Results-driven financial executive with over 20 years of leadership experience in the financial services industry. As a Chartered Accountant (FCA-ICAEW), I've held 'C' level positions for 15+ years, specializing in wealth management, asset management, and alternative asset funds. In my recent role as a turnaround consultant, I provided strategic financial guidance and restructuring advice during market volatility.My hands-on experience as a COO includes overseeing all post-trade functions within the buy side, including Operations, Risk, Legal, IT, and Administration. I possess diverse product knowledge, working with both liquid and illiquid products in debt and equity. With a background in senior management and compliance-controlled functions, I have a proven track record of establishing and managing finance functions and operational departments, including forecasting and budgeting.Expertise in managing relationships with outsourced service providers, external investors, and stakeholders ensures a comprehensive understanding of financial and operational aspects. Known for driving meaningful change in owner-managed businesses, I excel in commercial and economic problem-solving, leveraging boutique environment experience to efficiently utilize resources and implement creative solutions.Proficient in financial and data analysis tools, including VBA, Power BI, and Pivot, I bring a strategic and analytical mindset to extract valuable insights from complex data sets. Currently seeking new opportunities to provide CFO/CFO and FD assistance to organizations ready for financial leadership and strategic guidance.
Westbeck Capital Management Llp
View- Website:
- westbeckcapital.com
- Employees:
- 11
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Cfo And CooWestbeck Capital Management LlpLondon, Gb -
Consultant Chief Financial OfficerLinear Investments May 2021 - May 2022LondonAssisting the CEO to restructure group operations and finances in order to streamline business
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Chief Operating OfficerEnko Capital Aug 2015 - Dec 2020LondonCOO to Enko, an African focused asset manager. We operate strategies in Private Equity run directly from our South African office, and listed Equity and Debt strategies from London. The core focus is on Non South African Sub Saharan listed markets, however will invest in South Africa and other African continent opportunities. -
Chief Operating OfficerElysium Commodity Partners Jan 2014 - Jun 2014LondonCommodity Risk Manager - Start up
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Chief Administration Officer - Investment OfficeGuardian Financial Services Sep 2012 - May 2013London, United KingdomRecruited to assist the CIO in all aspects of operations pertaining to that of the investment office.(Front office COO)
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Owner / ConsultantIndependent Consultant Jan 2012 - Aug 2012Niche consultancy focusing upon new start-ups in the financial services industry.
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Outsourced Finance Director / Senior Finance AssociateMeteora Partners Llp Feb 2011 - Dec 2011London, United KingdomAccounting, Compliance and HR functions to a range of buy side institutions.Recruited to manage finances, statutory (UK GAAP) and regulatory reporting for a portfolio of clients. -
Chief Operating OfficerNorthwest Investment Management Limited Jul 2009 - Mar 2011London & Hong KongMarket Neutral Convertible Arbitrage Hedge Fund.Recruited to manage buy out from RAB Capital and transfer operations to Hong Kong, reporting to the CEO
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Head Of Operational Risk / Deputy CooRab Capital Plc Aug 2006 - Jan 2009London, United KingdomAIM Listed Hedge fund, highly acquisitive Hedge Fund and Asset manager Deputy COO - 2007-2009 Promoted to oversee all areas of operational risk and commercial aspects of the plc,Head of Operational Risk- 2006-2007Recruited to perform due diligence on potential acquisition targets and subsequently integrate into the core business. Additional institute and codify financial risk procedures
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Financial Controller - Associate DirectorUbs Laing And Cruickshank (Lacim) Dec 2004 - Aug 2006London, United KingdomLargest UK wealth manager, acquired by UBS in 2004. Servicing over 10,000 High Net Worth clients totaling £6bnRecruited to manage Accounting and controlling functions and the departmental integration into the UBS platform.
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Financial Controller Compliance Officer And Company SecretaryThornhill Investment Management Limited Aug 2002 - Dec 2004High Net worth Independent Wealth ManagerRecruited to Assist the Chairman and CEO in a range of Financial, Operational, Legal and Compliance functions.
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Senior AuditorGrant Thornton Llp Jan 2001 - Jan 2002Assisted in building, training and servicing the Banking and Regulated Audit and Assurance department. (FSA, SFA, IMRO, PIA) for mid tier and owner-managed companies (Turnover £5-100m).
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Trainee AuditorPwc Sep 1997 - Jan 2001Trainee auditor for the Banking and Capital Markets division -
Additional Skills. Jan 1990 - Jan 1991ICAEW analysis, Asset Management, Private equity, project management, database administration, executive management, policy analysis, process engineering, start-up, SME, owner managed, integration, controls, ICAAP, Gabriel, GAAP, SLA management, Integration, outsource, Alternative Asset Management, Prime Brokers Administrators, Tax, negotiation, suppliers, governance, policies, procedures, due dilligence
Simon Cross Education Details
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The University Of Birmingham2:1 -
Hurstpierpoint College -
Institute Of Chartered Accountants Of England And Wales (Icaew) -
Thomases Clapham -
Thomases Clapham
Frequently Asked Questions about Simon Cross
What company does Simon Cross work for?
Simon Cross works for Westbeck Capital Management Llp
What is Simon Cross's role at the current company?
Simon Cross's current role is CFO and COO.
What schools did Simon Cross attend?
Simon Cross attended The University Of Birmingham, Hurstpierpoint College, Institute Of Chartered Accountants Of England And Wales (Icaew), Thomases Clapham, Thomases Clapham.
Who are Simon Cross's colleagues?
Simon Cross's colleagues are Yasser Elguindi.
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London4gmail.com, fb.com, facebook.com, native-instruments.com1 (650) 5XXXXXXX
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Simon Cross
Newcastle Upon Tyne1optispace.co.uk
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