A UK and US national, I am fluent in English and French with extensive multinational experience in 10+ countries on three continents. Entrepreneurial by nature with experience in two VC backed startups. Broad sector experience results from having worked in a variety of industries in corporate finance managing multimillion Euro change programmes within new mergers and post acquisition companies, and change in established organisations. With a chronology that includes ever increasing responsibility, I have developed expertise in financial reporting and consolidation, and development of performance measurement indicators, providing a deep knowledge of accounting, corporate finance and company valuation drivers. Distinctly analytic I am also a highly collaborative and creative leader motivating groups and managers for success. While experienced in venture capital financed startup environments, I can also attain support for and drive Board Level initiatives in large organisations.
To continue learning from others and contributing my energy, unbounded enthusiasm and skills to help others attain superior results
both personally and for the firms and clients for which we work.
I am searching opportunities in corporate finance and controlling; advisory; change management and finance IT transformation projects.
- Contributed a chapter (28) to a book on Private Equity published in April 2011 by John Wiley and Sons.
- 2012 finalist in the Walpole and London Business School 'Innovation in Luxury' competition.
Aug 1996 - Present
-Currently sourcing Italian Greenfield solar PV projects for investors with business plans, market
analysis and financing options.
-Assisting a UK Search Fund in the identification and acquisition of established European mid size
-Assisting preparation of roundtables on urban solutions with UNECE and the London Business School
-Developing expertise in defining and quantifying risk metrics for sustainability and ESG risk.
-Facilitated co-marketing between Paris and London clean-tech networking events.
Gedeon Group(October 2009 – September 2010) LyonEnergy Engineering company
ØDeveloped business plan, market analysis and financing options for entry into the French
Mondial Assistance Group; subsidiary of Allianz Group (7 years)Paris, Zurich
An Insurance and Services company with over 80 international subsidiaries created in 2000 as the result of a merger.Processes, controls and applications were needed for the newly formed headquarters finance department. Piloted several initiatives.
ØAssisted CFO in delivering internal change processes and identifying resource and training requirements for the new group during the first year including reporting, budgeting, forecasting, strategic plan, investment management, cash flow, KPI’s, infrastructure requirements, and organisational structure/culture.
ØDesigned and built an investment portfolio model/application in Excel and VBA for entity reporting and subsequent consolidation.
ØParticipated in the business plan of rationalising legal entities and acquisition of new entities.
ØPiloted the initiative to replace existing reporting software: analyzed business opportunities, developed commercial solution with an RFP, vendor evaluation and negotiation, budget definition and negotiated board approval.Reduced monthly closing by 6 days.
ØManaged the resulting multi-million € project team (Magnitude), delivered on-time within budget.
ØRe-designed and built a new chart of accounts for the group to better reflect all stakeholders’ requirements (management, divisions, board, parent company, external regulators) including KPI, commercial activity reporting, and operational indicators and investments.
ØParticipated in the regular closing and analysis of the consolidated accounts and reporting.
ØFollowing MSc studies, parachuted back into Mondial by the CFO following high employee turnover that created a large knowledge gap. Rebuilt expertise; proactive culture; organisation design. Assisted roadmap to SAP adoption; acted as Interim Chief Risk and Investments Officer and assured transition to a new CFO.
Ø Began preliminary plan for adoption of Solvency II.Participated in QIS (Quantitative Impact Studies); Analysed beta versions of Allianz and Moody’s Ratings Solvency Capital Requirements models; collaborated with actuary in defining VaR (Value at Risk) for the group.
EFG Private Bank(3 years)Geneva
Newly formed private bank with 10 subsidiaries and no developed financial reporting processes.
ØManaged project team to design, develop and implement the Banks financial reporting processes.Assisted the new department in adopting best practice, developing performance metrics, reporting rigor and flexibility for change.
Danzas Group(14 months)Basel
Logistics company purchased by Deutsche Post and now part of DHL.
ØDelivered a complex Excel KPI modelling application for the CFO requiring significant research and modelling requirements on large volumes of data quickly assimilating the business drivers for this board driven change initiative.
Complex manufacturing group with 3000+ operating entities that had outgrown current processes and systems.
ØWorked with the CFO to rationalise and automate the reporting process and reduce time lags initiating and implementing change using technology change as a lever.
ØAssisted the smooth reporting transfer of 3000+ entities following acquisition by Alcan in Montreal.
Massive restructuring of the group from Swissair to SAirGroup required an overhaul of corporate finance processes and systems to reflect the new organisation.
ØWorked with and managed several teams composed of internal and external resources to define and implement a new consolidation and reporting application (FDC from Comshare) and investment tracking tool.Developed internal reporting processes including KPI’s and commercial reporting.Managed stakeholder requirements, training and organisational adaptation to change.
ØExpanded responsibilities adding value through various roles in affiliates Gate Gourmet, Swissôtel, SAirlines, SAirTechnics capitalising on the corporate application with customisation projects to adapt performance and investment measurement indicators to divisional drivers and reporting needs.
ØManaged the transition in corporate finance applications for the passage to the year 2000.
Elma Chips(18 months)Sao Paulo
FMCG company in post hyper-inflation Brazil with no developed budget culture.
ØThrough implementation of a budget application, introduced, collaboratively, a budget culture and assisted in budgeting knowledge transfer to the local Arthur Andersen team.
Other various short term clients:
AIG, Manulife Toronto, Ryder System; Union Carbide; Placer Dome; Feldschlossen; Mobil Canada; Firminich…
Jun 1990 - Jul 1996
International Business Development Manager
July 1995 - June 1996: International Business Development, London.
Directed product launches to all partners worldwide, participating in key sales opportunities and developing worldwide and local sales strategies.85% travel, Europe and South America.
July 1994 - June 1995: Project Manager, Paris.
Guided successful introduction of Comshare’s financial software in the 60+ employee office in France.
June 1991 - January 1994: Sales Consultant, Ann Arbor.
Travelled extensively throughout the USA giving seminars and providing support on key sales opportunities for 17 US sales offices.Member of ‘Commanders Club’, reaching sales objectives each year.Assisted in product development specifications and supervised client development projects: project plans, resource requirements, and budget.
Feb 1989 - Jun 1990
Orion Micro Systems
Entrepreneurial position in a 5 person VC backed start up software firm with a financial consolidation and reporting software product assisting in most activities. Steered the marketing strategy for a successful trade sale and transfer of the company to Comshare, Inc.Assured the successful integration into the acquiring company’s corporate strategy.
Sep 1985 - Feb 1989
Senior Account Executive
International Market Systems
Account Executive in a small VC backed entrepreneurial market research SW company; trade sale to VNU.
2006 - 2007
London Business School
ØFull time advanced programme for experienced executives (also offered at Stanford and MIT).
ØWinner Fuld and Co. Strategy Competition.
ØFinal research project on LBO of Debenhams, now adopted as a private equity class case study at London Business School, London School of Economics and Coller Institute of Private Equity Master Classes.
1981 - 1985
State University of New York at Albany
Bachelor of Science degree in finance; minor: economics
ØCo-founder and President, campus branch of the American Marketing Association
ØMember Deans Advisory Council