Invests in
Sectors:
Locations:
Min Investment:
$3,000,000.00Max Investment:
$5,000,000.00Target Investment:
$4,000,000.00
Skills
Education
- DU
- TB
Lists including DELCHO
Work Experience
2010
AVP - US Strategic Business Development
2022
AVP - Finance Transformation (Business Adoption and Change Enablement)
2020 - 2022
Director - Finance Transformation (Project Manager)
2018 - 2020
Director - Ratings Capital & Liquidity
2017 - 2018
Director - International Capital Management & Strategy
2014 - 2017
• Designed and optimized cash flows into holding companies, financing structures, guarantees and capital support agreements • Directed annual cash flow and capital budgets for 16 holding companies • Treasury lead of a strategic enterprise-wide project to simply internal services flows and optimize use of deployed capital • Enhanced the existing cash flow projection process and oversaw the production of an analytics package • Led cross-functional coordination of accounting, execution, governance, FX, and reporting for capital transactions • Provided written, verbal, and visual communication for the Board of Directors and senior management • Drove employee engagement and led learning & development initiatives for 330 associates • Managed, coached and developed one senior treasury analyst
Regional FP&A Manager - Europe, Middle East and Africa
2010 - 2014
• Collect, consolidate, and analyze monthly projections and quarterly actual results • Provide analysis of income statements by region, country, and product • Interpret financial trends and prepare detailed financial analytics • Ensure accuracy of all internal and external financial information produced • Prepare monthly internal financial reports for senior management purposes • Proactively identify and implement process improvements • Participate in assigned departmental projects
2024
Vice President
2024
Oxonian Ventures is the leading early-stage venture fund investing in Oxford alumni founded companies, using investment capital from Oxford alumni and affiliated institutions.
2020
Vice President
2020
- Acting as the de facto fund CFO (overseeing accounting, tax, compliance, and vendor relations) - Managing the monthly pitch program - Conducting due diligence (business/pricing model, financial modelling/deal structuring) - Building a deal pipeline through collaboration with Oxford Entrepreneurs Network - Raised Fund II alongside the Fund Managers - Onboarded accredited US alumni investors
2018
Strategy & Finance Advisor, Board Director
2018
2020 - 2022
Liber Project Advisor
2020 - 2022
The Liber Project Advisors support 20 UK start-ups, scale-ups, and SMEs via consultancy, focusing on organizational, operational, and strategic business needs.
2021 - 2021
Advisor
2021 - 2021
2020 - 2021
Advisor
2020 - 2021
Ample is helping consumers understand and offset the impact of every purchase: Check out www.ample.earth MVP: Coming soon
2019 - 2020
EMBA Class Representative
2019 - 2020
Elected by acclamation. A key leadership and management role, acting as the primary liaison between the cohort members, university faculty, program administration, and other parties. Representing cohort sentiment in front of the University, and promoting continuous engagement of EMBA stakeholders to improve teaching, learning, assessment, and the overall academic services.
2010 - 2010
Assurance Staff - Asset Management Group
2010 - 2010
• Verified portfolio performance reports by analyzing financial data, calculating NAV, IRR and liaising with custodian banks. • Tested controls and audit evidence for operations involving cash, cash equivalents, and investments. • Performed walkthroughs and substantive audit procedures such as SAS 99 audit analysis. • Ensured the timely and professional resolution of any open issues with all respective constituencies. • Prepared various financial reporting documentation, including support schedules for external compliance (10Q and 10K).
2009 - 2009
Research Analyst
2009 - 2009
* Researched price convergence of the various tradable carbon emission products (EUAs, CERs, etc.) * Investigated the impact of the Equator Principles on the international project finance industry * Drafted the Joint Implementation application for the Bulgarian wind park "Kavarna"