Richard Jefferies Email and Phone Number
An accomplished and results driven CFO with invaluable cross-functional experience gained in diverse industries. Highly skilled in the areas of financial control, debt restructuring, stakeholder management, distressed business turnaround, contract modelling and deal shaping. Possesses a demonstrable track record of driving efficiencies with the capacity to streamline and manage operational procedures while improving profitability and cash flow.Recognised for a collaborative work ethic and organisational agility, with a distinct understanding of business drivers and non-financial data that drive company financials. Resourceful, ethical and adaptable, generates optimal results with an energy and aspiration to consistently add value.Competencies:Corporate Problem Resolution ♦ Negotiating Capabilities ♦ Effective Communication Skills ♦ Financial Planning and Analysis ♦ Strategic Planning ♦ Corporate Finance ♦ Critical Thinking ♦ Team Leadership/Development ♦ Contract and Deal Shaping ♦ Relationship Management ♦ SPA Finance and Legal ♦ Investor Relations ♦ Debt Restructuring
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Chief Financial OfficerEspria - Empowering Digital Workspace Feb 2024 - PresentThundridge, England, United Kingdom -
Chief Financial OfficerRoc Technologies Oct 2019 - Jan 2024Chief Finance Officer (May 2020- Jan 2024)Chief Commercial Officer (Oct 2019 - May 2020)ROC TECHNOLOGIES - Following the acquisition of Esteem worked with the Managing Director of Roc to progress the integration- Collaborated with the new CEO to manage a challenging and complex situation following the acquisition- Successfully dealt with challenging issues that included: accounts not filed on time with Companies House, breach of covenant and required equity cure, underperformance of business against plan, floundering sales, minimal cash liquidity etc.- Reset covenants against a backdrop of a reduction in turnover and EBITDA- Restructured debt and obtained an equity cure with no additional fees from the lender- Prepared the organization for exit working with a third party- Successfully negotiated the renewal of two major clients and agreed open ended credit line with a supplier- Managed various restructuring programs including reorganisation of board and operational structure- Achieved improved sales, EBITDA and margins and achieved multimillion pound efficiency gains- Further rationalised facilities and completed the integration- Reduced leverage against a backdrop of the challenging economic situation- Effectively negotiated exit of onerous contracts inherited from previous management team- As acting CEO managed various direct reports including: Chief Revenue Officer, Finance Director, Business Unit MD’s etc.- Recruited HR Director, Head of Sales, various Department Heads roles completing organisational restructuring -
Director Of FinanceEsteem Systems Limited Jan 2013 - Oct 2019Wetherby, England, United KingdomDirector of Finance (May 2016 – Oct 2019)Financial Accountant (Jan 2013 – May 2016)¬- Appointed Director of Finance following a major Board restructure which resulted in a removal of the CEO, CFO and COO- Worked with the new CEO and Chair to address the key challenges facing the business- Cleansed balance sheet following a material prior year restatement in the accounts- Reset covenants and worked with lender providing weekly updates- Restructured finance department and performed regular cash flow and forecasting- Created comprehensive reporting, forecasting and governance procedures- Sole source of contact during transaction, responsible for, Finance forecast and DataBook, DataRoom, Commercial DD, Legal DD, Warranties and Indemnities -
Reporting AccountantBupa Mar 1997 - Sep 2012Leeds, England, United Kingdom- Supported the division devise and develop key initiatives in order to achieve strategic and financial objectives- Managed year end processes including liaison with the external auditors- Financial appraisal, control, administration of departmental purchasing on key contracts- Implemented accounting and administration software for a part of BUPA Care Services- Improved profitability of Care Home region, influential in driving cost savings and improving revenue- Created a divisional reporting management pack -
Contract ManagerCameron, A Schlumberger Company Jun 1996 - Mar 1997Leeds, England, United Kingdom -
Management AccountantOn Demand Information Plc Oct 1995 - Jun 1996Leeds, England, United Kingdom
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Assistant AccountantJt Ellis Limited May 1993 - Oct 1995Huddersfield, England, United Kingdom
Richard Jefferies Education Details
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Accounting And Finance
Frequently Asked Questions about Richard Jefferies
What company does Richard Jefferies work for?
Richard Jefferies works for Espria - Empowering Digital Workspace
What is Richard Jefferies's role at the current company?
Richard Jefferies's current role is Chief Financial Officer.
What schools did Richard Jefferies attend?
Richard Jefferies attended Liverpool John Moores University.
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Richard Jefferies
Senior Associate, Risk And Portfolio Strategy At Albacore Capital GroupUnited Kingdom1albacorecapital.com -
Richard Jefferies
Gloucester1thedifference.co.uk -
Richard Jefferies
Highly Motivated, Customer Focused, Dedicated Professional With 20+ Years Of Client Service, Delivery And It Management Experience. Proven Program & Project Management Aptitude And Stakeholder Management.Rochford1marsh.com1 +442037XXXXXX
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2gmail.com, fitchratings.com
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