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FP&A specialist, financial analyst, ACA chartered accountant
Xi Chu, ACA
,
London, United Kingdom
Experience
Other titles
Skills
I'm offering
I am a finance professional based in London with 10 years of experience working in financial services and real estate industries. I am also a chartered accountant (ACA).
My top skills include financial analysis, business & data analytics, planning & forecasting, and financial modelling. My passion of using numbers to help organisations to be more successful has really set me apart and helped my career to progress so far.
In the past, I led teams to complete numerous projects and audit engagements when at KPMG; also managed my team to complete a number of major forecast cycles such as Bank of England stress test at Barclays; I also led the project of on-boarding the new treasury pricing model at Barclays and ensured it was compliant to the stringent regulatory requirements; at my current company, I prepared the Group’s annual budget, the key investment decision driver for the private equity owner.
My top skills include financial analysis, business & data analytics, planning & forecasting, and financial modelling. My passion of using numbers to help organisations to be more successful has really set me apart and helped my career to progress so far.
In the past, I led teams to complete numerous projects and audit engagements when at KPMG; also managed my team to complete a number of major forecast cycles such as Bank of England stress test at Barclays; I also led the project of on-boarding the new treasury pricing model at Barclays and ensured it was compliant to the stringent regulatory requirements; at my current company, I prepared the Group’s annual budget, the key investment decision driver for the private equity owner.
Markets
United Kingdom
Industries
Language
English
Fluently
Chinese (Mandarin)
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2019 - ?
job
Group Head of FP&A
Nick Dunning Associates.
• Head of Financial Planning & Analysis for the PE backed real estate firm, reporting directly to the Group CFO
• Developed and produced Group's annual budget covering businesses across lettings, sales, survey, financial services, and project & maintenance
• Worked closely with CEO, CFO and business heads to design forecast models used for annual budget and interim revised
forecast that are adaptable to ever-changing business requirement
• Significant key stakeholders exposure through working closely with the board & business units to identify and resolve
performance issues
• Prepared business plan presentations for the PE owner regarding potential acquisition opportunities and other initiatives
such as re-branding and re-structuring
• Support important decision making by presenting board meeting monthly packs, containing financial performance, KPI
dashboard with detailed analysis, sensitivity analysis, competitor analysis etc.
• Introduced significant improvements in data collection efficiency and accuracy in HR and year-end financial reporting
processes through automation of data capture and enhanced control environment
• Owner of the Group's planning analytics system (TM1); responsible for accuracy and integrity of the data held, and im-
plemented improvements such as incorporating new KPI reporting, automating data capture and report/dashboard genera-
tion
• Managed the production of balance sheet and cash flow statements for year end reporting; worked closely with external
auditor to smoothly deliver the year-end audit
• Developed and produced Group's annual budget covering businesses across lettings, sales, survey, financial services, and project & maintenance
• Worked closely with CEO, CFO and business heads to design forecast models used for annual budget and interim revised
forecast that are adaptable to ever-changing business requirement
• Significant key stakeholders exposure through working closely with the board & business units to identify and resolve
performance issues
• Prepared business plan presentations for the PE owner regarding potential acquisition opportunities and other initiatives
such as re-branding and re-structuring
• Support important decision making by presenting board meeting monthly packs, containing financial performance, KPI
dashboard with detailed analysis, sensitivity analysis, competitor analysis etc.
• Introduced significant improvements in data collection efficiency and accuracy in HR and year-end financial reporting
processes through automation of data capture and enhanced control environment
• Owner of the Group's planning analytics system (TM1); responsible for accuracy and integrity of the data held, and im-
plemented improvements such as incorporating new KPI reporting, automating data capture and report/dashboard genera-
tion
• Managed the production of balance sheet and cash flow statements for year end reporting; worked closely with external
auditor to smoothly deliver the year-end audit
CFO, Forecast, Planning, KPI, Analytics, Automation, Budget, Data Analysis, Excel, Financial analyst, Accounting, Project Management
2018 - 2019
job
Treasury Finance Forecasting VP
Barclays.
• Led a team of four members to deliver Treasury balance sheet and P&L forecasts for the bank's Short/Medium Term Plan
(STP/MTP) and regulatory stress test (PRA stress test)
• Managed the on-boarding of new forecasting model by working closely with colleagues across Treasury and IT to under-
stand, assess and deliver changes
• Overseeing the production and control of several key MIs, including forecast and outlook on wholesale funding, capital
instruments and fund transfer pricing. Performs extensive review and analysis of key deliverables and presents to senior
management including Group Treasurer and Treasury CFO
• Worked closely with other Treasury teams to review the bank's forecast capital and liquidity matrix via producing scenario
analysis as key contributor to management decision process
• Representing Treasury Finance in forecast cycle timeline and approach discussions with multiple stakeholders across the bank, contributing to the coordination of Group-wide planning cycle and stress tests
(STP/MTP) and regulatory stress test (PRA stress test)
• Managed the on-boarding of new forecasting model by working closely with colleagues across Treasury and IT to under-
stand, assess and deliver changes
• Overseeing the production and control of several key MIs, including forecast and outlook on wholesale funding, capital
instruments and fund transfer pricing. Performs extensive review and analysis of key deliverables and presents to senior
management including Group Treasurer and Treasury CFO
• Worked closely with other Treasury teams to review the bank's forecast capital and liquidity matrix via producing scenario
analysis as key contributor to management decision process
• Representing Treasury Finance in forecast cycle timeline and approach discussions with multiple stakeholders across the bank, contributing to the coordination of Group-wide planning cycle and stress tests
Finance, Management, Test, It, CFO, Regulatory, Production, Planning, Wholesale, Forecast, LED, STP, Treasury, Excel, Forecasting, Budget, Financial planning, Financial analyst, Project Management, Data Analysis
2010 - 2014
job
Financial Services Banking Auditor
KPMG LLP.
• Led external audit and assurance fieldwork for investment banking and various financial services firms, including:
o Statutory audit under IFRS and UK GAAP - HSBC (Asset Management, Investment Bank and Private Bank), Daiwa Eu-
rope, Credit Suisse, Bank of London and the Middle East, Scotia Bank, Citigroup, Visa Europe, ICICI
o Internal audit risk and compliance review - Newedge, Markit, Moneycorp
o Client assets regulatory reporting -HSBC, Daiwa Europe, Bank of Montreal, Oanda Europe
o Statutory audit under IFRS and UK GAAP - HSBC (Asset Management, Investment Bank and Private Bank), Daiwa Eu-
rope, Credit Suisse, Bank of London and the Middle East, Scotia Bank, Citigroup, Visa Europe, ICICI
o Internal audit risk and compliance review - Newedge, Markit, Moneycorp
o Client assets regulatory reporting -HSBC, Daiwa Europe, Bank of Montreal, Oanda Europe
Asset Management, Management, Compliance, Banking, Regulatory, Audit
My education
2010
-
2013
Institute of Chartered Accountants in England and Wales
N/a, Accounting
N/a, Accounting
2008
-
2010
London School of Economics
MSc, Real Estate Economics and Finance
MSc, Real Estate Economics and Finance
2004
-
2008
Renmin University
Bachelors, Land and Real Estate Management
Bachelors, Land and Real Estate Management
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