Experience

Moneybox

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Head of Investment Operations

  • Dec 2022 - Present

  London, England, United Kingdom

• Senior Manager Investment Operations

  • Mar 2022 - Dec 2022

  London, England, United Kingdom

• Investment Operations Lead

  • Mar 2021 - Mar 2022

  London, England, United Kingdom Leading a team of 12 within investment operations at Moneybox, ensuring our customer requests and regulatory requirements are fulfilled from an operational stand-point.



Medow

• United Kingdom
• E-Learning Providers

• Co-Founder

  • Aug 2020 - Present

  London, England, United Kingdom Medow was created in 2020, following the identification of a problem in the delivery of Continued Professional Development (CPD) resources for medical professionals. As of now, there is now single marketplace for courses, events, talks, podcasts, exam preparation and other CPD resources despite there being thousands of providers. Our mission is to create a learning and development platform that will be the one-stop shop for all medical professionals in the UK and further afield.



Grant Thornton LLP (US)

• United States
• Accounting
• 700 & Above Employee

• Financial Services Manager

  • Nov 2019 - Mar 2021

  London, United Kingdom

• Financial Services Assistant Manager

  • Apr 2019 - Nov 2019

  London, United Kingdom

• Financial Services Executive

  • Jan 2018 - Mar 2019

  London, United Kingdom Working in the Financial Services team at Grant Thornton with a particular focus on Investment Trusts, Partnerships and Lenders. My role includes; - Scrutinizing investment portfolios, business plans and forecasts. - Regular attendance of internal and external training. - Reporting under appropriate accounting standards – IFRS, UK GAAP - Reviewing the work of peers and provision of timely feedback. - Liaising directly with listed and non-listed clients both in the UK and… Show more Working in the Financial Services team at Grant Thornton with a particular focus on Investment Trusts, Partnerships and Lenders. My role includes; - Scrutinizing investment portfolios, business plans and forecasts. - Regular attendance of internal and external training. - Reporting under appropriate accounting standards – IFRS, UK GAAP - Reviewing the work of peers and provision of timely feedback. - Liaising directly with listed and non-listed clients both in the UK and abroad. Outside of work have interests in music, sports, socialising and dare-I-say politics. See more here: https://www.grantthornton.co.uk/industries/financial-services/



Grant Thornton Australia

• Australia
• Accounting
• 700 & Above Employee

• Senior Auditor

  • Jun 2019 - Oct 2019

  Melbourne, Australia



Cooper Parry

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Audit Associate

  • May 2015 - Dec 2017

  Birmingham, United Kingdom Whilst working for PKF Cooper Parry I completed the ACA Qualification and obtained three years’ experience with a variety of clients ranging from not-for-profit, owner managed, LLPs and subsidiaries of large listed corporations. I lead audits liaising directly with managers, partners and clients and provide recommendations where deficiencies in controls / processes have been noted.



Squar Milner

• United States
• Accounting
• 1 - 100 Employee

• Auditor

  • Oct 2017 - Nov 2017

  Orange County, California Area Participating in an international secondment to Squar Milner's Newport Beach branch, working within the audit department. Clients worked on ranged from Technology & Telecommunications, Real Estate, Financial Services and Catering. http://squarmilner.com/



RSM UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Audit Assistant

  • Sep 2014 - Apr 2015

  Birmingham, United Kingdom Audit assistant within the Birmingham office, working on individual as well as team audits. Clients ranged from housing associations, academies, charities, owner-managed and listed companies. Commencing of the ACA qualification successfully passing five modules.



Clear Links

• Notetaker

  • Sep 2012 - May 2014

  Birmingham, United Kingdom Attendance of lectures and tutorials from a variety of subjects at the University of Birmingham. Subjects ranged from Physics to English and notes were made on behalf of students that were unable to make notes for themselves due to disability. Also included training on note taking as part of the recruitment process, and communicating with the clients on how best to present the notes.



Grant Thornton LLP (US)

• United States
• Accounting
• 700 & Above Employee

• Intern

  • Jul 2013 - Aug 2013

  Reading, United Kingdom Completion of a summer internship within the audit department, as well as a mini-secondment to the tax department. Working within a variety of teams within the firm on several external audit engagements. Building relationships within the firm and at the client. Attendance of several internal training courses, including a presentation giving course.