Providing part-time Portfolio Finance Director services to a diverse range of SME businesses and High Net Worth individuals.

FinanceHeads is a collaboration of independent qualified, experienced accountants who work within SMEs as their trusted part-time Finance Director. The FinanceHead delivers a comprehensive package of support and advice to business owners that most bookkeepers and High Street accountants aren’t close enough to do. We recognise that bookkeepers and accountants provide essential services for business owners, but we complement them by mentoring and developing bookkeepers and providing considered and concise information to external accountants in each case achieving a better service for a lower fee.

A leading independent pensions management consultancy.Refined financial reporting and KPIs.Profitability, cash flow and balance sheet forecasting to support the executive team through two iterations of MBO and new board appointments.Covenant monitoring, reporting and forecasting for senior debt lender.Commercial and strategic input to board meetings.

NeoHealthHub help their clients identify, prepare and win every Critical Moment™ in the pharmaceutical and healthcare brand lifecycle.I helped the founders merge four pharma services businesses, grow them organically to their full potential and prepare the resulting group for sale. As CFO I acted as finance lead for all vendor and commercial due diligence, then worked beyond post-merger integration with PharmaLex GmbH and Cencora Inc to ensure a smooth transition that built on the inherent value in their acquisition.

The leading provider of cross-media advertising to the education sector.Successful transition of the business from print to online media.Led salesforce implementation.Several successful funding documents for horizontal and vertical growth projects.

Part-time Financial Controller role, advising the board on cash flow forecasting and management, and gross profit measurement.

Successfully completed seed / Series A funding round involving Jaguar Land Rover and Mercia Fund Managers to take the revolutionary Arc Vector electric motorcycle from prototype to launch at EICMA 2018 Milan. Full financial control and reporting system implemented alongside funding process.

Report to the board on ways to improve profitability, liquidity and financial processes to maximise growth opportunities. Oversee implementation of recommendations.Bring strategic clarity and consistency to management reporting to support more effective decision making.

Part-time Finance Director role.Review strategic and financial plans.Put together an integrated model for sales volume, gross margin, profitability and cash flow.Raised equity funding for growth in two separate rounds£750k (November 2016) and £3m (March 2018)

Part-time Finance Director role.Helped the company raise £700,000 equity funding for growth.Refreshed strategic and financial plans including an integrated model for profitability and cash flow.Historical margin analysis.Amend EDI / Sage interface for improved margin tracking.

Successfully co-ordinated seed equity funding, ensuring SEIS and EIS compliance.Set up accounting and financial control system for rapidly growing app development business.Tightly monitored cashflow through customer acquisition phase.

Established weekly cash actual and forecasting models, monthly reporting routines, quarterly board packs, seasonal budgeting and sales achievement reporting.

Company valuations based on private equity transactions :December 1994 Sale of minority stake to Reuters PLC £20mFebruary 1999 3i venture capital backed management buyout £85mJuly 2000 Sale to Guardian iT PLC (now Sungard) £170mResponsibilitiesAll aspects of financial forecasting and reporting, specifically turnover measurement and forecasting from sales activity plans, annual planning process and statutory audits for all group companies including overseas subsidiaries. Investment appraisal for capital projects (e.g. new facilities in Docklands costing £4.5m, investments in recovery computer equipment, lease or buy decisions). Working capital monitoring, cashflow reporting and forecasting, treasury management and maintenance of banking relationships. Supervision of four staff with day-to-day accounting responsibilities.AchievementsFirst point of contact for legal and financial due diligence queries during the management buy out in February 1999 and the sale of the group to Guardian iT in July 2000. Assisted with the acquisition of subsidiaries in the UK and Luxembourg. Designed a model for measuring branch and product profitability using the principles of Economic Value Added. Devised a sales plan to deliver 20% growth in turnover in 1998/99. Sales force achieved 22% growth by working to the plan. Headed a nine month project to implement a bespoke system for sales cycle management taking a contract from quotation to contract signature. Compiled and delivered an in-house Microsoft Excel training program for users across the organisation. Informal point of contact for all Excel queries.

Distributing blockbusters like Dances With Wolves, Terminator 2 - Judgment Day, Field Of Dreams, Basic Instinct, Total Recall...