CANDIDATE SHORTLIST REPORT - Your Company Name Commercial Finance Business Partner Date of Submission - Vertex Associates
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CANDIDATE SHORTLIST REPORT Your Company Name Commercial Finance Business Partner Date of Submission Prepared for: Your Name – Your Job Title Prepared by: Your Consultant – Director
Search Parameters: Go-to-market search strategy to target individuals with the following job titles: (The indicative role titles targeted for this search are dependent on the structure of organization) • Finance Business Partner (ACA/ACCA/CA/CPA/CIMA) • FP&A (ACA/ACCA/CA/CPA/CIMA) • Newly Qualified Accountant • Commercial Analyst • Finance Analyst/Accountant Search Metrics: We currently have a total of 235 individuals identified: - • Approached via LinkedIn – 94 • Approached via various job boards (Reed, Total Jobs and CV Library) – 132 • Referrals obtained - 9 Search Results to Date:
Candidate Name Candidate Summary
Candidate 1 is an experienced commercial analyst, he qualified in 2019
and he has 5 years relevant working experience. He is extremely likable
and personable, I felt like he came across extremely well when I
interviewed him. He was eager to tell me his previous key achievements
and prove his commercial acumen. He has extensive experience with
financial modelling and creating dashboards which he has implemented
Candidate 1 across the businesses he has worked for. He is a very confident finance
business partner was enthusiastic when describing his examples of
where he has influenced senior stakeholders and worked closely with
non-finance heads of departments. I think his personality would be a
great fit with your team and I think he would not require much hand
holding. He is looking for a role where he can utilise his skills and most
importantly a company he can really grow within as he feels like he is not
getting this opportunity in his current role.
Candidate 2 is a newly qualified ACA accountant, who is fantastic in
person. I really warmed to him throughout the interview as he is
Candidate 2 extremely intelligent and articulate, and I believe he would be able to
really develop very strong working relationships. He has exceptional
financial modelling and dashboard experience with a passion for
business partnering across various levels. I was really impressed with his
attitude, passion and eagerness to learn and progress. In his own words
he is looking for a mentor and a team in which he can learn from, grow
and progress within and I think he has huge potential.
Candidate 3 was a real joy to meet, she was very articulate, outgoing and
enthusiastic. She has just recently qualified and is looking for a company
and team that will enable her to utilise what she has learned so far and
take it the next progressive stage. She is very commercially minded; she
was extremely confident when talking about her business partnering
Candidate 3 experience. She is not afraid to challenge and influence and spoke about
making an impact while building relationships, which was exactly the
attitude I was looking for. She has very strong budgeting and forecasting
experience and extensive analysis exposure. She has built and
implemented financial models and business drivers and I think she would
be a very efficient, independent, hardworking candidate.Confidential Candidate Report Candidate 1 Commercial Finance Business Partner Notice Period – 3 Months Salary – £55,000 Prepared by: Your Consultant – Director
DETAILS
OF: CANDIDATE 1
PROFILE
SUMMARY: Candidate 1 is a professional, diligent and personable ACCA Qualified
Accountant with first time passes. He has a strong track record in financial
planning and analysis, with experience gained in the Engineering and Fintech
Sectors. He is an extremely efficient communicator with the ability to think
strategically and able to translate complex financial information to key
business outputs. He has business partnered with senior stakeholders and
executive level individuals and produced models and dashboards for reporting
purposes. Candidate 1 is now seeking a new opportunity which will provide an
opportunity to grow within an organisation and expand his skillset.
FURTHER
DETAILS: ACCA Qualified – first time passes
Association of Chartered Certified Accountants
2019
BSc in Accounting and Finance – 2:1
University of Leeds
2013 – 2016
A Levels in Biology (A*), Chemistry (A) and Economics (A)
Wolverhampton Grammar School
2010 – 2012
SOFTWARE
SKILLS: Advanced Microsoft Excel user including VBA, macros, pivot tables and V look
ups, Cognos, TM1, Oracle HFM & PBCS (management packs, ad-hoc
reporting and upload tools)
CAREER
DETAILS: GROUP FP&A ANALYST
Paysafe Group Limited
March 2020 – Current
Paysafe Group Limited is a multinational online payments company which
offers services both under the Paysafe brand and subsidiary brands. The
company has a turnover of £194.4 million.
Key achievements:
• Automated a number of existing manual processes and introduced new
processes surrounding the implementation of rolling forecasts and uploads
into PBCS, and also creating automated dashboard reporting for cost
centre owners
• Created an automated dashboard through PBCS for cost centre owners for
monthly analysis
Duties and responsibilities:
• Preparing forecasts and budgets for group cost centres and analysing
whilst monitoring performance against key metrics, and responsible for
preparation of monthly business review reporting
• Responsible for business partnering across divisions with various senior
stakeholders and heads of departments• Responsible for preparing budgets and forecasts for the division with
variance analysis
• Responsible for quarterly reforecasts
• Responsible for preparing a 5 year business plan for the division
• Creating financial models for forecasting and implementing this across the
various divisions
• Responsible for data analysis to create reports in order to influence
business decisions
• Business partnering focusing on costs and forecasts across the group, and
influencing senior stakeholder with financial decisions
• Providing analytical support and business partnering to key stakeholders
such as the executive leadership team including CFO and COO
Reason for leaving: Candidate 1 is seeking a new opportunity with an
organisation which will offer him growth and an opportunity to expand his
existing skills
FP&A ACCOUNTANT
IMI Precision Engineering
February 2017 – March 2020
IMI Precision Engineering is a British-based engineering company
headquartered in Birmingham. It is listed on the London Stock Exchange and
is a constituent of the FTSE 250 Index, and is a subsidiary of the £1.75 billion
turnover engineering group IMI plc.
Key achievements:
• Automated a number of time-consuming processes whilst also transitioning
monthly management reporting from Cognos into TM1
• Created a forecasting model for Energy Vertical which involved modelling
for sales and profits
• Created a KPI dashboard and implemented across the division which
became a regular report
• Gained commercial finance experience through working directly with global
leaders within Energy Vertical
Duties and responsibilities:
• Prepared monthly results and quarterly forecasts for the division
accompanied with commentaries which analysed sales, operating profit
and cash
• Responsible for business partnering across functions with various senior
stakeholders and heads of departments
• Produced board reports with analysis across EMEA
• Responsible for budgets and forecasts with variance analysis
• Produced three year business plans
• Responsible for creating financial models for forecasting and implemented
across the central functions
• Responsible for consolidating and manipulating data to analyse and create
reports to influence business decisions
• Conducted regression analysis on sales data and reported to senior
management
• Responsible for the divisions central costs which involved the timely
submission of monthly management accounts in addition to preparation of
the annual budget• Extensively business partnered with departments in order to prepare
forecasts and budgets, capital expenditure proposals and provide support
during key business decisions
Reason for leaving: Candidate 1 secured a new position with Paysafe Group
Limited
ASSOCIATE
Deloitte LLP
September 2014 – September 2015
Duties and responsibilities:
• Worked within the Global Employer Services Team to provide tax advice to
a broad portfolio of clients on a range of factors
• Assisted with compliance requirements such as the preparation of tax
returns and the review of modified payroll arrangements to the wider
strategic priorities for businesses
• Performed a range of audit procedures and analysis whilst meeting all other
objectives
Reason for leaving: Successful completion of industrial placementConfidential Candidate Report Candidate 2 Commercial Finance Business Partner Notice Period – 1 Month Salary – £55,000 Prepared by: Your Consultant – Director
DETAILS
OF: CANDIDATE 2
PROFILE
SUMMARY: ACA qualified and now working as a senior FP&A analyst in a Private Equity
backed telecommunication company. Delivered high-quality board reporting with
insight into both commercial and financial performance. Acted as a business
partner to collaborate with different stakeholders in various complex projects and
was able to drive new projects without detailed instructions. A highly skilled and
meticulous individual with creative and structured thinking and problem-solving
skills. Trained in PwC and had demonstrated a history of audit working with
FTSE 100 clients in Pharmaceutical, Telecommunication and Retail industries.
FURTHER
DETAILS: ACA Qualified
2018
MSc in Project and Enterprise Management: Distinction
University College London
2014
BA in Accounting and Finance
University of Liverpool
2013
SOFTWARE
SKILLS: Microsoft Office including Excel (Pivot tables / V look ups) Word, PowerPoint,
Sap
CAREER
DETAILS: SENIOR FP&A ANALYST
Lebara Group B.V. London
June 2020 – To Date
Lebara is a British telecommunications company providing services in many
countries around the world, using the mobile virtual network operator
business model. With over 1,400 staff members across 8 countries around
the world.
Duties and responsibilities:
• Responsible for finance business partnering across the group, influencing
senior stakeholders and providing financial information
• Assisted with creating financial models that were implemented to the
group
• Reported on business metrics and KPI’s
• Prepared presentation materials for senior business partners to present to
the board
• Deep diving into data to analyse, recognise trends and then report on,
this is used to influence business decisions and make recommendations• Owned monthly Group Board Reporting cycle and liaised with different
stakeholders to deliver a high-quality report with insight into the Group
performance
• Critically analysed entity reporting submissions and performed high-level
variance analysis
• Re-designed the reporting process and re-built entity submission models;
reduced ineffective communications and procedures to reduce reporting
time from 2 weeks to 1 week
• Liaised with the director and the CFO to re-design the board reporting
format in 2021 to reflect the new 3- year strategic plan and delivering
more relevant and insightful information in a more effective manner
• Monthly Outlook Reporting, designed and built a monthly outlook model to
collect and consolidate short term performance forecast of each business
unit to report to the CFO
• Critically analysed key performance indicators including Net additions,
Churn rate, MNO cost and ARPU and conducted performance analysis
using market and business knowledge
• Cash Alignment Project, owned the project to align cashflow between
direct and indirect method
• Built up the alignment model by re-shaping the cash flow statement to
align with the 13-week cash flow forecast model; this model improved the
quality of assumptions used in the forecasting and helped track cash
movement week by week
• Liaised with the treasury team to align 13-week cash flow forecast with
FY21 budget using the alignment model and reported directly to the CFO
• Partly worked in UK entity FP&A team to support monthly reporting to the
Group FP&A
• Gained deeper insight into telecommunication business operations;
supported FP&A job including new MNO commercial terms analysis and
digital transformation initiative analysis
• Helped re-build reporting model to deliver more in-depth KPI analysis
such as M2 churn analysis, data usage tracking and product migration
analysis
• Collected data, consolidated and Produced a monthly dashboard that
was presented to the CFO
• Assisted with the 3-Year Plan and FY21 Budgeting
• Involved in Lebara 3-year strategic planning process and FY21 Budgeting
in both Group level and entity level
• Supported UK FP&A team to collect relevant commercial information and
assisted the head of FP&A build up to create their budget the commercial
performance forecasting model for each product line under different
scenarios• Performed consolidation of business unit submissions and added group
overlays to deliver the final report
• Datalake Reconciliation with AX, involved in delivering Lebara’s new data
platform (DataLake) project by providing insight assistance from the Used
PowerBI to perform reconciliation between the new commercial data
platform and accounting system (AX) and dig into the general ledger level
to identify the reason for differences
• Involved in the dormant entities’ liquidation process; applied finance
knowledge to assist balance sheet clearing and intercompany settlement
• Liaised with banks and legal service providers to retrieve remaining funds
stayed in the bank accounts
Reason for leaving: Looking for a more commercial and progressive role
ASSISTANT MANAGER
PwC LLP, London
April 2015 – May 2020
PricewaterhouseCoopers is a multinational professional services network of
firms, operating as partnerships under the PwC brand. PwC ranks as the
second-largest professional services network in the world and is considered
one of the Big Four
Duties and responsibilities:
• Acted as assistant manager and led audit engagements of various FTSE
100 clients including GSK, Diageo and Centrica; responsibilities highlights
include
• Analysed audit impact of post-deal finance function transformation and
assessed the integrity and accuracy of customer credit management
model
• Led the SOX control review of three main financial cycles, independently
held interviews with control operators to build up to end - to - end
understanding of the whole business process and designed testing
methodologies
• Combined accounting knowledge with knowledge of wine to assess my
client’s business model of fine wine futures
• Trading and independently conducted revenue testing job
• Reviewed the financial due diligence report to assist business
combination risk analysis as well as earnings quality assessment
• Applied accounting standards and business knowledge to analyse the
asset structure of the purchased entity
Reason for leaving: Left for industry experienceConfidential Candidate Report Candidate 3 Commercial Finance Business Partner Notice Period – 1 Month Salary – £50,000 Prepared by: Your Consultant – Director
DETAILS
OF: Candidate 3
PROFILE
SUMMARY: Candidate 3 is a reliable, motivated and competent individual with an extensive
range of skills and experience in finance. Enthusiastic, organised and hard
working with a natural tendency to ensure completion of tasks whilst meeting
strict deadlines. A commercial mind, with strong analytical skills and a
willingness to learn. She has the desired to match her personality with a
demanding and stimulating job, in order to drive personal and professional
growth.
FURTHER
DETAILS: ACCA - Qualified
2021
BSc Financial Economics 2:2
University of Leicester
September 2013 – June 2016
3 A-Levels & 11 GCSE (A* - B)
Woodford County High School
2006 - 2013
SOFTWARE
SKILLS: Microsoft Office including Excel (V-lookups and Pivot Tables, basic macros),
Navision, Sage, Maconomy, Tagetik, Power BI
CAREER
DETAILS: COMMERCIAL FINANCE ANALYST
Hogarth Worldwide
December 2019 – Present
Hogarth Worldwide is a WPP-owned global company that provides marketing
Implementation services, including all-channel production and language
services to blue-chip international companies.
Duties and responsibilities:
• Supported the Commercial Finance Director on RFPs/pitches, preparation
of rate-cards and pricing models
• Responsible for business partnering across departments with senior level
stakeholders to influence and provide financial information
• Analysed global client budgeting and forecasting information &
implementing automated budgeting/forecasting tools to increase team
productivity
• Built complex financial models to enable effective decision-making
• Prepared monthly board packs and variance analysis on budgets
• Developed internal and external reporting packs and presenting in a
succinct manner to non-finance colleagues
• Reviewed key P&L movements and interpreting financial impact and
explained variances to budgets/forecasts• Responsible for manipulating, consolidating and analysing an extensive
amount of data, using this to present and provide financial information to
senior stakeholders
• Responsible for preparing presentations to senior stakeholders across the
business
• Responsible for revenue reporting for individual clients
• Updating rebate and retainer schedules on a monthly basis and liaising with
UK Revenue team
Reason for leaving: Looking for career progression
FP&A ASSISTANT ANALYST
Entertainment One UK
February 2018 – December 2019
Entertainment One Ltd (eOne) is Canadian multinational entertainment
company that currently serves as the content production and distribution
subsidiary of American toy manufacturer Hasbro. The company was listed on
the London Stock Exchange until it was acquired by Hasbro on December 30,
2019.
Duties and responsibilities:
• Consolidation of Film Distribution Budget & Forecast (P&L, Balance Sheet,
Cash Flow)
• Prepared monthly re-forecasts, working closely with Commercial Managers
to create commercial packs to analyse revenue/cost by stream, variance
and trend analysis to improve their financial performance
• Created budgets and forecasts with variance analysis
• Responsible for business partnering across departments with senior level
stakeholders to influence and provide financial information
• Identified and quantify risks and opportunities
• Scenario modelling and sensitivity analysis on different outcomes per film
and territory
• Calculated amort and royalties on a multi-territory basis and update period
end ultimate’s
• Understand the key drivers of business performance and assist in
communicating the results to executive teams during monthly review
meetings
• Created business packs this included KPI’s that were implemented across
the business
• Responsible for manipulating, consolidating and analysing an extensive
amount of data, using this to present and provide financial information to
senior stakeholders
• Responsible for preparing presentations to senior stakeholders across the
business• Managed Film Distribution Release Schedule across the territories for the
Finance & Commercial teams
• Managed the Box Office Tracker across all Film Distribution Territories
• Management of UK Film MG payment schedule and hedging of MGs
• Preparation of rolling 16 week cash flow forecast
• Analysis of variances between cash forecast and budget, forecast and
previous submissions
• Monthly bank reconciliations for month end and management of direct
debits/ standing orders.
• Agreement of month end intercompany loan balance and posting of interest
accruals
• JPMorgan quarterly compliance reporting
• International Home Entertainment management accounting
• Provision of daily/ weekly cash balance reporting
• Management of UK Film investment in content and royalty monies
Reason for leaving: Left for a new opportunity
ACCOUNTS ASSISTANT
Modern British Canteen Ltd
July 2017 – February 2018
Sleek, contemporary arts centre cafe-bar attracting the hip and arty to
cocktails and a global menu
Duties and responsibilities:
• Assisted with month end for two companies
• VAT returns, Office for National Statistics
• Monthly & Fortnightly Payroll and Tronc allocations for payroll
• Accruals and prepayments, updating fixed asset register and depreciation
journals
• Bank reconciliations, preparing weekly/monthly BACs/cheque payments
• Credit control, intercompany recharge invoicing and issuing external
invoices
Reason for leaving: Left for a new opportunity
ACCOUNTS PAYABLE CLERK
Brewin Dolphin Ltd
January 2017 – July 2017
PAYMENTS ADVISOR
Santander
August 2016 – January 2017You can also read
