What I offer
Financial model
I offer simple financial modelling services focused on clear data, easy-to-understand outputs, and tailored solutions. By using scenario planning and consistent updates, I help you make informed decisions to achieve your goals efficiently.
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Fundraising Support & Documentation
Comprehensive support for fundraising rounds, preparing key documents including financial models, pitch decks, and marketing materials. I manage outreach, set up data rooms, and guide companies through the due diligence process, ensuring a smooth and professional approach to securing financing.
Cashflow management
Developing detailed cash flow forecasts, managing foreign exchange risks, and implementing cash preservation strategies to extend financial runway. Optimising liquidity and controlling unnecessary expenditures, to confidently navigate financial challenges and support sustainable growth.
Fractional CFO/ Finance Director
I help build and strengthen your finance and accounting department on a project or ongoing basis. My focus areas include financial reporting, working capital, cash flow and runway management, KPI development, budgeting and forecasting, variance analysis, team leadership, and financial strategy.
Business turnaround, pivoting, cost-cutting: strategy consulting
I conduct a thorough analysis of the business to provide initial diagnostics and establish a timeframe for addressing issues. I work closely with teams to understand their needs and help set up cost-cutting initiatives and develop a plan for implementing changes to operating models, people, culture
International expansion (US, Europe, Asia)
Assess and identify the Country that fits with your business model
Choose a Legal Structure
Register the Business
Permits, Licences, Banking and Financial Systems
Employment and Tax requirements
General compliance with local regulations
Physical presence
Professionalised Finance Function
Setting up the right foundations. Implementing best practices, streamlining processes, adopting advanced technology, promoting data-driven decision-making, enhancing communication and collaboration with stakeholders, and ensuring compliance with financial regulations
Founder support
Pitch decks, investor call prep and meetings, and DD.
Advice on fundraising, debt and equity financing, employee options, capital allocation (R&D vs marketing), business operations (in house vs outsource), growth strategies
What do we sell to whom and how?
Acquisition Due Diligence & Viability Assessment
I provide acquisition viability assessments through detailed due diligence. This includes analysing financials, identifying risks, and reviewing legal and operational factors. My goal is to ensure informed decision-making and guide clients through the entire acquisition process confidently.
Retail Operations
I offer comprehensive retail operations management, including inventory control, staff supervision, customer service & sales optimisation, store layout. I also handle budgeting, reporting, and logistics like supply chain management, all aimed at enhancing store performance and customer satisfaction.
Store Launch Planning & Execution
I provide end-to-end support for businesses looking to open a retail store. This includes developing a business plan, securing a location, obtaining necessary permits, arranging financing, managing inventory, hiring staff. I also assist with insurance and business rates management
Operational Efficiency & Financial Controls
I implement financial controls, governance structures, and develop tailored finance process manuals to streamline operations, ensure compliance, and optimise financial reporting.
KPIs
Design of business KPIs, identification of key drivers, and implementation of automated analysis.
Experiences
Healthtech startup CFO
Assisting the business in pivoting from hardware to SaaS, launching a subscription model and establishing a licensing agreement. Developing a financial model to support Series A fundraising and extending the runway by two years. Leading the operations team.
Consumer brands - Ecommerce, D2C, B2B, Omnichannel
- LEGO - B2B and D2C - Launched a digital market
- Elizabeth Arden - B2B and ecommerce - brought e-com in house
- Penhaligons - from B2B and D2C to Omnichannel - launched ecom
- L'Artisan Parfumeur - from B2B and D2C to Omnichannel - launched ecom
- Clive Christian - B2B - ecommerce expansion
Startup to Corporate: Financial Advice
Comprehensive financial guidance to the board. Including:
- Raising funds from Seed to Series B
- Establishing financial functions and systems from the ground up
- Business restructuring
- Managing financial crisis, with a focus on optimizing cash runway
- Assessing & measuring financial impact
Mergers & Acquisitions (M&A) - both sides of the transaction
Including:
- Initial evaluations, due diligence and legal negotiations. Complete acquisition (Clive Christian-Liquides Imaginaires; Miller Harris; niche brands)
- Full business integration after a takeover (Elizabeth Arden-Revlon)
- Merger of Penhaligons and L'Artisan Parfumeur into Puig
Business transformation & Expansion: strategic planning and execution
- International expansion: UK, US, EU, Asia
- Strategic growth: retail stores, distribution and business operations
- E-commerce re-platform projects
- Built and developed Finance Teams
- Cash optimisation
- Process improvement, business intelligence and enhanced reporting
Bilingual English-Spanish
Simplify language on websites, apps and marketing materials for improved customer experience.
Draft, proof-read and bridge language gap in documents (contracts, technical documentation)
Promote cultural awareness and sensitivity in diverse teams. Foster strong international business relationships
International expansion (US, Europe, Asia)
Assess and identify the Country that fits with your business model
Choose a Legal Structure
Register the Business
Permits, Licences, Banking and Financial Systems
Employment and Tax requirements
General compliance with local regulations
Physical presence
