Managing Director, Finance Director
CurrentCurrently leading team of 13 responsible for corporate accounting, external reporting, audit and capital management for 11 offices across UK, US, Europe, and Asia. Previously led both financial planning and analysis and tax teams. In-depth knowledge of UK GAAP, US GAAP, IFRS, and regulatory reporting requirements, including the ICARA process, in the UK, Ireland, Hong Kong, and Singapore.Significant projects and achievements include:• Built financial planning and analysis team. Revamped annual budget process to focus on profitable growth. Developed budget model for firm. Led financial elements of firmwide five-year plan to grow and diversify business. Developed financial framework to assess new business initiatives and support Pantheon’s board in business investment decisions.• Led process to review cost allocations between corporate and investment vehicles resulting in a reduction in costs borne by corporate of $3m pa.• Embedded a continuous improvement culture across finance and tax team. Led initiatives identifying numerous efficiencies including an 80% reduction in manual bank payments, a 90% reduction in late supplier payments and a 50% increase in operating cash through more efficient working capital management.• Implemented new processes on carried interest and co-investment plans to provide stakeholders with transparency on holdings, valuations, and upcoming distributions.• Worked with parent company to resolve tax inefficiencies in existing carried interest structures arising from US tax reforms saving more than $20m of potential tax leakage