VP Finance

• Mar 2021 - Present

One of the first chartered accountants to join this high-growth fintech start-up operating in the crypto trading and market-making space, this role involves: • Team building - Building out the financial reporting team, initially with a team of fixed term contractors and consultants, and transitioning to a permanent staff team; • Financial and management reporting - Setting up and overseeing the monthly financial reporting close and group consolidation process for legal entities across the UK, US, Hong Kong, Singapore, BVI, Switzerland and Spain, developing a familiarity with local GAAPs in these jurisdictions; • FP&A - Presenting month-on-month cost analysis to the CFO as part of monthly financial reporting (actuals vs budget, actuals vs monthly average); • Financial systems - Bringing the accounting function in-house and overseeing the migration of accounting data to one accounting software (Softledger); • Process improvements - Implementing new financial systems and controls, e.g. SAP Concur for Accounts Payable, and designing and implementing a group transfer-pricing model in collaboration with the Head of Tax; • Business partnering - with HR, Business Development and Legal teams to improve management information and internal controls, including implementation of audit recommendations, e.g. software access controls; • Audit & Tax - Reviewing financial statements prior to signature, reviewing reconciliations of IFRS to local GAAPs (e.g. Swiss GAAP, US GAAP), and providing support to close out audit queries. Provision of financial data as required by the internal Tax team and external tax agents for the submission of returns. Show less

Corporate Finance Analyst

• Oct 2019 - Mar 2021

Key Duties and Responsibilities: •Performing financial analyses of businesses and identifying the key factors affecting their financial strength •Analysing financial statements (published financial statements, drafts and management accounts) •Analysing underlying performance, cash generation, KPIs, debt metrics, balance sheet strength and liquidity •Carrying out industry research to determine the competitive position, prospects and business risks •Analysing non-standard, complex corporate situations and structures •Performing high-level analysis of the potential recovery on insolvency ("outcome statement") •Liaising with senior management to understand its operations and obtain information not in the public domain •Presenting key information, analysis, the overall rating and rationale for the rating in a written report Lincoln Pensions is the specialist covenant advisory business of The Cardano Group. Lincoln Pensions has grown over recent years into the UK's leading specialist covenant advisor with a nationwide team of professionals with expertise in areas including covenant reviews, affordability analysis, scheme funding advice, corporate transactions, regulatory issues and counterparty assessments. In October 2016, we became part of the Cardano Group. Cardano is a purpose-built, investment and risk specialist, operating in the UK and the Netherlands. We act for both trustees and sponsors; people who require direct, honest, rigorous covenant advice. While many of Lincoln Pensions’ clients are household names, we are delighted to work with schemes and sponsors of all sizes. The common theme is that our clients appreciate receiving clear answers and do not want a ‘tick-box’ approach. With relationships built on long-term loyalty and integrity, our clients are our best advocates. Show less

Manager

• May 2019 - Oct 2019

Assistant Manager - ACA qualified

• Sep 2014 - Apr 2019

Fully qualified ACA - all exams passed first time.Started as an Audit Trainee and progressed into the Audit Manager role auditing SMEs and large corporates across a range of industries. As Manager I managed a wide portfolio of clients from £8m (t/o) OMBs to a £3.7bn (t/o) group subsidiary. This included;• Management and review of audit teams, and coordination between the audit senior, audit partner and client, as well as between internal department teams e.g. tax, accounts preparation, and actuarial services;• Proposing new fees to existing clients, negotiating additional services with clients; managing the audit budget, billing, WIP & debt provisions;• Auditing complex accounting transactions including derivatives, contract accounting, provisions, deferred tax and consolidations; • Carrying out performance appraisals and one-to-one reviews with audit staff; • Providing on-the-job training of new staff on key audit processes in both a formal setting as well as on an informal basis; • Preparation of consolidated and individual company financial statements; • Performing group audits and producing group reporting to tight deadlines; • Planning audits and performing risk assessments prior to fieldwork;• Developing new and more efficient ways to audit clients’ financial statements both during the fieldwork stage and as part of completion to assess how we can improve going forward; • Strong knowledge of UK GAAP and IFRS reporting frameworks. Show less

Audit Senior - ACA qualified

• Jan 2018 - Mar 2018

3 month secondment to the Mazars New York City office, which predominantly involved carrying out audits and assurance engagements in the real estate sector. 3 month secondment to the Mazars New York City office, which predominantly involved carrying out audits and assurance engagements in the real estate sector.

Product & Business Development Associate

• Nov 2013 - Jun 2014

At this exciting Ed Tech start-up I was responsible for a number of business development, marketing and technical development projects. This included; • Business development- conducting market research via Google Analytics, Google Adwords; recruitment and training of tutors; attending conferences to exhibit and sell the Bigfoot Tutors brand, particularly to schools and local government organisations, as part of the company’s Pupil Premium marketing campaign; • Project management- following success at the sales conferences, I was designated project-manager of the company’s offering to schools and successfully negotiated partnerships with five schools; • Marketing- revamping the company Twitter account; producing sales and marketing copy, e.g. for fliers and posters; being responsible for email marketing and remarketing campaigns requiring the use of InfusionSoft; drafting funding and grant applications; • Technical development- responsible for identifying and testing bugs and new technology; defining and drafting technical specifications for website product development. Show less

Sales Executive

• Oct 2013 - Nov 2013

I coordinated the sales campaign. This consisted of management and carrying out of telesales to motoring businesses, dealing with incoming enquiries, conducting market research on the motoring industry, and various administrative duties. I coordinated the sales campaign. This consisted of management and carrying out of telesales to motoring businesses, dealing with incoming enquiries, conducting market research on the motoring industry, and various administrative duties.

Database Administrator & Prospect Researcher

• Aug 2013 - Aug 2013

This involved getting to grips with the fund-raising software, Raiser's Edge, and optimising and organising the Raiser's Edge database so that future fund-raising campaigns and database queries would be more effective. It also required researching potential donors and putting together short files on them to be used as resources by development managers. This involved getting to grips with the fund-raising software, Raiser's Edge, and optimising and organising the Raiser's Edge database so that future fund-raising campaigns and database queries would be more effective. It also required researching potential donors and putting together short files on them to be used as resources by development managers.

Fund-raising Telephone Caller

• Jun 2013 - Jul 2013

The role required talking to College alumni I had never met and successfully soliciting donations. This was invaluable strategy-training, as based on a person’s file, I had to surmise the kind of person I would be talking to and how best to market the Robinson College donation scheme. Also worked in this role two years prior, 06-07/2011. The role required talking to College alumni I had never met and successfully soliciting donations. This was invaluable strategy-training, as based on a person’s file, I had to surmise the kind of person I would be talking to and how best to market the Robinson College donation scheme. Also worked in this role two years prior, 06-07/2011.

External Relations Committee Member

• Oct 2012 - Jun 2013

As a member of the ER committee I was heavily involved in marketing the AIESEC brand. This meant designing posters, leaflets, recruitment stunts and managing the online social media campaign through Facebook, Twitter and the AIESEC Cambridge website. As a member of the ER committee I was heavily involved in marketing the AIESEC brand. This meant designing posters, leaflets, recruitment stunts and managing the online social media campaign through Facebook, Twitter and the AIESEC Cambridge website.

English Language Instructor

• Dec 2011 - Jul 2012

3-hour conversation shifts, responsibilities included keeping English conversation flowing among native Japanese for the duration of the shift and explaining difficult English vocabulary and grammar to Japanese people in a straight-forward manner without resorting to speaking Japanese. 3-hour conversation shifts, responsibilities included keeping English conversation flowing among native Japanese for the duration of the shift and explaining difficult English vocabulary and grammar to Japanese people in a straight-forward manner without resorting to speaking Japanese.

Waitress

• Dec 2011 - Feb 2012

Responsibilities included recommending food and drinks to customers, interpreting for English-speaking customers, and ensuring efficient customer service. Responsibilities included recommending food and drinks to customers, interpreting for English-speaking customers, and ensuring efficient customer service.

Office Assistant

• Jun 2007 - Jun 2007

Responsibilities were administrative: cross-checking requests from clients with records on the company database and inputting new data for client records. Checking index levels for the value of structured products issued by the company, requiring the use of Excel (spreadsheets) to compile and record the data. Responsibilities were administrative: cross-checking requests from clients with records on the company database and inputting new data for client records. Checking index levels for the value of structured products issued by the company, requiring the use of Excel (spreadsheets) to compile and record the data.