Portfolio Finance Director / Chief Finance Officer on behalf of The FD Centre

• Mar 2021 - Present

I’m a part-time Finance Director for the FD Centre, the world’s number 1 provider of senior, high calibre part-time FDs.Our business model means that growing businesses can take on a top quality finance director for a fraction of what it would cost to appoint one on a full-time basis.Our goal is to help busy CEOs and MDs free up time to grow their businesses.My specific role for clients could be to help in the following areas:1. Leading change, building high performing finance teams, reducing risk and complexity, and delivering project outcomes.2. Develop a strategic vision and financial plan for the business.3. Using my experience to help solve operational issues.I am enthusiastic and passionate about helping SMEs drive their business growth.FD | Finance Director | CFO | Chief Finance Officer

CFO

• Oct 2020 - Present

At Reporting Insight we believe every strategic leader should have visibility - visibility of what is happening now and vision for what should be done in the future. We enable this through targeted and measurable improvement initiatives of business processes utilising robotics, machine learning and artificial intelligence.Reporting Insight specialises in HR reporting design, build and management by bridging the gap between perception and reality. We partner with customers’ current and future vendors as a technology enabler, ensuring expectations and outcomes are aligned to deliver a positive return on investment.Working agnostically with any HR Technology landscapes, delivering immediate transparent reporting irrespective of organisations technology roadmap. We understand the reality of client organisations today, defining and measuring the impact of strategic initiatives and future-proofing data models for HR Analytics in readiness for tomorrow.

Head Of Finance

• Sep 2019 - Aug 2020

RL Datix is a global software provider reducing the financial and human impact of errors in healthcare, driving learnings and efficiencies that result in safer and better care providing solutions to more than 80% of NHS trusts in England and hundreds of healthcare providers across North America, APAC and MEA.• Brought stability to the global finance function in a period of change and uncertainty following significant merger and acquisition activity• Managed development and execution of planned and ad-hoc reporting to PE investors and Board in a consistent and timely manner• Ensured that appropriate reporting and consolidation processes are developed, implemented and effectively carried out on a timely basis responsible for financial planning, forecasting, budgeting, controls and analysis• Lead international implementation of new global finance system• Lead IFRS migration project including in-depth review into IFRS15 and IFRS16 impacts• Managed an internationally dispersed finance team reporting directly to the group CFO• Developed international relationships supporting effective financial management and issue resolution

CFO

• Sep 2018 - Mar 2019

Starkstrom provides clinical infrastructure solutions to hospitals for their critical areas offering high quality products and services for improved patient outcomes, process and cost-efficiencies.• Brought professionalism and extensive financial management experience to a business requiring appropriate financial acumen and significantly improved financial leadership• Addressed and resolved inadequate and inaccurate financial management information, ensuring improvements in effectiveness of cash collection, improvements in WIP reporting accuracy and detail, resolving revenue overstatement and introducing effective financial controls ensuring business was appropriately accountable• Ensured the business had accurate up to date relevant and informative financial information and appropriate KPIs enabling it to make relevant, timely and well informed operational and strategic decisions• Partnered with the MD implementing short term plans and developing long term strategy to ensure Starkstrom’s short term financial strength and long term viability• Ensured that the finance team had the required skillsets, was appropriately managed and had suitable development plans in place, settling the wider workforce following a period of senior management instability

Interim Finance Director (Contract)

• May 2018 - Sep 2018

people.io gives its members access to an ecosystem of data-fuelled apps and services, created by some of the most innovative companies in the world.Advised tech start up on establishing Finance function, partnering CEO in fund-raising activity, undertaking day to day finance transactions, VAT & PAYE reporting, payroll preparation, cash flow management, credit control. people.io gives its members access to an ecosystem of data-fuelled apps and services, created by some of the most innovative companies in the world.Advised tech start up on establishing Finance function, partnering CEO in fund-raising activity, undertaking day to day finance transactions, VAT & PAYE reporting, payroll preparation, cash flow management, credit control.

Group Finance Director

• Feb 2017 - May 2018

ESP provides IT support solutions for multinational organisations across the globe.• Strengthened all financial management capabilities, introduced effective financial controls, reporting and KPI monitoring, tightened cash and working capital management processes and improved product and customer margins to underpin SME's 150% revenue growth (£12m - £30m) over two-year expansion into new global markets • Key member of the senior management / executive team, developed and upskilled immature finance operation, introduced accurate and timely management reporting to the Board, led and managed a finance team of 12, oversaw accounts across 15 countries and 4 different banks• Slashed invoice financing costs by £75k per annum (50%), significantly improved compliance, reporting and operating procedures ensuring ESP operated fully within explicit covenants• Recovered in excess of £40k VAT going back 3 years, implemented significant improvements in VAT compliance across the business, significantly cut bank charges (>£20k per annum and >50%)• Implemented revised supplier payment processes, automated manual payments, cut time from 1/2day to 1/2 hour • Owned year-end audits, preparation and submission of financial statements, corporate tax reporting and VAT / GST returns across numerous countries, and for the change to IFRS• Standardised financial data formats, automated processes, leveraged existing MIS/IT system functionality, introduced analytical tools (Power BI) to deliver clear insight into contract profitability or loss• Re-developed legacy ERP system (NAV) to drive efficiencies across the finance function and the wider business• Implemented transfer pricing policy to reflect operational reality and in compliance with BEPS guidelines• Managed relationships with UK and overseas external stakeholders in respect of audit, accountancy, and local reporting compliance

Group Chief Financial Officer

• Oct 2014 - Feb 2017

Aegate provided SaaS solution to the pharmaceutical industry in its drive to remove falsified medicines from the supply chain to achieve compliance with the Falsified Medicines Directive (FMD).• Delivered effective financial management and control to support rapid 2-year business growth (from 16 to 100 people, from 2 to 25 country markets), ensuring the Board had accurate decision-making data, including complex forecasting models, to guide business development• Developed, implemented and drove adoption of effective financial controls and performance monitoring, improved cash flow management, budgets, rolling forecasts, year-end audits and statutory accounts (including change to IFRS), tax returns and VAT returns across numerous countries• Developed excellent relationships with numerous banks across 4 countries, managed all UK and overseas external stakeholder relationships including audit, accountancy, and legal services providers, negotiated improved service delivery levels while controlling costs• Led bid team financial appraisal on €25m contract tenders, collaborated with Commercial Sales, Quality, Operations, and Technology teams to develop product offerings and pricing across European markets• Selected and implemented new Cloud-based accounts system (Netsuite) on budget and on time, introduced new expense and purchase order systems and processes across the organisation• Cut costs of existing facilities by £50k annually, negotiated contracts for 8 new international offices • Outsourced company-wide international payroll to one vendor, negotiated contract savings of c. £20k pa• Managed HR activity, internal IT & communications, corporate insurance and company secretarial matters, administered share option scheme, dealt with all shareholder issues (e.g. subscriptions, capitalisation, EIS returns)

Commercial / Finance Director

• Nov 2006 - Sep 2014

SFS specialises in vehicle contract hire and fleet management.• Collaborated with Managing Director to develop and expand the business, grew profits by 44% to £2.7m, total assets by 66% to £41m and gross receivables by 50% to £36m while increasing turnover to £19m• Maintained financial integrity across the finance function as required for a subsidiary of global banking brand Rothschild Group, led all financial due diligence and integration of businesses acquired• Introduced effective financial control systems and performance monitoring, consistently met deadlines and quality requirements for financial and management reporting• Improved business reporting capabilities by implementing new accounts system (Access Dimensions) along with new processes and core operational fleet management system on time and on budget• Managed/oversaw varied administration functions (e.g. Company Secretary, IT, Legal), negotiated vendor contracts, achieved savings >£50k pa and improved SLAs

Finance Director

• Mar 2003 - Oct 2006

Specialists in asset-based financing into niche sectors.• Promoted to Finance Director Sept 2003• Integrated two operating entities and lending portfolios into one new legal entity creating a company with lease receivables of c. £20m and net profit of c. £750,000• Maintained financial integrity as required for a subsidiary of global banking brand Rothschild Group• Continuously met all deadlines and quality requirements for financial and management reporting• Investigated and implemented electronic document storage solution across three group companies• Led financial due diligence and advised Board on £11m acquisition from a listed bank• Resolved financial management issues across group companies following departure of previous financial personnel

Associate Director

• Feb 1996 - Jul 2002

Assistant Manager then Associate Director - Audit and Transaction Services Assistant Manager then Associate Director - Audit and Transaction Services

Audit Senior

• Jul 1988 - Jan 1996