Director, Finance

• May 2022 - Present

Associate Director of Finance

• Dec 2020 - May 2022

A finance leader role in this recently NASDAQ listed, clinical-stage biotech (listed since Nov 2020). Overseeing the day-to-day activities, managing the UK statutory financial reporting (IFRS)/monthly management accounts, UK tax (incl R&D tax credits)/US state/US federal tax compliance, implementation and maintenance of SOX compliance and instrumental in completion of corporate SEC filings. *Experienced in supporting a VC backed biotech through to NASDAQ listing;*Reporting to VP Finance and works closely with CFO;*Technical accounting - proficient in IFRS, some knowledge of US GAAP (revenue recognition, share-based compensation; derivative financial instruments, business combinations to name a few areas covered recently);*Liaising with Legal/HR for cross-functional matters and recruitment of members of finance team;*Working with VP finance in preparation of valuations of intangibles/IP; and*Knowledge of the R&D process/drug development.

Finance Manager

• Jul 2019 - Dec 2020

Interim Group Accountant

• Nov 2018 - Jun 2019

A short term interim role, that offered continued experience within a corporate finance team. This role was enlightening in terms of the CRO process and I view this as a broadening of my experience working with pharmaceutical related businesses. *Reported to Group FC *Key liaison for UK statutory audits *Prepared FRS 102 FS for all UK entities *Prepared accounting papers to support judgemental areas of accounting *Assistance with US GAAP group audit *Provided support for diligence for financing/internal re-organisation projects. Key competencies: *Demonstrated technical accounting knowledge in preparing accounting papers and financial statements in accordance with UK GAAP. *Flexible and approachable attitude, picked up ad-hoc work as required by the Group FC. *Attention to detail, provided analysis to support leadership decisions. Systems: MS Dynamics, JD Edwards, Salesforce

Projects Lead - Regional Controllership

• Nov 2016 - Nov 2018

Previously Senior Financial Analyst at HPE until the spin-merge with Micro Focus on 1st Sep 2017. *Reported to Director of Finance in controllership *Key liaison for group and local statutory audits (across 39 legal entities) *Financial analysis & reporting to support leadership action & decision *Led projects/teams in technical accounting areas *Delivered internal presentations *Developed & implemented new controls as part of a wider project to establish a new robust controls environment. *Prepared FRS 101/FRS102 compliant FS for legacy UK entities *Reviewed overseas entity FS prior to board approval *Managed liquidation of overseas entities as part of group rationalisation Key competencies: *Developed a good working relationship with colleagues across multiple disciplines and globally, often finding that other finance staff would approach me with their issues ranging from audit related queries to business related. *Was regarded as an expert in delivering support for the group and local statutory audits, often consulted to resolve issues quickly between the auditors and colleagues. *Handled large volumes of data and provided insightful reporting/analysis using excel skills (the HPE Software group comprised of c130 legal entities). *Good presentation skills were essential, having delivered project updates and ad-hoc communications to senior management and sometimes considerable sized audiences. *Being a self motivator and demonstrated a positive attitude even through some difficult periods during the MF/HPE SW integration. Systems: SAP, Netsuite

Audit Manager

• Jan 2013 - Oct 2016

Managed the end-to-end statutory audit process across multiple engagements simultaneously to within (often) tight deadlines, and to not compromise on the high quality service allowed me to develop my skill for working calmly under pressure. The key attributes that I brought to this role were my ability to communicate effectively to clients, colleagues and and other practice staff, good organisation skills, my use of technical accounting knowledge and research skills, adopting a positive and tenacious attitude to get the job done.*Reported to Partner/Director*Supervised and mentored junior staff*Led ‘Small Client Team’ (held largest portfolio in terms of number of clients by any manager)*Provided quality assurance services & business advice across various types of clients, largely pharmaceutical/biotech and ranging in size from start-ups to more established businesses.*Sought opportunities to create value to clients*Renown for good networking skills (developed relationships with existing/new clients & was widely connected within the practice)*Conducted practice management activities (managed project financials, billings, proposals etc)*Tutored graduate intakes and delivered ad-hoc training sessions.*Reviewed clients' documentation and working papers prepared by the team to ensure audit files were compliant with ISA regulations and practice standards.*Prepared technical accounting papers and document all considerations in forming the audit opinion.*Prepared various reports for the purposes of client presentations, such as audit committee documents.*Reviewed and ensured financial statements were compliant with accounting standards (FRSSE, FRSs, SSAPs, Charities SORP, IFRS, FRS 102, FRS 101)

Senior Associate

• Oct 2010 - Dec 2012

Group Accountant

• May 2009 - Oct 2010

*Reported to Group FC. *1 direct report (Accounts Assistant) *Monthly accounting for corporate entities (UK & the Netherlands) under IFRS. *Prepared annual budgets and forecasts quarterly. *Prepared statutory accounts including consolidation of overseas branch. *Prepared corporate tax computations. *Main contact for corporate statutory audit. *Prepared group management fee calculation. *Managed payroll and pension reporting. *Assisted with preparation of monthly reporting pack. *Assisted with group working capital and cash flow analysis Skills demonstrated in this role: Strong Excel skills Excellent communication skills. Ability to work with people at all levels of management and across multi-nationalities. Ability to work as part of a small team. Ability to pick things up quickly. Flexibility. Systems: MS Dynamics, Cognos controller, Alphatax

Audit Senior

• Aug 2006 - May 2009

A varied role, including responsibility of completing audit working papers for review by the Audit Manager, management/coaching of staff during audit assignments and first review of their work. The clients I typically worked with were OMB's/small PE businesses. Responsibilities included: *Balance sheet reconciliations *Profit & loss review *Posting accounting journals *Statutory accounts prep *Preparation of monthly management accounts packs *Preparation of corporation tax computations *Monthly & year end payroll processing *Bookkeeping *Preparing VAT returns *Preparing budgets/forecasts, *Sage L50 training to junior staff and clients. Systems: Sage L50, Sage Accounts Production, Alphatax, Quickbooks, TAS books

Audit junior

• Feb 2005 - Aug 2006

Junior Project Engineer

• Jun 2004 - Feb 2005

Responsibilies included managing projects from preliminary design stages to completion, tracking project costs against budget, liaising with customers, designing products incorporated in the conveyor systems, ensuring documentation conformed to ISO 9001 Skills: Excel AutoCAD Responsibilies included managing projects from preliminary design stages to completion, tracking project costs against budget, liaising with customers, designing products incorporated in the conveyor systems, ensuring documentation conformed to ISO 9001 Skills: Excel AutoCAD