Experience

Pierce Business Advisory & Accountancy Group

• United Kingdom
• Accounting
• 1 - 100 Employee

• Corporate Finance Manager

  • Nov 2022 - Present



McMillan & Co LLP

• United Kingdom
• Accounting
• 1 - 100 Employee

• Corporate Finance and Audit Manager

  • Jan 2021 - Nov 2022



MHA Moore and Smalley

• United Kingdom
• Accounting
• 200 - 300 Employee

• Corporate Finance Senior Manager

  • 2007 - Nov 2020

  Delivering a range of corporate finance advisory services to a variety of mostly SME clients including those involved in digital and creative, professional services, leisure and tourism, property, construction, healthcare, retail, and technology sectors.Experience:- Advising clients on acquisitions, disposals and MBO transactions (£1 million to £20 million deal values)- Assisting clients with finance raising (debt and equity), including preparation of business plans, and identifying/approaching potential funders- Undertaking financial due diligence assignments on behalf of acquisitive clients and for providers of finance- Financial modelling using Excel and Sage Forecasting- Preparation of share valuation reports- Undertaking strategic reviews and reporting to clients on potential exit options- Working with client relationship partners and directors to identify potential corporate finance opportunities within their client portfolios - Business development, including writing blogs and articles, attending networking events and regular meetings with professional contacts to generate future opportunities for both the corporate finance team and the wider firm- Billing and budgetary control over assignments- Supervision, training, and recruitment of junior team members



Cassons

• Audit Manager

  • 2001 - 2007

  Management of a portfolio of corporate clients, including several large groups of companies and an AIM listed PLC. Reporting to the relevant assignment partner, clients covered a wide range of industry sectors, including technology, importers, motor trade, leisure and hospitality, and construction.Experience:- Management and review of Limited Company audit and accounts assignments with turnovers up to £60 million- Discussion and finalisation of financial statements with clients- Provision of technical guidance and support to team members and clients- Finalisation of tax computations and dealing with enquiries from HM Inspector of Taxes - Undertaking financial due diligence and other investigations work and report writing- Staff planning and allocation of work to a team of nine staff- Recruitment, training, and development of team members



Pierce Chartered Accountants

• Assistant to Partners

  • 1997 - 2001

  Assisting two partners in dealing with a variety of mainly corporate clients, including those involved in the motor trade, food processing, leisure, retail, insurance broking, and construction sectors.Experience:- Planning, control, and completion of Limited Company audit assignments with turnovers up to £50 million- Consolidated financial statements and corporation tax computations for substantial groups of companies- Preparation of monthly management accounts- Preparation of share valuation reports- Preparation of financial projections and business plans to assist with obtaining bank finance for clients- Supervision of up to four staff