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  • We specialise in the design, delivery and management of financial projects

Project Types

We design and implement, or recover, financial operating models, financial systems; back office and GL, financial processes and controls.  We also streamline finance and internal audit operations.

Achievements

Managed the programmes that integrated finance in two recently merged global insurance brokers.  Acted as a hybrid project manage/SME to improve processes in 4 post acquisition integrations, recovered 11 failing financial projects, processes or controls, 2 in non strategic operations later sold at a premium and implement three GL systems.  These recovered £36m in cash, secured a further £9m premium on disposals, restarted strategic projects that had stalled to migrate over 2 million transactions and return effective control over operations that had processed 64 million payments and receipts.  Streamlined global internal audit operations.

Testimonials

  • Cost Savings, Royal Liver Assurance Aileen Croft Head of Programme Management - EMEA at Marsh. Aileen then a director at Winchester White managed John at Royal Liver Assurance
    John has an unmatched ability to unravel complexities and represent the true picture concisely and clearly. His team working and driven personality enabled us to achieve much in a difficult environment.

  • Recovery and redesign:Chris Tyler, Project Leader at HCL Insurance BPO Services

    Jackie and his team at SP Affiliates sucessfully delivered a number of vey successful projects for the Actuarial and Finance Divisions at Liberata Financial Services. In particular, a suite of sophisticated automated and manual controls which are still at the core of daily financial processes.

  • Transformation: Ralph Snedden, Main Board Director, Europe, Bain Hogg plc

    I worked closely with Jackie at Bain Clarkson which later became Bain Hogg where I was a board member charged with building a broking network by means of acquisition. He was key to installing financial controls and accurate reporting throughout the network.He enjoyed a good relationship with people in all our offices which enabled him to quickly solve their issues regardless of their complexity , whilst at the same time, meeting our corporate requiements.He has a personable approach and is equally at ease with accountants, IT staff and Board members.His expertise in finance and control allied to an open approach to sharing his techniques and skills has formed lasting friendships and I pleased to be able to endorse his work.

  • Operational financial, process and control recovery, Bain Hogg plc, Ralph Snedden, Main Board Director, European Operations
    John has a keen analytical mind capable of finding solutions for apparently complex financial problems. He has saved companies millions of pounds through the analysis and reconciliation of vast volumes of financial data.

  • Finance Transformation, Micro Focus plc Trevor Wilcock, Experienced Transformation Director, managed John at Micro Focus
    Jackie was asked to kick start the proposed transformation of a finance function to best practice. He succeeded.

    He quickly provided the extra impetus and skill the function needed at the time and involved the department fully while mentoring key individuals, passing additional skills to them as required. He refined a proposed group IT project cycle to embed the process within the wider organisation and implemented its first instance to drive a programme quickly through its initiation, needs analyses, software and vendor selection and project planning.

  • Post merger Integration, Bain Clarkson, Chris Burgess UK Retail Managing Director
    Jackie managed the programme that helped to consolidate the merger by taking the best from the two very different finance operations in the merging businesses and incorporating both in a third finance operating model that was a better fit for our new business. He ran a complete technical programme that fully involved influential people from each of the merger partners. Together he, and they, designed the processes that supported our new system and the training that we needed to support them. They supported his approach and his plans and he and his team delivered them, on time and on budget.

  • Transformation and recovery: Ralph Snedden, European Board Director, Insurance

    John has a keen analytical mind capable of finding solutions for apparently complex financial problems. He has saved companies millions of pounds through the analysis and reconciliation of vast volumes of financial data.