Auriens Group & Draycott Nursing & Care

Luxury later living and domiciliary care group.

Finance Director | Managing Director

Mar 24 – Sep 25

• Built unified Power BI data model and reporting structure to support group finance and operational insight.
• Delivered scalable financial reporting architecture for potential M&A activity and board-level analytics.
• Delivered strategic roadmap aligning operations and finance with investor goals.
• Introduced KPI-led reporting (LTV, CAC, MRR etc), enabling monthly evidence-based performance reviews and accountability.
• Created a data driven forecasting model that enabled monthly re-forecasting.
• Implemented structural changes cutting operating losses by half while improving quality and referral value.
• Redesigned Chart of Accounts in Xero delivering meaningful management reporting.
• Implemented Power BI dashboards using Zebra BI visuals to improve visibility and decision-making.
• Delivered cost reduction and resource optimisation initiatives leading to 50% improvement in profitability.
• Introduced CRM to track conversion rates and customer lifetime value, guiding business development investment.
• Led group technology and data strategy. Oversaw IT transition to new provider and enhanced cyber security.

United Response

Social Care organisation providing support to adults with learning disabilities.

Finance Project Manager

Dec 18 – Jan 24

Oracle Cloud Implementation

• Developed a SQL Database to collect, validate and maintain key data not currently held in current systems required for migration into Oracle.
• Successfully completed the solution design including ‘must have’ reports (Procurement, AP, Expenses, GL, etc).
• Managed the collection and documentation of test scenarios/scripts.
• Initiated the data cleansing programme and developed the new CoA.
• Finance Team selection, recruitment and management of the project team.

ERP System Selection

• Developed a business case for the procurement of a new finance system (Oracle Fusion Cloud).
• Led detailed requirement gathering, process mapping, fit gap analysis, and MoSCoW analysis.
• Initiated the formal system selection process, resulting in a short list of 4 options.
• Delivered quantitative and qualitative analysis of RFP’s against expectations and budget.
• Defined and agreed the SoW for Oracle with the System Implementer.

FP&A System Implementation

• Launched and led the FP&A system selection process.
• Ran a collaborative design process across regional and central finance for input templates.
• Utilised Data Warehouse to feed monthly actuals for variance analysis and planning.
• Implemented a revised planning process for a continuous planning approach.

Corporate Restructure

• Successfully led the PM Corporate Restructure (Input VAT recovery), now recovering c£1m annually.
• Designed a system-led VAT reconciliation process compliant with MTD.
• Led Pension Rectification for c4500 staff, identifying errors since auto-enrolment inception.
• Liaised with Pension Regulator, external Legal counsel, and staff through resolution.

Healix Group of Companies

Healthcare and Risk Management Solutions provided to Insurance and Corporates.

Group Financial Controller

May 10 – Oct 18

• Management of c10 active Legal Entities across UK, Australia, NZ, and the US.
• Management of P&L, Revenue Accruals, Variance Analysis, and Balance Sheet.
• Delivered Monthly Report Packs to Management and the Board.
• Responsible for design, development, and upgrades of Finance Systems (Access, Adaptive Insights, Concur).
• Implementation of Adaptive Insights to enable swift completion of Monthly Reports and KPIs and annual plans.
• The succcessful integration of an acquisition from Capita into our Finance function, alignment of teams, systems and process.
• Development of KPIs using SQL data to provide actionable insights into business trends.
• Designed and delivered automated workflows for rapid ‘single touch’ processing of high volumes.
• Improved foreign payment processes for c20,000 medical providers using specialist payment providers.

Journey Group plc

Provider of in-flight products and cabin-management to the airline industry.

Finance Manager/Controller

May 05 – Mar 10

• Monthly Consolidated & Entity reporting to directors for 4 Companies.
• Design and implementation of Excel Models group-wide.
• Management of a team of 5 in addition to Sales & Purchase Ledger functions.
• Set up Excel models and processes to aid the management of Stock, Pricing and Cost Control for over 10,000 fast moving products
• Led Dynamics AX4 implementations for startups including Elev8 Ltd and Air Fayre (UK and LA).
• Design and implementation of operational and financial processes and controls.

Early career roles across manufacturing, pharmaceuticals, media and facilities management gave me broad operational and commercial finance experience. I strengthened financial reporting and system reliability by redesigning processes, building automated consolidation templates and supporting multiple ERP implementations (Sage, Sun). I managed month-end cycles across 30+ EMEA units, improved reconciliation accuracy and accelerated reporting through redesigned models and macros. In manufacturing environments, I delivered full management accounts, pricing, cashflow management and multi-currency control, often in sole-charge roles that required independent problem-solving and end-to-end ownership. These roles built a strong foundation in financial control, process improvement and data-driven reporting, forming the basis for my later leadership in turnaround, growth and system transformation.

Venture Lighting

Sega Amusements

Channel 9

Mayne Pharmaceuticals