London, England, United Kingdom
UK-trained Chartered Accountant (ACA) and CFO/Head of Finance with 20+ years' experience building and leading finance functions across professional services, healthcare, and technology organizations. Over the past 9 years I have been the most senior finance person, reporting to CEOs, boards, PE investors, and owner-founders. I have been Interim CFO at a PE-backed healthcare business (working directly with Operating Partner on board reporting and performance analysis) and Head of Finance at a member-led technology standards organization. Key achievements include: stepping into Interim CFO role when CFO departed and maintaining financial stability through leadership transition and system implementation; developing commercial KPIs that gave PE investors deeper insight into business performance; and receiving commendation from the PE board for budget presentation quality I spent over 18 years in the San Francisco Bay Area, operating within organizations serving Google, Netflix, Apple, Amazon, and Cisco. My experience covers board and investor reporting, budgeting and forecasting for a PE-backed business, pricing and profitability analysis, cash management, NetSuite implementation, and building finance teams. Dual UK/US citizen. ACA qualified with Ernst & Young, London.
Most senior finance person, reporting to CEO, and member of Senior Leadership Team. Led annual budgeting and financial planning processes, working with cross-functional teams and presenting to the Finance Committee and Board Led cross-functional team to secure board approval for 7% member dues increase, building consensus across board members from major technology companies through stakeholder engagement and financial scenario modeling Led NetSuite implementation to replace legacy systems, establishing scalable financial infrastructure and improving reporting capabilities Established monthly financial reporting frameworks providing leadership with enhanced visibility and data-driven insights Implemented staff incentive program aligned to organizational objectives
Member of Senior Leadership Team, managing financial operations, month-end close, and audit coordination.
Stepped into Interim CFO role when CFO departed, holding full responsibility for finance function for 10 months. Reported directly to CEO and PE Operating Partners (Windrose Health Investors)
Most senior finance person, collaborating closely with owner/ founders as a key member of the senior leadership team. Developed and managed Finance, Accounting, Tax, HR & Benefits, Legal, Insurance, Internal Operations, and Facilities functions.
Strategic partner to senior and executive management, working in a fast-paced, deadline driven environment. Responsible for guiding the multi-office North America (NA) region to hit profitable growth targets and KPIs. Managed team of 8 direct and indirect reports.
Gatekeeper of company financials, responsible for implementing and maintaining a system of internal controls to adequately safeguard assets, developing and enforcing proper accounting processes and procedures, ensuring accurate and timely internal and external reporting, managing client reporting demands and coordination of all external audits.
Supported Global CFO in building and standardizing global internal reporting structure to meet needs of growing business. Performed due diligence and other activities surrounding acquisitions.