Joanne Quaas

• Regional point of contact for Investment Bank Global Finance and Business Management team
• Support Regional Technology and Operations Business Heads with overall Business Plan reporting and tracking, Budgets, Financial Reporting and Analysis
• Managed Business Management team positioned in Hong Kong and Singapore
• Worked with cross-functional teams, to co-ordinate budget plans creation, tracking and analysis.
• Communicated with internal business customers with particular attention to problem resolution.
• Successfully managed organizational change initiatives, minimizing disruptions to daily operations while achieving desired outcomes.
• Improved finance workflows and reporting by identifying areas of inefficiency and implementing appropriate solutions.
• Increased overall team productivity by fostering a positive work environment and providing effective leadership.
• Mentored junior staff members, helping them grow professionally and contribute more effectively to team''s goals.
• Supported global business management projects by monitoring and tracking risks, issues and action items.
• Fostered culture of continuous improvement by encouraging employee input on process optimization efforts.

• Responsible for setting-up an equivalent level of financial support for Asia IT Management and their Business Partners as previously done for the UK in prior role. Areas covered included Global Banking, Global Markets Operations and Global Transaction Banking IT Divisions
• Created and built a strong Relationship Management role between IT, the Business and Business Finance for all IT Financials
• Implemented monthly Asia Financial Management Information Pack for Regional IT Heads to assist in management of their Business area and reporting to their Global IT Heads
• Provide first-line support to IT Regional Heads and their teams with respect to all financial issues
• Responsible for overall Asia IT Cost Allocation Budgets to Corporate Investment Banking & Markets (CIBM) Business in all countries
• Detailed review and overhaul of relevant financial control processes
• Set up IT Bill Query Log for tracking queries that has now been implemented for all areas within CIBM IT Hong Kong
• Investigation of Corporate Banking Asia IT Costs provided $3m USD of saving for Business in 2007
• Responsible for planning, forecasting, IT man-rate calculations and ad-hoc analysis for dedicated areas
• Maintain strong links to Global Heads of IT in UK providing regular financial reporting on the region
• Active member of Global Finance Team working towards continuous improvement and globalisation of the financial processes

• Contract role to assist in the restructuring of the CIBM IT Finance and Management Accounting function
• Co-ordinated the 2006 planning process for Global Transactional Banking and Global Banking IT divisions
• Implemented initial processes and reporting frameworks whilst CIBM global reporting structure being finalised
• Initiated and maintained solid working relationships with both IT and Business Divisions with the ultimate aim to integrate Finance into a Decision Support function and Business Partner
• Member of the CIBM IT Finance Management Team
• Main point of contact for IT Finance Relationship Manager and IT Division COO
• Consolidate, review and report monthly financial information and analysis
• Overall responsibility for the co-ordination of the re-forecasting process and reporting of same
• Led a team of 3 management accountants, with plans to expand the support function to other areas of the IT business
• Assist with ad-hoc requirements as passed over from IT Relationship Manager, Global Divisional Head of IT or Head of Finance
• Provide additional support to the Planning & Finance Team where required

• Overall responsibility for all financial and commercial requirements relating to Manpower EMEA deal with Hewlett Packard EMEA for all temporary worker business (FY05 budget revenue of €175m)
• Feasibility, budgeting and forecasting analysis of the HP EMEA deal for overall Manpower EMEA as well as respective individual countries and entities within the group
• Budgeting and forecasting analysis of additional business with HP outside of contractual deal (and overall consolidation of HP business with Manpower)
• Budgeting, monitoring and recharging of implementation costs including IT and systems
• Management of back office implementation roll-out for payroll, billing and internal and external reporting in each country related to the deal
• Consolidation and review of monthly and annual reporting to Account Director and Manpower Board on all commercial aspects of the deal
• First point of contact for client with respect to financial aspects of the deal
• Lead role working with HP to enable the capture and reporting of HP cost savings related to the deal
• Lead role working with HP to produce required HP reporting for overall, country and business unit levels across EMEA including both financial and KPI requirements
• Attendance and presentations at annual and quarterly review meetings with HP
• Analysis of new business opportunities with HP and other target clients
• Ad-hoc analysis and reporting as required by HP Account Director & MP EMEA Directors
• Working relationships with EMEA and country level Finance Directors and Financial Controllers to ensure Manpower maintains the same levels of consistency and reporting from a financial perspective and do so in most productive and efficient manner (first deal of it’s kind within Manpower EMEA to span across countries and companies and be reported separately)

• Co-ordinated the merging of UK Operations and Resource Group into similar financial management and reporting processes, review of budgets and creation of new commission/bonus schemes
• Ultimate responsibility for all Elan UK financial control, management information and reporting including London Operations, Resource, Regional and NHO divisions
• Budgets, forecasts & actual reporting
• Review and maintenance of UK & Ireland balance sheet
• Monthly financial and strategic management meetings
• Provide support to the business with respect to financial decisions
• Create and maintain relationships with client finance contacts
• Maintain solid relationships with all UK management and team leaders
• Manage bid and tender financial support and manage Decision Support Team (4 staff)
• Create budgets and processes for new accounts
• Continuous process improvement and cost containment programmes
• Worked directly with Operations Manager and Credit Control Manager to continually achieve best practice processes

• Re-engineered the Resource Group financial management and reporting processes – streamlined and co-ordinated a new way of reporting for these accounts
• Re-engineered the Resource Group with respect to back-office and finance functions – co-ordinated an over haul of processes within this group, re-allocating workflows and clearing of outstanding issues
• Key player in the financial analysis of new bids and tender documents and potential managed services
• Financial reporting for Resource Teams (including Thales, Sema, Cable & Wireless, Global Marine)
• Budgets, forecasts & actual reporting for the above areas
• Co-ordinated and managed a successful implementation of Tempo Middle Office System in conjunction with IT
• Managed implementation of new End of Month procedures and reconciliations for the interface of the new Middle Office System into the accounting package for entire Elan UK & Ireland business
• Heavily involved in the initial reporting development from the Tempo System (contractor payroll)
• Lead role in review and improvement of MOS reporting requirements.
• Conduct monthly financial and strategic management meets with Account Directors/Managers
• Review business achievement on running basis and highlight areas of concern
• Implementation of new Resource deals from a financial and back-office perspective to ensure success
• Create and maintain relationships with client finance contacts
• Maintain solid relationships with Account Directors/Managers
• Management of 4-5 staff

• Assisted new Head of Finance with restructuring of accounting processes and procedures within the Services Group directorate of the BBC
• Reviewed the entire process of producing the monthly management accounts
• Implemented changes in the information produced on a monthly basis and tracked results
• Supervised and trained finance staff with end of month timetable including changes made to procedures and processes
• Reconciled balance sheets for two companies within the directorate not previously reconciled
• Reviewed main external contracts with Services Group including making recommendations for increased controls, documentation or regulatory requirements
• Dealt with BBC Management in various areas of concern with regard to internal charging mechanisms and management of facilities
• Directly involved in the restructure and recruitment of the Finance Department for future staffing requirements

• Provide full financial and management accounting support to Shell Chemicals Ltd
• Responsible for the implementation and monitoring of the global service fee system including both policies and procedures between the service company and the manufacturing companies
• Co-ordination of the financial and management reporting on a quarterly basis for Shell Chemicals Ltd including co-ordination of all global operating companies
• Responsible for the planning and forecasting process including monitoring of actuals against plan for particular activities and providing commentaries
• Assist budget managers with monitoring, controlling and recovering their costs
• Point of contact for operating companies with regard to financial issues
• Monitored activity based costing system for accuracy of reporting and ensure cost recoveries complete
• Supervise Assistant Accountant with daily accounting work including all Shell Chemicals accounts payable and accounts receivables

• Monthly management accounts reporting for the Strategic Management Group
• Forecasting and budgetary reporting for planning purposes
• Prepare and assist management in the creation of FY2000 budgets
• Preparation of costing reports on various new projects
• Main contact for management with regard to all financial and budgetary queries
• Accounting and reporting for English Sports Council Trust Company
• Responsible for the maintenance and improvement of Grants Register for all exchequer grants
• Monthly General Ledger reconciliations for balance sheet accounts
• Various reporting and research as required by the Senior Management Accountant
• Completed review and implementation of procedural improvements in work practices

• Monthly and yearly financial reporting – internal and external requirements
• Forecasting and budgetary reporting for planning purposes and statistical analysis
• Cost reporting for individual projects
• Various reporting and research as required by Managing Director and Finance Director
• Trust accounting for real estate agency side of business
• Annual taxation returns including Fringe Benefits Tax
• Management of cash flow requirements for all entities
• General ledger reconciliations
• Create and maintain all entities General Ledger databases
• Implementation and updating of accounting policies and procedures
• Supervision of administration staff and oversee accounts payable clerk
• Co-ordination of banking procedures
• Involved in upgrading of all computer systems to accommodate improved efficiencies
• Completed an audit of current work practices of various areas of the business and implementation of procedural improvements
• Involved in financial decisions with respect to all areas of the business

Mar 1996 – Jun 1998 FINANCIAL ACCOUNTANT (QUEENSLAND)

• Monthly and annual financial reporting for Corporate Office and Queensland Management Team
• Main contact for Queensland Management Team with regard to all financial queries including budgets, forecasts and actual expenditure within their cost centres
• Monthly budgetary and statistical reporting
• Reporting and research as required by the Accounting Manager
• Developed and facilitated a financial training program for all new management staff
• Maintained general ledger database of MBF (Queensland) and subsidiary companies
• Liased with computer programmers on amendments affecting the MBF Financial Information Systems
• Benchmarked, implemented and maintained accounting policies and procedures
• Co-ordinated monthly reporting timetable of accounts payable and revenue staff
• Authorised inter-company transfers, general journals and expense codlings
• Reviewed accuracy of financial data by accounts payable and revenue teams
• Prepared and reviewed monthly general ledger reconciliations
• Prepared annual Queensland Fringe Benefits Tax and Payroll Tax Returns

Jan 1995 – Feb 1996 ACCOUNTS CONSULTANT

• Purchase and Sales Ledger duties

Oct 1993 – Dec 1994 MEMBER SERVICE OFFICER

• Customer service and training of new staff