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jobs
CFO/COO
Jonathan Burt
,
St Albans, United Kingdom
Experience
Other titles
Skills
I'm offering
to follow
Markets
United Kingdom
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2018 - 2019
job
CFO / COO
Phaunos Timber Fund.
Phaunos is a timberland fund, until recently listed on the main board of the London Stock Exchange.
Following a shareholder vote to wind-down the Company at the 2017 AGM, the asset manager and board subsequently resigned.
Reporting to a newly-convened, non-exec board, I was appointed to oversee the Company during the sale process and subsequent wind-down. I managed a small team of forestry professionals and finance staff in south America and the US, alongside a network of property managers, sales agents, legal, tax and accounting service providers spanning 11 countries.
After preparing the assets for sale and soliciting first round bids, Phaunos was the subject of a hostile take-over bid, defended under the terms of the UK Take-over Code, and eventually sold to the suitor, delivering a 24% return to shareholders over 12 months.
Under guidance from the board the following responsibilities fell under my purview:
Finance
- all internal and listed reporting, tax reporting and cashflow budgeting
- manage the treasury function
- oversee the audit function, interrogate valuation reports and draft the financial statements and published asset and directors' reports
Operations
- oversee all operational aspects of running a listed forestry company, including managing all staff, HR function and out-sourced relationships, SLA negotiations with suppliers, PI insurance, maintaining a website and IT infrastructure, investor circulars and asset budgeting
Compliance and regulatory
- maintain insider lists, workstreams, act as a document depositary, attend to RNS announcements, ensure adherence to Market Abuse Regulations and attendance of all regulatory filings
Asset sales
- managed the relationship and workflow with the sales agents, including populating datarooms, drafting and reviewing of teasers, investment memorandums and legal and commercial due diligence reports
- remediation of a long list of deficiencies identified in the DD phase, settling of several legal disputes in Brazil and China, shuttering businesses and closing down structures, preparing assets for sale, several asset ownership retructurings
- playing an integral role in the later hostile take-over defence
Following a shareholder vote to wind-down the Company at the 2017 AGM, the asset manager and board subsequently resigned.
Reporting to a newly-convened, non-exec board, I was appointed to oversee the Company during the sale process and subsequent wind-down. I managed a small team of forestry professionals and finance staff in south America and the US, alongside a network of property managers, sales agents, legal, tax and accounting service providers spanning 11 countries.
After preparing the assets for sale and soliciting first round bids, Phaunos was the subject of a hostile take-over bid, defended under the terms of the UK Take-over Code, and eventually sold to the suitor, delivering a 24% return to shareholders over 12 months.
Under guidance from the board the following responsibilities fell under my purview:
Finance
- all internal and listed reporting, tax reporting and cashflow budgeting
- manage the treasury function
- oversee the audit function, interrogate valuation reports and draft the financial statements and published asset and directors' reports
Operations
- oversee all operational aspects of running a listed forestry company, including managing all staff, HR function and out-sourced relationships, SLA negotiations with suppliers, PI insurance, maintaining a website and IT infrastructure, investor circulars and asset budgeting
Compliance and regulatory
- maintain insider lists, workstreams, act as a document depositary, attend to RNS announcements, ensure adherence to Market Abuse Regulations and attendance of all regulatory filings
Asset sales
- managed the relationship and workflow with the sales agents, including populating datarooms, drafting and reviewing of teasers, investment memorandums and legal and commercial due diligence reports
- remediation of a long list of deficiencies identified in the DD phase, settling of several legal disputes in Brazil and China, shuttering businesses and closing down structures, preparing assets for sale, several asset ownership retructurings
- playing an integral role in the later hostile take-over defence
Compliance, Manager, Treasury, Audit, China, Insurance, Regulatory, Infrastructure, CFO, Commercial Due diligence, Workflow, It, Operations, Network, Website, Cash Flow, Service, Sales, Due Diligence, Finance, It infrastructure, Audit, Exchange
2017 - 2017
job
Interim CFO
Appian Capital Advisory.
Appian manages a $400m fund, investing in upstream early-stage mining assets.
Following a partners' dispute, I joined Appian to manage a challenging transitional period after the departure of several senior personnel, including the CFO several months prior.
The role was broad and I managed all aspects of the finance, operations and compliance function, using an out-sourced model.
During my tenure, I played a key role in successfully replacing a cornerstone US investor in a complex bespoke funded/unfunded secondary transaction and setting up suitable structures for two large investments into Brazil.
Following a partners' dispute, I joined Appian to manage a challenging transitional period after the departure of several senior personnel, including the CFO several months prior.
The role was broad and I managed all aspects of the finance, operations and compliance function, using an out-sourced model.
During my tenure, I played a key role in successfully replacing a cornerstone US investor in a complex bespoke funded/unfunded secondary transaction and setting up suitable structures for two large investments into Brazil.
Operations, Finance, Compliance, Interim CFO, CFO, Interim, UP
2012 - 2017
job
Head of Finance
EISER Infrastructure Partners.
EISER managed a €1.1bln OECD infrastructure fund and provided advisory services.
Joining EISER at the end of their investment period, the portfolio was harvested during my time there, culminating in a portfolio sale (six assets, €500mln) over a period of 18 months, with which I was actively involved as part of a small remaining team.
My responsibilities were broadly as follows:
Finance
- I managed the full finance function, both corporate and fund/investment-related, via out-sourced finance teams in five countries
- managed a complex bi-annual asset valuation process, agreeing value with the internal Valuation Committee, Transactions Services team at PWC and the fund's auditors
- managed the banking relationship and treasury function, including cash flow management, out-sourced Accounts Receivable/Payable, budgeting and forecasting in a multi-jurisdictional environment
- managed the tax and partially-exempt VAT function
Operations
- oversaw the out-sourced supplier relationships, insurance brokers, SLA negotiations with suppliers, IT function, website and lease renewal
- led various restructuring workstreams to account for LPA amendments, post-sale collapsing of structures and a debt-for-equity swop
Compliance and regulatory
- held responsibility for FCA, COREP and FATCA reporting and monitoring the firm's capital adequacy position
- managed the AIFMD and FATCA application processes and reporting
Fund-raising
- member of the fund-raising team, involving production of PPM, teasers, datarooms, RfPs etc
- part of a small team to successfully raise a sub-Saharan African advisory product, including pricing of the service and set-up of a South African satellite office
Joining EISER at the end of their investment period, the portfolio was harvested during my time there, culminating in a portfolio sale (six assets, €500mln) over a period of 18 months, with which I was actively involved as part of a small remaining team.
My responsibilities were broadly as follows:
Finance
- I managed the full finance function, both corporate and fund/investment-related, via out-sourced finance teams in five countries
- managed a complex bi-annual asset valuation process, agreeing value with the internal Valuation Committee, Transactions Services team at PWC and the fund's auditors
- managed the banking relationship and treasury function, including cash flow management, out-sourced Accounts Receivable/Payable, budgeting and forecasting in a multi-jurisdictional environment
- managed the tax and partially-exempt VAT function
Operations
- oversaw the out-sourced supplier relationships, insurance brokers, SLA negotiations with suppliers, IT function, website and lease renewal
- led various restructuring workstreams to account for LPA amendments, post-sale collapsing of structures and a debt-for-equity swop
Compliance and regulatory
- held responsibility for FCA, COREP and FATCA reporting and monitoring the firm's capital adequacy position
- managed the AIFMD and FATCA application processes and reporting
Fund-raising
- member of the fund-raising team, involving production of PPM, teasers, datarooms, RfPs etc
- part of a small team to successfully raise a sub-Saharan African advisory product, including pricing of the service and set-up of a South African satellite office
Infrastructure, LED, UP, Processes, Treasury, PPM, Production, Insurance, BEE, Office, Regulatory, Operations, Monitoring, It, Banking, Compliance, Website, Service, Finance, Management, Forecasting
2010 - 2011
job
Financial Controller
CIT Group Plc.
CIT is a real estate fund manager in the leisure sector in the UK and commercial sector in Germany, with an active UK development portfolio.
Development, Manager
2008 - 2010
job
Finance & Reporting Manager
Hermes Private Equity.
Before merging with Gartmore, Hermes managed a Private Equity fund-of-funds portfolio and several smaller direct UK mid-market and infrastructure funds.
Finance, Infrastructure, Manager
2007 - 2008
job
Assistant Vice President - Fund
Citigroup Venture Capital Intl.
Reporting
Citi managed two primarily Asia-centric emerging markets funds.
Citi managed two primarily Asia-centric emerging markets funds.
Asia, President
2006 - 2007
job
Fund Accountant
Henderson Private Equity.
Henderson managed infrastructure funds, alongside European mid-market buy-out funds and a fund-of-funds portfolio.
Infrastructure, Accountant
My education
?
-
2002
University of South Africa
Bachelors, N/a
Bachelors, N/a
?
-
2001
University of Stellenbosch
Bachelors, N/a
Bachelors, N/a
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