Kelly Mound

Experience

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  AXA Investment Managers

  Mar 2008 - Aug 2008

  Operational Due Dilligence Assistant

  • Management of fund documentation and responsibility for liaison with current and potential funds.• Assisting COO and Senior Analyst with Operational Due Diligence.

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  Lloyds Banking Group

  Sept 2008 - Jul 2021

  Several roles undertaken within Business Partnering team for Group Transformation to broaden exposure to the Business, variety and seniority of stakeholders and cost bases.• Six month interim promotion to Senior Finance Business Partner: Additional duties included: Line management of three FBP’s including performance reviews and calibration, balance sheet attestation, liaison with Directors, delegating for Head of Finance.• Divestments (of TSB and Sainsbury’s) - Specific duties included: Contract charging amendments, supplying data for invoicing to third parties, treatment and tracking of contract consent costs, planning for stranded costs / cost avoidance following divestment.• Providing project/portfolio accounting advice, review and challenge of forecast including planning impact on revex vs cash.• Upskilling of senior stakeholders in key accounting concepts such as cash vs accrual accounting.• Supporting contract reviews to ensure financial terms align with Bank strategy and terms are reflected in business plans correctly.• Benefits• Challenge of business financials, ensuring governance & controls in line with policy.• Capitalisation Assessment of projects to determine balance sheet implications.• Management of Fixed Asset balance sheet including depreciation.• Acting as advisor to the Business on risks & ops within their resourcing & cost base.• Management of core finance processes for month & year-end: accruals, transfers, balance sheet reconciliation, data interrogation and commentary production.• Production of 5 year operating plan.• Management of utilisation and billability of resources including reporting & planning, plus advising the business on KPI calculation & importance of target.• Planning & execution of projects to reflect confidential business changes within financial reporting structures.• Transformation and production of business focused monthly MI pack for areas supported.• Support, challenge & tracking of cost challenges. Show less • Responsible for consolidation & analysis of the Group IT monthly P&L for Early Line of Sight, Flash & other key monthly reports, for a cost base of c£1.5bn p.a. across both Run and Change the Bank. • Planning & pro-active management of month end, with a focus on delivering overall cost targets & cost management units and managing senior stakeholder expectations throughout.• Lead review and challenge of business financials and commentaries, holding Finance Business Partners to account and driving any necessary corrective actions.• Transformation and subsequent preparation of the IT Board Management Accounts including insightful commentary to enable stakeholders to understand the financial impact of decisions taken.• Planning and co-ordination of year end process to ensure the smooth end to end delivery of the full year accounts with no surprises.• Provision of quarterly Statutory Reporting variance analysis & MAR to SAR adjustments, liaising with Group Finance.• Ownership and accountability for balance sheet reconciliations and attestations for own area, including driving control improvements and improving stakeholder confidence.• Key contact for Group Finance and Group Operations Finance, fielding queries and analysis requests, channeling communications to business areas and where applicable ensuring reporting requirements are embedded. • Line management for one direct report (Reporting & Depreciation Analyst) including managing through a restructure Show less Three year rotational programme, consisting of three one year placements across LBG working with a variety of internal & external stakeholders in a broad range of roles.Specialist Role: Assistant Manager, Financial Controls, UK Wealth Finance• Iimplementation of BS Substantiation, across two GL’s, 16 companies & 10 channels, resulting in better understanding & control of the BS• Management of UK Wealth Finance control framework, resulting in an “Effective” rating from LBG internal audit• Responsible for monthly & quarterly Bank of England returns (BE, AD, AL, BT & ELS) for the Private Banking legal entity• Responsible for the review, analysis & submissions of statutory returns for the LTIFA legal entityCommercial Role: Regional Sales Development Manager / Business Development Manager, Retail • Sales manager role, tasked with improving Current Account sales in Region. Took Region from bottom (17th) to a consistent top 3 position. Achieved through coaching appropriate branch staff, increasing focus & effectively communicating targets & rewards applicable• Organisation of & responsibility for the official launch of the Groups first colleague only branch & further visits by GEC members, plus data analysis & production of business case to support resourcing & targeting for the branch for future periods• Design, development & production of presentations, weekly MI & other material, ensuring it was appropriate for the size & grades of the populations, to cover 6 groups, totally 119 branches & across all grades• Interim line-management of 3 Personal Bankers including sales performance reviews, target setting & development plansFirst Placement (Core Finance): Assistant Manager, Finance Business Services• Core MI & reporting role for Business Unit, reporting to both FD & leadership team, & facing-off to Group Finance. Responsible for monthly accruals, FTE reporting, balance sheet reconciliations etc Show less

  • Finance Business Partner

    Jun 2013 - Jul 2021

  • Reporting Manager, Group IT Finance

    Sept 2011 - Jun 2013

  • Finance Managment Trainee (Finance Graduate Scheme)

    Sept 2008 - Sept 2011
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  Lockton Companies LLP

  Nov 2021 - now

  Senior FP&A Manager (VP)