Description

My background is in accounting roles spanning commodity trading, ecommerce, third-party logistics, and pool betting, often spending the majority of my time on system/process development. Over the last decade, I’ve seen how much opportunity and value is lost simply because the data doesn't tally. I now focus full time on building robust, finance-grade data infrastructures so leadership teams can focus on the important stuff.

• Consolidating data sources into a single, automated source of truth.

• Surface hidden inefficiencies buried in manual processes or fragmented data.

• Bridge the gap between technical data models and audit-ready financial reporting.

Industry field of expertise

Languages

English
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

W-Wellness
Finance and Data Lead
May 2024 - March 2026 (1 year and 10 months)
Built the finance and data infrastructure from the ground up for a startup wellness platform, joining the business at the beginning of trading and handing over to a full-time Finance Director.
- Data tech stack we use Snowflake as our data warehouse/clean data with SQL, FiveTran for ingestion and Power BI/Excel for dashboards/reporting. Microsoft platform, including fabric functionality to automate workflows.
- Developed the cash model for early fundraise rounds and managed cashflow around those pressurised/sensitive periods.
- Track key KPIs and in-month sales performance analysis v forecasts to drive performance accountability.
- Developed a complex order-tagging logic to accurately attribute sales to affiliates across four potential touchpoints.
- Built a bespoke workflow to automate daily journal postings in Xero for revenue, discounts, refunds and COGs, at a customised level and extremely audit-friendly.
- Run P&L down to CM3 at order level daily, filtered at order, customer, channel and product level.
- Margin analysis across 700+ SKUs at channel and attribution level
Xero Financial Modelling Finance Automation Microsoft Excel SQL
UK Tote Group
Management Accountant
November 2019 - July 2021 (1 year and 8 months)
Led the development of a new finance system and processes post-acquisition for a £40m+ turnover business, with Xero as the core of the finance tech stack.

- Implemented tools including ApprovalMax, Fathom, and Dext to streamline approvals, reporting, and invoice processing.
- Produced consolidated management accounts across a multi-entity group.
- Managed the audit process for one entity, liaising directly with external auditors.
- Built a detailed reconciliation model for D2C payment flows from website through to bank accounts.
- Delivered financial reports to external stakeholders, supporting transparency and decision-making.
- Contributed to product ideation and conducted internal testing for new initiatives.
- Supported the BI team by reconciling data for newly developed SQL reports.
- Prepared VAT returns for the group.
- Took ownership of working capital management, driving efficiency and cash flow improvements.
- Led the successful implementation of automated reconciliation software for payment processing.
- Mentored a junior accountant, providing guidance and support in their first finance role.
- Continued to enhance finance systems and reporting, building on previous initiatives.
Xero Finance Automation Accounts Payable SQL SQL Server
IBM
Commercial Management Specialist
August 2016 - August 2017 (1 year)
Worked within the commercial management team on a major telecommunications client contract, handling invoicing, credit control, budgeting, audit support, and generating regular reports for senior management.

- Reduced bad debt levels by implementing improved credit control processes.
- Developed a revenue tracker to ensure timely recognition of completed work.
- Produced efficiency reports to support operational improvements.
- Visited an offshore finance centre to streamline collaboration and enhance workflows.
- Improved data validation processes, enhancing the accuracy of management reporting.
- Automated routine tasks, enabling redistribution of responsibilities across the team.
- Gained exposure to cybersecurity through job shadowing, exploring future career opportunities
Microsoft Excel Finance Automation Data analysis KPIs and Metric Definition and Monitoring