trevor ward

Bio Summary

Qualified management accountant and financial systems, planning and reporting specialist with master’s degrees in finance and computing. Wide range of experience in senior finance and IT roles on different systems (SAP, Oracle, E1, Walker, JBA, SQL, SAS9, Essbase, Data Warehouse, Accurate, Xero, Pegasus) in blue chip service and manufacturing organisations. Positions held: Financial Director (SME), Financial Controller (Programme), Senior Finance Manager, Finance Manager, Financial Systems Accountant (SAP, E1), Finance Systems Application Controls Manager, Senior Managing Consultant (KPMG), Management Accountant, Head of Group Finance Systems & Projects (Orange), Programme Manager, Programme Accountant, Project Manager, Finance PMO Manager.

Employment History

Business Consultant

Self Employed

January 2018 - June 2022

Winscombe BS25, UK

SAP Consultant & HO Management Accountant

Imperial Brands PLC

July 2017 - December 2017

Bristol, UK

Working in Head Office providing finance support and expertise on SAP SRM and FICO. Getting the most out of these systems for purchasing, financial management and reporting. Making greater use of internal orders to provide m ...see more

Programme Accountant

Nationwide Building Society

June 2015 - May 2017

Swindon, UK

Financial planning, forecasting, reporting, analysis and control of two technology transformation programmes with an aggregate budget of £100m. Financial analysis, monthly reforecasting and reporting. Funding proposals, cos ...see more

Programme Financial Controller European SAP Rollout Programme

CRH

April 2014 - May 2015

Haarlem, Netherlands

Programme & PMO Financial Controller, HR Infrastructure & Change Projects

The Royal Bank of Scotland

March 2012 - March 2014

Edinburgh, UK

Financial Systems Consultant

Oxford Instruments

July 2011 - October 2011

Yatton, Bristol BS49, UK

Finance Project Manager

Lloyds Bank

November 2010 - April 2011

Bristol, UK

IT Programme Manager, Financial & Research System Projects

University of Oxford

August 2008 - September 2010

Oxford, UK

Application Controls Manager, Life Accounting Systems

AXA UK

January 2008 - May 2008

Bristol, UK

Senior Finance Manager

RBS Insurance

January 2005 - December 2007

Croydon, UK

Financial Controller, IT Operational Excellence Programme

Colt

June 2004 - May 2005

London, UK

Financially controlled a multi-million pound programme of projects for the IT Operational Excellence Programme

Financial Data Migration Consultant

Konica Minolta

March 2004 - May 2004

Basildon, UK

Migrated financial data from SAP to Oracle 11i, including the electronic and manual transfer of Fixed Asset, Stock, Contract Billing, Accounts Receivable and General Ledger data.

Head Of Group Finance Systems And Projects

Orange S.A.

March 1999 - February 2004

London, UK

ERP Financial Management Consultant And Project Manager

SeeBoard Products

July 1993 - February 1999

Hove, UK

Finance & Administration Director

NDF Administration Ltd

June 1991 - May 1993

London, UK

Senior Managing Consultant

KPMG

June 1986 - June 1991

London, UK

European Divisional Management Accountant

Det Norske Veritas

January 1983 - May 1986

Sidcup, UK

• Consolidation, analysis and reporting, systems migration, treasury management, head office accounting • Selected and implemented a PC-based accounting system (Pegasus) • Designed and developed a multi-currency consoli ...see more

Selected Project Experience

Project Description:

Industry: Consumer Products

Topic(s): Information Technology (IT) Advisory

Project Description:

Industry: Financial Services

Topic(s): Finance

Project Description:

• Established purchasing, supplier invoice processing and reporting processes, improved related systems • Designed and implemented purchase requisitioning, financial approval hierarchy, purchase ordering, invoicing, cost reporting and control • Delivered financial planning, budgeting and forecasting. SAP country rollout delivered to budget • Implemented project accounting including time recording, standard costing, monthly reforecasting to programme completion, variance analysis and project resource reporting • Analysed programme benefits, carried out a QA Review of programme processes

Industry: Material

Topic(s): Finance

Project Description:

• Established detailed project and programme financial cost analysis and control, monthly reporting, recharging, resource cost budgeting and monthly reforecasting to project completion, including divestment of Direct Line Group. Managed the Programme Management Office (PMO) • Assisted with business case production including resource cost budgeting, investment appraisal, financial planning and modelling • Designed and implemented project resource cost forecasting • Analysed monthly time records for the recharging of project costs • Performed annual departmental strategic planning, change modelling, budgeting, consolidation and analysis • Carried out risk management, control and reporting

Industry: Financial Services

Topic(s): Organizational Transformation

Project Description:

Implemented finance department projects to further exploit financial and operational systems and processes in this high tech manufacturer that used JD Edwards E1 as its ERP and MRP system, and an SQL database as its Sales Information Database: • Pioneered a financial and business model in Excel for the outsourcing of components to the Far East, including the automatic recalculation of NPV, Payback, IRR and business impacts as business assumptions changed • Launched an EOQ model in Excel linked to E1 output to facilitate the purchasing of manufacturing parts more economically • Automated purchase requisitioning and approval on E1 including automated email generation • Reviewed the E2E MRP process and proposed how to further exploiting E1 MRP functionality • Implemented cash flow forecasting and working capital reporting

Industry: Industrial Goods

Topic(s): Finance

Project Description:

• Designed, set up and implemented a Finance Project Management Office for the processing and control of finance system project change requests • Introduced standard templates and procedures for the review and processing of new requests and their financial, business and system impacts • Built systems, processes, procedures and controls for data update and fortnightly reporting using Sharepoint linked to Excel • Formed governance forums including Terms of Reference (ToR) for the review, approval and monitoring of projects and change requests

Industry: Financial Services

Topic(s): Project & Program Management

Project Description:

• Carried out programme and project, IT management and financial control including resource budgeting and forecasting • Delivered Oracle Financials 11.5.10 projects including BI Publisher, E-Remittance and Grants • Conducted strategy, analysis, design and selection of research systems including costing, pricing, document and contract management systems • Reviewed options and benefits of Oracle R12, upgraded eCommerce system

Industry: Education

Topic(s): Project & Program Management

Project Description:

Managed life accounting systems including a SAS9 database, Essbase databases, a Finance Data Warehouse (FDW) and an Accurate reconciliation system. Managed a team of twelve IT technicians including system architects, analysts and programmers: • Progressed life accounting system projects and worked with the PMO to improve programme and project processes • Reviewed and improved the monthly management information pack for actuaries • Introduced control reports to validate data inputs to systems and improved system reconciliation and change control processes

Industry: Financial Services

Topic(s): Finance

Project Description:

• Managed the finance function for IT AD and Central Functions including project cost estimating, analysis and control, time recording, man day rates, planning, budgeting, consolidation, analysis and reporting • Re-engineered the project accounting system and process including time recording, project accounting and monthly reforecasting to project completion • Defined KPIs and introduced monthly balanced scorecard reporting including trend diagrams, variance analysis and action oriented reporting • Specified the Finance Transformation Programme for the Insurance Business

Industry: Financial Services

Topic(s): Finance

Project Description:

Financially controlled a multi-million pound programme of projects for the IT Operational Excellence Programme. Linked MS Project to Excel in order to cost projects effectively. Provided detailed regular project cost reporting to the IT Director.

Industry: Telecom

Topic(s): Finance

Project Description:

Migrated financial data from SAP to Oracle 11i, including the electronic and manual transfer of Fixed Asset, Stock, Contract Billing, Accounts Receivable and General Ledger data. Reconciled balances to ensure their successful transfer.

Industry: Consumer Products

Topic(s): Finance

Project Description:

Set up a department of 25 staff to design, develop and implement the financial systems, processes, procedures, reporting and controls required for the new global head office of a multinational: • Established group financial processes and procedures, KBIs, reporting and consolidation, analysis and reporting systems • Designed a global group financial systems strategy covering ERP (SAP and Oracle), consolidation, planning, budgeting, forecasting, analysis and reporting systems • Developed a global KPI system using Hyperion Essbase and a SQL data warehouse • Selected and implemented Group consolidation and reporting system that integrated financial and management accounting systems • Evaluated, selected, designed and implemented a Business Intelligence (BI) system

Industry: Telecom

Topic(s): Finance

Project Description:

• Planned, coordinated and monitored the decentralisation of the financial ERP system (Walker), finance processes and procedures. Drafted an Internal Controls Manual • Business Process Re-engineered (BPR) contract customer business processes within the Supply business for the processing and billing of contract customers • Project managed various projects integral to the successful transformation of Distribution business systems and processes for Electricity Industry Deregulation • Designed and developed an integrated Excel financial model (P&L, BS, CF, Tax) for the company’s new Gas Business, a Joint Venture (JV) with BP

Industry: Energy

Topic(s): Finance

Project Description:

• Selected and implemented a PC-based accounting system enabling the company to produce accounts and management reports quickly and accurately, and to reduce audit fees • Contributed to the successful growth of the company. Negotiated contracts with new investment institution clients working closely with large financial services organisations such as Nationwide BS, Guardian Royal Exchange (GRE) and Hendersons • Set up a system outsourcing agreement with a large insurance company

Industry: Financial Services

Topic(s): Finance

Project Description:

• Developed and applied a financial model to produce working capital forecasts for the stock market flotation of a major electricity generator • Planned and coordinated the introduction of profit centre management principles into the same company • Seconded to a centralised mortgage lender to assist in the management of the finance function, to select and implement a new ERP system (JBA) and securitise mortgages • Developed an internal financial systems strategy for a computer services company, an assignment subsequently chosen to be KPMG’s new consultant training course • Designed treasury management information and reporting for a multinational precious metals company

Industry: Metals & Mining

Topic(s): Finance

Project Description:

Industry: Professional Services

Topic(s): Finance

Project Description:

Helping local small businesses improve their business and financial planning, processes and systems. Examples:- providing a business start-up with an integrated financial plan including Income, Expenses, P&L, Assets, Liabilities, BS, Cash flow. Aiding a software development company with its business plan. Evaluating accounting packages such as Xero for a supplier of aggregates to the building industry.

Industry: Material

Topic(s): Strategy & Planning

Certificates

FCMA

Education

Master's in Business Administration/Management

CASS

1986

Master's in Computer and Information Science

Open University

2013

Language Skills

English

Country Experience

United Kingdom United States Canada Netherlands

Skills

Information Technology

Cloud Security,

ERP,

IT PMO

Data Analysis

Data Analytics

Business

Asset Management,

Business Process Management,

Continuous Improvement,

Corporate Functions,

Operational Excellence,

Change & Implementation,

Transformation Management Office,

Balance Scorecard,

Dashboard Development,

KPIs,

Monitoring & Evaluation,

Organizational Excellence,

Performance Management System,

Project Management,

Benchmarking & Best Practice,

Business Case,

Business Planning,

Outsourcing,

Strategic Planning,

Finance

Budgeting,

Consolidation,

Corporate Finance,

Cash Management,

Cost Management,

Financial Analysis,

Financial Modeling,

Financial Planning

Analysis

Business Intelligence

Education and Training

Program Management

Industry Experience

Material

Building Material