If you are an entrepreneur, CEO or Managing Director running an ambitious company with fast growth potential and looking to increase the rate of growth of your company and ensure you get the very highest price for it when/if you decide to sell, a ‘portfolio Finance Director’ model may well be of interest to you. Below is a summary of the FD Centre’s services.I’m a portfolio Finance Director working with The FD Centre, the world’s number 1 provider of senior, high calibre portfolio FDs. The business model means that growing businesses can take on a top-quality Finance Director for a fraction of what it would cost to appoint one on a full-time basis.The FD Centre began in the UK in 2001 and each year more and more business owners are choosing a portfolio Finance Director over the full-time alternative.When we engage with clients, we perform a detailed review using our unique 12 Box Architecture which helps us to understand the areas of vulnerability (as well as the areas of strength) in your business before designing a comprehensive implementation plan.As an overview, we can help with:1. Manage cash flow2. Improve profit3. Tighten up internal controls4. Create reporting infrastructure to improve visibility5. Plan for an exit6. Manage risk7. (Re)design the business plan and create an implementation timetable 8. Find investment/funding9. Become compliant10. Maximise tax efficiency11. Advise on outsourcing12. Manage the relationship with the bankI welcome the chance to have a quick conversation with you, please do not hesitate to get in touch with me via LinkedIn or through the website www.thefdcentre.co.uk (which has a great 3-minute video on how we can help).

Charles Square is a premier Global IT services provider based in London.I will be helping the Founders and board to professionalise the finance function and help them on their next stage.Set up IM systemregular reporting Metrics & KPIPlanning and forecastingMentoring key stff & founders

Agent based AI forecasting and planning SaaS solutions for the aviation industry.• Working with owner managers & external investors to develop future growth business strategy.• Board advisor and participant.• Revised Board reporting and KPI metrics.• Introduction of company wide EMI scheme.• Overseeing preparation of management accounts pack and financial forecasts.• Commercial guidance & new business modelling.

Retail tech and Data insights SaaS Company- Working with owner managers & external investors to develop future growth business strategy and investment requirements.- Revising Group reporting & forecasting model in multi-location & currency.- Preparation of management accounts pack and financial forecasts.- Introduction of relevant KPI’s & reporting metrics.- Developing Group Finance & commercial guidelines

Enterprise-focused AR/VR collaboration SaaS platform Company - Working with owner managers & external investors to develop future growth business strategy.- Board advisor and participant.- External VC reporting.- Preparation of management accounts pack and financial forecasts.- Introduction of relevant KPI’s & reporting metrics.- Commercial guidance & new business modelling.- Mentoring existing finance team.

Kubernetes Performance Management & Consultancy SaaS Software Company.- Working with owner managers & external investors to develop future growth business strategy.- VC Investor Reporting (Series A&B $20m and Partner Financing $6m).- Developing Sales & Delivery forecast processes & models.- Preparation of forecasts and cashflow models.- Introduction of relevant KPI’s.

Video & digital assets paywall & management SaaS Software Company - Undertook strategic financial review.- External VC Investor reporting & creation of management account pack.- Preparation of forecasts and cashflow models.- Introduction of relevant KPI’s

Legal Performance Management Software Company- Working with owner managers & external investors to develop future growth business strategy and investment requirements.- Financial input into Investment pack & Information Memorandum.- Preparation of management accounts pack and financial forecasts.- Introduction of relevant KPI’s & reporting metrics

Responsible for all the EMEA operations of Webtrends, including Sales, Marketing Technical Services, Legal and General & Administration functions reporting into the Group CEO. A key member of the company’s Executive leadership group managing 50% of the groups revenue.• Exceeding quarterly sales targets every quarter since March-17.• Largest number of new business wins for Webtrends Optimize product in a quarter.• Successful transfer of Optimize product development ownership from North America to UK.• Key EMEA contact and management lead for interaction with Oracle’s Marketing Cloud team’s.

SaaS & on-premise software vendor providing data analytics, personalisation & action engine to help companies make sense of their customer data. In-house digital marketing agency for website personalisation & optimisation.Key business partner for EMEA’s VP & General Manager with direct responsibilities for all Finance, HR, Legal, Sales Operations and General & Administration functions of Webtrends EMEA. • Key part of management team that doubled the EMEA bookings & revenues.• Scaling of business process and operations to match increase in revenues & customers.• Successful legal and commercial negotiation of client contracts.• Commercial sign-off on all EMEA customer contracts.• Commercial & Financial leadership for EMEA including pricing, privacy, security & GDPR

SaaS & on-premise software vendor providing data analytics, personalisation & action engine to help companies make sense of their customer data. In-house digital marketing agency for website personalisation & optimisation.Responsibility for all of the non-operational affairs of SumTotal Systems EMEA, including all financial matters as well as Legal, HR, Office Administration and IT infrastructure.SumTotal Systems is a NASDAQ listed Computer software and services provider of learning and business performance technologies (SUMT). It was created on 18 March 2004 by the merger of Docent and Click2learn. Turnover in excess of $100 million.• Creation of an in house finance function for the UK Company.• Completion and Implementation of the Sarbanes-Oxley 404 controls and procedures.• Revision and update of EMEA Transfer Pricing and Intercompany Agreements.• Optimisation of European Customer Contracts from a commercial and financial perspective.• Financial leadership for EMEA

Finance Consultant –Reporting to Managing Director.General finance advice on tax and financial accounting matters. Century 24 Solutions is a software and consultancy house specialising in fast and cost-effective integration within the securities and wholesale banking markets.• Financial planning advice to entrepreneur owner.• Completion of application for Research & Development Tax credits.• Creation of Business Plan.

Overall responsibility for the financial affairs of the Northern European operations of Mercator Group, a NASDAQ listed computer integration middleware company (MCTR). Turnover in excess of $100 million.• Ensured all sales agreements are constructed to maximise USA revenue recognition rules.• Improvement of EMEA professional services utilisation from 50% to close to 70%.• European role out of Siebel CRM system.• Set up of Nordic, Spanish and Dutch legal entities including all Legal & HR matters.• Coaching the other members of the management team on understanding financial reporting forecasting and budgeting

Full control and management responsibility for all of the financial operations of Braid and its group companies. An entrepreneurial group of high growth computer product and services companies, specialising in secure messaging applications, for the financial services industry. Turnover of $30 million. Mercator Group purchased Braid Systems Ltd in March 1999• Assisted in preparation of the company for sale and due diligence.• Financial modelling of purchase values for potential acquisitions.• Set up the financial framework of the UK and Asian operations. • Evaluation and role out of Accounting and CRM systems.• Changed the group revenue recognition policy to US GAAP including for complex projects percentage complete method.• Designed and implemented the group consolidation and reporting package. • Expanded the finance department to cope with an increase in revenue from $4.5m to $30m, and from two to six companies worldwide

Financial Analyst -Treasury OperationsThe management and day-to-day supervision of the financial accounting requirements of EDS Finance Ltd, a UK limited company with multi-company and multi-currency treasury transactions. Financial Analyst - Financial Services DivisionAnalysing and reporting on the financial performance of the Financial Services Division, in accordance with company policy and current UK GAAP

The provision and reporting of management information to financial and operational managers on a regular monthly, yearly and ad hoc basis.