David Winterbottom

Strategic Project Accountant @AXA

Lancaster, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2024 — Present

Strategic Project Accountant @AXA

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Lancaster, GB

My role in summary is to establish a robust system for tracking and reporting on the costs and benefits of strategic change projects ensuring accurate and up-to-date financial metrics are in place. This includes engaging in strategic initiatives to project expected costs against budget and track actuals, and track benefits against agreed Business Case targets embedded in the financial plans. Collaborate closely with key stakeholders across various initiatives to ensure delivery of both financial spend budgets and benefit realisation, while clearly reporting where targets are not being met and the impact of these deviations. Provide thorough scrutiny of cost details (cash and P&L) for the Blueprint program to ensure management in line with budget and track projected and actual benefits. Develop and maintain regular reporting and analysis of benefits realised versus business case for all strategic initiatives and projects in the change portfolio, feeding into key governance and reporting requirements. Ensure evidence of benefits provided by Business Owners stands up to scrutiny and can be demonstrated by movements in KPIs/lead indicators identified. Communicate on actual versus expected performance, explain variances in delivery costs and benefit realisation, and highlight emerging risks to achieving the business cases. Collaborate with Business Owners to develop robust business cases for any new strategic change projects, challenging assumptions to ensure robustness and ability to track, and evaluating proposed business cases using financial metrics.

EDUCATION

1996 — 1997

Lancaster & Morecambe College

btech, Business Studies

2011 — 2012

Chartered Insurance Institute

Certificate, Insurance

2014 — 2014

Prince2

Prince2 Practitioner, Project Management

2006 — 2006

Lancaster & Morecambe College

Business Management, Chartered Management Institute

2005 — 2005

Lancaster & Morecambe College

Business Management, Chartered Management Institute

2001 — 2001

Preston College

European Computer Driving Licence

SKILLS

Workforce ManagementStakeholder ManagementProject PlanningClaimsBrokersFinancial AnalysisBudgetingBudgetsWorkforce PlanningChange ManagementClaimGeneral InsuranceData AnalysisRisk ManagementClaims ManagementManagementFinancial RiskCommercial InsuranceInsuranceOperational Risk ManagementPlanningBusiness AnalysisBusiness Process ImprovementUnderwritingForecastingRiskFinancial Forecasting

ABOUT DAVID WINTERBOTTOM

An ambitious and self-motivated business professional, who has been working in the UK financial services industry for the last 23 years. Extensive experience in Planning, Analytics Insights, Financial Controls (Expense & Cost Containment activity) and Risk/ Compliance Management, with a proven track record in managing strategic projects and relationships.Specialities: Strategy, Project Management, Operating Models & Processes, Financial & Non-Financial Planning, Business Continuity Planning, Workforce Management, Financial Controls, Analytics-data mining, Compliance and Risk Management.

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David Winterbottom — Strategic Project Accountant at AXA in Lancaster, GB | Unifers