Providing part time CFO services to entrepreneurial and owner managed businesses, typically with a turnover between €1m and €50m.

Consult on both financial and operational matters to a variety of businesses, ranging from specific projects to on-going advisory services.

Rubrics Asset Management is an independent boutique investment manager, specialising in fixed income strategiesOriginally headhunted in London to establish a finance function & systems to support a fixed income division and overhaul the financial management of the funds & investment management business. Held Central Bank of Ireland, Pre-Approved Controlled Functions including Head of Finance (PCF-11), Capital & Financial Management (PCF-39A) & Non-Executive Board Director of Rubrics Global UCITS Funds Plc (PCF-2A).Held a key role in the establishment of a joint venture and a subsequent management buy-out, incorporating a structure in Ireland, setting up core operations in Dublin and obtaining an AIFMD authorisation from the Central Bank of Ireland.Was responsible for all finance & operational functions across the business, investor relations, treasury management, financial modelling & forecasting, regulatory reporting, capital adequacy assessment & monitoring, taxation and semi-annual and annual financial statements, HR & IT operational.Restructured the company’s core funds including the migration of funds between jurisdictions and the merger of funds into a UCITs umbrella structure. Streamlined and replaced service providers to reduce the funds on-going charges and ensured tax, regulatory and compliance obligations of the funds were adhered across multiple jurisdictions.Developed the company’s Internal Capital Adequacy Assessment Process. Worked with in-house software expert on the development of a proprietary system which acts as a dashboard of information and incorporates multiple functions including compliance monitoring tools, portfolio analysis, investor statistics, reports and metrics to assist the financial oversight of the business.Worked with compliance, legal & business development on variety of operational & business development projects.

Capital Generation Partners is a private investment office that delivers investment portfolios to families, trusts and endowments.Upon relocating to London in 2012, was recruited by Capital Generation Partners to review processes and controls within the business, bringing significant improvement in efficiency and services to clients, upgrading and modernising the client portfolio performance reporting function whilst delivering significant operational cost savings.Held a leading role for the firm’s operational and client-facing activities managing the client services function ensuring accurate, timely and effective delivery of investment advice and reports to clients & ensuring consistent and best practice standards in reporting client portfolio performance across all asset classes.

The Clermont Group is a multi-billion dollar private single family office that invests globally in public and private equity across a range of industries, including energy, financial services, consumer, and healthcare.At Clermont Group, I managed the back office and finance function of the capital markets division, ensuring accuracy of fund’s trading positions, assessing the risk exposure of portfolios and evaluating investment performances. Directly managed funding to support trading throughout global markets, managing the settlement technicalities & cycles, conducting foreign exchange deals and managing time deposits. Worked closely with legal and compliance on investment deals, technical trading issues and agreements.Developed a trading structure and attained licenses to enable equity trading in India, Russia, Brazil & China. During the 2008 economic downturn identified and monitored a variety of risks to the custody of assets, initiating a review of global custodial providers, resulting in the negotiation of new account openings for all group companies and rapid diversification of asset locations to minimize the risks identified.Conducted research into corporate, tax, statutory and trading regulations and the published regulatory trading and settlement guidelines to the investment team. Managed third party relationships with brokers, custodians and administrators to ensure trading was possible in many global markets. Prepared group annual financial statements & presentation of the annual fund performance to the Chairman.Handled all statutory & regulatory proceedings for the group including board meetings, preparation of board minutes, compliance disclosures to trading exchanges and the filing of taxation computations and financial statements to regulatory bodies.

Qualified as a Chartered Accountant with PricewaterhouseCoopers, Dublin and had the opportunity to work for three PwC international offices - Dublin (Ireland), Toronto (Canada) & Singapore.Whilst working for PwC in Singapore, I was a prominent audit team member in a successful SGX IPO in 2006, auditing the larger subsidiaries, reviewing control weaknesses, appraising the risk management structure and preparing the IPO pro forma accounts. During my time at PwC, I supervised, planned and executed fieldwork for multi-location audits of both large listed & private companies in a wide variety of sectors (e.g. healthcare, technological, agriculture, retail, construction).Managed client relationships, facilitated client meetings and delivered presentations to clients on audit results and internal control assessments, providing recommendations for improvement.Monitored budgets to assess engagement profitability and mentored team members, evaluating performance and providing feedback.Applied analytical thinking and financial skills including interpretation of financial statements, performance evaluation, ratio analysis and company valuation. Resolved account issues and misstatements in financial statements.Applied the practical application of U.S, Canadian, Singaporean, UK and International accounting standards in drafting financial statements and related note disclosures for small, medium and large firms.