Experience

The Cranfield Trust - building successful charities

• Regional Manager - South West

  • May 2018 - Present

  Cranfield Trust is committed to supporting charities across the UK whose scope includes disability, social exclusion or poverty, or other human welfare issues. I oversee the Trust's projects, volunteers and activities in the South West of the UK delivered pro bono by experienced volunteer consultants from the local business community (private, public and charity sector). Our services also include topical webinars and masterclasses, 1-to-1 mentoring, Peer to Peer groups and telephone support. For more details of how to apply for assistance, or how to volunteer your services, please contact me or see our website at www.cranfieldtrust.org. Show less


Freelance Management Consultancy
• Business Consulting and Services
• 1 - 100 Employee
• Freelance Management Consultant

  • Jan 2018 - Present


Career break and volunteering

• Career break

  • Mar 2017 - Dec 2017

  Taking some time out with family after many non-stop years of senior level roles Taking some time out with family after many non-stop years of senior level roles



Crowe Clark Whitehill LLP

• Senior Manager, Global Business Solutions

  • Aug 2016 - Feb 2017

  Crowe Clark Whitehill is the UK firm of the global partnership Crowe Horwath International, a recognised top 10 firm of professional services advisers with offices in over 100 countries employing 28,000 partners and staff in more than 600 cities across the globe. In Global Business Solutions, I lead international outsourcing projects for clients in a variety of sectors including life science, software and industrial lighting. Services included monthly management accounting, payroll, stock options, direct and indirect taxes, HR advisory, year-end compliance and other back office services. Responsibilities included overall client relationship and line manager responsibility for more junior team members. Show less



BDO LLP

• Accounting
• 1 - 100 Employee

• Associate Director, Global Outsourcing Services

  • Nov 2010 - Jul 2016

  Working in Global Outsourcing (GO) Bristol, a BDO "Centre of Excellence". Responsibility for leading several global accounting and tax service projects, especially at the transition stage, for clients in the technology, pharmaceutical, real estate and financial services sectors. Project revenues ranged from £100K to £1.5M pa, often delivered in 20+ countries, using a local professional coordination team and BDO's network of local offices. Project setup included performing anti money laundering procedures, and agreeing master contracts with clients and their procurement teams. Project delivery often leveraged innovative solutions such as offshoring, shared/centralised services and use of client's own systems, such as NetSuite, CODA, Oracle and Great Plains, as well as in-house systems such as Xero and AccountsIQ. As project lead, I was responsible for adhering to agreed Statements of Work and managing workloads and resources to ensure efficiency and profitability. Business Development responsibilities included UK and US pipelines beginning to end, including writing blogs, lead generation, website enquiries, maintaining a sales and marketing activity plan, writing proposals, pricing, presenting face to face and over WebEx, and reporting the outcome to the Partners. Work won by my own personal efforts was considerable. As a Risk Champion within GO, I participated in several cold reviews and communicated processes and procedures across the team to mitigate risk, maintaining a risk register updated regularly with the Firm's risk management team. Other responsibilities included review and quality control in service charge expenditure reporting, overseeing statutory accounts preparation on CaseWare and championing the rollout of BDO's iXBRL services. Significant other practice responsibilities including budgeting, scheduling, fee negotiation, billing and collections, as well as coaching, career counselling, mentoring, supervising, networking and recruiting. Show less



Avon & Bristol Law Centre

• Vice Chair, Board of Trustees

  • Jan 2013 - Jan 2016

  Vice Chair (Acting Chair March - June 2015) I was initially appointed as Treasurer but moved to the Vice Chair role following a Board reorganisation. Duties consisted of eight Board meetings a year covering oversight of all aspects of the operations of this £1M annual turnover charity, which provides access to justice to some of the most disadvantaged citizens in Bristol and the surrounding area. In addition, attending regular Finance Committee meetings and several ad hoc responsibilities including recruitment, liaison with employees and attending fundraising events. Show less



Nair & Co (now Radius)

• International Technical Compliance Analyst

  • Nov 2009 - Oct 2010

  Overseeing the technical accounting aspects of Nair & Co's outsourced services as a member of the Finance project team. Responsibilities included tailoring a newly implemented SUNSystems global accounting system for local compliance charts of accounts for sttautotry reporting purposes, and researching and drafting comprehensive guides to local in-country compliance and corporate governance in 30+ countries.

• Head of Compliance

  • Aug 2008 - Oct 2009

  Overseeing production of approx 250 sets of statutory accounts a year for worldwide subsidiaries of US high-tech clients in over 30 countries, as well as overseeing setups, closures and local audits, using a team of 9 accountants in the UK and 5 in India. Overseas experience included recruiting a team in Mumbai and training a team in Tokyo, as well as maintaining relationships with 20+ partner firms/affiliates worldwide providing local compliance services.



PwC

• Professional Services
• 700 & Above Employee

• Senior Audit Manager

  • Jul 1999 - Jul 2008

  Overseeing annual audits of a portfolio of over 30 large occupational pension schemes with up to £2billion in assets, including Imperial Tobacco, American Express, Clarks, Wessex Water and a Local Government Pension Scheme, Avon Pension Fund. Significant experience of attending trustee meetings, advising scheme trustees and companies, writing proposal documents and successfully defending several engagements from rival bids and re-tenders. Significant responsibilities for training in the West region and nationally, including writing training materials and organising the Firm's national conference training program. Show less



KPMG

• Brazil
• Construction

• Senior Audit Manager

  • Jan 1994 - Apr 1999

  In the ICE (high-tech) Silicon Valley practice, with responsibility for the audits of startups, contract software houses and pre-IPO clients, as well as a portfolio of 401k and Defined Benefit pension schemes for clients such as Apple, National Semiconductor, Fujitsu and Hitachi. In the ICE (high-tech) Silicon Valley practice, with responsibility for the audits of startups, contract software houses and pre-IPO clients, as well as a portfolio of 401k and Defined Benefit pension schemes for clients such as Apple, National Semiconductor, Fujitsu and Hitachi.

• Audit Supervising Senior

  • Jan 1994 - Apr 1995

  Secondment from KPMG UK. Portfolio of manufacturing and nonprofit clients based in and around New York City.

• Trainee Chartered Accountant

  • Sep 1989 - Dec 1993

  ICAEW training contract based in an audit department with clients including Clarks Shoes and Science Systems. Includes three month secondment to Watershed Arts & Media Centre as financial accountant.