2. Forged by
Experience
Developing business acumen
• Corporate Finance Specialist
• Member of the Association of
Corporate Treasurers
• Member of Institute of Chartered
Accountants England and Wales
(ICAEW)
• 17 years’ experience in corporate
cash management
3. LOOKING TO SECURE VENTURE
CAPITAL FUNDING ?
A first class CFO is important
• Defines your market
• Understands the finances
• Understands your business
• Knows what right looks like
• Creates business intelligence
foundation
• Creates pricing model that truly
reflects your value
• Formulates your business
strategy
4. A competency framework for a
successful treasury
Treasury & Cash
Management
• Strong treasury leadership
• Robust financial risk management
• Tailored treasury function
• Proven innovative approaches to
managing key stakeholders
5. Financial
Management
• Draw process maps
• Reveal opportunities
• Anticipate challenges
Expertise & Experience in a format
your team can securely use (Excel)
6. Analytics,
Dashboards & KPIs
• Transition from operations to
strategy
• Automate month end reports into
dynamic dashboards
The key to understanding business
potential
7. Profits through:
• Sales
• Productivity
• Communication
• Governance
Forecasting &
Budgeting
Forecasting and budgeting provide:
8. Strategic Management provides the
business with:
• Positioning: the business
• Providing strategic options
• Effective implementation
Strategy &
Planning
9. Based on real business success
Our Collaboration
• Banking
• Professional services
