Stephen L.

Project-Based Financial Management and Modelling Consultant

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London, United Kingdom

Experience

Jan 2000 - Present
26 years

Project-Based Financial Management and Modelling Consultant

Own Consulting Company

  • Collaborate with clients across sectors worldwide, providing key financial insights and developing roadmaps and processes for organisational growth and change.

  • Deliver strategy realignment services and risk assessments using industry leading techniques.

  • Write business plans and improve processes for clients.

  • Oversee all aspects of owning a consulting business, including client cultivation, financial operations, marketing, and service delivery.

  • Directly deliver projects, creating scheduling and coordinating strategic milestones.

  • UK MoD Defence Digital – Procurement Support Team (2023 - present): Lead the production of templates to support procurements and QDC contract extensions. Support the commercial team with the development of the underlying financial contract schedules.

  • UK MoD Defence Digital – Finance SME (2020 - 2021): Led the financial analysis and reporting in a high-profile commercial review of a £300M Tactical Communications contract.

  • UK Finance / British Bankers' Association – Financial Planning (2014 - present): Worked with budget holders to agree and build a business planning model to consolidate the budgets of six legacy trade associations and generate a billing strategy for each member. Retained as finance specialist to assist with the business planning cycle and model annual subscriptions.

  • Crown Commercial Service – Public Services Network (2012 - 2014): Project accountant preparing budgets and variance analysis for central finance. Evaluated the data processes to agree a methodology to capture the publicly declared project benefits in collaboration with the National Audit Office.

  • Tata Consultancy Services – Bid Support, Disclosure and Barring Service (2011 - 2013): Led the building of bid financial models in accordance with Home Office instructions and presented the models to the Home Office in the successful competitive dialogue sessions. Balanced TCS internal costing methodology with open book bid requirements and updated financial models post-award to embed contract variations.

  • Abu Dhabi Municipality – Financial Planning SME (2010 - 2011): Subject matter expert for the entity-wide BPR project leading the financial planning workstream. Spearheaded best-practice processes based on the APQC process framework and used the ARIS tool to create the roadmap for future business planning. Developed effective presentations highlighting financial models to secure directors’ sign off.

  • Serco – Bid Support (2009 - 2010): Lead financial modeller on facilities management and IT support bids into Enfield, Bournemouth and Hertfordshire County Councils. Assimilated large amounts of data to extract key drivers, worked remotely with technical specialists, partnered with local SMEs to secure and validate data, and created innovative models aligned with commercial requirements.

  • Thales – National Identity Scheme Bids (2008 - 2009): Led the financial workstream competitive dialogue and built supporting models.

  • UK MoD Defence Communications Agency (2004 - 2008): Built the should-cost model to validate value for money in a single tender contract extension.

  • PwC Consulting – Defence Logistics Organisation (2000 - 2004): Delivered a financial data process improvement project across 20 project teams spending approximately £2 billion.

Jan 1995 - Dec 2000
6 years
Muscat, Oman

Financial Affairs Advisor

Government of Oman

Jan 1993 - Dec 1995
3 years
Gloucester, United Kingdom

Directorate Accountant

Gloucestershire Royal NHS Trust

Jan 1991 - Dec 1992
2 years
Nairobi, Kenya

Supervisor

Ernst & Young

Jan 1986 - Dec 1991
6 years
Cheltenham, United Kingdom

Trainee/Supervisor

Grant Thornton

Summary

Creative leader with 20+ years of experience in financial and change management. Proven background in supporting projects over a wide range of businesses including start-ups. Specialist in using effective financial modelling and operational improvement to deliver outcomes to tight deadlines. Adept at translating strategic vision into actionable plans and fostering a culture of alignment across interdisciplinary teams. Trusted advisor, skilled in coaching senior leadership, and enhancing efficiency through data-driven insights.

  • Financial Management
  • Change Management
  • Operational Improvement
  • Financial Modelling
  • Data & Metrics Reporting
  • Risk & Issue Management
  • Project Management
  • Management Presentations
  • Workforce Planning
  • Internal Audit
  • Forensic Analysis

Led and delivered the financial modelling workstream for Tata Consultancy Services’ successful bid for the Disclosure & Barring Services Project, providing strategic support and implementing a financial plan post contract award.

Oversaw the financial modelling for Thales’ National Identity Scheme Project bid, which involved coaching senior management on financial strategies and delivering a clear, concise presentation to the UK Home Office.

Served as Project Accountant at Crown Commercial Service, tracking benefits and developing a reporting framework in collaboration with the National Audit Office to ensure operational accountability and continuous improvement. This role involved evaluating data processes and managing project dependencies.

Languages

English
Native
Arabic
Elementary

Education

Oct 1983 - Jun 1986

University of Leicester

BSc · Engineering · Leicester, United Kingdom

Certifications & licenses

Chartered Accountant In England And Wales

Institute Of Chartered Accountants

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