Experience

Funds-Axis Limited

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Financial Disclosures S.M.E.

  • Dec 2015 - Present

  Team lead and disclosures SME for Funds-Axis Ltd., which offers regulatory compliance knowledge and technology solutions for major global fund houses, institutional investors and administrators. This includes responsibility for responding to regulatory queries raised and correspondence with regulators, supporting daily BAU disclosures monitoring / processes, updating of the rules on the technology and the onboarding of new clients. Team lead and disclosures SME for Funds-Axis Ltd., which offers regulatory compliance knowledge and technology solutions for major global fund houses, institutional investors and administrators. This includes responsibility for responding to regulatory queries raised and correspondence with regulators, supporting daily BAU disclosures monitoring / processes, updating of the rules on the technology and the onboarding of new clients.



RMP RENEWABLES

• Company Director

  • Dec 2010 - Present

  Responsibilities include formulating co. strategy, site selection, customer liaison, managing the planning process, dispute resolution applications, Option / Lease drafting, negotiation and ammendments, PPA’s, accreditation and lobbying and meeting MLA’s to improve policy or policy interpretation. I was able to apply my legal / commercial knowledge and forecast models I had designed to offer consultation services to landowners, solicitors, accountants and negotiate windfarm contracts. I was invited onto the BBC to advise landowners and to Stormont by The Minister of The Environment to discuss renewable planning policy.



Various small businesses

• Retail
• 400 - 500 Employee

• Business Consultant

  • May 2010 - Dec 2010

  Completed multiple Y.E. accounts and tax submissions. Discovery, due-diligence & administration of insolvent companies. Applied legal knowledge to make successful statement of cases, involving issues relating to UTR’s, the CIS, VAT return (8th Directive), RDCO and aggregates levies, all resulting in substantial tribunal proceedings being cancelled. Completed multiple business plans, financial forecasts and grant applications for start-up and established businesses. Completed multiple Y.E. accounts and tax submissions. Discovery, due-diligence & administration of insolvent companies. Applied legal knowledge to make successful statement of cases, involving issues relating to UTR’s, the CIS, VAT return (8th Directive), RDCO and aggregates levies, all resulting in substantial tribunal proceedings being cancelled. Completed multiple business plans, financial forecasts and grant applications for start-up and established businesses.



Copeland Corporation

• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Financial Analyst

  • Mar 2010 - Apr 2010

  My responsibilities included designing and implementing a spreadsheet to maximise logistical organisation. My responsibilities included designing and implementing a spreadsheet to maximise logistical organisation.



Maples Group

• Cayman Islands
• Financial Services
• 700 & Above Employee

• Intern

  • Jul 2008 - Aug 2008

  I worked in the Corporate Finance, Funds and Litigation departments. I gained expereince in due diligence, assessing variances in equalisation structures, attending creditors meetings, drafting and negotiating commercial contracts and on marketing the firm. I was asked to research and develop a presentation on the burdens of The Bank Holding Act for a major world bank and how, if at all these burdens could be avoided at the onset of the recession. I worked in the Corporate Finance, Funds and Litigation departments. I gained expereince in due diligence, assessing variances in equalisation structures, attending creditors meetings, drafting and negotiating commercial contracts and on marketing the firm. I was asked to research and develop a presentation on the burdens of The Bank Holding Act for a major world bank and how, if at all these burdens could be avoided at the onset of the recession.