Experience

I am an Analyst within the Advisory and Impact department, I work with public, private and not for profit organisations to help them achieve their goals – from financial sustainability to increasing their impact on society. I have worked with clients across a range of sectors including construction, education, recruitment and substance misuse. My responsibilities have ranged from building  financial models to supporting with due diligence and conducting research.

More recently I have particularly focussed on transactional work including mergers, acquisitions, disposals and fundraising.

I work with clients to understand their needs and how financially stable they are, and develop financial models to aid with decision making on projects.

Recent projects

  • A client wishing to establish a new Centre for Psychoanalysis needed to raise funds to purchase a building and renovate it.

    I was involved in developing their business model, building the financial model and producing a ‘Flyer’ to pitch to investors.

  • When working with a housing association

    I was involved in assessing and advising on the potential accrued benefit to a local economy from the construction and provision of new social housing.

  • I worked with a large multi-service organisation, who needed to obtain a new line of funds to finance their day to day operations.

    I supported in analysing and advising on the different options available to them.

  • Worked with an organisation developing an online platform that matches care workers with those in need of care
  • Performed due diligence on a division of an organisation being purchased
  • Analysed the options for structural change for two international organisations looking to merge their businesses.
  • Reviewed an impact model developed for solvent misuse charity Re-Solv.
  • Set up the book keeping system for a newly established charity.

Qualifications and career

  • University of Essex – BA Accounting and Finance (2:1)
  • Joined Bates Wells, 2015
  • Currently studying to be an ICAEW Chartered Accountant

Pro bono, memberships, and appointments

  • I participated in the Orange RockCorps programme, working as part of a team to renovate an old children’s playground to create a safer and more enjoyable environment.
  • I provided support in the development of business model for a charity formed to develop care leaver networks