Max Wilson Email & Phone Number

London, Gb

London Area, United Kingdom

• Qualified inbound leads through various marketing channels to identify potential opportunities for sales growth.• Utilised sales frameworks and AI technology for lead generation and categorisation, optimising sales processes.• Built a strong family office professionals' community network to expand business opportunities.

London, England, United Kingdom

I was responsible for driving revenue growth and creating, nurturing, and executing all Partnerships at London Reporting House. This included Partnerships with dozens of the largest banks, asset managers, and data vendors in the UK and European financial services industry such as The London Stock Exchange Group. My role also includes leading the LRH sales team and orchestrating our external marketing and communications strategy, globally.

London, England, United Kingdom

I engaged in comprehensive research within the government bond markets, utilised SQL for extracting critical insights from extensive datasets, applied my analytical prowess to unravel the complexities of SFTR reporting, and effectively collaborated with various stakeholders to drive meaningful outcomes. Conducted thorough research within the government bond markets. Leveraged SQL to extract essential information from large-scale datasets. Applied strong research and analytical skills to gain a deep understanding of SFTR reporting.

Gravita, London

During my tenure at Gravita in London from September 2021 to July 2022, I served as an Audit & Accounts Semi Senior in a prestigious top 30 accountancy firm. Here, I was privileged to contribute to various crucial financial activities and responsibilities, further enhancing my professional skills and expertise. I also oversaw and guided junior trainees, facilitating their growth within the firm. Within my first two months, I was pivotal in conducting due diligence for the company's largest corporate restructuring deals, involving intricate financing calculations.

London, England, United Kingdom

During my tenure at Oliver Clive & Co. in London from November 2019 to August 2021, I served as an Audit & Accounts Trainee in a dynamic small to mid-size accountancy firm. Here's a summary of my key contributions and accomplishments:- Conducted comprehensive risk assessments to evaluate potential business deals, identify financial vulnerabilities and devise effective mitigation strategies.- Led clearance meetings with the Financial Director of audited companies, resulting in the successful implementation of a companywide depreciation policy. This strategic decision led to a significant 9% reduction in Net Profit, showcasing my ability to make impactful financial decisions.- Fostered meaningful relationships with diverse clients, engaging in thoughtful conversations about their financial objectives and addressing their unique challenges.- Ensured client satisfaction by tailoring solutions to meet their specific needs, enhancing my understanding of client requirements.- Played a key role in auditing and accounting processes, gaining valuable hands-on experience in financial analysis and reporting.

London, United Kingdom

During my time at BDO in London from November 2018 to November 2019, I served as an Audit Trainee for a top 5 financial services company, specializing in the real estate sector. Here's a summary of my key responsibilities and achievements:- Executed precise and efficient audit examinations for a diverse portfolio of real estate clients, maintaining clear and effective communication with senior associates and managers throughout the process.- Demonstrated leadership and adaptability by taking on additional responsibilities during a superior's temporary absence, including successfully managing intricate audit revenue testing for BDO's largest real estate client with annual revenue exceeding £200 million.- Consistently received positive feedback on all assignments, fostering productive collaborations with external clients and stakeholders across various sectors and departments.- Actively engaged in external networking opportunities within the expansive corporate environment, further enhancing professional relationships and industry knowledge.- Played a crucial role in the real estate sector audit team, contributing to the meticulous examination of financial records and ensuring compliance with industry regulations.- Collaborated effectively with cross-functional teams to gather and analyze financial data, facilitating accurate audit reporting and decision-making.- Maintained a high level of attention to detail, ensuring the accuracy and reliability of financial information during audit examinations.- Supported senior associates and managers in identifying areas for improvement within audit processes, actively contributing to the team's ongoing development.

London, United Kingdom

I had the privilege of serving as a dedicated member of the bar staff at one of the best pubs in North West London.

During my summer internship at Mindshare in 2016, I had the privilege of working with a dynamic team at a cutting-edge media company. Here's a glimpse of my impactful contributions and experiences:- Leveraged Market Analysis and SEO Expertise: Conducted thorough market analysis to pinpoint emerging trends and assess the competitive landscape within the digital media industry.- Orchestrated Diverse Marketing Channel Management: Successfully executed multi-channel marketing campaigns for a range of clients, encompassing PPC advertising, social media marketing, email marketing, and influencer partnerships.- Key Role in Growth Strategy Development: Collaborated closely with the Mindshare team to formulate data-driven growth strategies for our clients, with a relentless focus on ROI-driven approaches.- Capitalised on New Market Opportunities: Identifying and harnessing fresh market opportunities was a pivotal aspect of my role, enhancing client retention and business expansion.- Crafted Innovative Pitch for Jaguar and Land Rover: Showcased my creativity and data-backed insights by presenting a compelling marketing proposal to the Jaguar and Land Rover team, exemplifying my ability to think outside the box.- SEO Mastery: Honed my Search Engine Optimisation (SEO) skills, driving improved visibility and online presence for our clients.- User-Centric Approach: Developed user stories to inform campaign strategies, ensuring that our marketing efforts were tailored to meet the needs and expectations of target audiences.

Market research, analysis, and financial modelling in private equity

New Hampshire, United States

Aca, Accounting

Accountancy, Accounting

Bachelor Of Science (Bsc), Industrial Economics Achieved Grade: 2.1

Activities and Societies: -Economics and Finance Society Football Team -Hall Social SecDuring my time at the University of Nottingham, I.

High School, Maths, Art, History, A,A,B

Activities and Societies: Chess Scoiety (Captain) 1st team for rugby and football- Captain of the Chess Society, where I honed my.