Experience

Babylon

• United Kingdom
• Hospitals and Health Care
• 400 - 500 Employee

• Director of Treasury, Tax and Finance

  • Feb 2023 - Present

• Assistant Financial Controller, Associate Director Level

  • Nov 2021 - Jan 2023

  Finance leader, reporting to the Global FD at Babylon Health: is a globally-based digital-first health service provider and value-based care company that combines an artificial intelligence powered platform with virtual clinical operations for patients. The company has been on a high-growth trajectory for several years and was ranked the 3rd fastest growing company in the UK with turnover more than tripling in 2021 to £260m. I have been responsible for the UK and International accounting close as well as managing global financial operations overseeing a team of 11 with the aim of driving change to meet business needs whilst providing financial oversight and controls to manage risks. I have been a key initiator of formulating reporting and process improvements as well as implementation to satisfy both financial and business leadership decision-making in a rapid-growth environment. Additionally, I have supported the FD to continuously evolve and deploy financial strategy in a rapidly evolving business environment including executing on working capital requirements, managing resourcing and running projects that reduce manual processes and increase automation whilst providing greater oversight and financial control. Show less



Generation Investment Management

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Director

  • Mar 2020 - May 2021

  Generation is led by ex-Vice President of USA Al Gore and David Blood (ex-CEO of Goldman Sachs Asset Management) and focuses on long-term sustainable investment as best practice for the investment industry. I was hired at Director level to business partner the senior leadership team and help define the company’s financial strategy as well as advise on optimum systems and infrastructure. This involved annual budget and forecasting management and delivery, development of financial reporting, team management (2 people) and process enhancements and improvements. Show less



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Legal Entity Performance Reporting, Assistant Vice President

  • Mar 2019 - Mar 2020

  I joined the investment banking part of Barclays in its legal entity reporting function, which at the time had recently expanded the team to develop MI and build a greater understanding of the performance of its 3 legal entities in the US, UK, and EMEA (Dublin hub). Among a number of key activities, I provided modelling, viewpoints and guidance, including forecasting transfer pricing to forecast splits across all holding companies, produced MI on variances across Group businesses within holding companies and prepared analysis and commentary, as required as well as facilitated cross-business and cross-function liaison. Show less



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Financial Control and Analysis, Assistant Vice President

  • Dec 2010 - Mar 2019

  I was Financial Controller for 6 years in Investment Banking. This was the result of gradually progressing through 3 other roles in the bank: starting as Senior Financial Analyst for Global Markets / Futures, moving to become Finance Associate for the Investment Bank and then becoming Product Controller for the M&A / Equity Capital Markets team. I increased the depth of analysis and financial review of various market and deal-related activities which provided greater insights for management. I also helped realise performance improvements, increased financial controls and produced monthly reporting packs, highlighting risk factors and explaining technical issues as well as developing action / resolution plans. Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Business Unit Controller

  • Jan 2010 - Nov 2010

  I was hired to manage the weekly Global and EMEA Management Reporting which included reconciliation, analysis and review of global pipeline and top 20 deals and liaised with the Management team, where appropriate, to investigate any changes requiring further investigation. I also prepared ad hoc reporting focusing on gaining a greater understanding through enhanced analysis and reporting of revenues - particularly for client-specific business cases. I was hired to manage the weekly Global and EMEA Management Reporting which included reconciliation, analysis and review of global pipeline and top 20 deals and liaised with the Management team, where appropriate, to investigate any changes requiring further investigation. I also prepared ad hoc reporting focusing on gaining a greater understanding through enhanced analysis and reporting of revenues - particularly for client-specific business cases.



EE

• United Kingdom
• Telecommunications
• 700 & Above Employee

• Senior Finance Analyst

  • Sep 2007 - Nov 2009

  I started as a revenue accountant in Customer Finance where I was responsible for the accurate flash forecasting and accounting of the UK’s Post-Pay revenues including Virgin Mobile who used T-Mobile’s network. I was promoted after a little over a year to Senior Finance Analyst - IT and was responsible for the entire OPEX spend budget valued - at the time - at well over £100m per annum. As well as being responsible for the accurate delivery of the quarterly and annual forecasting process, I was Business Partner to Senior Management. Show less



Euromoney Institutional Investor

• United Kingdom
• Information Services
• 400 - 500 Employee

• Senior Management Accountant

  • Feb 2006 - Nov 2007

  I held full responsibility for preparing and collating full sets of management and financial accounts on a monthly basis for the business’s two biggest titles, namely ‘Euromoney’ magazine and ‘Hedge Fund Intelligence’ (HFI) (with - at the time - combined turnovers of approx. £20m). I regularly talked these accounts through review with business group managers and directors and had four accounting staff reporting to me for HFI and two administrators for Euromoney. I held full responsibility for preparing and collating full sets of management and financial accounts on a monthly basis for the business’s two biggest titles, namely ‘Euromoney’ magazine and ‘Hedge Fund Intelligence’ (HFI) (with - at the time - combined turnovers of approx. £20m). I regularly talked these accounts through review with business group managers and directors and had four accounting staff reporting to me for HFI and two administrators for Euromoney.