David Freeman

Financial Planning and Analysis Specialist

Professional Overview

David Freeman is an experienced Financial Planning and Analysis Specialist with a strong background in financial management and analytical problem-solving. He currently serves in this role at NewDay, where he leverages his expertise to drive strategic decision-making and operational efficiency.

Experience Summary

Current Role

As a Financial Planning and Analysis Specialist at NewDay, David is responsible for providing comprehensive financial analysis and planning support to the organization. In this role, he:

• Prepares detailed financial reports, forecasts, and budgets to aid senior leadership in strategic planning and decision-making

• Conducts in-depth financial modeling and scenario analysis to identify opportunities for cost savings and revenue growth

• Collaborates cross-functionally to streamline financial processes and improve the accuracy and timeliness of financial data

• Serves as a trusted advisor to department heads, offering data-driven insights to optimize resource allocation and business performance

Under David's leadership, the finance team has enhanced the company's financial planning and reporting capabilities, resulting in improved visibility into key performance indicators and better-informed strategic decisions.

Career Progression

Prior to his current role, David held positions as a Management Accountant at Yorkshire Building Society Group and an Assistant Accountant at Skipton Building Society. In these roles, he gained valuable experience in financial reporting, budgeting, and cost management, developing a strong foundation in financial analysis and problem-solving.

Throughout his career, David has consistently demonstrated his ability to drive improvements in financial processes and contribute to the overall success of the organizations he has served.

Academic Background

David holds a Bachelor of Science (BSc) degree in Accounting and Finance from the University of Leeds, where he graduated with honors. He is also a qualified Chartered Management Accountant (CIMA), further enhancing his technical and strategic financial expertise.

Areas of Expertise

• Financial planning and analysis

• Budgeting and forecasting

• Financial reporting and data visualization

• Financial modeling and scenario analysis

• Cross-functional collaboration and stakeholder management

• Process optimization and continuous improvement

Professional Impact

In his current role, David has been instrumental in implementing a new financial planning and analysis system, which has resulted in a 20% improvement in the timeliness and accuracy of financial reporting. He has also spearheaded the development of a comprehensive financial dashboard, enabling senior leadership to make more informed, data-driven decisions.

Conclusion

With his strong financial acumen, analytical problem-solving skills, and collaborative approach, David is well-positioned to continue making a significant impact in his role at NewDay. He is committed to driving financial excellence and supporting the organization's strategic objectives through robust financial planning, analysis, and decision support.