As DPDC controller I’ve got a completely new stream of business aimed to serve not only external clients but to satisfy internal needs in digital tools for more effective and efficient work of other departments. There was no any accounting treatment for such type of business. As a result of working with DPDC leadership and listening to their needs I’ve developed and implemented accounting rules on internal resource cost allocation that allowed to transfer internal costs to the requesting departments and ensure DPDC has a fair margin. After separation from the PwC network we’ve faced a lack of ERP systems and software. We need to develop everything from the scratch again. This requires focusing on automating, developing new tools for WIP management and supporting with it implementation. I dedicate a lot of time for end-user acceptance testing of the new tools for the whole firm, indicating mistakes and bugs to ensure we produce reliable reports. I deliver engagement economics training and teach senior staff how to manage project’s profitability under current circumstances and absence of ERP systems. As Deals Controller I keep working with Deals leadership on month closing and management reporting, preparing and distributing financial performance packages, helping with analysis of controllable margin and revenue drivers to ensure the leadership has everything they need for decision making.

The main goal of my secondment to the Bahamas was a transformation of Line of Service Finance function in the Caribbean region after setting up a regional structure in nine territories. I was responsible for developing and implementation a regional reporting standards and procedures from the scratch. I’ve set up monthly management reporting process including direct cost analysis, cost of sales (resource borrow-loan) reporting for business units, budget to actual analysis, analysis of the main controllable margin and revenue drivers. I was able to teach the team and pass the new reporting on them with my little supervision. Then I’ve been focused on developing presentations on financial performance and promoting it with in the key stakeholders. As a result, the leadership have got a high-quality package for their decision making on margin improvement. Also, I was engaged in annual budgeting and forecasting process working with the budget holders, IT support and leadership to ensure that the budget is in the system by the deadline. As a part of routine, I was helping with testing and end-user acceptance of new tools and software for WIP/AR management (mobile App for booking expenses, Alteryx reports etc).

Monthly management reporting, preparing and distribution presentations; Working with Directors/Managers on Net Investment issues (WIP, Debtors, Net Investment days - cash cycle); Working in operations team responsible for development and implementation of new billing processes and procedures for better cash position; Developing new tools for WIP management and support Advisory Finance leader with it implementation; Direct cost analysis: structure, deviation actuals vs Budget/Forecast; Budgeting and Forecasting; Analysis of controllable margin and revenue drivers; Delivering Engagement economics training for senior staff (new joiners); Participation in both internal and external audits; Leading billing team.

Monthly reporting, analysis of Investments (WIP, Debtors, Net Investment days - cash cycle); Cash flow management: calculating and distributing Cash collection target, monitoring actual collections; Direct cost analysis: structure, deviation actuals vs Budget/Forecast; Budgeting and Forecasting; Analysis of controllable margin and revenue drivers; Delivering Engagement economics training for senior staff (new joiners); Preparation financial information both for internal and external audits; Leading billing team.

Preparation of Monthly Financial reports on Net Investment including WIP, Debtors, Net Investment days by Partner/Operating Unit/engagement; Cash flow management: calculating and distributing Cash collection target, monitoring actual collections; Direct cost analysis: structure, deviation actuals vs Budget/Forecast; Preparing cost side of annual budget; Preparing revenue side of annual budget, preparing revenue forecast and re-forecast; Analysis of controllable margin drivers - Cross charges analysis; Analysis of net revenue drivers: WIP and Debtor provisions, P&L effects; Delivering Engagement economics training for senior staff (new joiners); Preparation financial information both for internal and external audits.

Processing of contracts for rendering of consulting services, issuing of invoices, invoice-factures, giving-receiving acts, WIP administration: job code opening and closing in iPower, WIP adjustments; communication with finance, risk management, management accounting departments; new employee indoctrination; coordination of billing process in Advisory practice

processing, controlling of basic documents; making reports about movement of goods: sales, overdue products, stock shortage; retirement overdue products in Presell channel; coordination, rationalization of business processes

Finance and Credit, Financial Management

ACCA

ICAEW, qualified