I take on interim CFO and Finance Director assignments where businesses need experienced, senior finance leadership that is deployable fast. Each engagement is different, but the following areas represent the core of what I deliver.

Finance function build and stabilisation
Many of the businesses I join have outgrown their existing finance function. I stabilise what’s there, fix what’s broken, and systematically upgrade people, processes and systems — typically within the first 90 days.

• Month-end close accelerated from weeks to days
• Balance sheet reconciliation disciplines established from day one
• Audit-ready controls and internal frameworks implemented
• Reporting quality transformed for board, investors and lenders

Exit readiness and due diligence preparation
My buy-side M&A experience means I know exactly what an acquirer’s due diligence team will scrutinise — because I’ve been that team. I prepare businesses to withstand that scrutiny long before they receive the call.

• Revenue quality: full audit trail from contract to invoice to ARR
• Legal entity simplification and historic tax position remediation
• Data room preparation and management
• Compelling exit narrative built in advance of a transaction

Capital raising support
I have supported multiple equity and debt raises in PE and VC-backed businesses, owning the financial narrative and working directly with investors, lenders and advisers.

• Financial models with scenario planning capabilities
• Board and investor pack preparation
• Equity raise support (follow-on and new investment rounds)
• Debt proposals and lender / covenant reporting

Mergers and acquisitions
I have led buy-side due diligence and managed post-acquisition integration across multiple transactions. I know what good looks like on both sides of the table.

• Buy-side financial and tax due diligence
• Formal due diligence reports prepared for the board
• Cross-border tax structure design
• Post-acquisition integration (finance systems, reporting, controls)

Finance automation and systems implementation
A lean finance function that scales efficiently requires the right systems, properly integrated. I have designed and implemented full end-to-end finance stacks that eliminate manual processes and enable growth without proportional headcount increases.

• NetSuite, Maxio, Chargebee, Payhawk, Salesforce, HubSpot
• GL, P2P, billing and CRM integration
• Automated approval controls scaled to contract and payment size
• Full pipeline-to-invoice-to-ARR visibility

SaaS metrics and board reporting
I understand SaaS unit economics deeply and have owned board reporting across VC and PE-backed businesses at every stage of the growth journey.

• ARR, NRR, CAC, LTV, cohort retention analysis
• Monthly board packs in under 5 days
• Investor-grade financial modelling and scenario planning
• Commercial partnering with Sales and Marketing on pipeline and revenue performance