Results-oriented international Interim Professional with extensive senior finance experience over 20+ PQE as a Fellow Chartered Accountant and Treasurer, respectively. Fellow Chartered Management Institute. Corporate Finance Institute qualified and Fellow of the Royal Society of Arts for 8 + years. Worked within Listed/ FTSE, SME and PE-Backed companies. Worked in demanding business environments as an Interim either as CFO/ Group/ Finance Director, Group Treasurer or Transformation Consultant. Global multi sector experience, industry agnostic. Skilled in driving efficiency and productivity through technical expertise and commercial acumen to deliver practical and innovative solutions in rapidly-evolving environments and challenging economic conditions whilst embracing GenAI-enabled decision-support tools.

KEY SKILLS & EXPERIENCE

Areas of Practice:

Financial Strategy & CxO Partnering:

• Develops enterprise‑wide financial strategies, long‑range plans and forecasting models that guide C‑suite decision‑making.

• Partners with CEOs, CFOs and Boards to shape commercial strategy, optimise performance and drive value creation.

Mergers & Acquisitions (Buy‑Side, Sell‑Side & Carve‑Outs):

• Leads end‑to‑end M&A including origination, valuation, deal structuring, negotiation, and financial due diligence.

• Produces CIMs, SPAs, TSAs and all transaction documentation with investor‑grade rigour.

• Drives Post‑Merger Integration (PMI) to secure synergies, stabilise operations, and embed governance.

Cost Optimisation, Efficiency & AI‑Enabled Transformation:

• Designs and executes cost‑reduction, productivity, and efficiency programmes across multi‑entity environments.

• Builds and scales AI Centres of Excellence (CoE) to embed automation, analytics, and AI‑enabled ERP/finance systems.

Investor Relations, Capital Raising & Financial Institutions:

• Manages PE/VC and institutional investor relationships, fundraising processes, and capital allocation strategy.

• Leads engagement with banks and financial institutions to secure financing, optimise capital structure, and manage credit lines.

Corporate Governance & Board Engagement:

• Advises Boards and Committees on governance, risk, compliance and strategic decision‑making.

• Crafts high‑impact Board communications, reporting packs and regulatory disclosures.

Financial Control, Compliance & FP&A:

• Oversees financial control, budgeting, forecasting and performance management across complex organisations.

• Ensures compliance with IFRS, US GAAP, FRS 101/102, ISSB, AIM, LSE, SEC, FCA, ISM, ICMA GBP, UK MAR, TCFD, SASB, and GRI.

Leadership, Restructuring & Crisis Management:

• Leads teams through restructuring, turnaround, crisis response and integration scenarios.

• Builds high‑performing finance, treasury, and transformation teams with strong coaching and development.

Treasury Management:

• Manages cash flow, FX, interest rate exposure, hedging and treasury compliance.

• Cash Flow forecasting and modelling.

• Implements TMS solutions and oversees liquidity planning, refinancing, derivatives and investment strategy.

Areas of Expertise:

• 30+ years: Delivering operational cost savings and control (via JIT, VMI, PSL, supplier  managed inventory and strategics, shared service models, automation, energy efficiency, economies of scale and relocating  operations and simplification), generate new/ increased turnover (evolve product and services via acquisition, growth strategy, next generation and digital/ SaaS), improve working capital, cash management targets and optimise resource capability (people and assets). Strategised/ Transformation commercial business models and implemented them. Including, evolving the next-generation TOM for clients (VC/PE-backed and listed businesses), such as turnaround, digital and climate change situations.

• 22+ years- Prince 2 Project Management. Black-belt Six/ Lean-Sigma, Agile trained.

• 25+ years- business partnering with major ERP/ IT/ SaaS/ Consultancy suppliers, captives, outsourcing and off-shoring to partners (Genpact, Wipro, TCS, Infosys, Cap Gemini, Accenture, RTP) on major high-profile projects.

• 22+ years- ERP implementations: SAP/ S4/ Hana, MS365 and NetSuite/ Oracle, etc… TMS: Quantum, IT2, Reval. Used Bloombergs and Reuters. Covered core ERP finance, spend management, CRM and customer data, supply chain management, human capital management, platform management.

• 17+ years- undertaken large scale/ multi-national/ multi-site Finance and Business Change and Transformations programmes (people, systems, processes). Also covered off P2P, S2P, O2C, R2R and R2R technical areas as SLO and GPO. Embedding new ways of working (using lean/ agile techniques), cultural people change (the how to) and TOM/ organisational design.

• 26+ M&A targets (15-buy and 7-sell), modelling and valuation, project planning, close process and integration into acquirer. 4 X LBO and LBI and exit to (re)financing.

• 23+ years experience in equity fundraising (via VC, series A to C, Private placements, IPO, Right-Issue, Bonus Scripts) for turnaround and recovery programmes, M&A, trade sale/ buys, spin/ carve-outs, corporate finance transaction solutions. Divestments, asset stripping/ buying and disposals. Cash crisis management. Voluntary delisting.

• 6 IPO programme listing on NASDAQ/AIM/LSE/SMI - in variety of roles/ capacity covering: GAAP conversion and audit sign off, PMO preparation and planning, set the governance framework to start key OE IPO success boosting projects, working on preadmission documents with advisers to cover off financial/ legal DD and verifications, investor roadshow presentation of journey/ storyboard, pre-emptive Q&A from investors/ investment banks/ brokers/ underwriters.

• 19+ years- Listed businesses exposure in the UK, US, Canada, Switzerland, Spain, Brazil.

• 13+ years operating within private equity-backed companies for investors such Ventura Capital, Alinda Capital, Mercuri, Charterhouse Capital, Blenheim Chalcot, Silver Lakes, Barclays Private Equity, Apax Business Partners, Texas Pacific Group, Doughty Hanson, Hawkpoint and Ronin Capital. Including, Rockpool, ThinCats, Octopus Ventures, British Patent Capital; British Business Bank and Investment, Better Ventures, Jenson Funding Partners, Maven, Sustainable Ventures, Earthworm, Calculus Capital and NPIF.

• 21+ years PQE as a qualified fellow Treasurer (FCT).  Debt financing: ESG Finance (and it ratings), RCF, senior loans, mezzanine loans, medium-term facilities, bank guarantees, lines of credit, bond issuance, convertible debt, asset-backed securitisation/ commercial paper. Cash management: Pooling, Investing and Forecasting. Trade Financing (factoring, LC, LG). Asset-based financing (sale and leaseback, inventory). Set up and run operational Treasury functions (front, middle and back) to minimise risk volatility by engineering sophisticated treasury risk hedging strategies using inflation, FX, interest rate and commodity derivative instruments. Tax planning in a treasury context.

• 25+ years SME on IFRS & US GAAP, consulted worldwide on technical accounting issues for VC/PE-Backed, NYSE, NASDAQ and FTSE 10-350 groups on the selection and application of technical standards, complex technical reporting/ solutions and FPPP/ US and UK SOX/ COSO/ ICFR.

• 9+ years in climate intensive related companies. Worked on Climate Change transition and transformation programme work and annual reporting under ISSB, TCFD, SASB, UNEP and GRI frameworks. Making recommendations on scoping sector/ industry ESG KPI targets, Climate TOM proofing and embedding ESG ways of working into finance processes, controls and reporting functions. Carbon Credits Accounting.

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Industry Exposure:

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​Size of businesses consulted for:

• Worked in loss making to £36bn revenue businesses.

Countries worked in: 

• UK, Central Europe, Eastern Europe, Switzerland, Brazil, India, Singapore, Canada and Hong Kong.

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Project Management Office: 

• Black-belt six sigma. Prince 2 Project Management. Lean Sigma and Lean Agile trained.

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IT Knowledge & Experience:

• MS Office applications (Word, Excel VBA, Power BI, Copilot, Access, Outlook, PowerPoint). Tableau, Google workspace applications. BPC, Unison, HFM, Anaplan, SAP/ S4 HANA, OneStream, Great Plains, Microsoft Dynamics 365, Xero, Agresso, PeopleSoft, Baan, Oracle (NetSuite), Sun systems, Sage. Reuters, Bloomberg, IT2, Reval, Quantum, Clearwater, New State Street, Kyriba, Fireapps. Celonis, Bizagi, Nintex, UiPath, Blue Prism, WorkFusion, Jira, Trello, Salesforce, HubSpot. PitchBook, Capital IQ, FactSet.

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Languages:

• Fluent in (Hindi and Gujarati), intermediate in (French and German), basic in (Mandarin and Swahili).

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Hobbies and interests: 

• General affairs, DIY, Music, Travelling, Piano and Theatre. Cycling, Chinese Martial Arts and Gym. Including, Trustee Director on a Charity Board, on a non-paid voluntary basis for 9+ years. 

Education and Courses:

• Sustainability Leadership Programme- Cambridge University

• UK Government Policy & Politics Programme- London School of Economics

• Executive Finance Programme- INSEAD, Fontainebleau, France

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• FRSA- Fellow of the Royal Society of Arts

• FCFI- Corporate Finance Institute - Financial Modelling & Valuations

• FCMI- Fellow Chartered Management Institute

• FCT- Fellow Corporate Treasurer

• FCCA- Fellow Chartered Certified Accountant

• MSc- Financial Mathematics - Manchester University

• BA(Hons)- Accounting & Finance 2:1 – Manchester University

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