Finance professional with expertise in business partnering and executive stakeholder management, specialising in financial planning, forecasting, and budgeting (FP&A). Demonstrates proficiency in strategic financial modelling and scenario analysis to drive cost control, profitability, and efficiency. Skilled in Microsoft Excel, PowerPoint, Outlook, SAP, Xero, and Microsoft Dynamics. Committed to leveraging analytical skills to support organisational growth and optimise financial performance.
Overview
5
5
years of professional experience
1
1
Certification
Work history
Finance Business Partner
Multrees Investor Services
Edinburgh
2025.08 - 2026.01
Built and scaled the FP&A function from inception in a newly created role, establishing core processes, governance, and management reporting while recruiting and developing a high-performing team.
Trusted finance partner to senior stakeholders, delivering forward-looking insight and robust analysis to support strategic decision-making, performance management, and sustainable growth within a regulated investor services environment.
Built and led the FP&A function from scratch, designing the operating model, core processes, and reporting framework, and hiring and developing a high-performing team.
Led end-to-end FP&A activities including budgeting, forecasting, and rolling forecasts, with clear, insightful commentary on performance drivers, risks, and opportunities.
Acted as a strategic finance partner to senior leaders, evaluating strategic initiatives, investments, and operational decisions with commercial challenge and financial rigour.
Produced concise, decision-focused management reporting, translating complex financial data into clear executive-level insight.
Delivered cost, profitability, and efficiency analysis to support margin improvement, cost control, and resource optimization.
Contributed to long-term planning, scenario modelling, and financial strategy development, supporting sustainable growth and regulatory requirements.
Financial Analyst
Fnality International
London
2022.04 - 2025.08
Key member of the finance leadership team within a highly regulated, fast-growth fintech, reporting directly to the CFO.
Played a central role in securing regulatory approval, supporting large-scale fundraising, and shaping financial strategy for a technology-led, internationally scaling business.
Partnered closely with the CFO and senior leadership team to secure a US banking licence, leading financial modelling, capital analysis and regulatory submissions to support approval.
Played a key role in Series B and Series C fundraising, preparing investor materials, financial models and board-level analysis, and supporting direct engagement with existing and prospective investors.
Owned monthly management accounts, forecasting and performance reporting, delivering clear, decision-focused insight to ExCo and Board stakeholders.
Led end-to-end budgeting, reforecasting and long-range planning, ensuring alignment between strategic priorities, technology delivery and financial outcomes.
Worked closely with Product and Technology teams to support product strategy, pricing decisions and investment cases, balancing innovation, regulatory requirements and commercial discipline.
Developed advanced financial models and scenario analysis to assess growth initiatives, funding requirements and capital adequacy.
Produced complex regulatory and governance documentation for the Bank of England, including capital, liquidity and internal audit papers, operating within a robust control environment.
Finance Performance Analyst
Deloitte
2020.12 - 2022.04
Delivered complex finance transformation and performance improvement engagements across multiple clients and sectors, balancing strategic advisory with hands-on delivery.
Led finance transformation initiatives including legal entity rationalisation and large-scale payment system upgrades across 30 European markets.