保罗·戴维斯, 金融专家 in 英国伦敦
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保罗·戴维斯

验证专家  in 金融

金融专家

位置
英国伦敦
至今成员总数
2021年12月28日

保罗 is a commercial and marketing finance professional with a decade of international experience and influence when partnering with C-suite executives, 就像他在帝亚吉欧做的那样, one of Great Britain's largest consumer goods companies. 保罗在M .工作期间获得了注册会计师资格&A at 德勤, and his areas of expertise include pricing and business strategy, FP&A、与金融业务合作. 保罗 freelances to help clients find innovative solutions to financial questions.

财务预测商业计划咨询财务规划 & 分析(FP&A)金融建模预算收入 & 费用预测盈利能力分析增长战略Anaplan会计收益管理创业融资筹款财务总监合并 & 收购(M&A)商业金融咨询

职业生涯突出

财务及营运总监
Caleno饮料
市场及财务总监
帝亚吉欧英国
Senior 商业金融 Manager, National 账户
帝亚吉欧

认证了

特许会计师(CA)
Institute of Chartered Accountants in England and Wales (ICAEW)

案例研究

工作经验

财务及营运总监

2022年至今
Caleno饮料
  • Led the financial plan due diligence process for annual fundraising with key investors.
  • Developed a three-year business plan for acquisition and aligned with key investors.
  • Led the total finance and operations function for a leading non-alcoholic spirit startup in the UK market.
关注领域:创业公司, 创业融资, 创业公司成长战略, 操作, 销售业务, 销售 & 营运策划(S)&OP)，会计，财务规划 & 分析(FP&A), 财务总监, 筹款, 业务规划, 商业计划咨询, 融资, 联合王国

全球营销财务主管

2021 - 2022
威廉•格兰特 & 儿子
  • 取端到端P&负责全球市场营销职能, acting as a key business partner to the chief marketing officer and as the finance lead for the product innovation process.
  • Led a team of eight across Dublin and London and reported directly to the finance director.
  • Managed the allocation of marketing investment across WG&S品牌组合. Charged with leading marketing input into the corporate 5-year plan and taking full P&L ownership for the overheads of the Global Marketing team (180 FTEs).
  • Collaborated as a business partner to the chief marketing officer on key strategic projects, including creating a direct-to-consumer Whisky Cask sales channel.
  • Drove measurement and evaluation of marketing spending globally to ensure best practices and maximum ROI.
重点领域:市场营销, 预算, 策略, 金融, 规划, 预测, 融资, 联合王国

市场及财务总监

2021 - 2022
帝亚吉欧英国
  • Oversaw the development of the 帝亚吉欧英国 5-year business strategy and operationalized year one through the marketing business planning process.
  • Partnered with the marketing director to identify key opportunity areas to deploy the total advertising and promotional budget of 帝亚吉欧英国.
  • Embedded a marketing effectiveness process to analyze the ROI of key marketing vehicles more impactfully, 包括媒体, 社会职务, 户外广告.
Focus areas: 策略, 年度预算, Marketing, 商业策略, 财务分析, P&L分析, 增长战略, 金融, 金融建模, 金融类股, 商业策略, 财务数据, 财务战略, 数据分析, 消费趋势, 消费者品牌, 消费者洞察, 业务案例, 定价, 预算, 商业模式, 业务建模, 预测, 财务预测, 战略规划, 战略规划 & Execution, 收入 Modeling, 收入 Projections, 收入 & 费用预测, 盈利能力分析, 融资, 联合王国

市场及财务总监

2020 - 2021
帝亚吉欧澳大利亚
  • 领导2022财年战略规划流程, identifying priority growth categories for 帝亚吉欧澳大利亚 and allocating marketing resources to key brands within these categories.
  • Led the project to rationalize fixed costs in the 帝亚吉欧澳大利亚 advertising and promotion spend, leading to a target saving of 18% for the next financial year (subject to procurement negotiations).
  • Served as the finance business partner to the marketing director of 帝亚吉欧澳大利亚—a member of the marketing and finance leadership teams and broader 帝亚吉欧澳大利亚 leadership group with P&L拥有1亿美元的促销支出.
重点领域:市场营销, 年度预算, 策略, 分析, P&L分析, 增长战略, 金融, 金融建模, 金融类股, 商业策略, 财务数据, 财务战略, 数据分析, 消费趋势, 消费者品牌, 消费者洞察, 业务案例, 商业策略, 定价, 预算, 商业模式, 业务建模, 财务预测, 战略规划, 战略规划 & Execution, 收入 Modeling, 收入 Projections, 收入 & 费用预测, 盈利能力分析, 融资

Senior 商业金融 Manager, National 账户

2017 - 2020
帝亚吉欧
  • Led the trading terms negotiation between 帝亚吉欧 and Endeavour Drinks, part of Woolworths Group and the largest alcohol retailer in Australia. This negotiation lasted four months and was praised by executives as best-in-class for both parties.
  • Served as the finance lead in the team that redefined 帝亚吉欧澳大利亚’s commercial trade strategy during COVID-19.
  • Delivered sales and profit growth ahead of the annual operating plan in each financial year I was in this role.
重点领域:销售预测, 定价, 价值链, 价值创造, 分析, Anaplan, 年度预算, 业务伙伴关系, 商业金融, P&分析，P&L预测, 金融, 金融建模, 金融类股, 广告, 财务数据, 数据分析, 财务报告, 伙伴关系分析, 业务案例, 商业策略, 预算, 商业模式, 业务建模, 财务预测, 战略规划, 战略规划 & Execution, 收入 分析, 收益管理, 收入 Modeling, 收入 & 定价 Support, 收入 Projections, 收入 策略, 收入 & 费用预测, 收入 Optimization, 盈利能力分析, 融资

交易服务助理经理

2011 - 2014
德勤
  • 执行M&事务服务, including financial due diligence (buy- and sell-side) and vendor assist services with corporate and private equity clients.
  • Supported the listing of a large financial services firm during the four months I was in 德勤's executive remuneration practice. Prepared prospectus entries and assisted in preparing the analyst's presentations for the IPO roadshow.
  • 专注于技术方面的参与, 媒体, 和电信(TMT)部门, 包括诺基亚西门子通信, BT, 和英国天空广播公司(BskyB).
关注领域:合并 & 收购(M&A)“尽职调查”&A(买方)，M&(卖方), 金融, 金融类股, 财务数据, 数据分析, 四大会计师事务所, 账户, 联合王国
2007 - 2011

管理和西班牙语学士学位

利兹大学-利兹，英格兰，英国

2014年9月至今

特许会计师(CA)

Institute of Chartered Accountants in England and Wales (ICAEW)

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