Kevin Wheeler Email and Phone Number
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A highly experienced Group CFO (Chartered) with a proven track record of finance operations success and sell-side M&A working in Information Technology services (and SAAS) within private SMEs as well as Private Equity and Listed Environments.Skilled in Financial Accounting, Financial Forecasting & Modelling, Systems Implementation and Business Process Improvement
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Group Chief Financial OfficerUbds Group Sep 2021 - PresentOur mission is to support entrepreneurs in setting new standards with technology solutions across cloud services, cybersecurity, data and AI, ensuring that every investment advances our commitment to innovation, making a difference, and creating impactful solutions for organisations and society. With a portfolio including UBDS Digital and Rayo, we are dedicated to championing entrepreneurial spirit by investing in innovators who leverage technology to create meaningful change.UBDS Group Companies proudly offer comprehensive, end-to-end digital solutions tailored for both the public and private sectors. By harnessing the strengths of leading technology partners, we deliver innovative strategies, services and solutions that address complex challenges and drive significant value. -
Chief Financial OfficerUbds Jun 2021 - PresentLondon, England, Gb -
VcfoD3Clarity Feb 2021 - PresentAustin, Texas, Us -
FounderVerus Insights Apr 2021 - PresentCanterbury, Gb -
FounderSennai Ltd Jul 2021 - Present -
Group Finance DirectorViqtor Davis Jun 2021 - Aug 2021Utrecht, Nl -
Group Finance Director - Operations (Cfo Equivalent)Viqtor Davis Jan 2019 - Jun 2021Utrecht, NlReporting to the Group CEO and shareholders, this number 1 in finance operations role (CFO equivalent) is responsible for all operational aspects of the finance functions globally within the > €35m turnover 300 professional-strong VQD Group.VIQTOR DAVIS (a Waterland Private Equity platform) is your data partner in strategy, governance, management, science and analytics. We offer professional services, knowledge transfer and full-service solutions. We call this Data Craftsmanship.The Group Finance Director role was created, following the sale of Entity Group Ltd (where I was CFO) to Analytics Holding B.V. and the forming of the VIQTOR DAVIS Group. The primary purpose of the role is to build the platform for growth to support the Group Buy and Build strategy. -
Finance DirectorViqtor Davis Uk Jul 2018 - Jun 2021
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Group CfoViqtor Davis Uk Jul 2016 - Jul 2018This role was created in July 16 as the business recognised a need to professionalise the finance function, ready for growth. The subsequent years involved significant transformation for the business, including cost base restructuring, back office and process modernisation and automation enabling first, a founder shareholder exit (via share buy back) then the sale of 100% of the business to Waterland Private Equity before finally the formation of the VIQTOR DAVIS Group.Responsible for both UK and US as well as Group finance functions (all aspects) including implementation of finance systems and PSA tooling and the incorporation of an EU mainland subsidiary.Ran both successful Corporate Finance transactions (including data room and all aspects of due diligence) single handed.At times running the entire function solo and during growth periods running teams in various territories, this role has covered all aspects of accounting and finance from simple data entry through multi currency consolidation and transfer pricing, budget processes and management, bank, PE and statutory reporting alongside senior leadership, commercial negotiation and as business partner to the MD strategic advice and decision making, all within challenging growth environments.
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Group Financial ControllerSecuredata Europe Jun 2014 - Jun 2016Nanterre, Paris, FrSecureData Europe Limited (now part of Orange Cyberdefense) was, at the time, the largest trading entity in the £33m turnover (£16m net revenue), 157 head, Private Equity owned SDH Holdco Group, which provided IT security services, consultancy and hardware globally for blue chip clients from offices in the UK (Maidstone and London) and South AfricaOn joining SDE, picked up a failing system implementation (Dynamics CRM and NAV) and brought it in to BAUManaging a team of 8 and reporting in to the CFO / COO, responsible for all trading and statutory aspects of the SecureData finance function (management accounts, A/P, A/R, payroll and pensions, statutory accounts, audit and tax) the group accounts, contract processing and purchasing.Additionally held operational responsibility for HR and customer and supplier legal governance and contract terms negotiation (as Business Partner to the sales organisation) renewals tracking and reporting, ISO9001, Data Protection and Company Secretarial compliance.During a potential sale phase, ran 3 parallel datarooms simultaneously for listed suitors, including the preparation and presentation of the majority of the core KPI datasets. -
Financial Controller / Head Of FinanceCision Uk Limited Apr 2010 - Jun 2014Chicago, Illinois, UsMy time with Cision exposed me to all aspects of the finance function of a smaller UK SME as well as group aspects associated with large, global listed organisations.Promotion to Head of Finance positioned me as a key member of the 4 strong Cision UK Senior Management Team and Business Partner to the UK Managing Director. - Restructured the Finance function to better meet the needs of the business. - With the managing director, designed a business plan to re-base overheads to a level appropriate to existing sales contribution. - Following acceptance of the plan by the Group Board at the annual business planning presentations, worked with the Managing Director to further cut the cost base whilst at the same time supporting sales through more appropriate sales metric measurement and by re-designing the sales commissions structure in line with business objectives. - The resulting turnaround took the UK business from a reported £700k loss in 2013 on £4.3m turnover to being profitable in 2014 .Prior to promotion (whilst Financial Controller) managed a small finance team and responsible for the financial integrity of all areas of both the statutory and management accounting, including Group reporting under IFRS to the Nordic listed parent. - Focused on systemisation and standardisation to improve business intelligence and deliver robust outputs. - Heavily involved in the customisation of the Salesforce environment to such an extent that I was given responsibility for the management of the internal Salesforce development team.- Key projects successfully completed in this time included a finance system migration and designing and deploying a renewals automation process.As well as financial and management reporting and compliance, responsible for Corporate Governance being both the Company Secretary and registered DPO -
Business Restructuring ExecutiveBdo Llp Sep 2008 - Apr 2010London, GbJoined the BDO Gatwick Restructuring team during the recession - a busy time.- Ran the operational Administration of a shipping haulage company;- Supporting various administrations / liquidations including a London design firm, a petrol station company, a CD / DVD distribution company and a manufacturing business- 12 month secondment to Clydesdale Bank's impaired assets team in London, reviewing referred loan files and working together with the Bank to determine the best next steps. -
Audit SeniorBdo Llp Oct 2005 - Aug 2008London, Gb
Kevin Wheeler Skills
Kevin Wheeler Education Details
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IcaewAccounting And Finance -
IcaewAccounting -
University Of WarwickEconomics With Study In Europe
Frequently Asked Questions about Kevin Wheeler
What company does Kevin Wheeler work for?
Kevin Wheeler works for Ubds Group
What is Kevin Wheeler's role at the current company?
Kevin Wheeler's current role is CFO - UBDS, a finance leader with a passion for SME's, growth and change.
What is Kevin Wheeler's email address?
Kevin Wheeler's email address is ke****@****vis.com
What is Kevin Wheeler's direct phone number?
Kevin Wheeler's direct phone number is +4479842*****
What schools did Kevin Wheeler attend?
Kevin Wheeler attended Icaew, Icaew, University Of Warwick.
What skills is Kevin Wheeler known for?
Kevin Wheeler has skills like Finance, Accounting, Financial Reporting, Salesforce.com, Ifrs, Financial Accounting, Cash Flow, Financial Forecasting, Cash Flow Forecasting, Uk Gaap, Adp Payroll, Management.
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