Portfolio Finance Director | Virtual CFO | Operations & Supply Chain Management

Portfolio Finance Director

Accomplished Finance and Operations Director with proven success engaging with senior-stakeholders to create and embed high-impact plans aligned with strategic growth objectives. Identified weaknesses and proposed solutions to strengthen financial and operational controls; led reviews for business processes, systems and reporting, documenting findings and suggesting plans for improvement. Utilised problem solving and analytical qualities to overcome obstacles while challenging the status-quo and established procedures.

Supporting businesses as a Portfolio Finance Director / Virtual CFO, also in operations and supply chain management.  Our target market is supporting manufacturing and distribution SME's and start-ups to £20m turnover, providing results driven, flexible finance and operations leadership solutions to help your business growth.  Harnessing over two decades’ success delivering financial, manufacturing and supply chain strategies while maintaining a hands-on approach.  Skillset gained within range of business industries and structures, with a team and network available to support all businesses; SME's, private equity backed businesses at start up through to exit plans, charities and PLC’s.

No matter what your business requirements are; short term project, interim cover, one or two days a week or month, continuous ongoing remote or office based support, we are available to help.  Contact by phone or email below to discuss your potential business needs and our competitive rates that are affordable to your business.

IT Skills: Excel | Power BI | TMI | Cognos Reporting | SAP | LN | SAGE | Exchequer | NetSuite | Xero

Sector experience: Manufacturing | Distribution | B2B | SaaS | FMCG | Hospitality | Engineering

Qualifications & Professional Development

Chartered Institute Management Accountants (ACMA)

Master of Business Administration (MBA): Executive Management |Lancaster University

BA (Hons) in International Business | University of Central Lancashire


Commodity Hedging with Options and Futures | LME, Euromoney Learning

Foreign Exchange Markets | BPP

Negotiation Mastery | BPP

Commercial Contracts - The International Perspective | BPP

Skills and Expertise

Leadership | Business Partnering | Implementation

Financial Leadership and Business Partnering

  • Influential Finance Leader with success presenting to financial / non-financial stakeholders at all levels to secure buy-in to operational changes, including process simplification and rationalisation.  

  • Developed and implemented robust business plans, cash flow forecasts and budgets for internal performance and cash planning, also external funding and investment requirements.

  • Identified and mitigated threats and barriers to growth; harnessed gravitas to influence stakeholders to C-suite level and external investors.

  • Established robust controls, structures and best practices throughout finance and non-financial functions.

  • Utilised analytical skills to develop business models and scenarios aimed at enhancing commercial performance during turbulent periods of transformation.

  • Built finance and operational processes, procedures and teams from scratch for start up businesses in alignment to growing business needs.

Operational Leadership & Supply Chain Management

  • Maximised staff performance through ongoing training, support, coaching and development.

  • Managed non-finance teams in operational roles and projects, including: purchasing, quality, distribution and manufacturing.

  • Embedded a focus on cash and margin improvement without compromising quality.

  • Developed and implemented effective change and business transformation at-pace, with internal functions and external partners.

  • Diverse exposure to domestic and international manufacturing and logistics, including related import / export requirements.

  • Built extensive business network in North America, Latin America, China and Netherlands in support of manufacturing and distribution requirements for businesses of various scope.

  • Implemented warehouse and supply chain efficiencies by reducing processing time and costs.

  • Negotiated favourable pricing and payment terms with overseas hardware and steel suppliers. 

  • Delivered on-going cost down against purchasing budget having managed stock requirements at competitive pricing.

  • Delivered significant annual savings in a 12-month period by identifying need and implementing for a central Indirect Procurement Services.

  • Realised over $1m (20%) in cost reductions and supply chain efficiencies, first preparing feasibility, sourcing potential alternative suppliers and then leading project team relocating existing OEM from China to a new OEM partner in Mexico.

System Implementation

  • Analysed complex systems to optimise business efficiency while equipping businesses with resources to support growth.

  • Orchestrated implementation of SAP B1 for UK and Latam business. 

  • Developed user manuals and implemented training to roll out new ERP systems with little or no disruption to business activities and manufacturing schedules.

  • Owner of Project Systems (PS) and Sales and Distribution (SD) whilst project managing large SAP system rollout for BAE Systems; migrated from existing LN Info ERP financial systems.

  • Designed and implemented three-dimensional reporting to provide dynamic, real-time transactional and performance reporting  to optimise decision-making confidence throughout finance and non-finance teams.

  • Utilised Power BI to implement new online management reporting packs with targeted key performance indicators for measuring manufacturing and distribution, quality and customer satisfaction.

Contact Us

+44 (0) 7739 429 495

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