Experience

GrantTree

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Director Of Client Operations

  • Jan 2018 - Present

  GrantTree is an industry-leading government funding consultancy firm based out of Shoreditch that has helped raise more than £450million for our clients since 2010.As the company’s Client Operations Director, I manage and organise the delivery of GrantTree’s core service R&D Tax Relief through process change and workflow adaptation.During my time at the company, I’ve been encouraged to seek out and solve some of the problems we face serving our clients in an increasingly saturated market. Responsibilities:Lead a team of 20+ R&D Tax Consultants, Technical Specialists, and Account Managers who together deliver R&D tax services to 500+ clients annually.Creating and maintaining the product’s Operational StrategyHiring the right talent to service our clients and in line with our Commercial StrategyForecasting revenue on a monthly and yearly basisCreating and controlling a significant budget for the Tax Credits business unitRemunerating staff in line with company targets to ensure the retention of talentCoaching team leadersAchievements:More recently, I restructured GrantTree’s delivery team, creating and then introducing new roles and titles that reflected the hierarchy of experience in an otherwise flat structure, ensuring GrantTree’s clients are always matched with the best internal resource.During this extensive piece of work, I also created a pay model and internal progression framework that replaced a previously companywide self-set pay model, creating more clear ties between remuneration and performance as well as much tighter budget controls.My time in the role has seen the business unit deliver year-on-year revenue growth, ensuring the long-term health of the company. Show less

• Principal R&D Tax Consultant

  • Sep 2015 - Present

  As a Principal R&D tax relief consultant I’m responsible for facilitating the access of the founders, directors and C-level executives of innovative Startups and Scaleups to government funding; predominantly through the UK's R&D tax relief scheme. Responsibilities:Qualifying the Tax technical claim elements for the company’s most important clients, ensuring they’re compliant with all relevant legislation in both the UK and IrelandNegotiating compliance enquiries with HMRC inspectors on behalf of GrantTree’s clients to ensure a swift and favourable outcomeProviding Tax technical knowledge to new business engagements, demonstrating GrantTree’s expertise in the field of R&D tax Engaging with HMRC on behalf of the company and our clients at the bi-yearly R&D Consultative Committee panelCreating Tax returns for UK businessesRubber stamping the claims of more junior consultants before they’re filed with HMRCAchievementsDelivered over £20million worth of relief to GrantTree’s clients both as a Tax Consultant and Client Manager, allowing companies to bridge funding rounds, build cash deposits and reinvest in often life-changing research and development.As a lead enquiry negotiator, I’ve successfully defended claims worth over £6million in tax relief, both for my own clients and as a point of escalation for junior consultants.With the team having doubled in size since I joined the company, I’ve also trained and mentored R&D Tax Consultants, delivering bespoke presentations, tests and additional content for our own resource depository. Show less



Panasonic Europe

• Germany
• Appliances, Electrical, and Electronics Manufacturing
• 100 - 200 Employee

• Business Support Coordinator

  • Jul 2013 - Jul 2014

  Panasonic is a world-renowned creator and supplier of consumer and business related electronics products, with more than 11,000 members of staff worldwide. During my time in the Planning Division at Panasonic UK, I was responsible for the running and upkeep of the company’s Independent retailer website. Responsibilities: Ensuring orders could be made through the independent retailer website Troubleshooting technical issues for regional sales managers Introducing new product lines to the website Utilising SAP to ensure orders were effectively placed Achievements: I was the first port of call for all questions regarding the visibility of a product and any technical issues with the system which came from the internal sales team and the company’s independent retailers, based all over the UK. Whilst developing critical skills that have served me well in my career such as how to communicate effectively on the phone, stakeholder management, and presenting, I was also able to create a well-received online marketing brochure for Panasonic’s independent retailers that included special offers and new products as well as information about upcoming promotions. Show less