Financial Modelling CV

8/11/2019 Financial Modelling CV

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CURRICULUM VI TAE

Financial Modelling CV

Nationality: British Citizen Age: 39Material status: Single Driving licence: Full British

Summary Business Skills:

- Strong interpersonal skills with proven leadership qualities - International managerial experience- Financial management skills - Management Accounting skills- Financial reporting and report writing skills - Information and computing skills- Strong analytical and organisational skills - Negotiating and presentation skills- Customer relationship management skills - Experience of team working

Education and Professional Qualifications:

Present The Chartered Inst i tute of Management Accou ntants(CIMA Foundation Level)Management Accounting Fundamentals; Business Law; Business Mathematics.9597 - BTEC HND Hotel, Catering and Institutional Management

- B.I.I. National Licensees Certificate On-Licensed Premises.9395 - BTEC ND Hotel, Catering and Institutional Operations. - Basic Food Hygiene Certificate.9193 - Association of Accounting Technicians Foundations NVQ Level 2

- Business Foundation Studies NVQ Level 1Computing certifications - Certified and well versed in Microsoft office 2000-2007.- European Computing Driving Licence (ECDL) qualification.- Reports writing, Crystal reporting, Portal reporting, Discoverer and Web Query reporting.- Certified in sage line 50 accountant package.- Microsoft Certified Professional 2000 & Server and Completion of Cisco Routing and Networking.

- Excellent working knowledge in bespoke accounting i.e. Oracle, Integra, open accounts, sage line 500 andline 50, trinity and cashiering systems i.e. Barclays Business Master, Natwest Business Bank.Languages - Fluent in English, native Lebanese Arabic, Proficient in French.

Career History:

Jul 10Current ***************** SHA

Finance and Perform ance Data Analys t (Interim assignment)

Reporting directly to Associate Director and Principal of finance, performance, assurance andaccountability.

Preparing regional modelling exercise for single assurance and accountability process (SAAP), a robustperformance management tool highlighting risk areas and assist in strategic performance, quality andfinancial assurance.

Creating and writing to large excel spreadsheets with complex formulae and macros, extracting complexinformation from management, financial and non-financial reports, as well as collating, evaluating,reviewing, analysing, validate to increase accuracy and consistency of data collection.

Preparing and updating file reference reports, extracting and analyse information from base nationalinformation tools (Dr Foster, Unify, NHS comparators, Quality and outcomes frameworks, Department ofHealth publication etc.), creating database excel modules, including graphs and charts.

Developing and supporting for various feasibility, benchmarking and analysis annually and quarterlyreports, designing and building effective models and plan of actions to produce dashboard,benchmarking, traffic lights, comparisons based on functions, conditions and formulae i.e. (V&H Lookup,Boolean logic, offset, if, count if and (what-if) functions and analysis etc.) to establish performance,assurance and accountability, consolidating and publishing it on a PDF and/or excel spreadsheetsmodule.

All information provided is pivot tools to chief executive and senior management reports meetings.

Attending department and corporate meetings. Adhere to a range of policies, procedures and legislation, relevant security and confidentiality.

Maintaining health and safety at work, security of self and others.


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Telephone: 0118 921 1599 Fax: 0118 921 1565







General administrative, training, team player and all necessary ad-hoc.

Dec 08Jun 10 ************** SHAChief Financial Modeller/Analyst (Interim assignment)

Reported directly to Deputy Director of Finance.

Lead national modelling exercise for Multi professional education and training levy developing a robustcost base to the Department of Health and it involves all NHS trusts and external agencies withinYorkshire and Humber region at strategic level.

Ensure appropriate resources collated and translated into clear and persuasive reporting for the project,based on definitions, weighted average costing gathering, percentage, service contribution, and onagreed work plan, progressive reviews and peer review groups using various methodologies.

Examine the feasibility of the project, designed and built effective model and a plan of action based onfinancial analysis, represented on PowerPoint to directors, finance and non-finance managers.

Communicate at all level with various agencies and making sure that all appropriate managementinformation is in flow and up to date.

Financial report writing to large excel spreadsheets with complex formulae, extracting complexinformation from management and financial reports as well as evaluating, reviewing, analysing, validatecosting to increase accuracy and consistency of data collection.

Created and designed spreadsheets to consolidate budgets, forecasts outturn for 2009/10 and 2010/11. Lead and reported vocational training excel model for dental practices payments

Contributed to Month and Year end reporting and final accounts.

Reports writing with Oracle applications discoverer reports, portal report.

Attended corporate meetings as a finance representative.

Adhere to a range of policies, procedures and legislation, relevant security and confidentiality.

Maintained health and safety at work, security of self and others.

General administrative, training and all necessary ad-hoc.

Aug 08Dec 08 Sheffield Childrens Foundation NHS Trust, (Sheffield, South Yorkshire)Financial Modell ing(Interim assignment)

Reported to Assistant Director and Acting Head of Management Accountant.

Prepared national costing model exercise for the trust as per the Strategic Health Authority reviewing forMulti professional education and training levy MPET.

Developed and refined costing methodology, collated data to build a robust cost base, reviewed andvalidated the cost base.

Used quantitative methodology focused on numbers of questionnaires, interviews, and observationsfocused and monitored on the collection and analysis of financial data and statistics.

Ensured appropriate resources collating for the project on agreed work plan and progress reviews.

Provided estimate productivity loss from teaching Doctors in training in clinical environments.

Costs once collated relating to teaching time, productivity impact, train the trainer, facilities, overheads,indirect costs, staff and others costs. Analysed to identify costs associated with MPET areas such asLibrary, theatres, training, seminar rooms, clinical skills etc.

Organised and set up applicable meetings with trust employees, consultants, junior doctors, Humanresources etc., to meet specific objectives for each of the above scenarios.

Gathered information from consultants and other medical representatives about time spent teaching whiledoing clinical work. Summarised and developed all the base data to produce a proposal fundamentalcosting report module.

Maintained health and safety at work, security of self and others.General administrative, training, and allnecessary ad-hoc.

Feb 08May 08 NHS Kirklees Primary Care Trust, (Huddersfield, West Yorkshire)Management Accountant. (Interim assignment)Aug 07Jan 08 NHS Sheffield Primary Care Trust Sheffield Drug & Alcohol Action Team DAAT(Sheffield South Yorkshire) Finance Manager. (Interim assignment)Mar 07Aug 07 NHS Wakefield Primary Care Trust (Wakefield, West Yorkshire)Management Accountant. (Interim assignment)Mar 06Mar 07 NHS Doncaster Primary Care Trust (Doncaster, South Yorkshire)

Management Accountant. (Interim assignment)Aug 05Feb 06 Sheffield ChildrensHospital Trust (Sheffield, South Yorkshire)Accountant Agenda for change (Interim assignment)


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Mar 05Aug 05 Sheffield Teaching Hospital Northern General NHS (Sheffield, South Yorkshire)Management Accountant Assistant. (Interim assignment)Feb 05Mar 05 North Sheffield Primary Care Trust (Firth Park Clinic, Sheffield, South Yorkshire)Management Accountant. (Part time Interim assignment)Jan 05Jan 05 Martek Marine Ltd Components and Accessories (Rotherham, South Yorkshire)Financial Accounts Assistant, Purchase Ledger. (Two weeks short assignment)

Jun 04Dec 04 Christys & Company Ltd (Barnsley, South Yorkshire)Financial Accounts Assistant. (Interim assignment)Mar 04Jun 04 NHS Trust Financial Shared Services (Wakefield, West Yorkshire)Payment & Control Team Member(Interim assignment)Jun 03Feb 04 Westbond Ltd Carpets & Textiles Manufacturer (Barnsley, South Yorkshire)Financial Accounts Assistant. (Contract covered for maternity leave)Mar 03Mar 03 Management Accounts Consultancy Services (Freelance)Interim Capacity Building Project for the Public Sector.(Out sourced Government funding)Jan 03Jan 03 Walter Robinson Electrical Limited. (Brighouse, West Yorkshire)Financial Accounts Assistant. (Two weeks short assignment)Nov 02Dec 02 Thornton Precision Components Limited. (Sheffield, South Yorkshire)Financial Accounts Assistant. (Four weeks short assignment)Jun 99Sept 02 Corporate Express (UK) Limited (Cranleigh, Surrey) (Redundant due to office closure)Apr 01Sept 02 Management Accountant Assistant

Treasury & Cashier

June 99April 01 Accounts Payable (Senior Administrator)

Hospitality Experience:

Jun 99 Oct 84 Throughout my career in Hospitality Industry, I have achieved and gained internationalcustomer relations managerial experience and skills in Hotels, Restaurants, Bars and Cuisines.

Memberships and Achievements:

Hotel and Catering International Management Associations (HIA Associate Member).

The Chartered Institute of Management Accountants (Student Member).

Barnsley Harriers running club Member and I do various sports activities, I have achieved several half

marathons, 10Km and 5Km and Yorkshire three peaks walk and gave support to UK Diabetes charity. Literature, travelling and interest in international cuisine.

References: Available upon request.

Documents

Financial Modelling CV