PE-backed (Platinum Equity) pan-EU company preparing for exit.
• Partnered directly with C-suite and PE investors on strategy, exit planning, and board reporting for a £1 bn+ turnover business preparing for transaction.
• Built advanced financial and growth models across subscriptions, customer lifecycle, and cohort profitability, driving board-level decisions.
• Led automation of KPI dashboards and unit economics tracking (ARR, CAC, LTV, retention, margin), supporting commercial and pricing strategy.
• Mentored and restructured finance and data teams to deliver better investor readiness, improved forecasting accuracy, and team scalability.

Listed alternative asset manager with a focus on infrastructure, real estate, and private equity
• Led budgeting, forecasting, and financial modelling for the Group and Infrastructure division, enabling strategic growth into new sectors.
• Built and maintained investor-facing financial models for multiple tech-enabled infrastructure platforms and new acquisitions.
• Partnered with heads of product, ops, and GTM to optimise subscriptions, improve margin analysis, and shape quarterly board packs.
• Drove data-led process improvements across FP&A and reporting through Alteryx and Tableau.

M&A, financial due diligence, and restructuring
• Delivered financial due diligence for high-growth PE and VC-backed targets across SaaS, consumer, and tech-enabled sectors.
• Focused on recurring revenue modelling, fundraising support, and post-deal integration planning.
• Worked across multiple international projects involving structuring and financial reporting.

Firms
● Built enterprise-grade platforms using Java, SQL, and Python. Gained deep appreciation for data architecture and systems design—skills now leveraged for financial system automation and analytics integration.