What I offer
CORE VALUE ADDS
1. Successful business scaling
2. Financial Modelling
3. Business Plan creation, review & modifications through clear and simple financial projections
4. Performance optimisation through cash flow modelling, KPI analysis and deep cost/margin review
5. Business Value maximisation
Learn moreExperiences
CFO TO THE DISRUPTION HOUSE (ESG TECH STRAT-UP) 2022 – CURRENT
1. Built a financial model and pitch deck to raise £2.3m
2. Raised a second scaling round of £2m
3. Implemented accurate and reliable monthly KPI reporting, performance optimisation
4. Built a scalable and professional finance function, including systems and processes.
CFO TO ABOVE (GREEN TECH) 2022 -2024
1. Brought in by VC Lead Investor to build a scalable and professional finance function, create reliable Board reporting, implement financial control as well as build a more accurate financial forecasting model.
2. Scaled from £2m to £5m revenue
3. Raised £4m through Series A and £1m debt finance.
MODEL BUILDING AND FUNDRAISES 2021-24
1. Built financial models to support over £15m fund raises
2. Clients included Alite, Aventur, Ctrl Alt, Giggle, Jobmate, Lavender Green, The Kitchen Equipment Company, Leo RegTech, Oya and Stakk
3. Built highly powerful cash flow models to maximise business valuations
FINANCIAL & PROFESSIONAL SERVICES
1. Assisted a FTSE 100-owned wealth management business in growing AUM from £50 million to > £1bn, implementing key growth processes, KPI reporting, business planning, and performance review.
2. Built a group of SME accountancy practices through acquisitions, consolidation and harmonisation
CAXTON LLC – 5 YEARS
1. Senior Analyst / PM at Caxton LLC, a USD 15 billion hedge fund, analysing PE debt-backed deals, high yield and crossover debt, while overseeing a USD 2bn bond portfolio
2. Covered Corporates, Financials & Sovereigns, from AAA to Junk, Prime to Sub-prime across the US, Europe and the UK
