06 / Finance · Transactions · Executive Reporting
The commercial discipline behind growth.
Finance, Strategy & Executive Reporting
Result
Public-company reporting, fundraising support, acquisition work and investment governance.
Before moving further into commercial strategy and founder-led businesses, I developed a financial and operational foundation across a FTSE 250 insurer, a venture-backed SaaS company and an investment management business. That experience shaped how I assess commercial opportunities, understand business performance and support executive decisions.
- Context
- Hastings Direct, Paddle and RBC Brewin Dolphin
- Discipline
- Finance · Transactions · Executive Reporting
- Timeframe
- 2016 to 2024
01My contribution
- 01Hastings Direct · Foundational roles in finance · 2016 to 2022Around six years in a variety of foundational roles in finance, including commercial finance, investor relations, workforce planning and procurement: financial and management reporting, business planning, capital and workforce planning, commercial analysis, supplier and procurement activity, and supporting half-year and full-year results. I worked through the transition from listed to private ownership, developing an understanding of financial scrutiny, stakeholder expectations and the relationship between strategic ambition and operating performance.
- 02Paddle · Series D SaaS and acquisition integration · 2022Supported financial analysis during the period of Paddle’s $200m+ Series D fundraising, and contributed to reporting and integration work associated with the ProfitWell acquisition.
- 03RBC Brewin Dolphin · Investment management and executive reporting · 2022 to 2024Supported executive and Investment Committee reporting through the RBC acquisition. After joining, I stepped into Associate Director cover, holding the remit for around 15 months, and worked on reporting improvements, automation and credit-rating monitoring.
02The impact
What I delivered
A foundation across stages
Public-company reporting, financial planning, fundraising support, acquisition-related work, investment governance and executive decision-making.
Company milestone I supported
Paddle’s Series D
The $200m+ Series D belongs to Paddle. My contribution was the supporting finance and reporting work, not raising the capital.
03What it taught me
“Commercial ambition needs financial discipline behind it. Working across businesses at very different stages taught me how to look beyond the headline opportunity, understand the financial and operational implications, and give leadership the information it needs to make sound decisions.”