Experience

Blenheim Chalcot

• United Kingdom
• Venture Capital and Private Equity Principals
• 100 - 200 Employee

• Venture Finance Director

  • Aug 2022 - Present

  London, England, United Kingdom



Fospha

• United Kingdom
• Advertising Services
• 1 - 100 Employee

• Financial Director

  • Sep 2022 - Present



Pollen

• United Kingdom
• Consumer Services
• 1 - 100 Employee

• FP&A Lead

  • May 2022 - Aug 2022

• Financial Planning and Analysis Manager

  • Jul 2021 - May 2022



AllBright

• United Kingdom
• Think Tanks
• 1 - 100 Employee

• Head of FP&A

  • Nov 2020 - Jun 2021

  London, England Metropolitan Area

• FP&A Manager

  • Feb 2020 - Nov 2020

  London, England, United Kingdom



Avado

• United Kingdom
• Professional Training and Coaching
• 200 - 300 Employee

• Senior Student Success Manager (Secondme

  • Jul 2019 - Feb 2020

  London, United Kingdom Transforming the Student Success team to deliver an exceptional student learning experience through structure changes and the implementation of optimisations. Key achievements: • Managing performance through peak periods with resourcing challenges • Establishing a new recruitment and on-boarding process • Creating and implementing a new strategy for the team • Delivering the team back into SLA and ensuring process allowed the continued delivery of SLA • Improve internal… Show more Transforming the Student Success team to deliver an exceptional student learning experience through structure changes and the implementation of optimisations. Key achievements: • Managing performance through peak periods with resourcing challenges • Establishing a new recruitment and on-boarding process • Creating and implementing a new strategy for the team • Delivering the team back into SLA and ensuring process allowed the continued delivery of SLA • Improve internal satisfaction surveys by 20%

• Commercial Finance Manager

  • Apr 2018 - Feb 2020

  London, United Kingdom Responsible for the Financial performance of the Professional Qualifications business unit, working directly with the Chief Operating Officer and their Senior Management team. Key achievements: • Establishing the criteria for the unit economics of our products and providing recommendations to the business on where to focus growth • Development of a new budgeting process for the Company • Production of business cases for new products and the relocation of offices • Providing… Show more Responsible for the Financial performance of the Professional Qualifications business unit, working directly with the Chief Operating Officer and their Senior Management team. Key achievements: • Establishing the criteria for the unit economics of our products and providing recommendations to the business on where to focus growth • Development of a new budgeting process for the Company • Production of business cases for new products and the relocation of offices • Providing support to the Executive team on restructuring the business Duties and responsibilities: • Analysing and challenging the performance of the business unit • Providing recommendations and insights into sales performance and how to manage the cost base • Working with the Board and senior stakeholders (incl. CFO, CEO, CRO, CPO) • Supporting teams on ad hoc requests



Euromoney Institutional Investor

• United Kingdom
• Information Services
• 400 - 500 Employee

• Business Analyst

  • Nov 2017 - Apr 2018

  London, United Kingdom • Supporting senior stakeholders across the business to provide accurate and timely information for decision making • Supporting the division to achieve budgets and identify areas of cost saving • Creation of new reports to provide insightful sales and KPI information to assist with moving the business forward • Provide financial and non-financial summaries of performance • Month end commentary and detailed performance analysis • Implementation of cross divisional processes to… Show more • Supporting senior stakeholders across the business to provide accurate and timely information for decision making • Supporting the division to achieve budgets and identify areas of cost saving • Creation of new reports to provide insightful sales and KPI information to assist with moving the business forward • Provide financial and non-financial summaries of performance • Month end commentary and detailed performance analysis • Implementation of cross divisional processes to ensure best practise Show less



AJ Bell

• United Kingdom
• Financial Services
• 700 & Above Employee

• Finance Manager

  • Jan 2017 - Nov 2017

  London, United Kingdom Key achievements: • Consolidation of nine entities down to four, reducing the time to produce various set of management accounts and the number of external returns • Bringing all processes in line with the head office in Manchester, providing training on new policies to the team Duties and responsibilities: • Reporting directly into the Financial Controller to oversee all functions based in the South of England • Supervision, training, feedback and counselling of three junior… Show more Key achievements: • Consolidation of nine entities down to four, reducing the time to produce various set of management accounts and the number of external returns • Bringing all processes in line with the head office in Manchester, providing training on new policies to the team Duties and responsibilities: • Reporting directly into the Financial Controller to oversee all functions based in the South of England • Supervision, training, feedback and counselling of three junior staff members • Reviewing and submission of quarterly VAT returns • Meeting the regulatory requirements of the FCA • Responsible for the annual and interim statutory reporting under UKGAAP • Actively managing the month end process for 9 entities, pulling together, reviewing and consolidating the P&L and balance sheet • Providing analysis and commentary into revenue performance and forecasting future revenue • Producing monthly Board reports • Assisting in the annual budgeting process • Providing strategic analysis for product owners and costs centre managers

• Assistant accountant/ Management Accountant

  • Jan 2015 - Dec 2016

  Manchester Key achievements: • Input new budget parameters to save time throughout the budgeting process and during cost cutting measures, this also allowed the budget pack to involve more scenario analysis • Working to develop SQL reporting to cut out data volume • Conducted product analysis which highlighted that a particular product which initially seemed to be underperforming was in fact profitable, this saved the product from being cut Duties and responsibilities: • Worked… Show more Key achievements: • Input new budget parameters to save time throughout the budgeting process and during cost cutting measures, this also allowed the budget pack to involve more scenario analysis • Working to develop SQL reporting to cut out data volume • Conducted product analysis which highlighted that a particular product which initially seemed to be underperforming was in fact profitable, this saved the product from being cut Duties and responsibilities: • Worked alongside the Finance Director and Financial Controller to prepare reports to the Board and other senior management on a number of areas including product pricing and Group profitability reviews • Managed the preparation of monthly KPIs • Prepared monthly sales statistics • Responsible for quarterly forecasting • Liaised with stakeholders to prepare the annual budget and the year forecast • Analysed potential acquisitions • Worked closely with cost centre managers to pull budget figures together; compare to prior years, conduct Brexit scenario analysis • Submitted the budget to the board and made any necessary adjustments • Integration of recent acquisitions • Managed the project accounting process and liaising with project managers

• Trainee Accountant

  • Jun 2013 - Jan 2015

  Manchester, United Kingdom Cashbook - Analysing and inputting banking transactions onto the accounting system - Reconciling all cashbooks to the bank statements at each month end - Analysing daily feeds from the banks to aid in the calculations for interest receivable - Assisting with the analysis and investigation of variances relating to cash. - Reviewing and processing staff expenses forms. - Providing reports to management, auditors and other stakeholders. Sales Ledger - Coding, batching… Show more Cashbook - Analysing and inputting banking transactions onto the accounting system - Reconciling all cashbooks to the bank statements at each month end - Analysing daily feeds from the banks to aid in the calculations for interest receivable - Assisting with the analysis and investigation of variances relating to cash. - Reviewing and processing staff expenses forms. - Providing reports to management, auditors and other stakeholders. Sales Ledger - Coding, batching and inputting sales invoices onto the accounting system. - Reviewing for missing revenue and creating accruals. - Reviewing bank accounts for payments received and allocating against invoices. - Accounting for and reconciling debtors at each month end. - Completing the Composer reconciliation on a weekly basis and entering the general ledger transactions into the accounting system. - Assisting with the analysis and investigation of sales variances. - Providing debtor/revenue reports to management, auditors and other stakeholders. Purchase Ledger - Coding, batching and inputting invoices received onto the accounting system via the payables management system (V1) for all sites - Making payments to suppliers on a monthly basis - Adding fixed assets to the register and reporting on the capital expenditure against budget - Accounting for and reconciling creditors at each month end - Assisting with the analysis and investigation of cost variances - Providing creditor/cost reports to management, auditors and other stakeholders - Calculating accruals and prepayments Accounts assistant - Produce and review reports and analyse variances for staff costs - Complete the monthly bonus accrual - Reviewing staff expense form coding and purchase ledger invoices - Complete and review product profitability Additional: - Implementation of a new staff expenses policy and automated system - Assisting the implementation of a new purchase ledger system including the training of stakeholders