Revenue Operations Specialist - Seven Investment Management - London
(2025-10)
- Manage operational revenue processes across four FCA-regulated entities, ensuring accurate reporting, robust financial controls and high levels of data integrity.
- Produce MI, operational reporting and performance analysis to support senior stakeholders and business decisions.
- Partner with Finance, Operations and Commercial teams to improve processes, strengthen governance and resolve operational issues.
- Develop and enhance operational processes and controls to improve efficiency, consistency and regulatory compliance.
- Key Deliverables / Achievements: Reduced processing time by 15–20% through process improvements and automation initiatives. Improved reporting accuracy and strengthened operational controls. Streamlined operational workflows across four regulated entities. Built strong cross-functional relationships, supporting efficient delivery of business-critical operational processes.
Associate - Dunhill Financial - London
(2025-03 - 2025-06)
- Managed internal and external communications, ensuring accurate CRM records and reducing data inconsistencies by 20%.
- Scheduled and attended client meetings, took detailed minutes, and tracked follow-up actions, improving team efficiency.
- Prepared proposals, reports, and compliance documents, ensuring accuracy and timely delivery.
- Supported cross-functional teams with administrative tasks, including meeting coordination and record keeping.
- Key Deliverables / Achievements: Improved CRM data quality, streamlined client meeting follow-ups, and supported advisers in delivering accurate, compliant financial advice to an international UHNW client base.
Senior Billing Analyst - London and Capital Group Ltd - London
(2022-10 - 2025-03)
- Managed high-volume operational processes, performing financial calculations, reconciliations and issue resolution using Advanced Excel.
- Produced operational reports and audit documentation to support governance and business decision-making.
- Coordinated activities across Finance, Operations, Client Services and Advisers to ensure seamless delivery of operational processes.
- Trained and supported colleagues on operational processes and quality standards.
- Key Deliverables / Achievements: Reduced aged debtors by 75%, aligning billing systems and processes across departments. Streamlined workflows, enabling timely, accurate fee calculations and billing for UHNW and institutional clients globally. Contributed to stronger team performance through training and oversight of junior staff.
Finance Assistant - Parallel Consulting Ltd - London
(2020-06 - 2022-02)
- Supported finance operations through payment processing, reporting, reconciliations and administrative coordination.
- Produced reports and maintained accurate operational records to support business performance.
- Liaised with internal stakeholders and suppliers to resolve operational issues efficiently.
- Key Deliverables / Achievements: Strengthened supplier payment processes, improved accuracy of financial reporting, and ensured timely month-end close cycles.
Finance and Procurement Assistant - Oryx Align Ltd - London
(2019-07 - 2020-06)
Facilities Co-ordinator - File Dynamics Ltd - Lyons Davidson Solicitors - Bristol
(2018-08 - 2018-10)
Customer Care Advisor - Motability Operations - Bristol
(2018-04 - 2018-08)
Sales Co-ordinator - Paris Presents Ltd - London
(2017-06 - 2018-01)
