United Kingdom
Finance Director with expertise in FP&A, corporate finance, and M&A across private equity-backed international organisations. Proven track record partnering with C-suite leaders and investors to drive strategic growth, refinancing, acquisitions, divestments, and integration. Experienced in leading cross-border teams and supporting complex transactions under high-pressure timelines.
Reported to the EMEA Finance VP, leading the FP&A function for the $1.5B revenue EMEA region within a $3B global entity. Achievements: ∎ Standardized and optimised EMEA budgeting, forecasting and monthly finance reporting across 20+ EMEA markets. This improved data quality provided leadership clear insights for decision making and enabling pro-active corrective actions ahead of deadlines. ∎ Automated data consolidation for below the line reporting through Power BI (100+ templates each month), saving 2WD per month in the FP&A team. Additional responsibilities included: ∎ Built and managed a team of 5 direct reports across UK; Spain and Italy. ∎ Trusted partner to the EMEA Senior Leadership Team (SLT), divisional (business unit) leaders and corporate function, providing clear and concise performance narratives to ensure the success of the EMEA finance function, enabling informed strategic and operational decision making. ∎ Led all annual budget and quarterly forecast processes for EMEA, delivering organic growth targets and improving cash flow conversion. Identified and interlocked cost efficiencies with functional stakeholders. ∎ Ensured capture of accounting and transfer pricing policy changes, restructuring initiatives and macro-economic factors. ∎ Owned bottom-up budgeting and forecasting for Central and Holding Companies (c. $40M+ cost base) and managed intercompany (PURP) elimination budget process. ∎ Supported the Regional Financial Control team in maintaining and executing intercompany cross-charging and corporate allocations. ∎ Ownership of the EMEA ‘Demand Metric’ (volume KPIs) to support driver-based reporting and scenario testing on pricing strategy and volume. ∎ Worked cross-functionally with stakeholders such as in Tax, IT, ESG, Sourcing, Pricing, and Marketing, ensuring single source of truth and driving operational decision making. ∎ Hands on support to markets including site visits to build trusted relationships.
Achievements: ∎ Partnered with Strategy team and led the 3-year Long-Range Planning process, collaborating with functional leaders and CFO, CEO, COO and influencing commercial, strategic and operational decision making. ∎ Post-merger integration and synergy capture for two major multi-country acquisitions (Primo Water Europe – $260M revenue; Waterlogic – $500M revenue), partnering with Bain and Alix Partners to deliver value creation through structured Day 1/30/90 planning, KPI tracking, and monthly reporting. Additional responsibilities included: ∎ Collaborated with the Financial Control team, ensuring compliance with policies and identifying opportunities to increase EBITDA through capitalisation, leasing, use of BTL. ∎ Partnered with corporate treasury to developing cash flow and net-working capital monitoring processes to identify risks and opportunities. ∎ Oversaw preparation of EMEA Monthly Finance Review and Monthly Business Review materials. ∎ Attendance and participation of Business Unit monthly finance reviews
∎ Key role in budget cycle, from template build to detailed reviews of P&L, balance sheet, and cash flow submissions across the group in multiple currencies ∎ Supporting Bain and Alix Partners through Waterlogic merger through structured Day 1/30/90 planning, KPI tracking, and monthly reporting. ∎ Partnered with Financial systems teams to support acquired Waterlogic entities through system integration, transition from SAP BPC to Oracle HFM ∎ Delivering best practice training to EMEA markets for Oracle HFM, improving reporting detail and creating a faster and more responsive submission process.
∎ Attendance of board meetings ∎ Preparation of statutory accounts ∎ Preparation of budget and rolling forecast ∎ Review of cost base to identify savings ∎ Support on Ministry of Justice bids ∎ Preparation of bi-annual Ministry of Justice financial reports ∎ Review of nominal data on Sage
2022 Financials: $500M Revenue and $180 PF EBITDA ($80M EBITDA in 2018). 80+ acquisitions (tuck in and share deals) from 2018-2022. Average acqn $1M EBITDA, largest $8M. Achievements: ∎ Key role in the $multi-billion acquisition of Waterlogic by Culligan, managing net debt forecasts, completion accounts, financial queries for FDD (EY), and acting as a key contact for Vendor Assistance, Quality of Earnings (PwC), and anti-trust matters with CMA (Skadden). ∎ Supported the divestment of Billi taps (AUS and UK), developing a standalone business model with PwC, enabling a successful carve-out transaction. ∎ Owned and delivered a highly complex 5-year forecast model (10+ currencies, multiple product lines, cost divisions), underpinning refinancing transactions ∎ Supported the Executive Management Team through the minority sale and refinancing activities coordinating with consultancies (PWC, Goldman Sachs, Citi Bank, SMBC) on due diligence, data models, lender presentations and metrics under high-pressure timelines. ∎ Led rapid group wide reforecasting during Covid-19 (2020), enabling the CEO, CFO and investors to make swift decisions and adapt to unprecedented uncertainty. ∎ Built supporting model for transfer pricing implementation in conjunction with Deloitte. ∎ Delivered SAP BPC best practice training and drove system and process enhancements. In addition to the responsibilities as Group Management Accountant: ∎ Supported Group Corporate Finance Director, CFO and CEO to provide clear information for decision making. ∎ Prepared board materials and back pocket crib sheets for the CFO and CEO to support narrative. ∎ Liaised with investors and lenders for data requests, investor reports, and covenant analysis. ∎ Contributed to the implementation of IFRS 16, IFRS 15, and IAS 17 compliance. ∎ Provided ongoing financial support to global M&A and marketing teams. ∎ Managed pre-acquisition data tracking, maintained financial database for pro forma organic reporting.
∎ Led the Group Management Accounts production, including detailed cash flow, P&L, and balance sheet commentary; rebuilt the report and supporting documents to maximize insight, efficiency, and accuracy. ∎ Key role in budget cycle, from template build to detailed reviews of P&L, balance sheet, and cash flow submissions across the group in multiple currencies. ∎ Managed group operational cash flow analysis including variance analysis with business units. ∎ Produced year-end excess cash flow and covenant compliance reports for auditors.
Ranked as the top corporate finance advisor in sub £50M health and care transactions. ∎ Audit fieldwork, consolidation and financial statement preparation for private equity backed clients with rapid M&A growth (tuck-in and share) and complex group structures, notably one £125 revenue, 50 active and 30 dormant subsidiaries, 40 yearly acquisitions. ∎ Seconded to the due diligence team to review and analyse financial data, evaluate trading performance, and interpret acquisition assumptions to determine acquisition prices. Produced comprehensive reports for directors and trustees, including benchmarking and due diligence business reviews. ∎ Led audit engagements as the audit senior and primary client contact, overseeing all stages from planning through to completion for groups and charities with annual turnovers up to £25M ∎ Prepared statutory, completion, dormant, and management accounts directly from client records, ensuring accuracy and compliance. ∎ Supervised and mentored new audit trainees, reviewing their work and providing feedback to ensure quality before manager evaluations. ∎ Maintained and updated the “Report to Directors” template by researching trends in financial reporting and the healthcare sector, providing clients with clear, impactful insights. ∎ Financial statement preparation under UK GAAP, FRS 102 (including 1a), Charity SORP, and Housing SORP, IFRS and FRS 101. ∎ Prepared corporation tax computations and conducted VAT compliance reviews, ensuring cost-efficient practices for numerous VAT-exempt clients.