Philip Tadd

ACCA-qualified finance leader with 16+ years' experience leading finance and supporting strategic and operational performance within a growing multi-site healthcare organisation. Commercially focused rather than purely technical, with particular strengths in financial analysis, business performance, KPI development, budgeting, forecasting, cash-flow management, operational decision support and strategic planning. Extensive experience partnering with senior management to translate financial and operational data into clear commercial insight and actions.

Proven track record supporting business growth, acquisitions, new-site launches, NHS contract tenders and operational performance improvement. Currently responsible for group finance across a multi-business dental organisation, leading a team of six and supporting a workforce of 200+ employees. Experienced in analysing performance at group, site, service, contract and individual practitioner level to identify opportunities, manage costs and improve profitability.

Head of Group Finance - Queensway Dental Group

(2010-11)

Senior finance and commercial leadership position within a growing multi-site dental and healthcare organisation. Member of the Senior Management Team, providing financial and operational insight to support strategic decision-making, business growth and performance improvement. Lead a team of six within the finance function and oversee financial activity across four businesses and a workforce of more than 200 employees.

• Provide financial leadership and commercial insight to the Senior Management Team, supporting strategic decisions across the group.
• Monitor business performance against turnover, profitability, cost and strategic targets, identifying trends, risks and opportunities.
• Produce regular financial and operational analysis for senior management, providing clear insight into business performance and areas requiring action.
• Develop and maintain budgets, forecasts and cash-flow plans to support financial and operational decision-making.
• Analyse profitability and performance across individual sites, services, contracts and clinical teams.
• Provide senior management with improved visibility of financial performance across the group, enabling more informed commercial decisions.
• Undertake detailed analysis of specific areas of the business to identify cost pressures, performance issues and opportunities for improvement.
• Support management in evaluating commercial proposals, supplier arrangements, financing options and investment decisions.
• Oversaw and coordinated the acquisition of two dental practices, supporting financial analysis, integration and ongoing performance monitoring.
• Supported the launch of five new dental practices, providing financial planning, budgeting, cash-flow management and performance analysis from start-up.
• Supported Queensway's wider expansion strategy, contributing to the growth of the organisation and the opening of six additional sites during tenure.
• Provided financial and commercial insight to support the development and ongoing performance of new services and locations.
• Developed and delivered detailed KPI and profitability reporting across the organisation.
• Produce performance analysis covering revenue, activity, costs, profitability, productivity, sickness and operational KPIs.
• Analyse performance at individual practitioner, clinical service, building/site and contract level.
• Produce regular management information covering dental, orthodontic, oral surgery and other specialist services.
• Use financial and operational data to identify underperformance, trends and opportunities for improvement.
• Lead budgeting and ongoing financial monitoring across the group.
• Manage monthly cash-flow forecasting and liquidity requirements.
• Provide regular financial reporting to senior management and business partners.
• Work closely with operational and clinical management to understand the drivers behind financial performance and translate analysis into practical actions.
• Negotiate and review major supplier arrangements, including energy, insurance, finance commissions and hire-purchase/financing arrangements.
• Manage supplier payment processes, credit control and invoicing across the group.
• Produce and analyse patient-management information, including appointment activity, outstanding balances and new-patient trends.
• Support operational management through detailed analysis of staffing, activity and service performance.
• Lead and manage a finance team of six, ensuring effective delivery of group finance activities.
• Oversee monthly payroll processes for more than 200 employees across four businesses.
• Provide support, guidance and development to finance team members.
• Work closely with senior operational and clinical stakeholders across the organisation.
• Successfully completed tender submissions resulting in the award of four NHS specialist Oral Surgery and Orthodontic contracts — achieving a 100% success rate.
• Manage financial and operational information relating to NHS contracts and Business Services Authority requirements.
• Liaise with external NHS stakeholders and relevant authorities regarding payments, contracts and performer arrangements.
• Two acquisitions successfully overseen and coordinated.
• Five new practices supported from start-up to operation.
• Contributed to the expansion of Queensway, supporting the opening of six additional sites during tenure.
• Achieved a 100% success rate across four NHS specialist contract tenders.
• Helped maintain financial stability and payroll continuity throughout the COVID-19 pandemic while supporting the organisation's continued frontline dental provision.
• Introduced clearer and more detailed financial and operational reporting, giving senior partners significantly greater visibility of performance across the group and individual departments.
• Contributed to an employee-focused culture that resulted in Queensway winning the Best Place to Work in the North East 2019 award.

Company Bookkeeper - MSV International Ltd / MSV Electrical Superstore Ltd

(2009-02 - 2010-11)

Responsible for day-to-day financial administration and accounting support within a trading business.

• Processed purchase invoices, credit notes and supplier statements.
• Maintained accounting records using Sage.
• Completed bank reconciliations and supported cash management.
• Managed credit control and debtor follow-up.
• Prepared VAT returns and management accounts.
• Produced financial analysis and management information.
• Managed payroll, PAYE and National Insurance processing.
• Developed strong practical experience of Sage and day-to-day financial operations.

Store Supervisor - Superdrug – Teesside Shopping Park - Teesside Shopping Park

(2004-08 - 2009-02)

Part-time alongside university studies

• Supervised teams of up to 15 employees within a busy retail/pharmaceutical environment.
• Managed daily cashing-up, operational procedures and store security.
• Resolved customer and employee issues.
• Managed stock ordering and promotional activity.
• Selected to transfer to the new Teesside Shopping Park store.
• Promoted from Sales Assistant to Store Supervisor within one year.
• Store achieved the best stock-take results across the area for two consecutive years.

Accounts Assistant – Work Experience - SG Petch Ltd - Darlington

(2002-06 - 2002-07)

• Supported invoice processing, stock database administration and general accounts activities.

ACCA - Accountancy - Association of Chartered Certified Accountants (2018)

BA (Hons) - Accounting & Finance - University of Teesside (2008)

Advanced Diploma in Accounting & Business - Accounting & Business (2016)

A Levels - Accounting, Business Studies, Pure Mathematics & Statistics