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Senior
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Finance Projects Manager
Bhavik Patel
,
WEMBLEY
Experience
Other titles
Skills
I'm offering
An individual with a wealth of innovative commercial, technical, analytical and problem-solving skills acquired with a series of varied and demanding roles with over 8 years' experience within various organisations. An outgoing personality with strong stakeholder and communication skills developed due to client-facing/internal roles with significant experience in working with and presenting to senior management. Thrives in meeting new complex unstructured challenges and producing creative solutions whilst remaining confident, motivated and professional throughout. An inquisitive mind and a humble character.
Markets
United Kingdom
Links for more
Once you have created a company account and a job, you can access the profiles links.
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2017 - 2019
freelance
Finance Consultant/Project Manager
King.com.
Utilised existing business/industry/finance insights to deliver projects for the makers of Candy Crush and Farm Heroes Saga, which enhanced business processes and delivered on strategic initiatives in a fast growing, dynamic and often ambiguous environment. All roles required stakeholder management across the business.
Achievements:
- Established an Excel model for procurement to implement saving strategies and allocate team resources. Involved data analysis and visualisation reporting. This resulted in data driven decision making and savings
- Designed and created monthly KPI dashboards to report on projects, whilst presenting them, graphically to senior finance leadership
- Developed strategic insight KPI and drivers reporting solutions and processes for BAU processes, across various teams, leading to insights for senior management
- Led detailed business strategy and feasibility assessments for suppliers of the wider business and collaborated with the vendor for delivery
- Ran a high importance program of various Headcount data tracking projects across King, leading to improved headcount reporting and forecasting, in addition to collaboration with HR/stakeholder management
- Managed and ran a global leases IFRS16/ASC842 system project implementation (Co-star), leading to adherence to new standards and alignment amongst 20 cross functional stakeholders. This involved process design, training stakeholders and collaboration with Activision Blizzard
- Designed new processes based on a new assets system which was implemented globally. Delivered training and business readiness procedures for over 30 global employees and interacted with senior stakeholders
- Owned a restructuring project at King, which impacted many stakeholders at all levels and ensured smooth operational transitioning to new ways of working
- Provided cost benefit analysis for potential new systems, which involved tendering and decision making assistance for senior leadership. Presented findings and recommendations in compelling slide presentations
- Managed Change Management procedures and transition for areas of finance to a new organisation structure for 2018/19 onwards. This resulted in improvements to data availability and cost cutting initiatives. In addition, it improved governance processes for various departments
- Managed and collaborated with King IT and Google consultants on a Google Cloud migration project, leading to cost reduction/effectiveness
Achievements:
- Established an Excel model for procurement to implement saving strategies and allocate team resources. Involved data analysis and visualisation reporting. This resulted in data driven decision making and savings
- Designed and created monthly KPI dashboards to report on projects, whilst presenting them, graphically to senior finance leadership
- Developed strategic insight KPI and drivers reporting solutions and processes for BAU processes, across various teams, leading to insights for senior management
- Led detailed business strategy and feasibility assessments for suppliers of the wider business and collaborated with the vendor for delivery
- Ran a high importance program of various Headcount data tracking projects across King, leading to improved headcount reporting and forecasting, in addition to collaboration with HR/stakeholder management
- Managed and ran a global leases IFRS16/ASC842 system project implementation (Co-star), leading to adherence to new standards and alignment amongst 20 cross functional stakeholders. This involved process design, training stakeholders and collaboration with Activision Blizzard
- Designed new processes based on a new assets system which was implemented globally. Delivered training and business readiness procedures for over 30 global employees and interacted with senior stakeholders
- Owned a restructuring project at King, which impacted many stakeholders at all levels and ensured smooth operational transitioning to new ways of working
- Provided cost benefit analysis for potential new systems, which involved tendering and decision making assistance for senior leadership. Presented findings and recommendations in compelling slide presentations
- Managed Change Management procedures and transition for areas of finance to a new organisation structure for 2018/19 onwards. This resulted in improvements to data availability and cost cutting initiatives. In addition, it improved governance processes for various departments
- Managed and collaborated with King IT and Google consultants on a Google Cloud migration project, leading to cost reduction/effectiveness
Leadership, Manager, LED, Processes, Google, Process design, Cost benefit, Organization, KPI, Presenting, Implementation, It, Finance, Design, Management, Google cloud, Procurement, Stakeholder Management, Forecasting, Cloud, Training, Project Manager, Excel, Data Analysis, Change management, Business strategy
2015 - 2017
freelance
Senior Consultant (Strategy and Operations)
Deloitte Management Consulting.
Worked in the Performance Management and Insight team. Leveraged strategic, business and industry knowledge to lead long term projects, strategic analysis, feasibility assessments, business and product development, marketing, pitch deck preparation, agile project management and senior stakeholder management (internal & external)
Responsibilities:
- Led end to end project deliveries from initiation through to BAU acceptance for BI/reporting solutions/dashboard tools based on agile and waterfall methodologies
- Developed a digital commercial finance offering to ensure integration between financial and commercial functions to maximise profits
- Managed a reporting insight proposition enabling clients to measure relevant KPIs for their business and present these in an effective manner
- Directed and managed multiple work streams to deliver/implement financial solutions to clients, based on required value adding improvement strategies
- Supported change management activities for various clients such as documentation, process design, organisation design, system options feasibility based on knowledge of accounting
- Collaborated and managed relationships with a variety of external technology specialists such as Oracle, SAP, Sales Force and Accenture to design and develop end state outcomes to meet the need of the requirements of the business
Projects and achievements:
Multinational Mobile Telecommunications Company:
- Role of Finance stream lead/Business Analyst, managing 2 analysts. Defining (based on senior stakeholder requirement gathering) and creating a global financial dashboard relating to SVM and EBITDA across different business units based on QlikView technologies. Created new processes for the business for go-live purposes across 6 different global locations
Music licensing company joint venture:
- Worked as the Finance business analyst work stream lead, for the creation of a new Joint Venture for two music licensing companies which involved collaboration with Parent company CFOs and facilitating senior decisions relating to an implementation of a new finance function Responsibilities included process design, organisation design, system selection, KPI and Chart of Accounts design and business readiness
- Enabled the new joint venture to have a new structure in place before go-live and effectively collaborated with external 3rd party technology providers
Global Medical Equipment Company:
- Worked as a SME and managed 2 members for a FP&A target operating model strategy for cost reduction across the EMEA region for this multi-billion medical devices company
Global Beverage Company:
- Identified working capital optimisation opportunities to improve financing potential including benchmarking. This involved senior stakeholder management
- Successfully delivered the project in time and within budget despite working to strict deadlines across different countries. Identified and communicated £15m of opportunities relating to working capital opportunities
Large Global Bank:
- Worked as a senior Business analyst and led and implemented planning/forecasting/budgeting reporting solutions. Used an agile project methodology and managed work streams and teams to support the largest financial system implementation (Hyperion) in Europe for a new division
- Successfully delivered the dashboard before deadline and worked with Oracle to develop the toolset, including communication of the tool to the business.
Responsibilities:
- Led end to end project deliveries from initiation through to BAU acceptance for BI/reporting solutions/dashboard tools based on agile and waterfall methodologies
- Developed a digital commercial finance offering to ensure integration between financial and commercial functions to maximise profits
- Managed a reporting insight proposition enabling clients to measure relevant KPIs for their business and present these in an effective manner
- Directed and managed multiple work streams to deliver/implement financial solutions to clients, based on required value adding improvement strategies
- Supported change management activities for various clients such as documentation, process design, organisation design, system options feasibility based on knowledge of accounting
- Collaborated and managed relationships with a variety of external technology specialists such as Oracle, SAP, Sales Force and Accenture to design and develop end state outcomes to meet the need of the requirements of the business
Projects and achievements:
Multinational Mobile Telecommunications Company:
- Role of Finance stream lead/Business Analyst, managing 2 analysts. Defining (based on senior stakeholder requirement gathering) and creating a global financial dashboard relating to SVM and EBITDA across different business units based on QlikView technologies. Created new processes for the business for go-live purposes across 6 different global locations
Music licensing company joint venture:
- Worked as the Finance business analyst work stream lead, for the creation of a new Joint Venture for two music licensing companies which involved collaboration with Parent company CFOs and facilitating senior decisions relating to an implementation of a new finance function Responsibilities included process design, organisation design, system selection, KPI and Chart of Accounts design and business readiness
- Enabled the new joint venture to have a new structure in place before go-live and effectively collaborated with external 3rd party technology providers
Global Medical Equipment Company:
- Worked as a SME and managed 2 members for a FP&A target operating model strategy for cost reduction across the EMEA region for this multi-billion medical devices company
Global Beverage Company:
- Identified working capital optimisation opportunities to improve financing potential including benchmarking. This involved senior stakeholder management
- Successfully delivered the project in time and within budget despite working to strict deadlines across different countries. Identified and communicated £15m of opportunities relating to working capital opportunities
Large Global Bank:
- Worked as a senior Business analyst and led and implemented planning/forecasting/budgeting reporting solutions. Used an agile project methodology and managed work streams and teams to support the largest financial system implementation (Hyperion) in Europe for a new division
- Successfully delivered the dashboard before deadline and worked with Oracle to develop the toolset, including communication of the tool to the business.
Optimization, LED, Processes, Go, Working capital, Process design, Organization, Music, KPI, BEE, Development, Implementation, Analyst, Support, Medical Devices, Technology, Design, Sales, Finance, Integration, Management, Performance Management, Stakeholder Management, Budget, Forecasting, Agile, SAP, Oracle, Product development, Change management, Project Management, Marketing
2015 - 2015
job
Finance Planning and Analysis Analyst (FP&A)
Dixons Carphone Group Plc.
Responsibilities and achievements:
- Developed an extensive process of presenting data to the Leadership team such as Budgets, Monthly results, Forecasts, KPIs, Data analysis, Like for Like, P&Ls etc.
- Worked with senior management to understand and identify potential synergies from the merger between Dixons and Carphone Warehouse and presented this to the Leadership team. This resulted in identifying synergies which were not previously identified leading to accurate reporting
- Developed strong relationships with various functions around the business to understand new developments and ensure these are integrated in business plans and against forecasted results which resulted in improved transparency for decision making from the Leadership team
- Business partnered with various channel leads to understand future and current business developments to report to various stakeholders
- Developed an extensive process of presenting data to the Leadership team such as Budgets, Monthly results, Forecasts, KPIs, Data analysis, Like for Like, P&Ls etc.
- Worked with senior management to understand and identify potential synergies from the merger between Dixons and Carphone Warehouse and presented this to the Leadership team. This resulted in identifying synergies which were not previously identified leading to accurate reporting
- Developed strong relationships with various functions around the business to understand new developments and ensure these are integrated in business plans and against forecasted results which resulted in improved transparency for decision making from the Leadership team
- Business partnered with various channel leads to understand future and current business developments to report to various stakeholders
Data Analysis, Management, Leadership, Finance, Analyst, Presenting
2014 - 2015
job
Business Resilience, Senior Associate
PricewaterhouseCoopers LLP.
Responsibilities and achievements:
- Involved in analysis of the markets in which clients operate in order to respond to large scale external events such as cyber-attacks, competition and natural disasters which was used to understand client backgrounds
- Advised a global beverage company on their Business Continuity procedures by developing and delivering interactive questionnaires to clients. This resulted in the client identifying gaps in their processes and eventually improvements based on the recommendations communicated
- Part of the Business Development team evaluating the potential for new business proposals, in addition to creating proposals for potential global clients which led to a large new client for the team creating revenue of £500k
- Constructed and project managed the development of a business continuity tool in adherence to ISO 22301 in order for clients to benchmark their performance against their competitors and the wider industry
- Involved in analysis of the markets in which clients operate in order to respond to large scale external events such as cyber-attacks, competition and natural disasters which was used to understand client backgrounds
- Advised a global beverage company on their Business Continuity procedures by developing and delivering interactive questionnaires to clients. This resulted in the client identifying gaps in their processes and eventually improvements based on the recommendations communicated
- Part of the Business Development team evaluating the potential for new business proposals, in addition to creating proposals for potential global clients which led to a large new client for the team creating revenue of £500k
- Constructed and project managed the development of a business continuity tool in adherence to ISO 22301 in order for clients to benchmark their performance against their competitors and the wider industry
Business development, Development, Natural, Processes, LED
My education
2014
-
2016
Institute of Chartered Accountants
N/a, N/a
N/a, N/a
?
-
2010
University of Bristol
BSc, Accounting & Finance
BSc, Accounting & Finance
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