Primary Objective: Design, implement and manage a framework for FP&A to support business growth, drive improved profitability and elevate the profile of Finance as a value-add function within the business.Main responsibilities: Establish FP&A’s role within the Finance team and the wider business, understanding the informational needs of the business and providing them with the necessary reporting to make timely and effective decisions Prepare detailed annual budget and regular forecasts by department and by entity, aligning projected results with the key objectives of the business Implement effective business-partnering model to provide regular financial reports and insights to each department and support decision-making, improved business performance and achievement of OKRs

Primary Objective: Overall responsibility for all financial aspects of the business, including financial control, FP&A, treasury management, investor reporting, assistance with fundraising and implementing and maintaining financial best practices throughout the business.Main responsibilities: Manage month-end close and deliver monthly management accounts, including consolidation of all group entities covering 4 different functional currencies Present monthly results to management via a detailed finance reporting pack, including analysis vs previous month and budget/forecast as well as updates on KPIs and other metrics Produce annual budget and regular forecasts throughout the year Produce longer-term financial plans for use in capital and debt raises Provide the business with regular reports, distilling key drivers of performance, risk indicators and liquidity measures into easily-digestible metrics with any necessary actions highlighted Maximise revenue while maintaining efficient cost structure; identifying potential revenue improvements/new revenue streams as well as cost reductions/efficiency improvements Manage finance aspects of investor relationships, with regular reporting updates and responses to queries from both VC funds and individual investors Produce annual statutory individual and consolidated accounts for all group entities. Liaise with auditors and tax accountants to ensure timely submission of all required statutory reports and returns Manage treasury function covering 30+ currencies, ensuring sufficient levels of working capital whilst managing FX exposure and minimising working capital drag Apply a system of constant improvement to all aspects of the finance function and act as a driver of positive change throughout the business

Primary objective: Day-to-day management of Finance function, including treasury management, month-end close, financial and management reporting and key stakeholder management.Modernise all aspects of the Finance function, whilst improving the control environment throughout the business.Main responsibilities: Key involvement in all stages of the client lifecycle, from business development meetings to client conversion, client onboarding and ongoing relationship management Investor relationship management; provide support for queries from both individual investors and venture capital funds, as well as provide regular financial updates Prepare daily, weekly and monthly internal reports, including finance/liquidity metrics, cost and revenue information and other KPI’s Manage Treasury function:o Manage balances in 30+ currencies while ensuring proper funding from clients Manage month-end close, including oversee issuing of sales invoices; preparation of monthly entity accounts in 3 jurisdictions and production of consolidated group accounts. Complete annual US tax return Produce annual entity and group statutory accounts

Primary objective: Assist CFO in management of treasury function, accounts payable and receivable, produce monthly accounts, prepare key reports on a timely basis to assist decision making and act as liaison between finance and other business areas to ensure smooth day-to-day operations.Main Responsibilities: Assist in management of daily treasury function Manage month-end closedown, including produce monthly management accounts Produce annual statutory accounts Assist in production of annual tax return Act as key contact within Finance for liaising with other departments internally and with clients once onboarded Preparation of group-wide annual budget

Primary objective: Improvement of financial results through effective reporting, proactively identifying areas for improvement through engagement with business area executives. Supporting business heads to understand the financial implications of decisions made by the bank and helping to shape decision making accordingly.Main responsibilities: Front Office Business Partner – Areas within perimeter: Private Wealth Management, Family Office, Corporate Advisory, Trust (Fiduciary), Investment Office. Prepare annual budget and business plans through the year, leveraging knowledge of the business in conjunction with input from business heads. Prepare monthly internal reports analysing performance of each business area, including P&L, assets under management, lending, client asset inflows/outflows and other KPI’s. Act as the Finance representative for a number of forums: consideration and approval of new corporate advisory engagements; annual product review and approval; review and approval for all new UK lending, including consideration of loan margin and relative consumption of capital. Host monthly meeting with business heads presenting performance on each business area and analysing performance as well as considering wider business issues. Attend Management Committee meetings bi-monthly, presenting results of each business area, highlighting trends, identifying key drivers of performance, distilling complex financial concepts and communicating them to a varied audience, as well as assisting in the formulation of action plans to improve results. Significant work on ad-hoc business projects. Provide support and leadership to junior members of the team, including providing training, assigning tasks designed to develop their skills and reviewing their work. Involvement in the recruitment of interns, both within Finance and the wider business. A leading member of the Sports & Social Committee.

Primary objective: Timely closure of month-end and statutory annual accounts, covering all areas of the Balance Sheet and P&L, as well as support for ad-hoc projects.Main responsibilities: Covering all areas of the general ledger, including to prepare, review and approve monthly journals, including payroll; fair value adjustments for financial assets and liabilities, including held-for-trading, available-for-sale and held to maturity assets; revenue recognition; accruals & deferrals; capitalisations; intercompany recharges. Prepare, review and approve monthly balance sheet reconciliations, covering all nature of assets and liabilities. Support the preparation of Annual Financial Statements. Present monthly results to management, including analysis of all revenue lines month-on-month and year-on-year. Manage and improve the control process in the Financial Control team, including chairing monthly balance sheet review meetings, analysing monthly and yearly movements. Act as a key liaison for business and audit queries.

Employed onto the graduate scheme in 2010 within the Audit department. Through natural progression over 3 years, I led teams on statutory audits, including multinational companies, engineers, asset managers, property management groups and insurance brokers, incorporating a range of structures including partnerships, limited and publicly listed companies.Main responsibilities: Statutory audit responsibilities include testing of controls, along with analytical and substantive procedures on all areas of Balance Sheet, Profit & Loss and Cash Flow Statements. Responsible for leading audit teams whilst out on site, managing teams of up to 9 auditors for periods of up to 6 weeks on site. Conduct FSA (now FCA) regulation audits, grant audits and service charge audits. Draft correspondence to clients, including audit management letters, letters of representation and final reports following ad-hoc assignments.

Responsible for assisting with the daily management of the European cash pool, including recommending and obtaining authorisation for money market and FX trades, typically being millions of GBP/day. I also aided the tax team with their work, including liaising with HMRC, preparing tax returns and the production of a transfer pricing manual.