Open to opportunities

Ian Caffrey

@iancaffrey

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Finance professional with expertise in FP&A and strategic finance.

United Kingdom

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What I'm looking for

I am looking for a role that offers growth opportunities and values strategic financial insights.

I am a finance professional with over six years of experience in high-performing finance teams across various businesses, particularly in the SAAS and tech industries. My career began in financial operations, where I honed my skills before transitioning into FP&A and Strategic Finance. I thrive in dynamic environments and have a proven track record of delivering insightful financial analysis and strategic recommendations.

Currently, I serve as a Senior Finance Analyst at Pion, where I play a pivotal role in implementing financial planning, budgeting, and forecasting processes. My contributions include developing cost reporting that accurately forecasts costs within 3% of actual levels and constructing revenue models that guide commercial teams. I am also heavily involved in the implementation of new accounting software, which has streamlined our reporting processes and reduced reliance on spreadsheets.

Previously, I worked as a Financial Analyst and Operations Manager at Allegiant Global Partners, where I managed all finance functions and introduced a forecasting system that improved accuracy significantly. My educational background includes a dual degree in International Business and Finance, graduating magna cum laude. I am passionate about leveraging my financial expertise to drive business success and am always eager to take on new challenges.

Experience

Work history, roles, and key accomplishments

Current

Senior Finance Analyst

Current

Pion (formerly StudentBeans)

Oct 2021 - Present (3 years 7 months)

As a Senior Finance Analyst, I joined a newly formed FP&A team, focusing on financial planning, budgeting, forecasting, and analysis. I developed cost reporting, conducted client analysis, and managed finance KPI calculations. I also constructed revenue models and processed billing for various revenue streams, while implementing a new accounting software to enhance reporting efficiency.

Financial Planning Budgeting Forecasting Financial Analysis KPIs Sage Intacct Data Analysis

Financial Analyst and Operations Manager

Allegiant Global Partners

May 2019 - Aug 2021 (2 years 3 months)

In my role as Financial Analyst and Operations Manager, I managed all finance functions including financial planning, bookkeeping, and procurement. I implemented a forecasting system and introduced an investment strategy to manage cash flows. Additionally, I led a data management project and oversaw the procurement process, achieving significant cost reductions.

Financial Planning Bookkeeping Procurement Cash Flow Management Forecasting Data Management Project Management Financial Analysis

Junior Revenue Analyst

LogMeIn

Jan 2018 - Jul 2018 (6 months)

As a Junior Revenue Analyst, I completed daily sales report analysis to assist in integrating newly acquired subsidiaries. I created invoices and processed over 100 orders weekly, while also providing customer support through Salesforce for order-related queries.

Sales Reporting Order Processing Customer Support Salesforce Data Analysis Revenue Recognition Financial Reporting Integration Communication Skills

Education

Degrees, certifications, and relevant coursework

Northeastern University

Bachelor of Science, International Business, Finance

2015 - 2019

Grade: 3.6 GPA

Activities and societies: Bull & Bear Director of Content & Events; NU Finance and Investing Club Peer Mentor; Member of FMA National Honor Society; NU Consulting Club case competition winner; NU Rugby team.

Dual-degree programme in both Northeastern and DCU, including two work placements. Graduated with 3.6 GPA, Majored in Finance; Graduated magna cum laude; Dean's List 2018 & 2019.

Dublin City University

Bachelor of Science, International Business, Finance

2015 - 2019

Grade: 3.6 GPA

Dual-degree programme in both Northeastern and DCU, including two work placements. Graduated with 3.6 GPA, Majored in Finance; Graduated magna cum laude; Dean's List 2018 & 2019.