A strategic advisor to Boards and Executive Management of financial services organisations that operate internationally, are looking to expand into new markets (jurisdictions and products), undertake business transformation initiatives, improve governance and implement sustainable business practices.
I am a chartered accountant, former corporate treasurer, former global product COO at an investment bank and have been an interim CFO and COO.
What I offer
B Corp Application and Annual Impact Report preparation
I can help organisations apply for B Corp status and develop their B Corp Annual Impact Report, having been the Head of Impact at a B Corp certified RegTech business and designed and produced two of their annual B Corp Impact Reports.
I can help start-up and scale-up PE and VC firms with their: governance structure; investment management and operational procedures; negotiating and implementing services with outsourced service providers; cashflow forecasting, management accounting; impact reporting; leading change projects.
Having established businesses in Moscow and Istanbul and access to developing market countries, I can help set up of new offices in overseas jurisdictions, project managing the implementation of requisite infrastructure and obtaining regulatory approval.
Working closely with business leaders as their COO, Chief of Staff and Chief Growth Officer gives me an insight of the challenges faced in growing a business and to keep it on track in volatile markets to meet its targets. I can be a sounding board for a CEO to work through the challenges they face.
I had the privilege of project managing the merger of the global fixed income divisions of Swiss Bank Corporation and UBS. This involved integrating people, systems, risk positions and financial reporting. Additionally, I closed a macro proprietary trading desk without generating a loss.
International outlook, adaptability and cultural awareness
I was born in Kenya and grew up in Hong Kong, Japan, South Africa, Spain, The Netherlands and the UK. Furthermore, I have lived in Abu Dhabi and Poland, and worked in Germany, Portugal, Denmark, Sweden, China, Russia and Turkey. As a result, I have an awareness and understanding of other cultures.