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Portfolio Finance Director
Charlie Edge
,
London, United Kingdom
Experience
Other titles
Skills
I'm offering
dsfasfasfas
Markets
United Kingdom
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Available
My experience
2021 - ?
job
Portfolio Finance Director
unknown.
As a portfolio finance director at pre-seed - series A companies I work directly with the CEO and the senior management team providing thought leadership in a variety of areas, including: process and control improvements; KPIs; financial planning and analysis; strategy; taxation; investor relations and fundraising.
Fundraising, Leadership, Management, Finance, Investor relations, Ceo
2020 - 2020
job
Interim Finance Director
MarcoPolo Learning.
MarcoPolo Learning is a series A+ education technology start-up with operations in the United Kingdom, United States and China. The company sells monthly and annual subscriptions of digital educational content on mobile and web via B2C and B2B2C channels, as well as generated revenue via broadcast licensing of Kids Emmy-award nominated TV programme. Sitting on the senior leadership team and working alongside the Founder and CEO, as Finance Director I lead the finance department, with responsibilities including:
• Building finance function: responsible for bringing finance in-house: carving out external accounting support; recruiting team; and establishing internal processes and controls for finance close, treasury, payroll and monthly reporting.
• Leadership: sitting on senior leadership team and working directly with Founder, CEO and other C-suites in directing corporate strategy.
• Cost control, efficiency and accountability: conducted detailed analysis of company expenditure, making immediate savings particularly in identifying overlaps in software capabilities; introduced approval process for external procurement with two matching; and introduced Clockify, a time-tracking software tool to assist in: understanding the cost of content creation, enabling improved decision-making around content strategy; understanding inefficiencies and skills gaps within the team; and understanding output of team members, for performance management purposes.
• Business development and commercial strategy: worked with commercial team and built a financial model that underpinned key negotiations with a critical distribution partner providing access to the Chinese marketplace, providing input on key commercials (e.g. product pricing, revenue share, minimum guarantee); product outline and roadmap; ownership and control of content and development architecture; and global tax and transfer pricing implications around intellectual property in China.
• Financial planning and analysis: produced forecast model and corporate plan for presentation to the Board and key investors, effectively modelling out new inflight distribution partnerships as the company pivots from a direct to consumer to a B2B2C business model and demonstrating the value in such a strategy, with clear objectives and KPIs to be tracked in bridge to series B funding round in 2022.
• Building finance function: responsible for bringing finance in-house: carving out external accounting support; recruiting team; and establishing internal processes and controls for finance close, treasury, payroll and monthly reporting.
• Leadership: sitting on senior leadership team and working directly with Founder, CEO and other C-suites in directing corporate strategy.
• Cost control, efficiency and accountability: conducted detailed analysis of company expenditure, making immediate savings particularly in identifying overlaps in software capabilities; introduced approval process for external procurement with two matching; and introduced Clockify, a time-tracking software tool to assist in: understanding the cost of content creation, enabling improved decision-making around content strategy; understanding inefficiencies and skills gaps within the team; and understanding output of team members, for performance management purposes.
• Business development and commercial strategy: worked with commercial team and built a financial model that underpinned key negotiations with a critical distribution partner providing access to the Chinese marketplace, providing input on key commercials (e.g. product pricing, revenue share, minimum guarantee); product outline and roadmap; ownership and control of content and development architecture; and global tax and transfer pricing implications around intellectual property in China.
• Financial planning and analysis: produced forecast model and corporate plan for presentation to the Board and key investors, effectively modelling out new inflight distribution partnerships as the company pivots from a direct to consumer to a B2B2C business model and demonstrating the value in such a strategy, with clear objectives and KPIs to be tracked in bridge to series B funding round in 2022.
TV, Founder, UP, Processes, Treasury, Interim, Forecast, Web, Software, China, Development, Content strategy, Ceo, Support, Business development, Content, Technology, Architecture, Finance, Management, Leadership, C, Performance Management, Procurement, B2C, Operations, Content creation
2016 - 2018
job
Financial Controller
On Track Retail Limited.
On Track Retail is a SAAS company operating in the transport sector. Reporting into the Board, I was responsible for all financial aspects of the Company, as follows:
• Financial Accounting and Reporting:
◦ Design and production of the Management Accounts pack on a monthly basis, and presenting to the Board;
◦ Production of year-end statutory accounts and management of the audit process with the audit team.
• Financial Planning and Analysis: responsible for all FP&A, including the following:
◦ Designing and monitoring KPIs on a weekly and monthly basis, allowing for close and up-to-date scrutiny of business operational and financial efficiency;
◦ Designing and maintaining Rolling forecasts for P&L and cash flow, with detailed analysis against budget.
• Commercial Finance: central to assisting commercial strategic decision making, including the following:
◦ Defined the three-year corporate strategy alongside the Managing Director and Board, assuming responsibility for producing the related narrative report and all related financial exhibits, and for presenting to the Board;
◦ Produced financial models for project managers, allowing for detailed and up to date analysis to be performed, improving project time estimation, resource requirements and related cost effectively;
◦ Produced pricing models and project appraisals that allowed for flexibility in negotiating projects fees, insulating profit margins.
• Other responsibilities: being on hand to assist wherever needed, including the following:
◦ Working with and reviewing the work of external providers (e.g. solicitors, auditors, valuation specialists, tax consultants) on numerous ad hoc projects
◦ Designing and implementing the employee share scheme
◦ Introducing and managing sponsorship of non-EU migrants
◦ Assisting in production and review of legal contracts
• Financial Accounting and Reporting:
◦ Design and production of the Management Accounts pack on a monthly basis, and presenting to the Board;
◦ Production of year-end statutory accounts and management of the audit process with the audit team.
• Financial Planning and Analysis: responsible for all FP&A, including the following:
◦ Designing and monitoring KPIs on a weekly and monthly basis, allowing for close and up-to-date scrutiny of business operational and financial efficiency;
◦ Designing and maintaining Rolling forecasts for P&L and cash flow, with detailed analysis against budget.
• Commercial Finance: central to assisting commercial strategic decision making, including the following:
◦ Defined the three-year corporate strategy alongside the Managing Director and Board, assuming responsibility for producing the related narrative report and all related financial exhibits, and for presenting to the Board;
◦ Produced financial models for project managers, allowing for detailed and up to date analysis to be performed, improving project time estimation, resource requirements and related cost effectively;
◦ Produced pricing models and project appraisals that allowed for flexibility in negotiating projects fees, insulating profit margins.
• Other responsibilities: being on hand to assist wherever needed, including the following:
◦ Working with and reviewing the work of external providers (e.g. solicitors, auditors, valuation specialists, tax consultants) on numerous ad hoc projects
◦ Designing and implementing the employee share scheme
◦ Introducing and managing sponsorship of non-EU migrants
◦ Assisting in production and review of legal contracts
Design, Retail, Budget, Contracts, Audit, Saas, Management, Finance, Presenting, Monitoring, Sponsorship, Production, Audit, Contracts, UP
2016 - 2016
job
Interim Financial Controller
Pulbrook and Gould Limited.
I worked as the Interim Financial Controller for a luxury product retailer, consisting of three UK entities. I was responsible for managing the day to day finance function, as well as having sole responsibility for cash flow forecasting, budgeting, the financial reporting close process and the wider control environment.
Forecasting, Finance, Interim
2012 - 2015
job
Assistant Manager, Audit and Assurance, Insurance
Deloitte LLP.
Exposure to a wide range of accounting scenarios and standards, being first point of contact for clients on all technical matters regarding accounting standards and taxation. Managed teams of up to 5, responsible for the complete audit process, liaising with in-house and external client management of entire audit process, from planning, budgeting, resourcing, through on-site team management, to review and completion. Whilst completing ACA qualification alongside work responsibilities, attained comprehensive understanding of UK GAAP, USGAAP and IFRS.
Audit, Management, Team management, Insurance, Audit, UP, Manager
My education
2010
-
2012
London UK
Bachelors, Law
Bachelors, Law
2007
-
2010
University of Exeter
Bachelors, History
Bachelors, History
2000
-
2006
Brighton College
Secondary, History
Secondary, History
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