ACA Qualified

Education/Qualification

• 2023 – Institute of Chartered Accountants of England and Wales – Qualified
•  BA Accounting and Finance 2:1

Systems used

• Microsoft Word and Excel – Intermediate
• Dext
• Sage
• Inhouse Systems and Clients own systems interfaced with SQL

Key skills

• Bilingual English / Portuguese

Career Summary

Career break to travel Thailand

Most Recent Employer – Professional Services // T/O £250m (Various Roles)

Position – Corporate Finance Executive (January 2023 – June 2025)

Dates – December 2021 – June 2025

• Played an instrumental role in 11 deal completions over 2.5 years, with values ranging from £6m-£30m
• Advising Clients across various industries, including food and beverage, automotive retail, auto tech, fintech, haulage & transport, healthcare, construction, engineering and industrial
• Managed multiple work-streams simultaneously, ensured progress was communicated to internal and external stakeholders as necessary
• Advised founders, management teams and boards on valuation expectations, deal structures, risk trade-offs and transaction strategy
• Lead preparation of key transaction materials at various process stages, from origination to completion, including the pitch documents, engagement letters, information memoranda, buyer lists, heads of terms and equity bridges.
• Built and maintained financial models and valuation outputs, including precedent transactions and performance-based valuation methodologies
• Managed buyer outreach and marketing processes, engaging directly with trade buyers, private equity funds and family offices
• Overseeing virtual data rooms and financial due diligence processes, ensuring timely responses and maintaining transaction momentum
• Played a key role in negotiating commercial deal terms, working closely with legal and tax advisors to resolve issues efficiently
• Forming productive working relationships with and being a main point of contact for stakeholders throughout transactions – including clients, other advisors and more senior colleagues.
• Regularly presented to C-suite executives and board members, providing clear and pragmatic advice throughout transaction processes
• Mentored and reviewed work of junior team members, contributing to team development and quality control
• Building and maintaining strong relationships with clients, banks, PE houses, legal advisors, and other stakeholders to ensure smooth process executions.

Position – Audit and Accounts Senior

Dates – December 2021 – December 2022

• Preparation of financial statements for statutory filing for SME client-base, in line with FRS 102
• Executing audit engagements for clients, ensuring compliance with accounting standards, and delivering high-quality audit work.
• Understanding the clients’ businesses, identifying key areas of risk, and determining the audit approach through analytical review and variance analysis.
• Conducting tests of details and substantive testing to verify the accuracy and completeness of financial statements.
• Quickly establishing a rapport with client finance teams to facilitate smooth and efficient audit engagements

Previous Employer – Professional Services / Accountancy

Position – Business Risk Services Associate

Dates – August 2017 – December 2021

• Managed a portfolio of large and corporate national and international clients, ranging from manufacturers to not-for-profit organisations.
• Led the delivery of internal audit assignments including audit planning, delivery of fieldwork, discussion of audit findings with client members of staff, where appropriate, and reporting of audit results
• Made pragmatic and cost-effective recommendations for mitigation of risks identified during internal audit engagements
• Presented audit results and associated recommendations to c-suite executives and board members
• Led payroll reviews for clients of varying sizes, which involved conducting interviews, walk-throughs and data analytics to identify risks
• Provided Sarbanes-Oxley assurance to a range of high-profile, large and corporate clients to assert compliance with regulatory requirements
• Leading and coordinating with cross-border teams – which entailed travelling to lead teams of local colleagues and client finance staff in Germany, India and the United States of America to perform key financial controls audits for an international client.
• Drafted proposals for new client wins and participating in presentations in tender situations
• Used bilingual abilities to assist other service lines with performance of their engagements with Portuguese-speaking clients.