Business and Process OptimisationMergers, Acquisitions and IntegrationsSystem Implementation
About me
I am an experienced Insurance and Finance Manager with 37 years of work experience, including 11 years of management experience. I have a high-level position and specialize in financial management and insurance.
Data AnalysisFinancial AnalysisProcess ImprovementProject ManagementStakeholder ManagementStrategic PlanningTeam Building
Experience
Apr, 2023
Current
interim senior investment appraisal manager
Property valuation company
Leading a team of four direct reports responsible for investment appraisals, business planning, business cases and financial modelling for a circa £2 billion asset valuation property company. Adopting a hands-on approach for complex and time-critical deliverables, while providing mentoring and development for other team members. Delivering on challenging business planning and numerous investment/business cases to quality and timescales.
Key responsibilities
Leading a team of 4
Investment appraisals
Business planning
Financial modelling
Key achievements
Team building
People management & development
Investment policy/procedure development
Process improvement
Oct, 2022
Nov, 2022
interim finance consultant
Retail
Financial services
Provided finance support to a £30M turnover sofa retail company with a focus on a company sale transaction. Responsible for financial analysis, forecasting and reporting to the CEO and founders, enabling the company to achieve its goals and objectives.
Key responsibilities
Financial analysis
Forecasting
Reporting
Company sale transaction
Key achievements
Successful completion of company sale transaction
Achieved financial objectives
Produced accurate financial reports
Optimised financial forecasting
Jul, 2021
Jul, 2022
consultant
Energy
Financial Advisory
Provided financial advisory services for international energy and infrastructure projects, with a particular focus on sourcing, arranging, and negotiating finance. This included reviewing financial models, business plans, teasers, data rooms and relevant documentation for investor and lender engagement. He sourced mandates from renewable energy developers and identified potential investors and lenders with investment appetite.
Key responsibilities
Review financial models
Negotiate finance
Engage investors
Engage lenders
Key achievements
Sourced mandates
Identified investors
Engaged lenders
Matched investment appetite
Oct, 2017
Jun, 2021
chief financial officer
Financial Services
Private equity and asset management
Provided financial leadership and acted as a board facing director for a global power generation developer. Responsible for the overall financial management, fund raising, recruiting and building a finance team, business partnering, programme managing investments and financial transactions, and implementing processes and methods for valuing and pre-screening acquisition targets.
Key responsibilities
Financial management
Fund raising
Recruiting and building finance team
Business partnering
Key achievements
Raised $10M operating expenses
Raised $50M equity commitment
Programme managed 50% acquisition of largest solar PV plant in West Africa
Provided expertise in business planning, strategic planning, corporate turnarounds, M&A, valuation, funding, management accounting, budgeting, financial management and financial modelling for private power projects, oil and gas fields, rail, farms, hospitals and dentistry businesses in the Nigerian market. Reported to the CEO.
Key responsibilities
Business planning
Strategic Planning
Corporate Turnarounds
M&A
Key achievements
Improved gross margin by 50%
Implemented best practice project financial modelling
Implemented processes and method for best practice investment cases
Dec, 2002
Jul, 2013
interim finance professional
Financial Services
Strategic Financial Solutions
A highly experienced and reliable interim finance professional with a proven track record of delivering successful projects. Possessing a deep understanding of financial planning and analysis, corporate finance, project finance and business/financial modelling. Skilled in developing and implementing financial strategies, improving operational efficiency, and driving business growth.
Key responsibilities
Developing and implementing financial strategies
Improving operational efficiency
Managing financial planning and analysis
Delivering successful projects
Key achievements
Optimised financial processes
Improved operational performance
Delivered cost-saving initiatives
Enhanced business growth
Apr, 2013
Jul, 2013
business planning consultant
Strategic Financial Planning
Provided strategic and financial planning support to clients, with a focus on interim and consultancy assignments. Developed corporate, project finance and business / financial modelling solutions to meet customer requirements. Fostered relationships with stakeholders to ensure successful project delivery.
Key responsibilities
Developed solutions to meet customer requirements
Provided financial planning support
Created corporate and project finance models
Fostered relationships with stakeholders
Key achievements
Delivered successful projects to customers
Enhanced customer satisfaction levels
Improved financial planning processes
Developed innovative solutions
May, 2013
May, 2013
financial modelling consultant
Financial Services
Eco green tech
This candidate provided specialist financial modelling consultancy services to a variety of clients. They developed and refined models to assess the financial performance of projects, and provided advice on how to improve corporate financial planning. They also prepared presentations to support important decisions, and created financial reports to inform stakeholders.
Key responsibilities
Developing financial models for projects
Providing advice on corporate financial planning
Preparing presentations for decision-making
Generating financial reports for stakeholders
Key achievements
Developed models that accurately predicted project performance
Provided advice that resulted in improved financial planning
Created presentations that enabled successful decisions
Produced financial reports that informed stakeholders
Feb, 2013
Mar, 2013
business planning and fp&a consultant
Strategic Financial Solutions
Provided a range of interim and consultancy services in FP&A, corporate finance, project finance and business/financial modelling. Delivered successful outcomes for clients, utilising expertise in financial analysis, modelling and commercial decision-making.
Key responsibilities
Developed financial models and business plans
Performed financial analysis and forecasting
Provided insights to inform commercial decisions
Delivered successful outcomes for clients
Key achievements
Created detailed financial models to support decision-making
Produced accurate financial forecasts and projections
Identified key drivers of business performance
Provided strategic advice to clients
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