Description

🎯 What I Do

I help fast-growing and PE-backed businesses turn finance into a strategic advantage—through sharp forecasting, clean board reporting, and high-trust analytics.

💼 Who I Work With

Founders and CFOs scaling toward exit or fundraising
PE portfolio companies needing better board visibility
Finance teams overwhelmed by manual modelling or Excel chaos

📦 What I Deliver

Board-ready investor-grade financial models
Scenario planning and long-range forecasting (3–5 year)
FP&A transformation (reporting, dashboards, process redesign)
Discovery workshops for data and analytics readiness
AI & Copilot strategy for modern finance teams

🏆 Why Work With Me

12+ years in strategic finance (PwC, Gresham House, Awaze £1bn+)
Strong at bridging technical + commercial: I work fast, think clearly, and deliver quietly
ACA, MBA (Oxford), fluent in Excel, Power BI, Tableau, Python, SQL, GPT, and storytelling

⚙️ Tools I Use

Industry field of expertise

Languages

English
Native or bilingual

Workplace preferences

Can work on-site

London (up to 50km)

Awaze UK
Director of Financial Modelling & Analytics
May 2023 - March 2025 (1 year and 10 months)
London, UK
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.
Gresham House plc
Financial Planning and Analysis Manager
July 2019 - May 2023 (3 years and 10 months)
London, UK
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.
PwC LLP
Transaction Services Manager
September 2012 - June 2019 (6 years and 9 months)
London, UK
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.