HealthTech scaleup whose workforce scheduling platform is used by 50% of UK GP practices and 30% of UK hospitals. $40m raised from Finch Capital, BGF, Playfair Capital, Beringea, and strategic-backers Cedars-Sinai Hospital.
• Serving as Interim CEO (maternity cover), ensuring strategic and operational accountability.
• Driving strategic initiatives to reach overall profitability (on track by Summer).
• Led full financial reforecast and comprehensive review of financial processes.
• Preparing the business for a majority PE buyout or exit.
• Overseeing ongoing integration of 2 prior acquisitions to maximise synergies.
• Led non-dilutive debt restructure incl. negotiation with investors to free up cash flow until Exit.
• Leading a highly-skilled finance team, providing mentorship and development opportunities.
• Key point of contact for all stakeholder relations.

Leading AI avatar video platform for workplace learning, backed by Lakestar (investors in Spotify and Revolut).
• Led reforecast & capital plan to deploy $22m Series A funds for next 18 months. Delivered to & approved by the Board.
• Drove North America expansion plan incl. 3x ARR + 250% Sales team growth.
• Positioning business for Series
● fundraise and/or Exit, incl. driving business to achieve core KPIs e.g. ARR, CAC payback, Magic Number, ARR per FTE.
• Established a scalable finance and FP&A function to enable data-driven GTM decision-making and other efficiencies, including:
• Beter visibility of key KPIs + cost base (-> upsell / pricing opportunities)
• Optimised financial models / scenario planning
• Standardised customer contracting in CRM (-> efficient onboarding)
• Streamlined, more accurate billing processes (-> improved customer reputation and speed to payment)
• Implemented risk mgmt (-> faster vendor reviews for SOC2 compliance).

Leading AI / Machine Learning e-commerce startup, backed by PayPal. Acquired.
• Led company restructure + cap table reorg to position for exit including team structure, capital reduction, new EMI share options pool & growth shares.
• Co-led an M&A process with the CEO which led to a carve out acquisition.
• Introduced customer profitability insights for pricing & contractual decisions.
• Developed pricing plan for new platform through x-functional workshops.
• Developed financial models for a £5m investment round & £2m EIC grant.
• Reduced debtors by c.50% and recovered debts +2years old.
• Managed Investor Relations, Treasury, and Finance function.
• Managed HR including onboarding/offboarding, employee contracts, pay reviews, skills gap assessments and hiring plans. Set up a Social Commitee, new performance review process (OKRs) and employee share option scheme.
• Managed Sales and Customer Success systems and processes including commission plans, targets, and responsibiliti

● Corp & award-winning EdTech SaaS start-up helping underserved students access on-demand E-Mentors for career discovery/inspiration (+5k users)
• Responsible for finance & operations (incl. financial planning, KPIs, impact analysis and fundraising) as well as building a scalable back-end infrastructure, security, data, and database design.
• Winner of TeachFirst Innovation Award 2018/19, "One To Watch" selected by Sir Richard Branson and Steve Wozniak, "One To Note" in EdTech 50 (launched at House of Lords), part of Mayor of London's Business Growth Programme. Funders: UK govt, TeachFirst, Facebook, Winston Churchill Fund + others.

Brought in to run the Group Finance Division for this regulated sustainable Asset Management firm, reporting directly to the CEO.
• Full ownership of the company Finance function, including leading our cross border team of internal and external accountants, managing year-end, seting / evaluating KPIs, intercontinental cash-flow / working capital mgmt. and readying the business for scale & investment.
• Reported in Board Meetings re: performance, strategy, and forecasting.
• Launched a new FP&A function, including revamped cash-flow & budgeting.
• Built complex DCF Valuation & Debt Model for fundraise / Board reporting.

Brought in to this Real Estate services leader to cover controller duties and manage offshore finance team as well as lead various profitability, operations and new systems integration projects after the merger with DTZ. Projects included:
• Balance sheet remediation in advance of SOX year end audit, process mapping and recommending efficiencies/improvements in finance operations & controls to CFO and senior management.
• Revenue reallocation assessment of European entities where I uncovered loss making activity, closed entities & secured USD$100m asset & equity injection to pursue growth opportunities I identified.
• Global coordination of transfer to a new financial system incl. data cleansing

Oversaw the Finance Function and worked closely with the CEO of this Children & Evidence Youth charity to develop the country wide growth plans, fundraising, operational sustainability, financial planning, and system controls, leading to an Acquisition. End-to-end management of merger with CYI from a financial and governance perspective.

A new role in this FMCG business taking control of financial planning and project tracking processes to improve margins across the UK, as well as working with senior leadership to steer strategy for some of the world's most well-known consumer brands (Jacobs, Carr's, TUC, Cheddars - +£90m Revenue Portfolio).
• Business partner and finance coach to Marketing, R&D and Manufacturing.
• Led month-end accounts, budgets & review with Executive leadership.
• Led x-functional teams to evaluate strategic, operational & financial aspects of growth & cost-cuting opportunities, incl. developing business cases for new products, CAPEX investment & cost-cuting, driving internal approval processes, and post-implementation evaluation.
• Led recovery plan (+£2.5m revenue) in the wake of Brexit / inflation.
• Co-led the risk commitee for the UK entity.

Managed the McVities, Jaffa, Jacobs, Carr's, and Go Ahead! brands from a profit growth perspective.
• Created & implemented scenario modelling tools (incl. training stakeholders).
• Led a company-wide product profitability & costing allocation project, resulting in streamlined portfolio initiatives (+£1.2m profit).
• Led competitor benchmarking & market analysis of pack, price & promotion architecture.

A three-year graduate programme in the Assurance Banking and Capital Markets department; promoted to Executive in year three.
• Led and managed teams during financial statement audits under UK GAAP and IFRS regulations; Produced reports for senior partners analysing control systems and variances; Recommended improvements in client reporting used for high level decision making; Audited new accounting systems and core facets (e.g. cash, receivables, payroll, tax).
• Led client relations incl. ING, Investec, Lehman Bros, UBS, Westminster Abbey
• Audited subprime mortgages (which had been detrimental to Lehman's demise), derivatives, project financing, asset divestitures, tax-efficient group structures, lease repossessions, KPIs, various traded products (for treasury & risk management), charity donations, grants & investments.