Summary
Overview
Work history
Education
Skills
Timeline
Generic

Tracey McConville

Bourne,UK

Summary

Strategic and results-oriented finance leader with a passion for streamlining and improving processes. Fully qualified chartered accountant with extensive experience across blue-chip FMCG companies in the UK and Australia, as well as big 4 accountancy firm (Deloitte). Returned to workforce in 2024 after a career break to raise a young family, bringing fresh perspective and strong analytical capability. Natural problem solver, adept at leveraging data to create impactful PowerBI visuals to drive effective decision-making.

Overview

30
30
years of professional experience
3996
3996
years of post-secondary education

Work history

Finance Project Lead

Caterpillar Inc
Peterborough
2024.01 - 2025.12

Design and manufacturer of heavy equipment and engines for construction, mining, and energy sectors worldwide.

  • Developed PowerBI Inventory Dashboard with 100 hours annual savings.
  • Led implementation of quality approval process to enhance audit compliance and cost control.
  • Automated variable cost dashboard with 90 hours annual savings.
  • Streamlined inventory reports and processes while temporarily covering inventory accountant responsibilities throughout ERP implementation.
  • Completing Multiverse government apprenticeship in PowerBI/business analysis.

Power BI Contractor

Ingham's
Sydney, Australia
2016.05 - 2016.07

Food company with revenues of $2.7B

  • Transformed sales performance reporting, enhancing data analysis and visibility.
  • Combined large datasets using Power Query and PowerPivot for streamlined analysis.
  • Developed customised DAX measures to highlight detailed variance drivers.
  • Introduced Power BI dashboards to senior business leaders to transform sales reporting.

Planning & Performance Manager

Goodman Fielder
Sydney, Australia
2014.05 - 2016.05

Leading Australasian FMCG with an outstanding portfolio of brands

  • Reported directly to Finance Director, managing five direct reports.
  • Transformed business reporting through Power Pivot, earning recognition for excellence.
  • Developed and implemented new automated KPI reporting pack, praised by CEO for quality.
  • Oversaw implementation of business-planning system to enhance operational efficiency.
  • Provided performance insights and commentary to board for strategic decision-making.
  • Owner of finance reporting systems
  • Directed annual budget process and monthly forecast cycle to optimise resources

Customer Finance Manager

Goodman Fielder
Sydney, Australia
2013.01 - 2014.05
  • Key finance role in securing extension of business-critical private label contract.
  • Received outstanding feedback in business partner surveys
  • Enhanced profitability by critically assessing promotional activities and optimising resource allocation.
  • Managed P&L as primary business partner for sales team.
  • Conducted thorough performance analysis and identified key business opportunities.
  • Produced comprehensive forecasts on an annual, quarterly, and weekly basis.
  • Collaborated with sales, marketing, supply chain, and finance teams to drive results.
  • Performed financial evaluations of new products and promotional campaigns to maximise ROI.

Finance Manager

Deloitte
Sydney, Australia
2011.01 - 2013.01

'Big 4' global professional services organisation with a $1 billion turnover in Australia

  • Developed firm-wide Power Pivot tool, analysing year-on-year revenue recovery trends.
  • Provided operational, financial, and strategic advice to executive leadership team.
  • Prepared annual budget and forecasts to ensure financial accuracy.
  • Mentored direct report, leading to promotion from poor to outstanding performance.
  • Key business partner to Tax executive leadership team, enhancing strategic alignment.

Senior Accountant

Deloitte
Sydney, Australia
2008.09 - 2011.01
  • Assumed responsibility for service-line Financial Controller functions on a regular basis.
  • Developed and implemented key financial models to enhance decision-making processes.
  • Received outstanding feedback for effective business partnering initiatives.

Customer Planning & Information Executive

Kraft Foods (UK) Ltd
Cheltenham, UK
2006.09 - 2008.02

Leading food and beverage manufacturer with global brands including Cadbury’s, Philadelphia, Toblerone and Kenco

  • Developed and implemented fully automated UK retail sales reporting
  • Spearheaded launch of Eco-friendly surplus stock disposal, minimising operational costs.

Senior Financial Analyst

Kraft Foods (UK) Ltd
Cheltenham, UK
2003.07 - 2006.09
  • Provided comprehensive financial support and analysis for major confectionery brand launches.
  • Responsible for full detailed plan and variance analysis
  • Identified £0.5 million missing key customer sales invoice, rectifying discrepancy.

Financial Analyst

Kraft Foods (UK) Ltd
Cheltenham, UK
2001.11 - 2003.07

UK-wide business award for outstanding contribution to business planning system launch

Accountant

Morris Owen Chartered Accountants
Swindon
1996.03 - 2001.11

Purchasing Assistant

EMI
Swindon
1995.09 - 1996.03

Education

Chartered Accountant (ACA) -

Institute of Chartered Accountants in England & Wales

BSC - Communications & Society

University of Leicester UK

Skills

    Business

  • Natural business partner
  • Drive and passion for continuous improvement
  • Instinctive problem solver
  • Technical

  • Exceptional technical/IT skills including PowerBI, DAX,
  • ETL, M Code, SQL, VBA
  • Microsoft Excel to expert level
  • Microsoft Access
  • COGNOS, Oracle, OSA, OFA, Hyperion, SAP, SAGE, Tableau
  • Alteryx

Timeline

Finance Project Lead

Caterpillar Inc
2024.01 - 2025.12

Power BI Contractor

Ingham's
2016.05 - 2016.07

Planning & Performance Manager

Goodman Fielder
2014.05 - 2016.05

Customer Finance Manager

Goodman Fielder
2013.01 - 2014.05

Finance Manager

Deloitte
2011.01 - 2013.01

Senior Accountant

Deloitte
2008.09 - 2011.01

Customer Planning & Information Executive

Kraft Foods (UK) Ltd
2006.09 - 2008.02

Senior Financial Analyst

Kraft Foods (UK) Ltd
2003.07 - 2006.09

Financial Analyst

Kraft Foods (UK) Ltd
2001.11 - 2003.07

Accountant

Morris Owen Chartered Accountants
1996.03 - 2001.11

Purchasing Assistant

EMI
1995.09 - 1996.03

Chartered Accountant (ACA) -

Institute of Chartered Accountants in England & Wales

BSC - Communications & Society

University of Leicester UK
Tracey McConville