I guide the development and execution of strategic business initiatives aimed at maximising profit and revenue margins for motor finance, motor insurance, motor compliance, and business governance. I also set up SaaS activity, ensuring compliance with all industry and FCA regulations.• Appointed Board Adviser (2024) to AU Assist Ltd to maintain business continuity and partner relationships following role as Managing Director.• Consulted with motor dealer group (2023) in development of… Show more I guide the development and execution of strategic business initiatives aimed at maximising profit and revenue margins for motor finance, motor insurance, motor compliance, and business governance. I also set up SaaS activity, ensuring compliance with all industry and FCA regulations.• Appointed Board Adviser (2024) to AU Assist Ltd to maintain business continuity and partner relationships following role as Managing Director.• Consulted with motor dealer group (2023) in development of business plan for Finance Brokerage.• Supported AU Assist Ltd (2023) by recommending strategic business and data governance procedures and practices, meeting shareholders' plans for growth.• Collaborated with major OEM Finance Company (2022 - 2023) to determine viability of compliance-related business opportunity. Show less

Introducing a new business with a substantial estimated ARR, I formulated and implemented strategies to facilitate business expansion and attract external investment. I coordinated the transition from a region-specific development and database approach to a local one, while also identifying potential strategic partners for additional activities and market penetration in specified regions.• Spearheaded process enhancements, overseeing the update of the website and streamlining marketing… Show more Introducing a new business with a substantial estimated ARR, I formulated and implemented strategies to facilitate business expansion and attract external investment. I coordinated the transition from a region-specific development and database approach to a local one, while also identifying potential strategic partners for additional activities and market penetration in specified regions.• Spearheaded process enhancements, overseeing the update of the website and streamlining marketing initiatives. Show less

I directed daily operations and strategic financial planning of a SaaS business, managing five multi-disciplinary teams of 35+ employees. Organising and allocating resources, I supplied SaaS to Motor Finance, Motor Dealer Groups, and Motor Dealers in UK and overseas. I also increased employee satisfaction, improving the benefits package and working conditions.• Scaled operations to profitability, optimising revenue and orchestrating sale to Keyloop (UK) Ltd.• Achieved ISO27001… Show more I directed daily operations and strategic financial planning of a SaaS business, managing five multi-disciplinary teams of 35+ employees. Organising and allocating resources, I supplied SaaS to Motor Finance, Motor Dealer Groups, and Motor Dealers in UK and overseas. I also increased employee satisfaction, improving the benefits package and working conditions.• Scaled operations to profitability, optimising revenue and orchestrating sale to Keyloop (UK) Ltd.• Achieved ISO27001 accreditation in 2019, recertifying in 2020 and 2021.• Enabled global expansion of eMaster™ customer renewals product.• Appointed to FCA-designated Approved Person and Senior Management roles: CF1 Director, CF1 (AR) Director, CF8 Apportionment & Oversight, and SMF3 Executive Director. Show less

Directed commercial activities to maximise profitability and ensured regulatory compliance through FISC systems and training. Managed FCA Tracker and e-Learning customer base while promoting best compliance standards. Conducted strategic operational audits to improve performance and mitigate compliance risks. Key achievements include managing £100K+ revenue accounts, maintaining 100% compliance, revamping FCA Tracker Finance Edition for 400 UK dealerships, and developing risk management… Show more Directed commercial activities to maximise profitability and ensured regulatory compliance through FISC systems and training. Managed FCA Tracker and e-Learning customer base while promoting best compliance standards. Conducted strategic operational audits to improve performance and mitigate compliance risks. Key achievements include managing £100K+ revenue accounts, maintaining 100% compliance, revamping FCA Tracker Finance Edition for 400 UK dealerships, and developing risk management, business continuity, and information security strategies. Show less

Spearheading strategic operational planning to build a company challenging the established Compliance Houses, I oversaw all aspects of operations, including finance, marketing, human resources, sales, and customer service. I enhanced the company reputation by developing simple processes and excellent systems, improving productivity and efficiency. I also created effective branding and marketing initiatives to position TRACS as an industry leader, and I managed seven employees, motivating teams… Show more Spearheading strategic operational planning to build a company challenging the established Compliance Houses, I oversaw all aspects of operations, including finance, marketing, human resources, sales, and customer service. I enhanced the company reputation by developing simple processes and excellent systems, improving productivity and efficiency. I also created effective branding and marketing initiatives to position TRACS as an industry leader, and I managed seven employees, motivating teams to exceed objectives.• Designed and sold TRACS Solutions to parent company FISC Ltd, generating continued growth as trading division. Show less

Streamlining retail operations, I exceeded set goals and improved our customer journey. I built a customer-centric culture, responding promptly and courteously to customer complaints and guiding departments to effective resolutions. I also managed and mentored a 33-member team, planning and leading effective training programmes to retain a back book of customers. Additionally, I cultivated stakeholder relationships, sustaining a seamless transition from outsourced to insourced retail… Show more Streamlining retail operations, I exceeded set goals and improved our customer journey. I built a customer-centric culture, responding promptly and courteously to customer complaints and guiding departments to effective resolutions. I also managed and mentored a 33-member team, planning and leading effective training programmes to retain a back book of customers. Additionally, I cultivated stakeholder relationships, sustaining a seamless transition from outsourced to insourced retail operations.• Achieved consistent growth in customer acquisition with 2012 up 20% and 2013 up 36%.• Optimised account efficiency, setting up individual customer cases that increased accuracy and quality, providing service levels exceeding standard set.• Kept FOS (Financial Ombudsman Service) complaint referrals to minimum levels by instigating early intervention meetings with all stakeholders to agree on resolution strategies. Show less

Compliance ManagerTraining and Compliance ManagerBusiness Development Manager Zone Finance Manager