Management of finances/filings/tax/payroll for various small businesses

~ Boutique Fitness Studios / Turnover c£3m / Privately owned ~Role:• Leadership of HR & financial operations for 3 UK-based companies• Preparation of monthly management pack, yearly statutory accounts, full UK tax complianceAchievements:• Navigating the company through a pre-pack administration following Covid-induced financial difficulty• Rebuilding the company’s financial structure and reporting after a period of mismanagement• Successful acquisition of 4 franchise studios to double proposition, involving intensive onboarding process

~ Telecommunications / Turnover c£18m / US parent company ~Role:• Financial control of 2 UK based businesses with 5 direct reports• Manage transition from privately owned to group subsidiary following acquisition in Dec-13• Monthly detailed reconciliations and analysis prepared to IFRS and SOX standardsAchievements:• Complete shift of accounting system from Sage to Peoplesoft• Restructure of reporting package to align with US group requirements• Winner of Employee of the Year awardReason for leaving:• Redundancy – financial control function moved to European HQ in Ireland

~ SaaS / Turnover c£10m / Private Equity owned ~Role:• Financial control of UK, US and Canadian companies• Assist FD with sale of the company. Full responsibility for content of data room, contact with due diligence team and lawyers• Supervision of 3 trainee accountants and development & training of FC designateAchievements:• Successful completion of sale from PE firm to PE firm• Full reconciliation of finance systems and processes, identifying and improving inefficiencies• Trained personnel to ensure sustainability of team structure and growthReason for leaving:• Interim contract completed upon sale of company

~ Financial Services / Turnover c£20m / PE owned - sold to Markit ~Role:• Ensuring the smooth integration of Data Explorers and Markit post acquisition• Financial control of Data Explorers group companies in UK, US and HK• Increased involvement in managing the finances for other Markit CompaniesAchievements:• The integration of Data Explorers to Markit was seamless, switching systems from Exchequer to SAP and adopting Markit’s accounting policies and processes• Maximising synergies post-acquisitionReason for leaving:• My tenure at Markit ended after being head-hunted by the PE firm that owned Datix

~ Financial Services / Turnover c£20m / Privately owned then sold to Markit ~Role:• Financial control of 7 group companies including US and HK subsidiaries with 2 direct reports• Full tax compliance in UK, US & HK• Management of payroll, commissions, loan note and PIK (Payment in Kind) notes• Reporting to senior management, budget preparation and cash managementAchievements:• Establishment of key systems and controls for newly formed US and HK subsidiaries• Formation of new finance team and implementation of systems and processes• Completion of ‘Hive-Up’ procedure for four group companies• Successful sale of company to Markit

Role• Management of audits for various companies up to c£20m turnover with 3 direct reports• 'One-stop shop' accounting – personal tax, corporation tax, bookkeeping, management accounts, statutory accounts, company secretarial matters, budgets & forecastsAchievements• Completion of ACA qualification• Experience in all parts of accountancy/tax for small & medium sized companies across multiple industriesReason for leaving• To pursue a career in industry rather than practice accountancy