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
01.2024 - 12.2025

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
05.2016 - 07.2016

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
05.2014 - 05.2016

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
01.2013 - 05.2014
  • 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
01.2011 - 01.2013

'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
09.2008 - 01.2011
  • 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
09.2006 - 02.2008

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
07.2003 - 09.2006
  • 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
11.2001 - 07.2003

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


Accountant

Morris Owen Chartered Accountants
Swindon
03.1996 - 11.2001

Purchasing Assistant

EMI
Swindon
09.1995 - 03.1996

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
01.2024 - 12.2025

Power BI Contractor

Ingham's
05.2016 - 07.2016

Planning & Performance Manager

Goodman Fielder
05.2014 - 05.2016

Customer Finance Manager

Goodman Fielder
01.2013 - 05.2014

Finance Manager

Deloitte
01.2011 - 01.2013

Senior Accountant

Deloitte
09.2008 - 01.2011

Customer Planning & Information Executive

Kraft Foods (UK) Ltd
09.2006 - 02.2008

Senior Financial Analyst

Kraft Foods (UK) Ltd
07.2003 - 09.2006

Financial Analyst

Kraft Foods (UK) Ltd
11.2001 - 07.2003

Accountant

Morris Owen Chartered Accountants
03.1996 - 11.2001

Purchasing Assistant

EMI
09.1995 - 03.1996

Chartered Accountant (ACA) -

Institute of Chartered Accountants in England & Wales

BSC - Communications & Society

University of Leicester UK
Tracey McConville