OSRA deadline as set by senior management.

Facilitated timetable for annual Lloyds SBF (plan) submission to meet regulatory deadline.

Worked closely with FP&A team to improve the long-term planning process and facilitate changes to MI reporting for European’s operations post Brexit.

Responsibilities & Achievements:

Working together with Group FP&A manager to standardize commentaries across all Strategic business units.

Seeking improvements with the presentation of quarterly forecasting data. Facilitating Production of Group annual budget in line with Group timetable.

Responsibilities & Achievement:

Successfully delivered annual budget back for Australia division within Group timetable during company restructure and loss of key personal.

Produced monthly TCE ( Total controllable expenses) MI with identification of savings opportunities. Revised allocation model for Overhead recharges to various portfolios.

Provided training and guidance to new team members post changes from restructure, actively seeking improvements in the budget and MI reporting process.

Responsibilities and Achievements:

Led Group Budget process, seeking improvements in the reforecasting models.

Established Business partnering with Division and Unit heads to drive better understanding of GAAP results across the business.Set up of monthly MI reporting for senior management and Underwriting Unit heads. Presentation of budget slides to UW units on planning day, Facilitating review and challenge between EXCO and business.

Responsibilities & Achievements :

Establishing group reporting timetable also used for annual audit. Led production and automation of Annual stat accounts.

Establishing expense reporting function, including supervision of accounts payable function.