
Owner and Director at Charis FD
Reading, United Kingdom

Owner and Director at Charis FD
Reading, United Kingdom
Are you the owner or CEO of a business turning over between £1m and £25m?
Are the business finances giving you pain?
Do you wish you had an expert in business and financial management working alongside you, giving you confidence you were heading the right way to maximise profits and cash, but you don't want to employ an expensive full-time Finance Director?
Charis FD provides affordable expert finance and management assistance to businesses like yours, working with you flexibly on an ongoing basis to help you to make more money, generate most cash and gain confidence in the business finances. See our website www.charisfd.com.
Leadership; change management; performance reporting; cost control; financial planning; financial modelling; investment appraisal; finance processes; financial control.
(Management Consulting industry)
June 2009 — Present (7 months)
Assisting businesses with turnover between £1m and £25m to get the management of their finances right. We aim to take the pain out managing the finances, helping small to medium-sized businesses make more money, generate more cash and get confident in the finances.
We run programmes suited to size and complexity of the business. Every programme has an element of onsite support, together with access to me by email or phone in between.
See the website - www.charisfd.com - for more details.
(Market Research industry)
September 2008 — March 2009 (7 months)
De-risking balance sheet through improving global controls. Improved intercompany trading procedures, including month end eliminations and settlements. Improved procedures around management charges and transfer pricing transactions - including reporting and elimination controls. Improved weekly cashflow forecasting processes. Instituted regular balance sheet reviews with all business units.
(Public Company; Construction industry)
June 2008 — August 2008 (3 months)
Finance system transition and financial reporting restructuring following acquisition, as part of integration project.
(Privately Held; 51-200 employees; Telecommunications industry)
January 2008 — June 2008 (6 months)
Day to day running of all financial processes, with a team of three. Support for board with reporting, analysis, budgeting and forecasting. Process improvement and M&A support.
(Privately Held; 1001-5000 employees; Information Technology and Services industry)
June 2007 — December 2007 (7 months)
Overall responsibility for the Group Finance function, which includes: group financial control and reporting (management and external); financial systems; investment appraisal and monitoring; tax; group financial analysis, performance management and decision support; M&A support. Managing a team of 18, plus responsibility for relationship with outsourced Accounting Service Centre in India.
(Public Company; 10,001 or more employees; Information Technology and Services industry)
December 2006 — June 2007 (7 months)
Responsible for management and statutory reporting for the international telecoms products group within Logica CMG. Also responsible for finance support to the business units, treasury and tax. Overall responsible for obtaining services from accounting shared service centre in Bangalore. Team of 19 (+ indirectly 18 in India).
(Privately Held; 1001-5000 employees; Furniture industry)
September 2006 — November 2006 (3 months)
Financial analysis; review of monthly performance; short term balance sheet and cash flow forecasting.
(Privately Held; 1001-5000 employees; Retail industry)
March 2006 — May 2006 (3 months)
Review and challenge of P&L and Balance Sheet variances for 11 Courts companies in the Caribbean, plus the captive insurance company.
(Public Company; 10,001 or more employees; Oil & Energy industry)
October 2003 — December 2005 (2 years 3 months)
Responsible for financial management for the HR Services, Group HR and E-working functions. Advisor to the HR Leadership Team on financial and human capital measurement matters.
(Public Company; 10,001 or more employees; Oil & Energy industry)
May 2002 — October 2003 (1 year 6 months)
Responsible for Corporate Centre reporting, Group Property Holdings, Investment holding Cos.. Share schemes and pensions accounting.
(Privately Held; 201-500 employees; Financial Services industry)
October 1999 — January 2002 (2 years 4 months)
Broad, divisional FD role, working for the foreign currency outsourcing business (Travelex Currency Services). Covered all finance and commercial aspects, from monthly management reporting and financial processing, tax, treasury and risk, through pricing and commercial modelling and contractual negotiations.
(Public Company; 10,001 or more employees; Banking industry)
August 1996 — September 1999 (3 years 2 months)
Barclays Transpay; division of Barclays Bank that provided the foreign currency and travellers cheques to the branch network. In October 1999 the currency services business was sold to Travelex and Royal Bank of Scotland. Responsible for all regular and ad hoc performance reporting to management and central finance, and decision support analysis, with a staff of 26.
(Public Company; 1001-5000 employees; TNO; Accounting industry)
1992 — 1996 (4 years )
ACA , Accounting and Finance , 1992 — 1995
4th place in Southern Society order of merit at Intermediate level.
BSc , Maths & Accounting & Finance , 1988 — 1991
Music - writing/recording; Partner in music production company (Mithril Productions Ltd); Church; Family (4 kids)
Qualified Chartered Accountant (1995); Member of Institute of Directors