What I offer
Learn more
Flexibility
Project and part time assignments to fit with company objectives. Avoid a full time overhead and use a focussed finance expert for your key priorities
Financial Healthchecks
Assessment of key issues and parameters within your business along with recommendations of improvements to align with your future strategy
Management Information
Setting up or improving your reporting so you know how your business is performing including setting tailored KPIs (Key Performance Indicators)
Financial Discipline
Setup, review and improve systems, processes and procedures to streamline the financial management aspects of your business
Automation
Identify best in class applications from the Xero and QuickBooks ecosystems to allow your team to do more with the same resources. This helps your team to focus on higher value and more rewarding work
Stakeholder Engagement
Ensuring relationships are maintained with lenders, investors, shareholders and other key stakeholders
Experiences
Consultant Finance Director - Recruitment Start-up
Working closely with the business’s founders to identify and set up systems that were specifically well matched to the requirements of a recruitment company
Set up management accounting reporting to straightforwardly articulate Financial data and business performance to the Board
Large capital projects
Management of finances for building projects, including monitoring of actual costs versus budget, and managing grant claims submitted to government agencies.
Entrepreneurship and diversification
Establishing systems, business plans and accounts for entrepreneurial ventures in areas as diverse as an on-site café, events, and a start-up recruitment agency.
Property transactions
Managing property purchases and sales transactions including putting finance in place, liaising with legal and surveyor contacts along with due diligence if the property was the transfer of a going concern or included TUPE staff transfer
Systems transformation
Introduction of a specialised SaaS software system to streamline existing processes and connect the accounts system with the front-end sales process, to improve efficiency and company reporting capabilities.
Automation and efficiency gain
Introduction of automated invoicing, implementing a direct debit payment collection system, scheduled debt-chasing reminders direct from the accounting system, and rationalisation of sales invoicing, to maximise efficiencies
Forecasting and reporting
Including preparation of Board packs and cash-flow projections for existing operations, project feasibility studies, and potential joint ventures.
