Summary
Overview
Work History
Education
Skills
Timeline
Hobbies and Interests
Generic

Tanne Shorter

Stromness

Summary

Big-4 qualified FCA with 10 years post-qualified experience in Financial Controller, FP&A and Financial Reporting roles. Experience in the SaaS, Professional Services and Construction sectors. Based in Orkney, Scotland.

Experienced financial professional with strong track record in driving financial strategies and streamlining financial processes to achieve results. Adept in financial reporting, financial planning & analysis, and compliance. Highly valued for strategic thinking, collaboration and problem-solving to drive organisational success.

Overview

19
19
years of professional experience

Work History

Financial Controller

Kyloe Partners
04.2024 - Current
  • Kyloe Partners is a global SaaS (recruitment software) and professional services business based in the Orkney islands.
  • 3 direct reports based in Orkney head office.
  • Monthly management accounting and reporting of KPIs for the Kyloe group which includes trading entities in the UK, US and Australia.
  • Liaison with external accountants for in UK, US and Australia and management of the year end statutory financial reporting and tax filing.
  • Preparation of annual budgets and forecasts and providing monthly variance analysis and commentary.
  • Attendance at quarterly board meetings for all businesses in the group, and preparation and presentation of finance reports and analysis for said meetings.
  • Provide business partnering support to the other members of the senior leadership team.
  • Provide support to the CFO on payroll, treasury and cashflow planning including forward hedging to reduce currency risk.
  • Streamlined financial operations, reducing processing time through automation initiatives and making the most of the full functionality of our cloud based finance tools (Xero, Ramp, Fathom).
  • Reduced financial close time from >10 days to 5, while adding value by improving commentary and providing additional KPI analysis to assist decision making.

Finance Team Lead

Kyloe Partners
04.2023 - 04.2024
  • Responsibilities as above except for direct line management of finance team.

Accountant

Kyloe Partners
12.2021 - 04.2023
  • Return to the workplace after taking a career break to raise a young family.
  • Responsibility across all areas of the finance function, including AR, AP, Management Accounting and year end statutory reporting.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Developed and implemented streamlined AP and AR processes to enhance efficiency, making the most of the functionality within our cloud-based software.
  • Collaborated with cross-functional teams to align financial strategy with business objectives.
  • Streamlined monthly financial reporting processes, significantly reducing time required for report generation and analysis.

Business Analyst

Environmental Resources Management
08.2012 - 12.2017
  • Company Overview: ERM is a global sustainability consultancy, with over 5,000 employees worldwide and offices in 40 countries.
  • Managed the annual budgeting and quarterly forecasting process, including building and preparation of budget packs, review and consolidation of global budget submissions and presentation of summaries, commentary and analysis to the board.
  • Prepared ad-hoc analyses of financial data, sales trends and employee data for the board and PE backers.
  • Prepared vendor due diligence analysis to support a PE transaction.
  • Monthly and year end reporting for the group's main holding company including accounting for the partnership's share-based remuneration.


Financial Analyst (FP&A)

Balfour Beatty PLC
05.2011 - 07.2012
  • Assisted with annual medium term plan and budget processes.
  • Performed competitor analysis and business performance analysis for CFO and Head of FP&A and Head of Investor Relations.
  • Responsible for financial reporting for the Group's three international joint ventures including preparing monthly financial and operational reports.

Financial Analyst (Group Finance)

Balfour Beatty PLC
11.2009 - 05.2011
  • Preparation of areas of the group year end and half-year financial statements under IFRS: Group cash flow statement, goodwill, intangibles, provisions, acquisitions and pensions.
  • Annual testing of the group's goodwill balances; accounting for the Group's defined benefit pensions schemes; acquisition accounting.
  • Preparation of UK GAAP financial statements of largest UK operating company.
  • Liaison with external auditors.

Associate to Assistant Manager (Audit)

Deloitte LLP
08.2006 - 11.2009
  • Involved in audit assignments on a variety of clients of various sizes, including experience of FTSE 100 (Compass Group plc, Serco Group plc) and FTSE 250 companies (Trinity Mirror plc).
  • Main industry experience in consumer business, automotive sector, professional practices and manufacturing businesses.

Education

ACA -

Institute of Chartered Accountants in England And Wales
London

MA - Social and Political Sciences

University of Cambridge

A-Levels -

Bilborough College
Nottingham

Skills

  • Strategic budget planning and financial projections
  • Financial Reporting including multi-currency groups
  • UK and US year-end statutory reporting including liaison with external accountants and auditors
  • Management accounts and KPI reporting
  • Automation of financial processes to drive efficiency
  • Cloud-based accounting systems including Xero and Fathom
  • Strong proficiency in Excel analysis
  • Strong leadership and collaboration skills
  • Excellent verbal and written communication

Timeline

Financial Controller

Kyloe Partners
04.2024 - Current

Finance Team Lead

Kyloe Partners
04.2023 - 04.2024

Accountant

Kyloe Partners
12.2021 - 04.2023

Business Analyst

Environmental Resources Management
08.2012 - 12.2017

Financial Analyst (FP&A)

Balfour Beatty PLC
05.2011 - 07.2012

Financial Analyst (Group Finance)

Balfour Beatty PLC
11.2009 - 05.2011

Associate to Assistant Manager (Audit)

Deloitte LLP
08.2006 - 11.2009

ACA -

Institute of Chartered Accountants in England And Wales

MA - Social and Political Sciences

University of Cambridge

A-Levels -

Bilborough College

Hobbies and Interests

  • I have a real passion for food and drink and am a keen cook and baker. When away from Orkney I love to seek out new culinary experiences.
  • I enjoy theatre, horse-riding, sailing and being by the sea.
  • Since moving to Orkney as a family in 2021 we have embraced small community life and are involved in the local drama clubs, sailing club and organising community events.
Tanne Shorter