CFO/Finance Director

Financial & Operational Strategy

• Part of a small 3-person exec team achieving a Compound Annual Growth rate (CAGR) of 88%, increasing EBITA from £250k to £6million in 5 years.
• Helped increase a small growing company increase turnover from £5m to £15m (44% growth rate) in 4 years.
• Developed and implemented the groups operational, forecasting and cashflow models. Created a scalable market leading automated industrialised client journey, creating a 40% increase in productivity and staff utilisation.
• Introduced and implemented a strategy focusing on increasing recurring revenues from 5% to 60% generating year-on-year incremental revenues of +£2m.
• Transformation lead, delivering £5m (20%) permanent savings realisation across for a health care organisation.
• Implemented new finance system (Microsoft Nav), roll out to 150 users, improving financial controls, processes and automation.
• Constructed a business case to commercialise the IT function, generating additional revenues/profit for the group of £1.1m within two years.
• Achieved ISO 27001 status for procurement.
• Successfully led a business transformation to contribute year-on-year group profits from £80k to an EBITDA surplus of £1.2 Million in just two years with national recognition to delivering high performing services.
• Full operational and back-office review, creating a £1.1m (23%) operational saving. Included restructuring the finance team creating a dynamic operational analytical data focused financial team.

Mergers & Acquisitions

• Undertake M&A activity undertaking finance, tax and legal DD acquiring 2 businesses and half a billion of Assets.
• Securing Lloyds debt funding £1.7m to fund an acquisition
• Acquisition of Care home, £1.4m turnover
• Acquisition of GP Practice, £1.2m turnover