Chris P. Email & Phone Number

London, Gb

City Of London, England, United Kingdom

- Strong background in large scale implementations and the governance of a portfolio of projects within the Private Capital landscape - Advised on the transformation of complex digital strategies and operational process improvements across several multi-asset managers - PMO and analysis for high value RFPs (£5m+ Annually) - Review and remediation of Front & Back office private equity processes

City Of London, England, United Kingdom

Established in 2009, Holland Mountain is a leading specialist consulting firm for the Private Capital industry and works exclusively with Private Capital managers, supporting them on their journey to ‘Data as an Asset’. Managers looking to improve their operating model can leverage our strategic advisory servicesWorking across all Private Capital asset classes, including Private Equity, Private Debt, Real Estate and Infrastructure, we support our clients to establish the people,… Show more Established in 2009, Holland Mountain is a leading specialist consulting firm for the Private Capital industry and works exclusively with Private Capital managers, supporting them on their journey to ‘Data as an Asset’. Managers looking to improve their operating model can leverage our strategic advisory servicesWorking across all Private Capital asset classes, including Private Equity, Private Debt, Real Estate and Infrastructure, we support our clients to establish the people, processes, technology and data capabilities they need to achieve their strategic objectives. Holland Mountain’s areas of specialism include CRM, portfolio monitoring and fund administration. We also provide dedicated project and change management services for system implementations, large-scale transformation programmes and complex process reengineering. Holland Mountain has gained the reputation as one of the most respected firms within the private capital industry Show less

30 Finsbury Square | London Ec2A 1Ag

Part of the Financial Services audit department, working with organisations ranging from:- Private Equity Clients- Insurance Brokers- Listed Clients (Investment Trusts)- REITs- Mortgage Finance Clients- Consumer Lending Companies- Fund ManagementNotable key clients I had the privilege of working with:- Witan Investment Trust Plc (Income £37mn, Net assets £2bn)(2021)- Ediston Property Investment Plc- Inflexion Private Equity Partners LLPOur… Show more Part of the Financial Services audit department, working with organisations ranging from:- Private Equity Clients- Insurance Brokers- Listed Clients (Investment Trusts)- REITs- Mortgage Finance Clients- Consumer Lending Companies- Fund ManagementNotable key clients I had the privilege of working with:- Witan Investment Trust Plc (Income £37mn, Net assets £2bn)(2021)- Ediston Property Investment Plc- Inflexion Private Equity Partners LLPOur overall objective is to assess the financial data of organisations to ensure a true and fair view is provided. Working towards providing assurance that they are free from any material misstatements; allowing investors and other financial statement users to have confidence in the companies they have interests in.Key responsibilities, progress and achievements made in this role:- Deftly assisted on audit assignments, from planning stages to implementation and finalisation.- Provided dependable quality assurance, raising issues with managers and partners and offering solution-based problem-solving.- Assisted in the oversight of other associates, ensuring quality audit services for maximised client satisfaction.- Closely analysed audit data to seek and implement strategic operational improvements.- Carried out diligent risk assessments, carefully considering operational, financial and reputational concerns.- Nurtured loyal client relationships through high-quality communication on audits performed.- Demonstrated key understandings of FRS & IFRS to help deliver reliable, compliant audits.- Produced detailed reports for audit review processes, highlighting concerns and presenting targeted solutions.- Updated clients during audits to share progress status and maintain understanding of the process.- Gained experience working on Limited Assurance CASS engagements for clients who hold Client Assets & Money.- Collated and analysed large financial spreadsheet datasets, maintaining high level of accuracy throughout. Show less

Basildon, Essex, United Kingdom

This was a position I held whilst studying at sixth form. Throughout this role, my responsibilities included working with clients to resolve issues on their credit accounts; providing a point of contact for clients to discuss their credit facilities and negotiating arrangements to benefit both parties.Key responsibilities, progress and achievements made in this role:- Utilised practical communications skills to maintain and build positive client relationships.- Utilised… Show more This was a position I held whilst studying at sixth form. Throughout this role, my responsibilities included working with clients to resolve issues on their credit accounts; providing a point of contact for clients to discuss their credit facilities and negotiating arrangements to benefit both parties.Key responsibilities, progress and achievements made in this role:- Utilised practical communications skills to maintain and build positive client relationships.- Utilised effective negotiation techniques to increase the likelihood of obtaining payments from clients in a timely manner.- Reduced aged accounts by collecting on approximately 30 accounts daily (On a part time basis).- Recovered lost revenue by persistently contacting customers with past due accounts.- Created repayment plans based on account holders' financial status and repayment abilities.- Followed fair debt practices and regulatory guidelines when managing collections process.- Placed outbound collections calls daily to approximately 45 account holders (On a part time basis).- Mentored new members on scripts, strategies and company information to maximise performance.- Interviewed customers to determine reasons for delinquency, source of income and next pay date to build solutions for financial issues.- Secured payments by following up with customers which disregarded promise to pay. Show less

Aca

Education record

Fully AAT Qualified

A-Levels, Economics, Business Studies, Computer Science

Activities and Societies: Economics Ambassador

Current Candidate - Chartered Alternate Investment Association