My interpersonal skills contributed a lot to getting things done,

Goal Name Business Partnering (budget & forecast)

DescriptionHeadcount planning/forecasting:

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Business Partnering (budget & forecast)

- consider life cycle of the fields for BP16;
- work with HR peers for the input information and allocations
- To support budget holders and participants through the annual
and quarterly budget and forecast process respectively. To gain
knowledge from each process and improve the quality of budget
and forecasts process.
During the planning and forecasting period, I collected P&B input
data by working closely with budget holders and HR team. To
ensure data accuracy and integrity, I have created a master
spreadsheet to calculate Contractors inputs in a more efficient
way and reduced the chance of typo errors as the spreadsheet is
mainly formula driven and checks are run at the end.
In addition, I took an opportunity to gain knowledge from each
process e.g. cost allocation cycles by closely working with the team
and being inquisitive. Also, I supported the team during the
planning/ forecasting period e.g. creating spreadsheet to collate
BPC data.
CIMA
To continue professional development Chartered Institute of
Management Accountants (CIMA) studies. To become part qualified
Management Accountant by passing P2 Performance Management
and F2 Financial Management professional exams by the end of the
year.
Continued the growth of professional development by effective selfstudying, managing work and study time, and gaining work
experience resulting in passing P2 Advanced Management
Accounting and F2 Advanced Financial Reporting papers at
Management level. To pass the exam, I obtained a pass mark of
70% at minimum. However, the global pass rate* of P2 and F2
exams were only 43%** and 48%** respectively.
In addition, I am currently studying for E2 Project and Relationship
Management paper and planning to complete the Management
level in Q1 2016 which would lead me to the final level of
qualification.

* Pass rate= total exams passed / total exams taken. **Source:

Official CIMA website http://www.cimaglobal.com/Examinations/

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Commentary

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I have provided the CCR Report Commentary for Europe E&P Asset by
gathering financial and non-financial data. To ensure the commentary is
up to date, I have analysed variances analyses of actuals against budget
or forecast and liaised with the team to get updates on the cost centre not
look after by me.

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Monthly reporting - CCR, Europe E&P & VP reports

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Timely completion of month end commentary packs ensuring

commentary is clear and concise with minimal questions from
Group throughout a year (CCR report).

Produce Monthly CCR, Europe E&P & VP reports - continuously

improve quality and consistency while ensuring the deadline is
achieved throughout the year.
I have delivered monthly CCR, Europe E&P & VP reports while
ensuring the accuracy of the data and the deadline is achieved
throughout the year.
To maintain the quality of the data and report I have employed my
MS Excel skills to update the spreadsheet as required per business
e.g. actual vs 2+ template set up after cost challenge review also
formulas updates and etc.

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Goal

I have initiated the improvement of the P&B slide reported to the

monthly Performance Pack by creating an excel spreadsheet where
Business Analyst data was feed into graph and tables to visually
reflect and analyse the actual, forecast or budget data.
P&B folder structure
Develop a folder structure encompassing all processes covered by
the P&B team by the end of September 2015.
I have made P&B teams H: drive folder structured and friendlier in
use.

Process notes

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To collate the process notes across P&B team and create process
notes for my responsible transactions (e.g. month end closing) by
the end of October 2015.
I have created a process notes for my responsible transactions. It
has to be reviewed now and I will make changes if there will be
required.

Overall
Highlights of my Performance:

I increased my responsibilities and accountabilities by taking P&B

Accountant role in February 2015.
I become a part qualified accountant by successfully passing exams and
gaining work experience in management accounting.
I gain knowledge in the cost management, budgeting, forecasting and
reporting.
I took additional responsibilities like facilitating FCA controls.
I showed eager to learn, to be creative and team worker.
I am safety conscious both at work and home to ensure that safety rules are
followed.