After successfully selling my own business, I started a portfolio career providing CFO services to startups, scaleups and businesses going through periods of significant change.
I have delivered both strategic and fundraising services as well as new operating, process and commercial developments.
What I offer
CFO Services
A practical and hands on approach to providing all aspects of CFO services tailored to the specific requirements of the individual organisation and the business owners.
Financial Director and Board Member, SAAS Environmental Tech
• FD managing people, processes, and systems as organisation pivots from traditional B2B model to SAAS based recurring revenue.
• Integration of Sales, Operations and Finance platforms.
• Budget Setting, Cash Management and KPI’s
• Investor Relations and Exit Planning
• Stock and Supply Chain
Chief Financial Officer and Board Member, Mental Health MedTech
• CFO within an innovative mental healthcare peer-to-peer support platform and associated apps
• Key role within a global operation, with teams of staff spanning the UK, US, Australia, and Asia
• Took the lead in development of financial processes, reporting, investor relations & fund raising
Financial Director and Board Member, E-Commerce Scale-up – B2C
• Key role within an omni-channel e-retailing business, operating across the US, UK and Europe
• Engaged as FD and a Board Member, partnering with the CEO and COO on business success
• Defined and executed a 5-year strategy for the business
• Developed financial processes
Financial Director and Board Member, FCA Regulated FinTech
• Acted as the primary point-of-contact for FCA regulation and compliance, building trusted relations.
• Set-up and managed a significant debt facility, along with financial processes and controls.
• Leveraged innovative Data Analysis and Business Intelligence (BI) tools, informing decision making