Powering Growth Through Financial Clarity: Partnering with companies to transform their financial reporting, delivering clear, precise monthly and quarterly insights that enable executives to make informed, growth-oriented decisions.Building Analytics for Strategic Success: Elevating business intelligence by developing tailored dashboards and KPI tracking systems that reveal actionable insights, drive strategic initiatives, and support long-term growth.Strengthening Financial Integrity and Controls: Implementing standardized processes and rigorous reconciliation practices that improve data integrity across financial statements, fostering confidence and stability in financial health.Hands-On Financial Optimization: Conducting detailed reconciliations and in-depth spreadsheet analysis, refining financial systems for greater efficiency, accuracy, and transparency, and leaving each client with robust, streamlined processes for sustainable success.Driving Productivity and Efficiency: Identifying and implementing process improvements across finance and operations, enhancing productivity, unlocking growth opportunities, and empowering teams to focus on high-impact work.

Transforming from Agency to Scalable SaaS: Spearheaded Disciple’s pivot from an agency model to a SaaS platform, scaling ARR from $0 to $5M and growing the team from 15 to 50. Built robust financial and operational frameworks that allowed the company to grow rapidly while maintaining efficiency.Strategic Leadership as Company Director: As a trusted executive and Company Director, I provided the board with clear, data-backed insights through comprehensive board packs, covering financial performance, growth strategies, and cash flow forecasts. My presentations enabled proactive, high-impact decision-making that aligned stakeholders and set a strong direction.Managing Funding Success: Raised over $10M in funding across multiple rounds, building investor confidence with well-crafted pitch decks and effective stakeholder communications. Implemented a voting and non-voting share structure to streamline governance and secure future investment opportunities.Building a Real-Time Analytics Engine: Established a centralized data infrastructure using Google BigQuery, integrating HubSpot, ChartMogul, Stripe, Xero, and Google Analytics. Enabled the company to shift from delayed reporting to real-time insights, empowering teams to make fast, data-driven decisions that fueled growth.End-to-End Operational Oversight: Led all aspects of operations—HR, IT, legal, compliance, and data—creating systems that supported sustained growth. Oversaw projects to consolidate knowledge and drive efficiency, while managing Customer Success and Marketing teams, building a customer-centric approach to acquire, sign and retain our ideal customer profilesOptimising Performance and Accountability: Built out and scaled teams in Customer Success and Finance, while implementing an OKR framework and a structured annual review process to align team objectives and maximize performance. Delivered weekly updates at all-hands meetings, grounding company vision with practical, achievable steps.

Set up and managed the finance function for Certua, streamlining management reporting, month-end processes, and account reconciliations to provide timely financial insights.Led financial operations, including restructuring the Xero chart of accounts, implementing an organized framework for inter-company transactions, and managing tax compliance.Joined the Board of Directors, contributing to high-level discussions on strategic direction, financial planning, and operational targets.Oversaw stakeholder management and investor communications, providing regular updates on financial performance and fundraising status.Collaborated closely with the CTO to understand and support the company’s technical initiatives, aligning finance with Certua’s tech-driven insurance product strategy.Managed complex accounting challenges related to inter-company transactions and compliance.

Transitioned into a strategic finance leadership role, providing financial guidance and data-driven insights to inform growth strategies and operational scaling.Built and implemented real-time analytics dashboards, transforming reporting from a three-week delay to hourly updates. This enabled all teams to monitor performance continuously, providing transparency and driving proactive decision-making.Managed fundraising processes, including pitch deck preparation, financial modeling, and SEIS/EIS compliance as part of managing stakeholder communications and investor relations.Supported cross-functional teams in aligning finance with product, marketing, and operations goals, fostering a data-driven culture and implementing budget controls across departments.

Established Disciple Media’s finance function from scratch, bringing previously outsourced finance and tax operations in-house to improve oversight and cost-effectiveness.Built and standardized financial reporting processes, creating monthly management packs with P&L, balance sheet, cash flow, and variance analysis.Prepared comprehensive board reporting packs, consolidating financial performance data for executive review.Formalized the Xero chart of accounts, invoice approval systems, and document organization within Google Drive to enhance transparency and streamline financial processes.Collaborated with the CFO to support early-stage funding needs, preparing detailed reports and forecasts to assist in securing additional capital.

Led the overhaul of HouseTrip’s finance function, implementing structured processes to replace manual, fragmented workflows and significantly improving reporting accuracy and efficiency.Point person for the NetSuite ERP implementation, managing the transition from initial tender to full integration, leveraging experience from previous system migrations to address complex transactional requirements.Established monthly management reporting, consolidating P&L, cash flow, and variance analyses to deliver clear, actionable insights for executive decision-making.Collaborated with the CFO to monitor and optimize cash flow amidst high ad spend, supporting strategic budget reallocations to address ROI challenges.Played a key role in stakeholder communications during a challenging financial period, helping prepare financial forecasts and supporting funding discussions.Assisted in navigating a workforce reduction, ensuring that financial and operational continuity were maintained despite organizational changes.

Led the financial integration with Warner Bros., overseeing a 50-entity SAP migration and adapting financial reporting to comply with both UK and US GAAP standards.Managed the finance team, growing it from 2 to 8 members, and implemented structured processes for training, mentorship, and professional development.Directed group accounting, overseeing consolidated monthly accounts, annual budgets, and re-forecasts for board presentations and Warner Bros. corporate reporting.Drove efficiency improvements that reduced month-end close time by 30%, using automation and improved reconciliation processes.Worked closely with Warner Bros. senior leadership, advocating for Shed Media’s interests during the integration and ensuring smooth operational transitions.

Coordinated the consolidation of approximately 50 entities by collaborating with 5 sub-group Financial Controllers, streamlining the data submission process to enhance accuracy and efficiency.Designed and implemented pre-prepared spreadsheets for sub-group controllers, reducing turnaround time on group consolidation by facilitating faster and more accurate submissions.Supported monthly and annual financial reporting, reconciliations, and preparing P&L and cash flow statements aligned with UK GAAP.Built foundational financial models and reports to assist senior management in evaluating financial performance and making informed decisions.

Led audit teams of 2–8 members, managing workloads, task allocations, and deadlines to ensure high-quality results under tight timeframes.Partnered with audit managers in planning stages, selecting audit teams, and designing tailored audit strategies for each engagement.Developed a reputation as the go-to IT specialist within the audit team, frequently leveraging technology to innovate and streamline testing processes.Excelled in mentoring and coaching junior team members, building a collaborative team environment and developing future talent.Delivered audits for high-profile clients across the technology, media, and telecom sectors, successfully meeting stringent compliance requirements.Recognized for exceeding expectations, with consistent performance reviews and a top-tier ratings (Exceeds Expectations).