Summary
Overview
Work History
Education
Skills
Timeline
Generic

Stephen Jones

HALSTEAD

Summary

From 1994 to 2017, I served as an Accountant and Business Owner at a medium-sized accountancy practice. I was responsible for strategic advice to medium to large businesses around business operations, audits, corporate finance, and forecasting. In 2006, Mr. Jones became an equity partner at this firm.

In 2017, Mr. Jones established Social Personnel, a UK-based group of staffing firms specializing in health care and social care. Within the four years, the Applicant managed to grow this group of companies to £60 million (approximately $75,827,100[1]) revenue per year with excess of 90 employees and with a significant market share. The business provided professional recruitment solutions for social workers seeking new opportunities or a local authority seeking newly qualified staff. Featuring over 150 contracts throughout the United Kingdom with local authorities and other leading public and private organizations, Social Personnel was a market leader and the 1st choice for anyone seeking jobs or needing qualified staff in the social care sector. Social Personnel worked with senior professionals to assist them with their staffing requirements and whilst doing this the business developed a large network of executive contacts. As a result, the business expanded into the interim and executive market within local authorities enabling the business to build an elite network of decision-makers within the UK-wide local authorities and at the same time providing additional revenue streams. The business was awarded the Health Trust and Work Force Alliance Frameworks meaning the company was fully accredited to supply all of the NHS in the UK with healthcare professionals. In December 2021, Mr. Jones sold his shares for a six-figure sum as part of a management buyout.


In 2022, I invested in a new group of staffing companies in the UK in the healthcare, life sciences, and social workspace. Within two years the group has a turnover of approximately £70 million (approximately $88,464,950). The group is expected to generate EBITDA of £2.1 million (approximately $2,653,109) in 2024 which for a business reaching three years of age is considered very successful.


Overview

30
30
years of professional experience

Work History

Owner and Director

MH Medical Staffing LLC
01.2024 - Current
  • Responsible for developing and implementing effective business strategies and procedures, planning and executing company expansion, reviewing financial statements and performance data, managing budgeting process, forecasting future demand levels, managing client and business relationships, setting sales targets, recruiting and training staff, and reviewing their performance.
  • Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Established, optimized and enforced business policies to maintain consistency across industry operations.

Owner

Quatro Group Limited
03.2023 - Current
  • Strategic advice on operations
  • Mentoring Directors of group businesses
  • Overseeing Finance Department
  • Developing and implementing core business strategies

Owner

Diverse Rec Limited
04.2017 - 12.2021
  • Fostered an environment promoting continuous improvement empowering employees to identify opportunities for enhancing operational efficiency.
  • Assisted in recruiting, hiring and training of team members.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
  • Reduced operational risks while organizing data to forecast performance trends.
  • Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
  • Proactively identified areas of risk within the organization implemented necessary safeguards mitigating any potential negative impact on the business.
  • Diversified revenue streams by exploring new markets and developing innovative products or services tailored to those markets'' needs.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
  • Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.

Owner

Lucentum Limited
10.2014 - 03.2017
  • Assisted in recruiting, hiring and training of team members.
  • Strategic Advice to business owners
  • Corporate Finance work around strategic buying and selling of Companies to include business valuations and marketing thereof
  • Tax planning for both Companies and Individuals.
  • Training team members in both up to date regulatory requirements and accounts preparation.
  • Reviewing key financials with business owners and planning thereon.


Owner

Jones Howard Limited
07.2009 - 09.2014
  • Generated new clients through effective Business Development
  • Assisting customers with business strategies
  • Preparing Financial information for clients from year end Financial Accounts to Quarterly Management Accounts and Board Packs
  • Tax Planning meeting for clients both Company and Individual.


Partner Chartered Accountant

Lambert Chapman LLP
01.1994 - 06.2009
  • Responsible for strategic advice to medium to large businesses around business operations, audits, corporate finance, and forecasting
  • Became an equity partner in 2006.
  • Expanded the firm''s clientele through strategic networking and relationship building initiatives.
  • Minimized risk exposure through careful advice on business operations and strategic plans.
  • Achieved successful client outcomes by identifying and addressing their unique needs and goals.
  • Stayed informed on industry developments and market trends to gain competitive advantage.
  • Strengthened professional relationships through active participation in industry conferences and events.

Education

Chartered Accountant (Association of Chartered Certified Accountants)

BPP
London
01.2000

Association of Accounting Technicians - Fellow member of Association of Accounting Technicians

Chelmsford College
Chelmsford, United Kingdom
01.1996

NVQ in business -

Braintree College
01.1994

Ramsey School
01.1992

Skills

Financial Analysis

Negotiation

Business Strategy

Management

Scaling Businesses

Staff Retention

Timeline

Owner and Director

MH Medical Staffing LLC
01.2024 - Current

Owner

Quatro Group Limited
03.2023 - Current

Owner

Diverse Rec Limited
04.2017 - 12.2021

Owner

Lucentum Limited
10.2014 - 03.2017

Owner

Jones Howard Limited
07.2009 - 09.2014

Partner Chartered Accountant

Lambert Chapman LLP
01.1994 - 06.2009

Chartered Accountant (Association of Chartered Certified Accountants)

BPP

Association of Accounting Technicians - Fellow member of Association of Accounting Technicians

Chelmsford College

NVQ in business -

Braintree College

Ramsey School
Stephen Jones