Swan Partners is a specialist team of experienced finance professionals from both advisory and corporate backgrounds with an average of 13 years of experience having worked on over 800 transactions for a range of small, midcap, listed, PE backed corporates and public sector bodies. Working as part of management’s team, we bring a common sense, commercial and pragmatic approach, whilst understanding the requirements of stakeholders and constraints of the business. We work on a range of corporate transactions including:Sell side, buy side, capital markets, refinancing and restructuring where we provide assistance to management including preparation of historical information, financial modelling, business plan preparation, project and stakeholder management, commercial review and analysis.We assist finance functions with a range of tasks including:Rapidly assessing and improving existing processes, improving cash flow forecasting and short term cash management, financial planning and reporting and commercial analysis.For more information please visit our website at http://www.swan-partners.co.uk

• Coordinated day-to-day operations of a bustling 3-floor business center, ensuring client satisfaction.• Led a diverse team of 11 employees, fostering a culture of collaboration and continuous improvement.• Implemented advanced IT solutions to boost productivity and streamline workflows.• Cultivated lasting relationships with suppliers and stakeholders, ensuring seamless operations.• Ensured compliance with regulatory standards and spearheaded ISO:9001 certification efforts.• Supported CEO by managing schedules, communications, and operational logistics.

• Directed startup processes for a luxury lifestyle magazine, establishing efficient administrative workflows.• Developed fee structures and managed the sales team, driving revenue growth.• Implemented the CRM to enhance client relationship management.• Conducted monthly KPI reports, identifying areas for improvement.

• Coordinated complex travel itineraries across multiple time zones.• Managed expenses and invoices, ensuring compliance with company policies.• Contributed insights to ad hoc projects and strategic initiatives.• Orchestrated flawless event logistics for team meetings and functions.• Conducted post-event evaluations to identify areas for improvement.

• Oversaw office operations for a boutique hedge fund.• Provided full executive support to CEO & CIO, managing calendars, emails, travel, and expenses.• Contributed to policy development and implementation.• Led project management for office relocation.• Acted as a central point of contact for internal and external enquiries.

• Provided full executive support to the CEO & CFO including calendar, travel and expense management.• Mentored and trained administrative staff.• Managed HR policies and functions.• Handled internal and external communications.• Ensured smooth office operations and positive work environment.

Over this period, I held various temporary and fixed-term contract administrative roles with PwC including PA, EA and I also held a Project Management role for 7 months coordinating the relocation and reduction of 5 floors of consultants to 3 floors (via the introduction of hot-desking).