Fractional CFO support for SaaS Companies | Founder @ Insightful ReportingHere's how I work with you to optimise your financial reporting:🎯 Strategic PlanningI work with you to understand your business goals and design reports considering those plans.⚙️ Operational PlanningI help you to break down what needs to be done each month to meet your strategic objectives. 📊 ReportingMy reports highlight your progress towards goals and your business's key challenges.🔍 Performance ReviewsI help you translate business reporting results into actionable steps to optimise future performance.📈 Analytics - I help you understand and leverage the wealth of data held in your accounting software.Want more info? See the website: https://insightfulreporting.com.

Y-Tree is a financial services startup that transforms personal finance into an efficient, transparent and meaningful experience. They combine data, expertise and technology to provide insight across all aspects of clients’ financial profiles. Duties:- Managed the financial model to deliver strategy/decision-making support to the Senior leadership team;- Improved financial performance by providing insightful and accurate analysis and challenging the business where necessary;- Data interrogation, reconciliations and analysis from a variety of systems, including Spreadsheets, Salesforce, and Quickbooks;- Provided reporting and insights into historical and projected performance by linking Operational KPIs and variance analysis against the forecast/budget to ensure accurate month-end reporting;- Forecasting and budgeting, challenging business inputs and understanding any significant changes between forecast cycles;- Supported broader finance functions with the continued development of processes and controls in line with the businesses growth; - Responded to ad hoc queries and projects and supported the Management team.

K&K is an international award-winning independent property acquisition and advisory firm. Duties: - Prepared the quarterly budgeting for funding the Cayman Islands hotel project worth $20M;- Performed financial modeling & DCF analysis for various property projects;- Preparation of monthly, quarterly, yearly statements for 10 properties;- Preparation of VAT returns including import/export calculations;- Multi-currency bank account reconciliation;- Fixed Asset Register maintenance;- Preparation of consolidated financial for statements;- KPI reporting & analysis including data visualisation;- Managed the Accounts Payable and Accounts Receivable;- Power BI & VBA report integration.

Tax Ace was an accounting practice. I used Xero software.- Multi-currency bank account reconciliation;- Running monthly payroll for around 70 clients;- CIS monthly returns;- Preparation of VAT returns;- Pension auto-enrolment;  - Assist in year-end preparation;- Reviewed and recommended modifications to account systems and procedures.