FP&A transformation & commercial insights – delivering robust budgeting, rolling forecasts, KPI dashboards (Power BI/Tableau), variance analysis, and real-time decision support to drive profitability and performance.
M&A acceleration & integration – full-cycle support including due diligence, financial modelling (DCF/IRR/NPV/sensitivity), deal structuring, negotiation input, post-acquisition integration of systems/processes/reporting, and SPAC/exit readiness.
Regulatory & compliance navigation – FCA-authorised entity setup/oversight, bordereaux/MI preparation, appointed representative management, and ensuring financial operations meet strict regulatory standards (especially in insurance/specialist underwriting).
Fundraising & investor readiness – crafting long-term financial models, operating plans, investor updates, and materials that have helped secure Series A, PE funding, and growth capital (e.g., $40m+ rounds).
Cost optimisation & efficiency programmes – identifying and delivering 20–30%+ cost reductions, margin improvements, process streamlining, and R&D tax credit maximisation.
Adopting a portfolio model enables me to direct over 20 years of deep expertise exactly where it drives the greatest value: powering scale-ups and acquisitive businesses in specialist insurance, insurtech/FinTech, SaaS/tech, hospitality/real estate, and beyond – without the burden of a permanent full-time role. I’m motivated by variety, meaningful transformation, and consistently delivering strategic clarity, regulatory strength, and commercial momentum.
My transition into portfolio-style finance leadership began when I got involved with an insurtech startup as a fractional Director of Finance. I supported them during their early-stage growth – building financial systems, preparing operating plans, managing cash flow and compliance, and helping shape the long-term model.
That first portfolio role proved highly successful, supporting the insurtech startup all the way through to a successful Series A funding round. It was never a full-time position, purely project-based and flexible, yet that very flexibility turned out to be transformative.
Along the way, I’ve learned several key lessons. Speed and impact are critical – clients expect immediate value, so I’ve sharpened the ability to diagnose fast, build trust quickly, and deliver results in weeks. Cross-industry exposure creates an edge – working across specialist insurance, insurtech/FinTech, SaaS/tech scale-ups, hospitality/real estate, and acquisitive groups lets me transfer best practices and spot opportunities and risks faster. Flexibility builds resilience – juggling priorities across clients hones time management, boundaries, and adaptability while keeping work energising and varied. Reputation and networks compound – strong delivery generates referrals and attracts aligned clients organically.
This model works for me in 2026 because the Portfolio Executive approach – working part-time across a select group of ambitious businesses – aligns well with my 20+ years as a chartered accountant and finance leader. It also offers strong financial and autonomy rewards, interesting and fulfilling work assignments, and meaningful flexibility.
In summary, the Portfolio Executive approach gives me autonomy, variety, financial upside, continuous learning, and meaningful legacy-building potential – all while meeting a genuine market need. I’m fully committed to making this my indefinite way of working, scaling the business side thoughtfully. This is the career model that feels most authentic, impactful, and future-proof for me.