Stephen Heaps's Location
Lymington, England, United Kingdom, United Kingdom
Stephen Heaps's Contact Details
Stephen Heaps work email
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About Stephen Heaps
Entrepreneurial CFO with 15 years experience of partnering ambitious CEOs across a variety of sectors. I have a hands-on approach, lots of international experience and a rare blend of skills including; operations, logistics, capital raising, investment banking and consulting.Raising Capital / Investor relations: • Played a key role in the IPO’s of most of the European Telecoms companies during 1999-2001• Sourced VC investment for UK Gear in 2009 as well as securing a US based inventory facility• Structured and launched a UCITS fund for Holland Advisors in 2015• Placing, Strategic Investment and Open Offer for Modern Water, plus UK loan and US facility• HNW round for Molzi in 2019• HNW round, Crowdcube round and PE round for ANdersen-EV in 2019/20 International Experience• Lived in Thailand, The Philippines, Argentina, Brazil, UK and Switzerland. Worked regularly in the USA.• Established international businesses for Schroder Investment Management and NatWest Markets• Remotely managed finance teams, advisors and audits in China, Middle East, USA and the UK• Restructured two USA operations/subsidiaries, one in The Philippines and most recently one in China• managed opening of subsidiaries in Spain, Singapore and Brazil for Molzi Operational Experience• Managed IT functions, multiple international warehouses and logistics & shipping (Asia to UK/US)• Led the design of a multi currency e:commerce website for UK Gear that is still used today• Led a strategic review process for a well known charity, benchmarking against its international peers• Managed the outsource of admin and accounting in the UK and more recently China • Sourced and engaged new Insurance Brokers, Nomads, Bankers and Accountants
Stephen Heaps Work Experience Details
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Group CfoAgincare Apr 2023 - PresentPortland, England, Gb -
Consulting Cfo & Finance DirectorSignina Ltd Jan 2019 - PresentFlexible Finance Director & CFO servicesPart-time, Interim or Ad hoc projects -
AdvisorUk Gear Ltd Sep 2007 - Present• Sportswear manufacturer supplying the military under contract and consumer retail• Sourced loan finance from Advantage West Midlands.• Raised venture capital investment with full due diligence and a follow on investment. • Managed the build and launch of a new ecommerce website and associated web analysis. • Moved banking facilities and established factoring and trade finance in UK and US. • Managed all relationships with banks, finance companies and investors.• Successfully applied for, and received, R&D tax credits from HMRC. • Outsourced all admin & accounting functions, then 3 years later brought them back in house.• Transitioned accounting systems twice and embarked on implementing SAP business one.• Moved warehouses in the UK and US and established stock finance lines in both countries. • Managed all imports (Asia to UK and US) and letter of credit process with multiple banks.• Managed day to day cash flow and prepared all management and investor reporting. • Managed finances through 18 months under the watch of HSBC’s “special situation” unit• Prepared annual accounts and first time consolidated and audited accounts.• Repurchased control of UK Gear from the VC partner
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Advisor And Part-Time CooHolland Advisors (London) Ltd Dec 2013 - PresentFarnham, Surrey, Gb• Researched and then advised on the VAT status of Independent research providers.• Managed application for FCA change of regulatory permissions, adding Fund Management. • Researched and advised on domicile & structure of a new collective investment scheme.• Managed application to the Irish Central Bank for an investment management licence.• Sourced providers and established/launched a new Irish UCITS fund.• Helped market fund to private and institutional investors. -
Chief Financial OfficerBlueleaf Jan 2022 - Apr 2023Southwater, West Sussex, Gb -
Part-Time Cfo / AdvisorMolzi Ltd | We Help Skyrocket Sales Mar 2019 - Oct 2021London, England, GbWe are a sales company working with consumer brands to help them grow their sales on Amazon, launch their brand on global marketplaces and get their products listed with retailers. AMAZON – we successfully manage over £100 million in Amazon sales.A huge part of our business is working with brands that already sell on Amazon but don't have the time, skills or resource to maximise the opportunity. With our team we can manage your entire Amazon business; or help with specific tasks such as content optimisation (A+ content or Enhanced Brand Content), brand store pages, keywords and SEO, and Amazon Sponsored Ads.Even brands that have a good existing business with Amazon may benefit from our experience of negotiating trading terms, improving content and proactively targeting competitors. If you need help but don’t want ongoing management services, we offer bespoke training to help Sellers and Vendors learn how to sell on Amazon. RETAIL – any product, any country.We can find the retailers you need and introduce them to your brand. Our smart ‘retail-ready’ campaign allows us to raise awareness of your products amongst relevant buyers, in any retailer, in any country. At the end of the campaign we will hand over warm leads to your sales team. MARKETPLACES – we can launch your brand on global marketplaces. We can handle the set-up of your products on marketplaces like eBay, Fruugo, Allegro, Cdiscount, Fnac, Darty, PriceMinister, and Real. We’ll take care of day-to-day management, marketing, and advise you on logistics options and compliance. We can focus on specific regions, countries or target marketplaces. -
Interim Cfo/CcoMarisa Peer Mar 2021 - Sep 2021Rapid Transformational Therapy® (RTT®) harnesses the most powerful potential on the planet – the mind.Based on neuroscience, RTT® is a pioneering therapy that offers fast, effective results by combining the most beneficial principles of hypnotherapy, psychotherapy, NLP, and CBT. Renowned therapist Marisa Peer is the creator of this award-winning method, now gaining global recognition as one of the most effective treatments available.It delivers extraordinary, permanent change from physical, emotional, and psychological pain by reframing our core beliefs, values, habits, and emotions deep in the subconscious. By rapidly rewiring the brain’s neural pathways, RTT® replaces our out-dated belief systems and negative behavior patterns. New, life-affirming beliefs are formed, and the healing process begins.Marisa has now trained over 6,000 RTT® therapists worldwide, and the training program is open for applications. Therapists and healthcare professionals have added RTT® to their services, and many of our graduates have transitioned from a range of careers, including lawyers, journalists, cleaners, teachers, accountants... Could you be next?
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Finance DirectorAndersen Ev Jul 2019 - Jan 2021Stewartby, England, Gb -
CfoVethelpdirect.Com Ltd Jan 2020 - Oct 2020Enabling Vets with Digital services -
CfoMeta Cortex Ltd Jan 2019 - Oct 2020Tech start-up focussed on managing your digital ID
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Finance DirectorModern Water Plc Apr 2016 - Dec 2018London, England, Gb• AIM listed technology business with operations in the UK, USA, China and the Middle East• Member of the Senior management team alongside the General Counsel and reporting to CEO • Simplified operational structure by integrating two UK businesses into its US Division • Simplified management reporting across the group for management and board meetings.• Re-worked the investment story and marketed to investors at every opportunity• £1.7m placing in 2017, £550k strategic investor in 2018 and £330k open offer in 2018• Established US receivables facility and sourced and an EIB backed loan via Barclays• Transitioned to new relationships with Nomad, Brokers, Auditors, Insurance Brokers and Bankers.• IFRS reporting for 10 UK entities and successfully reclaimed over £500k of R&D Tax credits • Managed audits and professional advisors in UK, China, USA and Oman. -
Director Of Operations (Interim)Make-A-Wish® Uk May 2015 - Dec 2015Reading, England, Gb• Working directly for a new CEO, project managing an enterprise wide Strategic Review.• Attendance at weekly Senior Management Team meetings• Production of Board papers and attendance at Board meetings• Project management of multiple sub projects resulting from main review• Liaison with Make A Wish Australia, Make A Netherlands and Make A Wish International• Worked closely with external consultants: OC&C and also Therein (digital consultancy) -
Finance And Operations DirectorUnity Health & Beauty Limited Jul 2012 - May 2014Start-up formed to launch an innovative range of skin care products. Joined at inception and handled the set-up process; Companies House, HMRC, Banking etc Filed all statutory accounts and VAT returns In partnership with the CEO, established key supplier relationships – chemist, warehouse, packaging
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Portfolio ManagerUbs Global Asset Management, London Dec 2006 - Sep 2007Zurich, Ch• Analyst/ Fund manager within the European Small and Mid-cap team.• Co-managed UBS’s pan-European Mid-Cap portfolio. -
Portfolio ManagerUbs Global Asset Management, London May 2005 - Dec 2006Zurich, Ch• Managed 3 concentrated Eurozone model portfolios; 30 stocks, 20 stocks, 10 stocks.• EUR700m of discretionary private client funds invested in-line with these models. • 12mth return to Sept 06. +19.9%. Ahead of MSCI and S&P Indices and all UBS peers.• Same 12mth return (adjusted to include fee) ranked 8th from 74 in Lipper peer group.
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Equity Research AnalystJulius Baer, Zurich Sep 2003 - May 2005Zurich, Zürich, Ch• Buy-side analyst with responsibility for the Global Telecom Services Sector.• 2004 performance of “Buys” 1929bp ahead of MSCI in USA, 347bp ahead in Europe.• Instigated a global “Research best ideas” model portfolio. -
Director - European Incumbent Telecoms AnalystMerrill Lynch Apr 1999 - Aug 2002New York, Ny, Us• Head of the European Incumbent sub-sector team, managing four junior analysts.• Coverage of BT, DT, FT, TEF, TI, PT, TLD, KPN, TA, SWCM and TNOR. • Lead Analyst for Telenor, Telekom Austria & Portugal Telecom public offers in 2000.• Co-lead analyst for Eircom, Portugal Telecom & Deutsche Telecom public offers in 1999.• Extensive marketing globally, both deal and non-deal, throughout 2001 and 2002. -
Equity Research AnalystWestlb (Brazil) Jul 1998 - Feb 1999Us• Six month contract to write research on the Mercosur telecommunications sector.• Closely followed the Telebras break-up and privatisation.• Responsible for training and directing the existing three analysts in the office. -
Head Of Equity ResearchNatwest Markets Philippines Sep 1996 - Sep 1998Developed NatWest's Equity Research presence in The Philippines• Opened the Manila office and recruited a team of four analysts plus support staff.• Responsible for all research, but personally published on Telecom and Conglomerates.• Major role was developing the other analysts and team published over 20 reports in ‘97. • Supported sales teams in London, HK, Singapore and New York, with marketing trips.
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Equity Research AnalystSchroders Plc Sep 1994 - Sep 1996• Schroder Investment Management’s (SIM) first analyst ‘on the ground’ in Bangkok.• Provided internal research for SIM fund managers in HK, Singapore, London and NY.• Wrote business plan and helped negotiate a local investment management JV, NSAM.• Identified and helped to recruit NSAM’s CEO and other key staff.• NSAM eventually purchased by Aberdeen Asset Management -
Equity Research AnalystSchroder Investment Managment London Apr 1992 - Sep 1994London, Greater London, Gb• Responsible for coverage of the UK Telecoms, Electronics and Software sectors.• Wrote internal research and presented recommendations to the stock selection teams.• Small stock selection committee secretary and worked with the asset allocation team. -
Assistant Portfolio ManagerSchroder Investment Managment London Jul 1987 - Apr 1992London, Greater London, Gb• Responsible for SCMI’s investment performance measurement and consultant liaison. • Investment analyst working on the European team.• Followed the Spanish market with regular trips to Madrid for company management visits.• Responsible for the construction of a Europe-wide quantitative valuation model.
Stephen Heaps Skills
Portfolio Management
Equity Research
Private Equity
Financial Analysis
Corporate Finance
Asset Management
Equities
Investments
Emerging Markets
Finance
Venture Capital
Valuation
Mutual Funds
Investment Banking
Financial Markets
Investment Management
Restructuring
Capital Markets
Due Diligence
Financial Reporting
Reporting And Analysis
Cost Control
Financial Accounting
Financial Statements
Strategic Planning
Business Strategy
Business Process Improvement
Business Analysis
Strategy
Forecasting
Business Planning
Business Intelligence
Managerial Finance
Accounting
Analysis
Microsoft Excel
Financial Modeling
Management
Investors
Senior Stakeholder Management
International Business
International Development
Start Ups
Funding
Budgeting
Financial Services
Stephen Heaps Education Details
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The Chartered Institute Of Management AccountantsAcma -
The Chartered Institute Of Management AccountantsCfa
Frequently Asked Questions about Stephen Heaps
What company does Stephen Heaps work for?
Stephen Heaps works for Agincare
What is Stephen Heaps's role at the current company?
Stephen Heaps's current role is Entrepreneurial CFO/CCO.
What is Stephen Heaps's email address?
Stephen Heaps's email address is st****@****are.com
What schools did Stephen Heaps attend?
Stephen Heaps attended The Chartered Institute Of Management Accountants, The Chartered Institute Of Management Accountants.
What skills is Stephen Heaps known for?
Stephen Heaps has skills like Portfolio Management, Equity Research, Private Equity, Financial Analysis, Corporate Finance, Asset Management, Equities, Investments, Emerging Markets, Finance, Venture Capital, Valuation.
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