Financial Controller & BI Analyst
Rothschild & Co Group
مجموع سنوات الخبرة :13 years, 11 أشهر
+40 subsidiaries around the world - IT budget 49 M€
• Conducting meetings and workshops with other business units (Account Payable, Finance Controllers, HR & Payroll, Corporate Affair, Global Advisory) in order to enhance the existing software tools and discuss new technologies regarding the requirements and the nature of the business.
• Working with IT project manager to produce documentation for RFI/RFP. Studying vendors offers and advising on final selection.
• Improving invoicing process : introduction of Purchase Order, building-up the tool under Excel VBA for 4 users, checking data quality by utilizing ETL process, insuring storage in MS SQL Server and producing users manual to expand best practice within IT Group.
• Facilitating access to Power BI reporting : creating dashboards, publish financial report to stakeholders (Finance Group, IT Group, CIO and CFO) with a guarantee of figures consistency.
• Setting-up budget model to track IT costs by project (Budget vs Rolling Forecast vs Actuals) allowing +20 IT project managers to follow-up investment costs more effectively.
• Optimizing quarterly fast-close for IT Group shared costs (breakdown per entity by using automatic calculation in Excel VBA).
S&D (System & Digital) - budget 11M€ / ILS (Infra, Logistics & Stocks) - budget 8M€
• Improving budget collection and follow-up by projects (Run, Build)
• Reinforce decision making accuracy : setting-up new KPIs (TPA, number of contractors) in reporting to Head of the division and CIO.
• Presenting status report and figures during project committee meetings.
• Reconcile IT costs with finance needs : conducting analysis to identify CAPEX and OPEX costs per contract and project.
• Applying changes regarding corporate management guidelines: users accompaniment and assistance to be familiar with new processes and organization.
o Administrating of Accounting Tool (User access, add new user)
o Check any P&L errors and coordinate with the relevant department to make them fixed
o Providing weekly P&L Analysis report to the Group CFO
o Following up monthly actuals regarding Budget and provide adequate analysis
o Supporting decision making with evidence
o Conducting changes in process and rules regarding top management guidelines