Trinity Energy is a holding company working in the renewable energy and green sector. Trinity Energy acquired G-Core Limited, a market leading ground source heat pump design, implementation, commissioning & service company in December 2019.

United Living was formed by the merger of United Homes and Bullock Construction resulting in a +£250m turnover group providing high quality, affordable and sustainable housing throughout the UK. Having now posted two years of increasing profits and with a substantial secured forward order book the Group is poised to make significant strides forward in the next phase of its life.

See below "projects"

• Carried out full Board & financial responsibilities, worked as Regulatory Officer & Child Protection Officer, appointed main point of contact for bank syndicate and financial reporting to the Private Equity owners.• Led the group to pass stringent bank covenant tests. Key in identifying & resulting in the PE owners providing additional funding thus enabling the finance team to concentrate on other duties. Met the EBITDA based tests by:Maximising the P&L, balance sheet & cash flow, demonstrating the business was fundamentally sound and profitable.Negotiating with auditors to accept a number of prior year adjustments the quantum of which was significant to EBITDA.Demonstrated that insurance policies became active on booking, & revenue generated could be counted when booked, usually in an earlier accounting period. This adjustment was a major contribution to the 2010 EBITDA.Reviewing the capitalisation policy of IT projects, business development, centre development & intellectual content costs, enabling over £200k to be correctly categorised on the balance sheet & moved from the P&L.Passing costs relating to management of the PE vehicle back to the PE parent thus improving EBITDA substantially.• Dealing with legacy HMRC issues & worked with PwC to manage tax & interest. Established goodwill & relationship with the HMRC. Savings running into hundreds of thousands.• Reduced cross border sales tax levies with the German VAT authorities. Potential liability calculated at €600k, but after representation & relationship management the final payment was less than half of this.• Worked with the group’s PE owners & ABTA to create a cost saving, hybrid ‘regulatory bond’ solution. This new structure provided long term security in a very turbulent market & enabled ETG to obtain the relevant accreditation and cover. • Tendered the audit & insurance services, resulting in substantial savings.

• Held finance, co secretary, business planning, fundraising, group reporting, cost engineering & contract negotiation responsibilities.• Negotiated sale of Autoscript to Vitec for £7m, (11 times the purchase price). Sold business based on three year forecasted revenue & profitability, which led to non-MBI investors making c200% profit on their investment. To date, Autoscript is still the only acquisition by Vitec to have achieved the maximum earn-out. Following acquisition, successfully integrated Autoscript without any impact on daily operations.• Successfully negotiated with developers to ensure all IP & drawings were owned by the group, & agreed that the rights would remain with the developers for 3 years before reverting to the purchaser. As a result, developers waived the £300k development charge in exchange for added protection & on-going development & troubleshooting opportunities.• Gained a net bottom line improvement of £30k, replacing the van fleet in its hire division with dual fuel capability, achieving a 25% contribution to profitability. Introduced a ‘delivery’ & ‘pick-up’ fee to the company’s hire business without losing any business. This added £25k to the bottom line, representing almost 50% contribution to profitability.• Conducted extensive due diligence exercise & implemented a Bill of Materials into the business for the first time. Provided transparency on the cost of manufactured stock & allowed enhanced quality reviews. As a result, the business outsourced some of the production to China to increase margins & improve profit.• In-sourced accounting service, generating annual saving of £10k per annum, 3% contribution to profit.• Minimised tax through transfer pricing, moving profit from a high tax regime in the US to a lower regime in the UK. Netted a small benefit & became more formalised when Autoscript was acquired.• Implemented CRM & integrated this with the finance package to allow more robust forecasting & reporting for Vitec.

• Appointed as Group FC, quickly solving cash management problems. As a result, was promoted by the Board into the Group CFO position within 8 mnths.• Conducted detailed due diligence processes which saw the successful sale of the company in August 2002, an MBO in January 2003 & subsequent sale to ISG plc in 2004.• Won dispute with the Construction Industry Training Board (CITB) to remove a levy, arguing it did not apply to sub-contractors employed by D&B. Saved the business c.£100k annually, almost 30% contribution to profitability, saving to date £1m. The argument was then successfully applied by ISG & group companies.• Designed integrated budgeting & cash reporting model for P&L, bal sheet & cashflow, integrated & reconciled with 3 year projections. • Reduced car fleet from 45 to 6, creating annual saving of c.£12k, representing 3% contribution to profitability. This also significantly reduced the time the finance team spent on fleet administration.• Reviewed & properly recorded VAT on fuel expenses paid to staff. The retrospective claim netted the business a one-off repayment of £35k, contributing c.9% of that year’s profit while the annual reclaim contributed to c.2% of profitability.• Implemented a new salary & benefits structure for quantity surveyors & reduced the level of staff turnover. Achieved savings of £25k & contributed 7% to profitability. • Designed & implemented a 360 Vision Programme to de-risk the business & drive profitability. Drove senior management to identify areas with the largest financial & risk impact & provide measures to mitigate risk reducing the business’s exposure over time.• Championed a professional advisor's review, which resulted in both audit & insurance going out to tender, generating savings of £20k.

In my last stint at PwC I gained CF experience in Zagreb & Cambridge and worked for London office in Prague performing the technical review of the Prague office audit of Czech Telecom. I was also involved in national training, graduate recruitment, forensic accounting and tax projects as well as exam training manager and audit responsibilities.

I ran a number of audits for the Christchurch office including that of Foodstuff, the largest retailer in New Zealand.

I was involved in a number of audits while in Cambridge including, amongst others, Royal Insurance, Tolly Collold Brewery, Lotus Cars and British Sugar.