
Jayesh Patel
Head of Finance

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About me
Interim Financial Planning Manager, Cottsway Housing
Education

WQE sixth form Leicester
-3 A Levels
Bangor University
-Bachelor of Arts - BA Banking Finance and Insurance
Experience

The Vale Housing Association
Aug 2001 - Mar 2011Head of FinanceResponsibilities:• Senior Management Team member responsible for Board reporting• Leadership and management of 13 employees• Budget responsibility £1 million• Responsible for all Finance, IT and Facilities including - Production of annual accounts - Annual budget setting and monitoring - Working with internal and external auditorsKey Achievements:• Implementation of new finance and housing systems to transform operations across the entire business

Sovereign Housing Association
Apr 2011 - Dec 2013Finance ManagerResponsibilities:• Finance Management Team member responsible for transformation• Leadership and management of 44 employees in 4 locations• Budget responsibility £3 million• Responsible for high volume transactional financial servicesKey Achievements:• Transformed transactional financial services by reshaping and centralising a team dispersed in 4 locations/subsidiaries • Implementing single systems and common processes • Drive efficiencies from centralisation by reducing the headcount from 44 to 35 Show less

West London Waste Authority
Jan 2014 - Sept 2023Director of Finance / Head of Finance (2014-2023)Responsibilities:• Senior Leadership Team member responsible for Board reporting and the development and recommendation of corporate strategy• Leadership and management of 9 employees• Budget responsibility £20 million• Responsible for Corporate Services (Finance, HR, IT/MI and Data, Facilities, Governance, Risk) including - Production of statutory accounts - Budget setting - Budget Monitoring and reporting - Transactional finance services (AP, AR etc) - Long term financial planning - Cash and Treasury Management - Internal audit, risk management and financial control - Management of external audit relationship - Compliance including submission of returns - Business Partner to SLT members - Project viability/building business cases• Responsible for financial management of long term £900 million public private partnership (PPP) contract• Stakeholder engagement with executive directors in six partner local authoritiesKey achievements:• Development of all financial systems, processes, financial control mechanisms and reporting• Hands on production of annual financial statements and budget setting for 8 years• Worked as a business partner to front line teams and budget managers at all levels providing support, advice and challenge• Negotiated £22m of discounts over the next 20 years in a £900m PPP contract and £3m savings to date by challenging vague contractual terms• Brought corporate services in house including recruiting teams, developing processes and implementing new cloud IT solutions (finance system, waste system, all desktop applications plus hardware etc)• Developed completely new shared IT solution for six local authority partners creating a central data repository with self-service access to a suite of real time management information using Microsoft Powerbi• Procured new office and managed relocation of all head office employees• Building business cases for projects, investment and growth Show less

Cottsway Housing
Oct 2023 - Mar 2025Interim Financial Planning ManagerResponsibilities:Appointed to improve accounting processes and manage a team of 2 Business Partners and a Management Accountant in delivery of accounting service.• Developed, automated and implemented new processes for: - Production of statutory accounts - Annual budget setting including significantly improving outputs and board reports - Production of monthly management accounts - Budget monitoring information for managers, forecasting and reporting - Long term financial planning using Brixx - Production of organisational KPIs - Housing development finance including SDS Sequel usage - Housing fixed assets - IFRS16 accounting - Cashflow management• Advising the Executive, recommending and presenting the Annual Budget and Business Plan (Brixx) to the Treasury and Finance Committee.• Drafting Board reports in relation to annual Statutory Accounts, Management Accounts and the Annual Budget.• Evaluating development / investment proposals for building new housing (SDS’s Proval and Sequel) and working with development managers to ensure projects are viable, authorising them for recommendation to the Executive or Committee.• Managing and developing the team to deliver all of the accounting using the new processes and managing change. Show less

ForHousing
Apr 2025 - nowInterim Head of Financial Management and Reporting
Licenses & Certifications

Business Analytics: Decision Making Using Data
University of CambridgeMay 2022
Fellow of the Association of Chartered Certified Accountants
ACCAJul 2001
Lean SIx SIgma Black Belt Certification
100% Effective LtdJan 2012
Volunteer Experience
Board Member
Issued by JAMES BUTCHER HOUSING ASSOCIATION on Jan 2004
Associated with Jayesh Patel
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