Experience

The Growing Coaches Ltd
• United Kingdom
• Professional Training and Coaching
• 1 - 100 Employee
• Executive Coach

  • Oct 2022 - Present


Franklin Templeton

• United States
• Financial Services
• 700 & Above Employee

• CFO - FRAA Funds

  • Mar 2021 - Present

  Finance and Tax oversight for the FRAA Fund range; managing cross- border teams internally as well as a network of third- party advisors across Europe and the Nordics. Transaction tax advisory role for European and Nordic real estate transactions within Franklin Templeton. Board member on various SPV's across Luxembourg, Spain, and Sweden. Mentor and Coach within Franklin Templeton and Aston University Finance and Tax oversight for the FRAA Fund range; managing cross- border teams internally as well as a network of third- party advisors across Europe and the Nordics. Transaction tax advisory role for European and Nordic real estate transactions within Franklin Templeton. Board member on various SPV's across Luxembourg, Spain, and Sweden. Mentor and Coach within Franklin Templeton and Aston University


Round Hill Capital
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Head of Fund Finance - Residential and Logistics

  • Nov 2016 - Mar 2021


Rothschild Asset Management

• France
• Investment Management
• 1 - 100 Employee

• Assistant Director- Wealth Management Finance

  • Feb 2015 - Nov 2016

  Finance business partner to the Wealth Management business, covering the UK, Milan and Guernsey. Finance business partner to the Wealth Management business, covering the UK, Milan and Guernsey.



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Global Real Estate

  • Jan 2014 - Dec 2014

  Responsible for the financial planning, business analytics, budgeting, forecasting and reporting for global real estate; US, EMEA and APAC closed and open investment funds, REITs and seperate mandates.

• Vice President - EMEA Financial Controller

  • May 2012 - Jan 2014

  Managing a team of 5 local accountants and outsourcers spanning 10 countriesMonthly reporting to the sub-finance committee and quarterly reporting to regional boards covering Eurozone liquidity, performance and operational mattersImplementation and maintenance of the group transfer policy; overseeing TP calculations, journal bookings and on-boarding of new mandates Treasury management; intercompany lending, distribution calculations and capital managementBusiness planning and annual forecasting Profitability analysis and modelling of new productsCost management; fee negotiation and re-tendering Co-ordination and overall responsibility for the Eurozone audits, tax, and corporate filings.Project management of MGPA EMEA's integration into BlackRock Show less



Fidelity Growth Partners Europe

• Finance Manager

  • Sep 2011 - Feb 2012

  Responsible for the financial and operational management of Fidelity Growth Partners Europe. Acquisition and disposal of companies. Valuation of portfolio companies across a range of industries; fashion, healthcare, online gaming, software and hardware. Responsible for the financial and operational management of Fidelity Growth Partners Europe. Acquisition and disposal of companies. Valuation of portfolio companies across a range of industries; fashion, healthcare, online gaming, software and hardware.



Sparinvest

• Luxembourg
• Investment Management
• 1 - 100 Employee

• Finance Manager

  • Oct 2009 - Aug 2011

  Implementation and maintenance of accounting policy and control environment within the finance department, covering accounting system, provisioning, banking, staff expenditures and fraud prevention Liaison with external third parties including external and internal auditors, tax consultants, CSSF and tax authorities Maximization of excess liquidity, intercompany lending, distribution calculations and capital management Corporation tax calculations, transfer pricing and international VAT Budgeting, cost center and profit centre analysis, profit and liquidity projections. Business modeling for tax purposes Analytical review and budgetary reporting to the Management Board and Parent Company Financial reporting to the CSSF and production of the Financial Statements and accompanying notes Show less



Protego Real Estate Investors

• Investment Management
• 1 - 100 Employee

• European Finance Associate - Fund Controller

  • Aug 2007 - Feb 2009

  Creation and implementation of controls and operation manual. Supervision and co-ordination of local sub consolidations (Finnish and Swedish Gaap), IFRS conversion and Fund NAV calculations. Treasury management: Liquidity reporting to the Board, cash flow forecasting, distribution calculations and intercompany lending. Investor queries, performance analysis, production of INREV compliant NAV Liaison with external third parties: co-ordination of group and local audits, collaboration with lawyers and financial institutions in respect of (re)financing, hedging instruments and maintenance of debt covenants. Quarterly financial reporting to the Board and investors. Due diligence on acquisitions of commercial real estate and exposure to deal negotiations Strategic tax planning: maintenance of tax efficient structure, use of cross border tax losses and group relief, and restructurings linked to planned disposals Show less



PricewaterhouseCoopers, Luxembourg

• Senior Corporate Finance Executive

  • Feb 2007 - Aug 2007

  Due Diligence assignments: Acquisition of a private bank in collaboration with PwC Frankfurt Business Plan Modelling: Construction of a golf course and adjoining facilities Contribution in kind: Contribution of more than EUR 36 bln of assets as part of the inter-group reorganization Valuations of non-listed companies Large valuation project of Eastern European properties in collaboration with DTZ London Due Diligence assignments: Acquisition of a private bank in collaboration with PwC Frankfurt Business Plan Modelling: Construction of a golf course and adjoining facilities Contribution in kind: Contribution of more than EUR 36 bln of assets as part of the inter-group reorganization Valuations of non-listed companies Large valuation project of Eastern European properties in collaboration with DTZ London



KPMG Luxembourg

• Luxembourg
• Financial Services
• 700 & Above Employee

• Audit Senior 2

  • Sep 2004 - Feb 2007

  Day to day management of audits, finalising annual accounts, specialising in Banking and Financial Services and IFRS Dealing with client queries and post audit advice, typically on systems and controls improvements Training, development and appraisals of junior staff (Assistant 1- Senior 1) Member of the internal training department: preparation and presentation of training material. Day to day management of audits, finalising annual accounts, specialising in Banking and Financial Services and IFRS Dealing with client queries and post audit advice, typically on systems and controls improvements Training, development and appraisals of junior staff (Assistant 1- Senior 1) Member of the internal training department: preparation and presentation of training material.

• Intern Audit Assistant

  • Sep 2002 - Sep 2003