Claudia Wellner
Affluent Strategy Partner at Quilter
Based in United Kingdom
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Seniority
Director
Department
General Business & Management
Location
United Kingdom
Industry
Financial Services
Company size
1.8K
Contact information
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c•••••••@quilter.com
Phone
5 credits+44 ••• •••• ••••
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Background
About Claudia Wellner
A highly organised finance professional with 8+ years focused on bid modelling and managing the full monthly management accounts cycle, supplemented by her MSc in Finance & Accounting. The training and skills gained working in a consulting environment have given her a solid foundation in PMO and Project Management. Overall, she has strong initiative, is highly adaptable and uses her calm demeanour to contribute positively to challenging situations. She sets herself apart by her dedication and willingness to go above and beyond. Key Skills • Monthly management accounts, forecasting, balancesheet reconciliation and cashflow • Business Partnering – liaising with leadership teams • Bid modelling – focus on bid and BAU models (Excel)(£0.5m to £300m+) • Business Case financing and support (incl. models) • Finance business planning (annual cycle)
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