Katy Graham

KPI

• EMEA & Global KPI Reporting & Analysis.
• Enhance Reporting through Micosoft Copilot and Power BI adoption.
• Production & Oversight of senior management reporting packs.
• Trend analysis and identification of regional performance variations.
• Root cause analysis amd remediation tracking across reporting metrics.
• Cross functional internal stakeholder management across multiple EMEA locations.
• Identification of process improvement opportunities through KPI analysis.
• Experienced in using Microsoft Copilot to streamline reporting processes.

Service Level Agreement (SLA) Governance

• Coordinate the annual review of Service Level Agreements across locations, validating the agreement between the Service Location (UK) and European Production Hubs, ensuring alignment between onshore and offshore teams, and consistency in service expectations.
• Facilitate communication between locations to confirm scope, responsibilities, and performance standards.
• Ensure SLAs remain fit for purpose, clearly documented, and aligned to operational delivery and governance requirements

Risk, Testing & Audit Coordination

• Coordinate periodic internal Business Risk (BRM) testing across UK Financial Reporting, including planning, stakeholder engagement, and follow-up actions
• Act as a central point of coordination for Corporate Audit requirements, ensuring requests are tracked, responded to, and delivered within agreed timelines
• Support audit readiness by maintaining clear documentation, evidence trails, and adherence to control frameworks

Data Governance & Policy Adherence

• Ensure adherence to data retention and data access policies including appropriate handling, storage, and disposal of sensitive data
• Promote awareness of information security and data protection requirements across the team
• Support compliance with internal policies by embedding control awareness, governance best practice, and day-to-day processes.
• Use Microsoft Co Pilot to enhance and streamline annual governance reviews.

Previously held the role of Officer within Financial Reporting Delivery, where I managed a team responsible for overseeing the end-to-end delivery of financial statements from the regional hub to client and auditor.

• Led and supported the team to ensure timely and accurate completion of financial reporting outputs, in line with internal controls and client expectations
• Provided oversight and review of financial statement deliverables, ensuring quality, consistency, and compliance with regulatory and governance standards.
• Acted as the primary point of contact for external stakeholders, managing communication throughout key stages, including pre- and post-ex-dividend (XD) meetings, and the audit process.
• Collaborated closely with auditors, clients, and internal teams to resolve queries, facilitate reviews, and ensure smooth delivery across reporting cycles.

Financial Statements Review

• Supported the outsourcing of financial reporting activities to regional European hubs, ensuring a smooth transition of responsibilities while maintaining service continuity and quality
• Reviewed and validated draft financial statements and working files for completeness and accuracy
• Ensured key financial values (e.g. NAV, total net assets, are reconciled and consistent across reports.
• Investigated and resolved discrepancies identified during analytical review and proofing processes.
• Supported production teams by providing feedback and ensuring comments are appropriately addressed