Expertise

  • FInance Director
  • Management Accounts
  • Cash Flow Management
  • Forecasting & Budgeting
  • Strategic Pla
  • Financial Controller
  • Accounts preparation
  • Financial Analysis
  • Business plans & financing
  • Costing
  • Inventory Management
  • KPI Development & Reporting
  • Business Strategies
  • Financial Support
  • Funding (grant and loan)
  • Due Diligence
  • Business Case Production
  • Cost Reduction
  • Debt Reduction
  • Reorganisation
  • System Implementation
  • Project Management for SMEs
  • Sales Reporting
  • Financial Modelling
  • Organisation Development
  • Business Process Improvement
  • Financial Restructuring
  • Accounting
  • SMEs
  • Start ups


Summary

Profitability-driven finance leader with expertise in all facets of accounting, financial management, financial analysis, and controllership within corporations with extensive regulatory compliance requirements. A strategic partner of executive peers that has consistently turned around financial losses to financial health. Instrumental in streamlining and improving processes, enhancing productivity, and implementing technology solutions.

 

 

And no...I'm not just another boring Accountant, I roll my sleeves up and get down and dirty to sort out the problems and issues that hold businesses back. My aim is to ensure that businesses maximise their growth potential and their owners achieve their hopes and dreams.

 

I work on a cost effective pay-as-you-go basis.   

 

 

Technical proficiency in Xero, SAP (R/3 and R4.6), Oracle, Excel, Access, PowerPoint, Word and Lotus Notes.

 

 

"Professional and flexible financial management approach for the size, requirements and budget of YOUR BUSINESS." 


Experience

  • EFM Altrincham

    Managing Director
    2017 - Current
    EFM Altrincham

    CIMA Qualified | Financial Management | Executive Leadership

    Profitability-driven finance leader with expertise in all facets of accounting, financial management, financial analysis, and controllership within corporations with extensive regulatory compliance requirements. A strategic partner of executive peers that has consistently turned around financial losses to financial health. Instrumental in streamlining and improving processes, enhancing productivity, and implementing technology solutions.

    Key Accomplishments from previous roles: 

    - Protected the financial health of the organisation as part of the senior management team by mentoring a team of finance leaders in diligently analysing and refining the effectiveness of key financial controls, processes and models.

    - Established and strengthened relationships with key stakeholders from sales, production, quality, purchasing and IT to ensure financial accountability when managing annual budgets.

    - Ensured the company adhered to key tax and industry financial compliance standards.

    - Safeguarded valuable vendor relationships by overseeing the payment of up to 500 monthly transactions valued up to £2m.

    - Partnered with the Managing Director and Production Director to improve the operational plan for manufacturing processes.

    - Strengthened annual business profitability by reducing bad debts from 28k to £1k a year.

    - Saved the company approximately £80k by integrating a tendering process for all local insurance and by designing and implementing a new overtime policy.

    - Directed the responsible spending of a £3m capital investment over a three-year plan.

    - Contributed to the company achieving 20% year-over-year growth by ensuring the management team aligned to the annual forecast and that margins stayed within good levels by customizing corporate and individual performance metrics and through weekly and monthly KPI reporting.

    - Exemplified strong executive management skills extending personal responsibilities beyond finance to managing technology implementations and systems.

    - Educated finance employees on best practices related to the usage of SAP, Excel and other ERP systems.

    - Created the structure of the organisation's first cost centre management and reporting system and led all training for department heads and managers to ensure proper usage of the new internal process.



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