I work with organisations, businesses and companies helping to implement the systems and processes needed to deliver a first-class finance function.

I have run a busy finance department and understand how the day-to-day pressures of managing a team, meeting deadlines, providing management information and servicing a Board can cause the to-do list to build up.

I can help relieve that pressure by taking key pieces of work and getting them done. Very often completing a piece of work which keeps dropping down the priority list – or making a key change within the department.

Let me help you.

Organisations and businesses like working with me because I approach things with a quiet confidence, delivering what is required of me in a timely and cooperative manner.  I am always sensitive to the feelings of others particularly during times of change and uncertainty.

Do any of the following resonate with you?

  • You have recently started a new role and want to carry out a detailed review of the finance function
  • You have had a difficult audit with management points that need resolving
  • You are setting a new strategy and could do with some extra resource to help develop the budget and reporting
  • You are implementing a new finance system – or wish to carry out a review of your current systems
  • You have a technical query with VAT, payroll, or pensions which needs to be investigated and resolved
  • Your policies and procedures require updating
  • You have concerns around the effectiveness of your internal controls
  • You want to integrate your finance system with your CRM and other software
  • You want to revamp your management reporting
  • You need someone to lead your year end audit
  • You need help with funding bids and reporting deadlines
  • You need to restructure your organisation, or explore whether this is possible. You may even be setting up a new organisation or company… Closing one down… Or be considering a merger.

If any of the above apply to you or you feel I can help your organisation or business in any way I would love to hear from you.  

My background

My background is as an accountant and as Interim Finance Director in many well-known charities, so I get things done!

Some tell-tale signs you may need my help include:

  • You have recently been appointed Chief Executive and your gut feeling tells you that the organisation is not fit-for-purpose. Or there have been changes to your Senior Leadership Team, and you want to review the structure and effectiveness of the organisation
  • You suspect fraud or malpractice. Or less dramatically, you have concerns around weak internal controls.
  • Your organisation is struggling with financial issues, such as a shortage of funds, cash flow issues, or a problem with a grant that has to be repaid. Or perhaps you need to reduce overheads or diversify your income streams.
  • You need to restructure your organisation, or explore whether this is possible. You may even be setting up a new charity… Closing one down… Or be considering a merger.

If any of those resonate, I work with you to create and implement a turnaround plan.

My LAUD framework

ISTEN

I explore the issues in your organisation or business and develop a deep understanding of your situation. Engaging with you calmly is key – this is about working together, not blustering in and imposing a solution from above.

GREE ON THE DESIRED OUTCOME

Before we start discussing changes, it’s crucial that we agree on what we’re really trying to achieve… and the ideal result for your organisation or business.

NDERSTAND THE SOLUTION

At this stage, I will produce a detailed plan to achieve the aims we’ve agreed on, including specific action points and timescales.

ELIVER THE PLAN

Finally, I implement the plan – with your team, or if necessary, bringing in additional resource. We’ll keep to all the agreed dates and you’ll be updated regularly at key milestones.

Companies I have helped