Head of Finance & Operations at Curzon Street Partners Ltd (2015-04 – Present)
Senior finance lead for a HNW family office managing a diversified property and listed equity portfolio valued at approximately $1.2bn. Trusted adviser to the Principal, CEO, and Board, delivering strategic insight to support investment and capital allocation decisions.
- Held overall responsibility for the finance function across the Group and Trust Management Company, ensuring effective operations and strong financial governance.
- Acted as a trusted finance partner to the CEO/Principal, providing commercial and strategic decision support.
- Prepared and presented monthly investment performance reporting, including dividend income, treasury instruments, FX forwards, and private equity distributions.
- Managed cash flow forecasting, foreign exchange exposure, and investment maturity schedules.
- Served as primary contact for banks and external auditors (Ernst & Young), leading audit preparation for UK entities.
- Led the preparation and delivery of monthly management accounts, annual budgets, biannual forecasts, and VAT returns.
- Reviewed and evaluated property development and refurbishment project, including capex budget review.
- Delivered budget and forecast variance analysis with clear, insightful commentary to senior management and the Board.
- Liaised with contractors, quantity surveyors, and M&E consultants to ensure projects were delivered on time and within approved budgets.
- Coordinated with trust administrators to monitor real estate rental income and equity investment performance.
- Reviewed and negotiated professional adviser fees, ensuring value for money and ongoing cost oversight.
- Led audit preparation and acted as the primary point of contact for external auditors (Ernst & Young) for UK entities.
- Supported tax planning and strategy discussions with external advisers in relation to UK-remitted funds.
- Implemented improvements to the finance structure, strengthening FP&A and commercial insight while maintaining close alignment with the trust finance team.
- Maintained comprehensive oversight of the principal's consolidated net worth position, including asset structuring, income segregation, interbank funds movement.
- Delivered structured liquidity and expenditure reporting to provide clear visibility over personal cash flow and forward commitments.
- Implemented disciplined financial record-keeping across personal and trust entities, ensuring reconciled accounts and documentation integrity.
- Coordinated preparation and submission of personal and family annual tax returns, working closely with external tax advisers to ensure accuracy and timeliness.
- Oversaw property refurbishment and capital improvement initiatives from a Principal perspective, maintaining financial discipline over budgets and contractor payments.
- Facilitated execution of property transactions, coordinating advisers and managing due diligence, documentation, and timelines.
- Advanced estate planning and insurance coordination to enhance long-term financial resilience and risk management.
- Managed high-value travel and logistics arrangements, including private charter planning and international hotel reservations, ensuring discretion, efficiency, and cost oversight.
Senior Finance Manager at Royal College of Surgeons of England (2014-05 – 2015-04)
- Led the delivery of a comprehensive management accounting service across all College directorates and budget holders.
- Managed monthly reporting, periodic forecasting, and the annual budgeting process across revenue, capital, and project activity.
- Provided timely, accurate management information, including performance analysis, risk and opportunity assessment, and clear financial commentary to stakeholders.
- Designed, developed, and maintained management reporting and KPI frameworks using SUN and Vision XL.
- Provided leadership to the finance team, ensuring consistent and high-quality management accounting support across directorates.
- Delivered a proactive finance business partnering service, identifying decision-support needs and managing a team of three management accountants.
- Built strong collaborative relationships with directorates, developing a deep understanding of operational activity and financial requirements.
- Worked closely with directorates to produce budgets and forecasts aligned to both financial and operational objectives.
- Played a key role in developing management accounting processes, reporting, and system enhancements in collaboration with the Head of Finance.
Senior Accountant at MetLife Europe Ltd (2011-08 – 2014-02)
- Prepared monthly management accounts, investigating and resolving significant variances with budget holders.
- Produced segmental financial reporting for overseas entities across Asia and South America.
- Delivered quarterly management and Board reporting, including performance analysis and clear narrative commentary.
- Prepared statutory annual and half-year financial statements under UK GAAP and IFRS, including all supporting notes and disclosures.
- Designed and developed financial statement and bespoke MI reports using Q&A XL, including P&L, balance sheet, and operating earnings.
Finance Manager (Planning, Strategy & Reporting) at The Methodist Church (2010-02 – 2011-07)
- Managed finance team activities and ensured robust financial controls.
- Led budgeting, forecasting, and statutory reporting (SORP).
- Supported project appraisals and funding decisions.
- Liaised with auditors and prepared statutory financial statements.
Management Accountant at CLIC Sargent (Children with Cancer) (2008-06 – 2009-12)
- Delivered management accounts for services and fundraising teams.
- Led variance analysis, forecasting, and cost reallocation.
- Partnered with budget holders to improve financial control.
Management Accountant at Xerox UK Ltd (2007-05 – 2008-06)
- Supported Financial Controller with monthly accounts and reconciliations.
- Managed intercompany transactions and balance sheet controls.
- Coordinated and managed the XF Accounting and Treasury function through robust close processes, strong balance sheet control, and effective governance, delivering accurate, timely management and statutory reporting.
Management Accountant at Millennium Commission (2003-10 – 2007-04)
- Prepared monthly management accounts, budgets, and cash flow forecasts.
- Reviewed grant claims and managed payments.
Assistant Accountant at Acton Housing Association
Accounts Assistant at Pizza Express
Accounts Payable at Cofathec Heatsave Ltd
