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CV and job spec


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CV and job spec

  1. 1. Jonathan Hartley MBA Acquisitions Manager 45 High Meadow, Hathern, Loughborough, Leicestershire LE125HW 07867 907755 Profile Passionate and successful sales professional with a background of building and maintaining relationships with business owners and decision makers in Great Britain and Northern Ireland. More than 12 years success in providing solutions for businesses of all sizes. Excellent record of consistently achieving and exceeding targets. Currently employed by The Swinton Group – Turnover circa £1bn. 4,000 staff Skills Experience in sale of business solution, change management, business case development, performance management, communication, leadership, financial appraisal and relationship management. Personal Attributes • Self motivated • Excellent communication skills • Excellent leadership skills Career Detail Swinton Group –Acquisitions Manager May 2003-May 2015 (Please see current job specification attached) . • Key member of management team • Consistent achievement of targets • Most successful acquisitions manager in the acquisitions team • Over 100 deals completed – targets achieved every quarter • Managed and maintained profitable relationships with UK and NI brokers • Managed territory to include all of UK and NI • Initiated setting up and management of acquisitions steering committee Swinton Group – Regional Sales Manager June 2002-May 2003 • Responsibility for management of 6 Area Managers • Ultimate responsibility for sales territory of circa 60 branches • 12 months successful secondment to cover maternity leave Swinton Group-Area Manager May 1999-June 2002 • Responsibility for circa 12 high street branches and branch managers • Role included leadership, performance, training, communication, disciplinary management and budgeting Swinton Group-Franchise Manager November 1987-May 1999 • Responsibility for four franchise branches • Minority stakeholder in Swinton Franchise business Michelle Berman - Senior Project Manager / Senior Change Manager / Transformation Manager / Programme Manager
  2. 2. Professional Development Recent completion (March 2015) of MEP training course (Managing Effective Performance). Senior Management training course covering planning and delegation, leading and managing performance, leadership and management and managing change. Education and Qualifications Cert CII, Dip CII, MBA (OU and Northampton University 2008 graduation). Hobbies and Interests I am an Ironman triathlete, a Marathon runner (20+ completed), and a competitive racing cyclist. I love reading and socialising. References are available on request Michelle Berman - Senior Project Manager / Senior Change Manager / Transformation Manager / Programme Manager
  3. 3. Current Job Specification Acquisition Manager Reporting to: Head of Acquisitions Overall purpose of this role • To ensure Swinton’s profitable growth via acquisition is maximised. • To manage external relationships with the UK’s 4,000 + broker community and their advisors. • To commercially and financially appraise potential deal transactions, identifying the fit with Swinton, opportunity for growth and key risks. • To ensure Swinton is professionally represented in deal negotiations. • To identify opportunities for new products and markets through analysing broker best practice. Key Accountabilities: Relationship Management • Manage the relationship and negotiation process with third party brokers and their advisors to ensure Swinton is professionally represented. • Ensure the potential from all generated leads is maximised. • Generate own leads from pipeline. • Network with internal functions to ensure buy-in to the acquisition process, informing of likely deals and obtaining appropriate advice where issues arise outside the norm. • Act as the conduit between the Acquisition Acceptance to Completion Team and Operational Support Team to progress offers from acceptance to completion. • Identifying vendor needs and wants, harmonising with Swinton requirements to produce a win/win. Commercial Appraisal • Ensure all interested brokers are commercially appraised, identifying: o Opportunities for growth. o Opportunities for margin enhancement. o New market or product areas. o Fit and/or mismatch with the Swinton business model. o Business risks associated with any potential transaction. o Best commercial solution under Swinton ownership. • Ensure transactions are structured to minimise risks and maximise return for Swinton whilst meeting vendor needs and wants. Financial Appraisal • Ensure all potential commercial transactions are financially appraised to identify o Acceptable return on investment and payback period. o Offer price range. o Financial sensitivities. Michelle Berman - Senior Project Manager / Senior Change Manager / Transformation Manager / Programme Manager
  4. 4. Management Information • To maintain the departmental transaction pipeline database. • Produce appropriate proposals and reports for expenditure authorisation. • To produce monthly performance management report. • To maintain jointly with other Acquisition Managers all AM precedent and template documents, updating to reflect changes in processes and business requirements. Skills and Experience • High degree of knowledge of Swinton. • Experience of a diverse and demanding workload. • Experience of working in a M&A team. • A highly confident and professional manner. • Outgoing with commercial flair, a can do attitude and commercial flair. • Strong interpersonal, influencing and negotiating skills with the ability to manage and control a meeting, obtaining required information and manage a negotiation process. • Ability to foster a spirit of tolerance and working together as a team. • High level of attention to detail to ensure risks and challenges are identified early and quality control is managed. • Knowledge of financial appraisal skills. • Appreciation of the responsibilities of both the role and the confidential nature of the role and information processed. • Flexible to travel considerable distance and work out of hours at short notice. • Quick to take on new information and adapt to changing circumstances with excellent organisational and time management skills including an ability to use own initiative. • Competent and self-sufficient in Microsoft Excel and Word. • Good level of insurance knowledge. • Target driven. Michelle Berman - Senior Project Manager / Senior Change Manager / Transformation Manager / Programme Manager