Experience

Spode Museum Trust

• United Kingdom
• Museums
• 1 - 100 Employee

• Finance Trustee

  • Dec 2022 - Present

  This is a voluntary role for a charitable trust based in North Staffordshire. Spode Museum Trust operates a museum which records the history of manufacture of Spode china in North Staffordshire and preserves for public benefit an historic collection of ceramics, pattern books, copper plates and tools. This is a voluntary role for a charitable trust based in North Staffordshire. Spode Museum Trust operates a museum which records the history of manufacture of Spode china in North Staffordshire and preserves for public benefit an historic collection of ceramics, pattern books, copper plates and tools.



DJL FINANCIAL CONSULTING LIMITED

• United Kingdom
• Accounting

• Director

  • Oct 2012 - Present

  In October 2012, I established DJL Financial Consulting Limited through which I provide interim financial support to businesses mainly in support of their M&A and other financial projects. In October 2012, I established DJL Financial Consulting Limited through which I provide interim financial support to businesses mainly in support of their M&A and other financial projects.



Food manufacturing business

• North West

• Interim Financial Manager

  • Dec 2021 - Feb 2022

  Interim financial support to an AIM listed food manufacturing business, Assisting the business to implement its corporate development plans Interim financial support to an AIM listed food manufacturing business, Assisting the business to implement its corporate development plans



On-line marketplace

• North West

• Interim Finance Manager

  • Apr 2021 - Oct 2021

  Assisting a privately-owned e-commerce business to prepare for an IPO. My role included reviewing and documenting the company's governance processes, finance policies, systems and internal controls (including developing a finance policies and procedures manual) as part of the pre-IPO readiness process. The role also involved due diligence preparation and day to day liaison with the reporting accountants and other IPO advisors. Assisting a privately-owned e-commerce business to prepare for an IPO. My role included reviewing and documenting the company's governance processes, finance policies, systems and internal controls (including developing a finance policies and procedures manual) as part of the pre-IPO readiness process. The role also involved due diligence preparation and day to day liaison with the reporting accountants and other IPO advisors.



Property Group

• Cheshire

• Consultant

  • Sep 2020 - Nov 2020

  Assisting a group of property companies with pre-IPO preparations, including recommending developments to the group's governance and financial reporting procedures. Assisting a group of property companies with pre-IPO preparations, including recommending developments to the group's governance and financial reporting procedures.



Fitness technology business

• Midlands

• Consultant

  • Mar 2019 - Sep 2019

  Assisting a privately owned group of companies in the fit tech space to develop its financial forecasting processes Assisting a privately owned group of companies in the fit tech space to develop its financial forecasting processes



Financial Services Group

• Financial Services
• 1 - 100 Employee

• Consultant

  • Sep 2018 - Nov 2018

  Assisting a £40m turnover financial services group with pre IPO preparations. Assisting a £40m turnover financial services group with pre IPO preparations.



Distributor of consumer products

• Greater Manchester

• Consultant

  • Oct 2017 - Apr 2018

  Interim financial support to privately owned distribution business. Six month interim role helping the business to develop its governance and financial reporting processes and evaluate various corporate development options. Interim financial support to privately owned distribution business. Six month interim role helping the business to develop its governance and financial reporting processes and evaluate various corporate development options.



Wealth management services group

• North West

• Interim Finance Manager

  • Dec 2016 - Jun 2017

  Interim financial support to a group of businesses in the wealth management sector. Six month interim role assisting the business with a successfull AIM listing process. Interim financial support to a group of businesses in the wealth management sector. Six month interim role assisting the business with a successfull AIM listing process.



Online betting and gaming company

• Yorkshire

• Consultant

  • May 2016 - Jul 2016

  Interim support to a high-growth online betting and gaming business (PE-backed). Interim role responsible for reviewing, documenting and recommending improvements to the group's governance, risk management and financial reporting procedures, as part of an IPO readiness programme. Interim support to a high-growth online betting and gaming business (PE-backed). Interim role responsible for reviewing, documenting and recommending improvements to the group's governance, risk management and financial reporting procedures, as part of an IPO readiness programme.



Independent Energy Supplier

• Midlands

• Interim Finance Manager

  • Oct 2015 - Apr 2016

  Interim financial support to a rapidly expanding challenger energy supplier (privately owned). Interim role assisting with the development of financial processes and preparations for an IPO. The business successfully listed on AIM in March 2016. Interim financial support to a rapidly expanding challenger energy supplier (privately owned). Interim role assisting with the development of financial processes and preparations for an IPO. The business successfully listed on AIM in March 2016.



Building products group

• UK

• Consultant

  • Jun 2015 - Aug 2015

  Interim financial support to a £80 million turnover building products group. Interim role assisting management to evaluate the strategic options available for one of the group's operating divisions. Interim financial support to a £80 million turnover building products group. Interim role assisting management to evaluate the strategic options available for one of the group's operating divisions.



Pharma services group

• North West

• Consultant

  • Mar 2014 - Feb 2015

  Interim financial support to a £40 million turnover PE-backed pharma services group. Interim role assisting management to prepare the business for sale and subsequently providing assistance through to the conclusion of the sale process. Responsibilities included due diligence preparation and co-ordination, setting up an electronic data room, managing DD questions submitted by bidders, and developing the structure of the 'locked box' completion mechanism. Interim financial support to a £40 million turnover PE-backed pharma services group. Interim role assisting management to prepare the business for sale and subsequently providing assistance through to the conclusion of the sale process. Responsibilities included due diligence preparation and co-ordination, setting up an electronic data room, managing DD questions submitted by bidders, and developing the structure of the 'locked box' completion mechanism.



PE backed financial services group

• Yorkshire

• Consultant

  • Nov 2013 - Jan 2014

  Consultant to a £160 million turnover PE-backed financial services group. Interim role responsible for reviewing, documenting and recommending improvements to the group's governance, risk management and financial reporting processes and procedures, in connection with a planned IPO process. Consultant to a £160 million turnover PE-backed financial services group. Interim role responsible for reviewing, documenting and recommending improvements to the group's governance, risk management and financial reporting processes and procedures, in connection with a planned IPO process.



PE backed financial services group

• Cheshire

• Consultant

  • Jun 2013 - Jul 2013

  Interim role supporting a PE-backed financial services group with an AIM listing process. Interim role supporting a PE-backed financial services group with an AIM listing process.



Food manufacturing business

• North West

• Consultant

  • Feb 2013 - Jun 2013

  Interim financial support to a £120 million turnover PE-backed food manufacturing company. Interim financial support to a £120 million turnover PE-backed food manufacturing company.



PE backed manufacturing company

• Consultant

  • Nov 2012 - Feb 2013

  Interim role assisting the management of a £130 million turnover specialist engineering company to prepare the business for sale. Responsibilities included the preparation of pro-forma financial information to be used in the sale process, managing the DD process and setting up an electronic data room. Interim role assisting the management of a £130 million turnover specialist engineering company to prepare the business for sale. Responsibilities included the preparation of pro-forma financial information to be used in the sale process, managing the DD process and setting up an electronic data room.



DJL Financial Consulting Ltd

• North West England

• Director

  • 2012 - 2013

  Established DJL Financial Consultancy Limited to provide interim management services to corporates. Established DJL Financial Consultancy Limited to provide interim management services to corporates.



KPMG

• Transaction Services Associate Director

  • Sep 1998 - Oct 2012

  Managed due diligence teams and assignments for a range of corporate, private equity and banking clients. Managed due diligence teams and assignments for a range of corporate, private equity and banking clients.