Transition and development of entrepreneurial brand. Roles include: MMA CPA Firm (Audit & advisory partner), Fractional CFO roles (e.g., VC CFO, A.I. company, advisory firm), PKF Mueller (notably director on $5 billion steel manufacturer and not-for-profit jobs), and Ingram Advisory Group (interim COO for a marine company).

• Soft skills & achievements: Director in the National Office responsible for countrywide risk management & quality for listed audit clients. Over 100 hours of training (e.g., ESG, SOX controls). Teams ranging from 5-200.
• Clients: Quality Assurance (QA) for large, complex, listed SEC/PCAOB clients such as an investment group with over $800 billion in Assets Under Management (AUM), insurer with $1.4 trillion in AUM and a crypto miner.

• Soft skills & achievements: Crafted & led digital marketing strategy incl. proposals & thought leadership; led quality assurance (10 years with no adverse findings); liquidations (e.g. Lehman brothers subsidiary) and financial due diligence (£8M - £21M range). Consistent promotion from manager - partner in less than 10 years.
• Clients: Signing partner/ engagement manager for private equity & investment funds ranging from $1.3B to $13B; listed clients (e.g. London Stock Exchange (LSE), AIM); a listed crypto group; Government of Jersey (internal audit); mining (diamonds, iron ore); and largest social housing provider, Andium (10k+ homes).

• Soft skills & achievements: Reviewed complex financial statements (IFRS and US GAAP), coached and mentored staff in cross-cultural teams. Training: leading teams, communication, managing stress, delegation.
• Clients: Sectors including: financial services (Central Bank, private & development banks, fund administration, real estate, insurance); manufacturing (Coca Cola, Unilever subsidiaries); agriculture (2,500 – 10,000-hectare sugar, tea and coffee plantations); and public sector (e.g. UN, World Bank/IDB and DANIDA funded projects).