Helen Morton Curriculum Vitae

Helen Morton, ACMA CGMA

7 Andrews Close, Theale, Berkshire, RG7 5BH
Tel. 07881 267 371
Email helendaniels1982@yahoo.co.uk
PERSONAL PROFILE
A reliable, respected and highly motivated commercial finance manager with experience across: financial planning, month-end
accounting, preparation and review of management and statutory accounts, financial analysis, system implementation and
process improvement.
SOFTWARE AND KEY SKILLS

SYSTEMS - JD Edwards | DISE | Oracle (incl. Oracle Financial Analyser) |

SAP (incl. Business Warehouse) | Crystal | Chorus | Hyperion Planning (OHP)
ANALYSIS TOOLS - Business Objects | Word | PowerPoint | SharePoint | Excel | Access
Advanced use of modelling, pivot tables, complex formulae and VBA code
KEY SKILLS Financial Modelling | Reporting | Financial Planning & Analysis | Process Improvement | Change
Management | Project Management | Business Partnering | System Implementation | Stakeholder Management

CAREER HISTORY
Vodafone Group, Newbury Finance Manager

2014 - current

Gross Margin subject matter expert for development and global implementation of a common financial planning

solution across all Vodafone Operating Companies (19)

Support implementation and business readiness across the following markets (Netherlands, UK, Ireland, Albania,

Germany, Greece, Turkey and South Africa)

Improvement of Gross Margin planning processes for excellence and automation, model enhancements and value

add activities across 14 live markets

Maintaining strong relationships with senior management to highlight key risks and opportunities to the successful

implementation of OHP solution

Maintaining strong relationships with senior management to highlight key risks and opportunities to the budget and
re-forecast process

Telefnica (O2) UK, Slough Commercial Finance Manager

2011 - 2013

Management of two members of staff (part qualified and graduate)

Management and co-ordination of the fortnightly outlook, bi-annual reforecast and annual budget via a virtual team of
Finance Managers responsible for the submission of the Business Revenue (1,000m) and Commercial Costs

(550m).
o
Achievement: built consolidated and agile reporting / implemented structured timetable and deliverables
o
Exceeded expectations: managing resource challenge and a change in organisational structure
Responsible for planning and analysis of the Business Customer Investment Costs (250m), working with Decision
Support, Accounting, Sales and Marketing, summarising key driver of change to forecast and budget to senior

management
o
Achievement: improved models used and implementation of dashboards for senior management
o
Exceeded expectations: supporting resource challenges covering Consumer segment role for 6 months
Maintaining strong relationships with senior management to highlight key risks and opportunities to the budget and

re-forecast
Display of ability to identify and implement process improvement, balancing delivery under pressure and managing
continual analysis requests

Telefnica (O2) UK, Slough Senior Finance Analyst

2010 - 2011

Helen Morton Curriculum Vitae

Management of part qualified accountant and mentor to new colleagues

Consultant for SOX compliance and risk mitigation during third-party outsourcing and key support during periods of
organisational change
o
Exceeded expectations: managed process changes and supported colleagues during outsourcing

Responsible for SOX control review; analysis of control objectives ensuring mitigation of the respective risk for which
they were designed
Responsible for the preparation of the annual financial SOX scope using statutory accounts in order to ensure the
control environment within Telefnica UK is aligned with the guidelines issued from Telefnica Group
o
Achievement: delivered a detailed scope within tight timeframes whilst implementing 3 new controls
Maintaining strong relationships with senior management to highlight key risks to SOx framework

Vodafone UK, Newbury Senior Finance Analyst

Management of a virtual team of project managers, billing experts and financial analysts
Responsible for the planning, delivery and post implementation support of projects including: anniversary billing of
consumer contracts, month end time savings (from WD5 to WD3) and exploitation of Business Objects

Vodafone UK, Newbury Revenue Accountant

2006 - 2007

Responsible for monthly reporting and analysis for both operational departments and projects with 20m annual profit
Display of technical ability to forecast project ROI and mid-month profitability prediction submissions
Submission of VAT returns, National Statistics and Group reporting requests

Fujitsu Siemens Computers, Bracknell Graduate Accountant

2007 - 2008

Responsible for the monthly reporting and analysis for contract revenue, (3,500m), delivering analysis of trends and
understanding opportunities and risks from key drivers
Responsible for managing the revenue mid-month forecast and pre-month-end flash to Commercial Finance
Display of the ability to maintain SOx compliance and support of audit requests
Maintaining strong relationships with key stakeholders, including: business partners, financial planning, accounts
receivable, senior management, and external third-party suppliers

Crown Packaging Research, Wantage Assistant Financial Controller

2008 - 2010

2004 - 2006

Responsible for monthly reporting of Opex expenditure at a cost centre and segment level circa (50m)
Responsible for post-month-end reporting for departments, highlighting major variances with full analysis, in addition
to other ad-hoc expense and marketing reports
Display of competence in completing monthly forecasting and bi-annual budgeting, in addition to preparation of
statutory year-end accounts for external audit

AWARDS
Finance Recognition Award - Wave 3 implementation

2014

Project management | technical accounting | time pressured delivery| process improvement

Vodafone Group
Team Employee of the Month several items

2011

Process improvement | BABT reporting | stakeholder relationships

Business Assurance, Telefnica (O2) UK

Finance Employee of the Month - Anniversary Billing

2009

Project management | technical accounting | time pressured delivery| process improvement

Vodafone UK
Finance Recognition Award - Billing System Upgrade

Project management | technical accounting | time pressured delivery| process improvement

2008

Helen Morton Curriculum Vitae

Vodafone UK
Finance Recognition Award - Marketing Dashboard

2005

Microsoft skills | technical accounting | process improvement | financial analysis

Fujitsu Siemens Computers UK

EDUCATION
Chartered Institute of Management Accountants (CIMA)

2006 - 2009

Associate Member
University of Manchester

2001 - 2004

BSc Honours in Pharmacology

King George V Sixth Form College, Southport

1999 - 2001

A Levels in Biology, Chemistry, Physics and General Studies

Range High School, Formby

1994 - 1999

11 GCSEs, grades A*-C

PROFESSIONAL TRAINING
CIMA

2011

The Last Mile of Finance

CIMA

2010

Sarbanes Oxley
Boulden Management Consultants

2010

Successful Account Management

Risk Management Association
Management of Risk and Uncertainty
PERSONAL INTERESTS
-

Cake making: Morty Makes Cakes

Hockey: Windsor Ladies
Table Tennis: Tidmarsh Table Tennis Club / Captain of Vodafone Table Tennis Team (2010)

Mentoring: CIMA students / Take a Chance Business Buddy (2008-2010)

Chair of Telefnica UK Finance & Professional Services Women's Network Initiative (2010-2012)

2010