Summary
Overview
Work History
Education
Skills
Employment Summary
Professional Body
Tel
Personal Information
Languages
Timeline
Generic

Allan Estevez

Harrow

Summary

Broad financial, management accounting and operations experience gained at Vodafone, BT (British Telecommunications) and EDS (Electronic Data Systems). Operated at both FD/Controller and Head of Finance/Business Partner/CFO levels. Shown significant progression in complex environment. Strong completer with both strategic and tactical skills. Background in financial accounting, costing, product sales, consulting services, business process outsourcing and IT services/facilities management. Able to establish strong bonds with operational and business leadership. Experience across small, medium and large trading units. Managed numerous finance and operational delivery teams in the UK and Globally. Significant change management to reduce finance staff headcount. Implementation of ‘offshore’ finance support centre. Risk based approach to finance staff allocation against business activities. Stresses and strains of managing growth, change and attrition. Proven team building and motivational skills. Firm approachable manner that gets the message across without intimidating or excluding suggestions made by team members or peers. Delivery orientated. Strong service contract background, taking on ultimate responsibility for all finance issues and accounting controls across multiple Global contracts. Contract review packages for use at Board level. Statutory accounts sign off. Balance sheet control. Local and US GAAP expertise. Revenue recognition. Cross border fx. Systems Implementation. Policy and procedure setting. Group consolidations. Outsourcing of some finance work to a third party. Cash and debt management. Subsidiary integration. Extensive business finance knowledge and management accounting experience. Personal interaction with customers and suppliers to secure contracts and resolve contractual issues. Directly driven business profitability. Business performance reviews, long term contract accounting, business planning, value review boards. New business analysis, budget and man time rate setting. Contract start-ups and close downs. Head office reporting. Sales order processing and stock control. Significant ad hoc business-related project work eg worked on BT’s 2009 profits warning and calculated £1.6BN adjustment. FP&A reporting. Bringing reduced but more focused MI. Operating as a business partner to Service Integrators and Channel Partners market unit. Dealing with complex issues. Operational role from 2009-13, driving Business Improvement through the creation and use of standard solutions to common service contract issues, ranging from Headcount Productivity Management (including off shoring), Cost Assurance tools, Revenue Assurance tools, Solution re-design, product mix optimisation, and migration off third party suppliers on to in house product and services.

Overview

29
29
years of professional experience

Work History

Head of Finance VGE

Vodafone
07.2021 - 03.2024
  • Managed the transfer and integration of the VGE Finance team into Vodafone UK
  • Took on Finance Business Partner responsibilities in addition to Bid Finance and MIP (Margin Improvement Program)
  • Supported the re-build of the VGE Finance team into a consistent structure within Vodafone UK
  • Delivered ahead of plan vs RF7 on revenue, stabilising performance and managing over lay initiatives that led to a strong finish in a challenging FY22 and FY23
  • On track to deliver Revenue and Margin year on year growth, not achieved 10 years prior.

Head of Commercial Finance Centre of Excellence

Vodafone Group
09.2017 - 07.2021
  • Covered all bids and material in-life contracts for VGE globally
  • Managed a team of 40FTE across US, APAC, UK, ES, IT and Budapest
  • Integrated IoT Bid finance team into Commercial Finance COE
  • Led on MIP (Margin Improvement Program) in FY21 that delivered £17.2m of in year margin benefit
  • Led on AWS negotiation on MEC (Multi Access Edge Compute) partnership from a commercial perspective.

Contract Accounting Lead

Vodafone Group
09.2016 - 09.2017
  • Scaled a Contract Accounting function from 13 to 22 FTE, 14 of which are in a shared services environment
  • Developed and shared a 'Best Practice' Contract review methodology
  • Developed and implemented 'Contract Accounting Wheel' of responsibility, driving standardisation, consistency and enhancement of the function
  • Covered the Head of Commercial Finance role from December 2016 - July 2017.

Bid Finance Pursuit Manager

Vodafone Group
09.2013 - 08.2016
  • Supported Transformational Bid team on bid opportunities >€100m, specifically supporting EDF Sapphire Contract
  • Took on the management and oversight of all bids related to fixed connectivity services within VGE
  • Management, training and development of 3 staff members within commercial finance team
  • Build and roll out of Bid tool, inclusive of a Risk Assessment Tool across all tier 0 (Bids greater than €100m)
  • Delivered 'blueprints' on 'Contract Mobilisation' and 'Structured Financing' to Vodafone functions and Vodafone leadership team
  • Delivered training material and process recommendation across various subjects including 'Revenue Recognition', 'Integrated Planning Process'.

Head of Independent Delivery Team

BT British Telecommunications
06.2009 - 08.2013
  • Set up and mobilisation of an operational delivery team that review and baseline contracts and work with them on re-set initiatives to enhance the future performance of that particular contract
  • Creation and implementation of standard solutions to common business issues, industrialising the solutions and transitioning them into a low cost, shared services environment
  • Solutions implemented: Resource Management, Circuit Cost Validation/Optimisation, Voice usage/rate validation from T/Party suppliers, T&S pre-approval process, Change Management, Change Control, Revenue Assurance, T Party cost transformation
  • IDT team implemented a turnaround/enhancement on P&G customer a BT Global services contract that was in a loss-making position, worked alongside account team and jointly implemented a re-set plan to mitigate $77m of cost risk within future expenditure of contract
  • IDT delivered lifetime benefit of £68.5m across 13 custom contracts, all validated by contract finance teams and delivery directors
  • Management of 8 FTE globally with a flexible resource of a further 14 FTE, driving and implementing best practice and re-set activities that delivers financial and operational enhancement.

Head of Major Contract, Controller and Compliance

BT Global Services
08.2007 - 09.2008
  • Training sessions delivered to Contract Accountants, CLR and business community on the new accounting policy, and controls at BT
  • New comprehensive BTGS accounting policy adopting a US GAAP approach documented and signed off by group
  • Several accounting aids developed for the accounting of long term contracts, covering areas such as Revenue recognition, Set up cost deferral, Net vs
  • Gross accounting, Lease accounting
  • Managed relationship with PWC, and ensured they were comfortable with the new processes which were introduced
  • Introduced new contract governance framework, making it mandatory that all new tier 4/5 contracts<£50m prepare an accounting paper and a deferred cost pack
  • Ad hoc accounting papers prepared for complex transactions signed off by Group and CFO of BTGS
  • Managing a team of 5 at different levels, ranging from experienced senior finance managers to commercial manager level
  • Successful management and transition of over 110 contract accounting FTE to regional CFO's
  • Successfully implemented project 'Hatton', which was the global sourcing of contract accounting staff to Gurgoan India.

Head of Finance, Business Partner Service Integrators and Channel Partners

BT Global Services
01.2007 - 07.2007
  • Financial management and achievement of Revenue and Gross Margin targets in both sectors for financial year end 2006/07
  • (Outturn revenue for 06/07 in excess of £550m with a gross margin in excess of £100m)
  • Smooth transition and reallocation of contracts to various sectors following the breakup of GBM (Global Business Management) market unit
  • Preparation of management information packs for senior executive review
  • Collection of cash for key customer to ensure cash flow target achieved for Q4 06/07.

Senior Finance Manager

EDS Electronic Data Systems
09.2005 - 01.2007
  • Management and mentoring of five qualified and part-qualified accounting staff
  • Successful management of work to offshore locations, reducing overhead costs
  • Full responsibility for the accuracy of the management and statutory accounts for the ABN AMRO contract, including Audit management and Sarbanes Oxley compliance
  • Consolidation across eleven countries, providing explanations on monthly variances to latest forecasts and budget, including presentations to senior finance and operational management
  • Preparation and presentation of briefing packs to board members to enable them to present significant risks to the Audit Committee
  • Reviewing the financial impact of new business proposals and contract changes to ensure EDS' position is understood by the executive team
  • Incorporating new business into the existing financial structure of the account and ensuring correct approvals are sought on the accounting from specialised areas, including US GAAP, tax and transfer pricing
  • Reviewing and sign-off of balance sheet reconciliations.

Finance Manager/Lead

EDS Electronic Data Systems
08.2004 - 09.2005
  • Full responsibility of a Fixed Price Global Transition and Transformation project worth $67m, including consolidation, reporting and accounting
  • Application of complex accounting in Local GAAP as well as US GAAP across 11 countries, including accounting for Set up projects, and Construct Build projects
  • Management of loss-making projects including, loss provisions, and the communication to senior management of these issues
  • Organisation and chairing of monthly finance review meetings with senior operational personnel.

Finance Manager

EDS Electronic Data Systems
03.2003 - 07.2004
  • End to End ownership of accounting and financial reporting for two FSA regulated clients
  • Audit Management from an external as well as internal perspective
  • Accounting for structured finance lease in both Local GAAP as well as US GAAP
  • Implementation of close and forecasting processes, which past internal audit with distinction
  • POC Percentage of Completion accounting for two contracts.

Advanced Accountant

EDS Electronic Data Systems
10.2000 - 03.2003
  • System integrity checks including FX calculations for P&L and Balance Sheet
  • Management of hard close and year end audit at a country level for the entire EMEA region
  • Organisation, management and consolidation of finance deliverables from country controllers
  • Management of equity balances for EMEA and ensuring tie out with US parent company.

Senior Finance Manager

Po Na Na, Hammersmith Palais ltd (FD Hammersmith Palais Ltd)
08.1999 - 09.2000

Company Secretary/FD/Accounts Assistant

Daytona Motorcycles
06.1995 - 08.1999

Education

2ii BA(Hons), Accounting -

Portsmouth University

3 'A' Levels, 7 GCSE's -

Hatch End High School, Weald College

Skills

  • Stakeholder relationship management
  • Analytical and Critical Thinking
  • Cost-reduction strategies
  • Business process improvement
  • Cross-functional team leadership
  • Financial analysis expertise
  • Revenue recognition expertise
  • Financial Risk Management
  • Decision-Making
  • Proactive and Focused
  • Corporate Governance Understanding

Employment Summary

Broad financial, management accounting and operations experience gained at Vodafone, BT (British Telecommunications) and EDS (Electronic Data Systems). Operated at both FD/Controller and Head of Finance/Business Partner/CFO levels. Shown significant progression in complex environment. Strong completer with both strategic and tactical skills. Background in financial accounting, costing, product sales, consulting services, business process outsourcing and IT services/facilities management. Able to establish strong bonds with operational and business leadership. Experience across small, medium and large trading units.

Professional Body

ACMA (first time passes 1997)

Tel

07777 666953

Personal Information

  • Date of Birth: 11/18/1973
  • Nationality: British/Spanish

Languages

  • English
  • Spanish

Timeline

Head of Finance VGE

Vodafone
07.2021 - 03.2024

Head of Commercial Finance Centre of Excellence

Vodafone Group
09.2017 - 07.2021

Contract Accounting Lead

Vodafone Group
09.2016 - 09.2017

Bid Finance Pursuit Manager

Vodafone Group
09.2013 - 08.2016

Head of Independent Delivery Team

BT British Telecommunications
06.2009 - 08.2013

Head of Major Contract, Controller and Compliance

BT Global Services
08.2007 - 09.2008

Head of Finance, Business Partner Service Integrators and Channel Partners

BT Global Services
01.2007 - 07.2007

Senior Finance Manager

EDS Electronic Data Systems
09.2005 - 01.2007

Finance Manager/Lead

EDS Electronic Data Systems
08.2004 - 09.2005

Finance Manager

EDS Electronic Data Systems
03.2003 - 07.2004

Advanced Accountant

EDS Electronic Data Systems
10.2000 - 03.2003

Senior Finance Manager

Po Na Na, Hammersmith Palais ltd (FD Hammersmith Palais Ltd)
08.1999 - 09.2000

Company Secretary/FD/Accounts Assistant

Daytona Motorcycles
06.1995 - 08.1999

2ii BA(Hons), Accounting -

Portsmouth University

3 'A' Levels, 7 GCSE's -

Hatch End High School, Weald College
Allan Estevez