Vincent Pou
Manchester, UK,UK
Summary
Dynamic finance professional with expertise in all aspects of financial planning & analysis and extensive experience in M&A. Skilled in stakeholder management and leadership presentation, with a proven ability to influence decision-making processes. Proficient in data analysis and visualisation using tools, adept at leveraging AI technologies like Claude Code to enhance processes and optimise outcomes. A self-starter committed to driving business growth through strategic financial planning and analysis.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work history
Manager, Strategic Finance
Carta
UK
2024.07 - Current
- FP&A for 4 Business Units within Carta, totalling $46m ARR, responsibilities include budgeting (annual, quarterly refresh, long range plan and monthly variance reporting at exec level), GTM forecasting, OPEX management & gross margin optimisation, business partnering with BU general managers and functional leaders, presenting the global execs
- Led M&A due diligence and integration financial modelling for one of the recent acquisitions, partnering with Corporate Development, GTM, Delivery and Product departments to influence decision at global exec level and communicate integration financial plan to the board
- Led finance for the restructuring of a $1m / year revenue product line, partnering with strategy and legal teams to deliver a liability offload plan fully costed
- Responsible for pricing strategy for international Fund Administration and Equity Management product lines, with a view to maximise profitability while helping position the business competitively in the market
- Owned TAM analysis and refresh for the international business units, presenting and defending the numbers and methodology at global exec level
- Built GTM reporting cadences fully automated using AI to provide local GTM teams with actionable insights into progress against commercial targets and help identifying challenges as early as possible to remedy quickly
Senior Associate, Strategic Finance
Carta
, UK
2022.09 - 2024.07
- International strategic finance and FP&A: budgeting, GTM modelling, finance business partnering with international exec team.
- SaaS Pricing strategy for the UK/EU market: Subscription package revamp to align with customer acquisition strategy and newly added services, pricing analysis to align customer willingness to pay and recurring revenue optimisation.
- Strategic post-acquisition integration projects: Quote to cash design, billing system migration, sales compensation plan.
Finance Analyst
Capdesk
, UK
2021.08 - 2022.09
- Strategic finance and FP&A: budgeting, BvA process ownership, management accounting process ownership, finance business partnering.
- Corporate Development: Investor relations and monthly board reporting, part of the M&A team leading the sale of Capdesk to Carta, project management of financial and tax due diligence, contributed to financial model supporting the transaction, supported on deal negotiations with both the acquirer and the existing investors, supported CFO on valuation of the acquiring company due to cash + stock financing mix and board negotiations.
- Strategic projects: Pricing revamp to simplify complex SaaS pricing model whilst improving like-for-like ARR by 75%, market research for launch of equity valuation service and part of the hiring team for the company's first valuations analyst.
Co-Founder
LB Networks
, France/UK
2018.08 - 2021.02
- I co-founded this business during my master's degree and carried on working on it after graduating. Based in Bordeaux, FR and London, UK.
- Worked with consultancies and private equity firms on market research for commercial due diligence. Grew the business from $0 to $100k revenue in year 2.
Education
Master's degree - Corporate Finance
University of Bordeaux
France 2018.09 - 2020.03
Bachelor's degree - Business and Economics
University of Perpignan
France 2015.09 - 2018.04
Skills
- Financial modelling / Excel / Pigment
- Budgeting / Forecasting / Reporting
- Corporate finance / M&A
- Stakeholder management
- Leadership presentation & influence
- Self-starter
- Data analysis & visualisation / Looker / Salesforce / HEX
- AI / Claude Code
References
References available upon request.
Timeline
Manager, Strategic Finance
Carta
2024.07 - Current
Senior Associate, Strategic Finance
Carta
2022.09 - 2024.07
Finance Analyst
Capdesk
2021.08 - 2022.09
Master's degree - Corporate Finance
University of Bordeaux
2018.09 - 2020.03
Co-Founder
LB Networks
2018.08 - 2021.02
Bachelor's degree - Business and Economics
University of Perpignan
2015.09 - 2018.04