Emily Querfurth Email & Phone Number

Marlow, Gb

• Ownership of the finance function, reporting to the CEO/COO and operating as part of the SLT and ExCo in a fast paced and demanding environment.• Responsible for management accounts, statutory reporting and external audit. Successfully delivered annual R&A to extremely tight, group deadlines. • Ownership of budgeting and forecasting, including implementation of tighter cost control framework required to meet group budget expectations and responsible for the rolling 3 year forecast… Show more • Ownership of the finance function, reporting to the CEO/COO and operating as part of the SLT and ExCo in a fast paced and demanding environment.• Responsible for management accounts, statutory reporting and external audit. Successfully delivered annual R&A to extremely tight, group deadlines. • Ownership of budgeting and forecasting, including implementation of tighter cost control framework required to meet group budget expectations and responsible for the rolling 3 year forecast and annual budget.• Management of company’s cash and capital positions within heavily regulated framework, co-lead on ICARA including the building/enhancement of related financial modelling, responsible for making dividend recommendations.• Responsible for the finance function’s risk management, including internal risk assessment, FCA/regulatory reporting, policy management and BCP.• Tax oversight, ownership of transfer pricing, VAT, CT, PSA and any tax related matters.• Identified and executed material enhancements to financial controls and processes, to elevate the output of the function to be value adding and to create efficiencies within the function.• Developed the AFM cost model as part of the Assessment of Value and Customer Benefits Framework to identify profitability, at a fund level, over time and include stress testing. Enhanced the process to ensure an agreed and consistent approach was applied to provide value adding insights.• Frequent presentations to communicate financial matters to both finance and non-finance stakeholders, including senior global heads and the company board.• Demonstrated sound people management skills, restructuring the finance team and engaging the right people to enable efficient operations and succession planning.• Ensured that the finance team delivered to all reporting deadlines, including monthly management accounts, daily/weekly MI, regulatory submissions and KRIs. Show less

London, England, United Kingdom

• Established and led the company finance function as the first in-house finance hire, reporting to CEO/founders and VC board. Participated in all board meetings to support the strategic direction of the company.• Improved financial planning by building a dynamic, metrics based, 10-year financial forecast model, with scenarios analysis, used for strategic decision making and fundraising decks.• Implemented a data-driven approach to strategy by creating a KPI dashboard tool, tracking… Show more • Established and led the company finance function as the first in-house finance hire, reporting to CEO/founders and VC board. Participated in all board meetings to support the strategic direction of the company.• Improved financial planning by building a dynamic, metrics based, 10-year financial forecast model, with scenarios analysis, used for strategic decision making and fundraising decks.• Implemented a data-driven approach to strategy by creating a KPI dashboard tool, tracking dozens of key metrics and ratios across all business areas, to ascertain a holistic view of the company and provide critical business insights to guide decision making.• Responsible for all financial reporting, management accounts, budgeting and forecasting, statutory reporting, corporation tax, VAT, R&D claims, credit control, finance ops and balance sheet reconciliations.• Responsible for liquidity and treasury, working capital management, monitoring cash runway and securing funding - including venture debt, innovate grants and supporting VC fundraises.• Responsible for commercial finance, advising on pricing strategies with apt stress testing, negotiating commercial contracts and support to the sales process.• Increased operational efficiency through rationalising the cost base and implementing a control framework to strengthen the cash position and accelerate speed to profitability.• Ensured company compliance, including implementing full GDPR compliance and company policy review. Managing cap table and company EMI share option scheme.• Consistently demonstrated a calm approach and ability to navigate through complex situations. Show less

London, United Kingdom

• Reporting to CEO/COO. Established the finance function, post-acquisition, across the multinational group, to support the transition from founder-run business to an international group structure. Implemented the controls and reporting necessary to support such a change and position the business to scale-up. • Sat on the ExCo, presenting at quarterly meetings to provide commercial insight from financial analysis and support the strategic direction of the business.• Responsible and… Show more • Reporting to CEO/COO. Established the finance function, post-acquisition, across the multinational group, to support the transition from founder-run business to an international group structure. Implemented the controls and reporting necessary to support such a change and position the business to scale-up. • Sat on the ExCo, presenting at quarterly meetings to provide commercial insight from financial analysis and support the strategic direction of the business.• Responsible and accountable for the finance function, production of multinational, multi-currency company and consolidated group management accounts, budgeting and forecasting, management of extremely tough liquidity positions, tax planning, R&D, VAT, and leading on audits.• Management of a small, international finance team.• Dealt with group restructuring, opening/closing businesses, share transfers and set up reporting for new entities.• Responsible for the legal and HR functions. Created templates for all contract types (such as licensing, software sales, framework and partnership agreements, NDAs, loan agreements and HR contracts) to deliver consistency in the engagement process.• Established complex, intragroup arrangements (including transfer pricing & revenue sharing) to ensure compliance across different countries • Demonstrated huge amounts of initiative to successfully work through problems independently in a fast-paced and challenging, international start-up environment. Show less

Uk

• Reported to the new CFO to support the clean-up and improvement of the whole finance function of a fast-changing small group of companies based in Europe and the Middle East.• Responsible for the monthly management accounting and reporting process, budgeting and forecasting, dealing with multi-currency, cross border companies, handling audit and managing the small team. Improved the accuracy of the accounts, established reporting for new companies and consolidated accounts and… Show more • Reported to the new CFO to support the clean-up and improvement of the whole finance function of a fast-changing small group of companies based in Europe and the Middle East.• Responsible for the monthly management accounting and reporting process, budgeting and forecasting, dealing with multi-currency, cross border companies, handling audit and managing the small team. Improved the accuracy of the accounts, established reporting for new companies and consolidated accounts and implemented Xero which all resulted in the delivery of more meaningful, accurate and streamlined financial information for the group owners. Show less

London, United Kingdom

• Managing Supervisor for Treasury Finance and Product Control on IT system implementation project teams. • Responsible for the evaluation of the new system, ahead of implementation, to ensure compliant with finance’s requirements. Conducting analysis and testing through each stage of the project lifecycle; from initial gap analysis and planning to go-live and post implementation handover back to the business. • Established what needed to be tested, how best to achieve the desired… Show more • Managing Supervisor for Treasury Finance and Product Control on IT system implementation project teams. • Responsible for the evaluation of the new system, ahead of implementation, to ensure compliant with finance’s requirements. Conducting analysis and testing through each stage of the project lifecycle; from initial gap analysis and planning to go-live and post implementation handover back to the business. • Established what needed to be tested, how best to achieve the desired results and ensured the tests conducted were appropriate to cover the risk level involved. • Applied detailed knowledge of accounting across the product range of complex trade types and multiple banking systems, manipulated large volumes of data, conducted in-depth analysis and investigation. Demonstrated extensive problem-solving skills to look at issues from different angles in order to resolve them as well as the ability to work to tight deadlines and strong soft skills to facilitate change management. Show less

London, United Kingdom

• Reported to the FD, responsible for the preparation, production and analysis of full monthly management accounts. Accounting for projects to monitor WIP and profit margins at that level, approval of budgets for client pitches and projects. Forecasting, monthly finance reports, payroll, VAT, ad hoc reports, analysing and interpreting financial data and for management decision making.

London, United Kingdom

• Preparation of Financial Statements (daily Profit and Loss and Balance Sheet Accounts) and commentary on OTC emerging market books for use by management and Front Office.• Preparation of budget figures and variance reporting on any deviation of actual figures from budget, detailed investigation into causes of variances and remedial action taken where required.• Provision of full attribution of P&L (delta, gamma, vega, theta etc.)• Analysis of risk at close of business and ensuring… Show more • Preparation of Financial Statements (daily Profit and Loss and Balance Sheet Accounts) and commentary on OTC emerging market books for use by management and Front Office.• Preparation of budget figures and variance reporting on any deviation of actual figures from budget, detailed investigation into causes of variances and remedial action taken where required.• Provision of full attribution of P&L (delta, gamma, vega, theta etc.)• Analysis of risk at close of business and ensuring accuracy and a true reflection of the day’s activities for the traders to trade from the following day.• Pricing and valuation of trades and risk, amendments to trades, impact of volatility surface changes on PV of trades etc.• Investigation and clearance of cash breaks of debtor and creditor balances, ensuring figures were in line with the general ledger.• Provision of position reconciliations on hedge positions (ie bonds and futures) and ensuring funding was correct. • Ad hoc reports and projects relating to systems development, unusual trades, variances, risk, valuations, attribution, trade capture and any aspect of the broad spectrum covered by middle office. • High-pressured role, due to volume of work, daily deadlines and the necessity to be consistently accurate because of the large potential losses at stake and the front office reliance upon figures provided. Show less

London, United Kingdom

• Senior member of the team supporting exotic options and swaps trading from an operational, control and client service perspective. • Responsible for deal verification, contract production (ISDA long form confirmation) in different languages, template creation, risk management, reconciliation, system maintenance, settlements and client and sales support. • Demonstrated a profound and consistent product knowledge as well as a high level of customer focus and given additional role of… Show more • Senior member of the team supporting exotic options and swaps trading from an operational, control and client service perspective. • Responsible for deal verification, contract production (ISDA long form confirmation) in different languages, template creation, risk management, reconciliation, system maintenance, settlements and client and sales support. • Demonstrated a profound and consistent product knowledge as well as a high level of customer focus and given additional role of departmental contact for European corporate clients.• Responsible for the training and development of the rest of the team and involved with interviewing for new staff. Show less