Solid Bond.

Finance and Commercial Director

My role is to provide finance support to a portfolio of businesses. the level of support and the type of support needed varies significantly from business to business. 

Typical Responsibilities:

- Business Planning/ Budgeting
- BI Implementation/ Management Accounts
- Attended and presented financials at board meetings
- Power BI report writing
- Tax Planning/ Liaising with Tax Professionals
- Lead on Software Implementation 
- Liaising with External Accountants
- Investment Appraisals/ Due Diligence
- Preparing investment paperwork with lawyers
- Staff management of transactional finance team

Finance Manager

Safran

Main purpose of the role is to help control the direct purchases for over a £110m spend and to business partner with the purchasing department. 

- Set the budget for direct purchases for all products, budgeting for a spend of over £110m
- Monitor and work with budget holders to control the expenditure on 4 purchasing cost centres and carriage in costs
- Present the monthly KPI pack to the Purchasing director and to senior management occasionally
- Calculate and monitor the purchasing overhead absorption rate (purchasing fee) and explain any over/under recovery
- Provide detailed and complex variance analysis on gross margins for the wider cost of production team. 
- Complete balance sheet reconciliations. 
- Provide detailed analysis of the GRNI account in working through credit notes owed by suppliers. 
- Calculate and post amendments to stock to value at actual cost at the year end.  
- Led and successfully delivered the annual standard costing by coordinating the work of 3 other accountants.

Management Accountant (Supply Chain Controller)

- Finance lead responsible for reviewing the industrial/ operational performance of one of the business operations. 
- Prepare budgets and quarterly forecasts with budget holders.  
- Set the annual labour budget for 300+ employees. 
- Close out month end in a tight 2.5 day deadline. 
- Prepare journals for accruals, prepayments and ad hoc movements of cost. 
- Identify potential risk and opportunities and flag these to senior management.
- Cost control of site general/ travel expenses, over £15m per year. 
- Developed detailed reports on general/ travel expenses and to coordinate the delivery of a £2m expense reduction challenge set by group. 
- Use of SAP and Hyperion accounting systems (loading budgeted hourly rates, purchasing fees and expenses and forecast data into both). 
- Utilised strong Excel skills to automate many tasks savings over 2 hours at month end and simplify tasks during the month. 
- Involved in headcount reporting and standardising headcount reports between HR and finance to present consistent figures to senior management. 
- Business partner with the sheet metal/ components operation of the business.
- Audit support both internal and external. 
- Standard setting and material validations.
- Deliver the annual costing run to re-set standards for the new year. 
- Conduct frequent cost centre reviews with over 10 budget holders. 
- Work effectively with French counter parts.

Management Accountant (Industrial Controller)

Fujitsu

Worked as the finance lead for over 20 cost centres/ budget holders managing a cost base of over £20m per year.

Responsibilities included:
- Accurate creation of monthly management accounts
- Preparation of monthly journals
- Process and post accruals and prepayments on a monthly basis
- Managing the month end process
- Performing ad hoc analysis to provide information to the Finance Business Partner
- Created detailed business review packs for operational managers in their business reviews
- Provided detailed utilisation reports and variance analysis
- Prepare annual budgets and quarterly forecasts
- Perform a variance analysis between quarterly forecasts with commentary to the Finance Business Partner
    - Examples include:
        - Impact of new day rates on the forecast
        - Impact of changing rules of how group property costs are applied

- Conduct quarterly forecast reviews with operational managers and remove errors from the forecast
- Use of accounting packages such as Oracle and Hyperion Financial Management
- Developed excellent Excel skills

Finance Graduate - Cost Accounting

The Church of Jesus Christ of Latter-day Saints

Lead Teacher at the Missionary Training Centre. Oversees the training for the English department consisting of 8 members of staff, while still maintaining all the responsibilities of an MTC Teacher. 

- Responsible for setting and managing the departments work schedule
- Participate in an interview panel for new teachers in the English department. 
- Delivers tailored training on the curriculum to staff on a bi-weekly basis
- Analyse effectiveness of teaching and offer training to improve quality of teaching.

Lead Teacher

Teacher at the Missionary Training Centre. Deliver a 2 week training programme to groups of 6-10 students in preparation for a 2 year, or 18 month, voluntary mission. 

- Deliver tailored training on core teaching skills to groups of 6-10 students
- Create specific personal development plans with students.
- Communicate clearly with team members on students progression 
- Employed time management skills in adhering to a fixed schedule 
- Utilised Microsoft Office in creating classroom learning materials

MTC teacher

University of Surrey Careers Service

Temporary campaign to produce university employability statistics by gathering information from recent graduates. This campaign contributed the University being ranked 6th best in the UK. 

- Developed a professional telephone manner through the calling of graduates
- Employed attention to detail while recording vital information
- Maintained an accurate database of potential leads
- Coordinated daily workload with colleagues to maximise results
- Analysed results which identified certain leads to target resulting in increased results.

Data Collector

The Church of Jesus Christ of Latter-Day Saints

Worked in a voluntary role as an assistant to a leader of a local religious organisation.

- Prepared agenda's for weekly meetings and recorded action points
- Employed Microsoft Office skills in preparing visual materials for audiences
- Maintained an accurate database of membership information
- Managed the local leaders schedule
- Coordinated interviews with individuals and management
- Developed strong communication skills in coordinating with members of the organisation

Administrative Assistant

Was a full-time voluntary missionary/ official representative of the Church of Jesus Christ of Latter-Day Saints in Scotland, Northern and the Republic of Ireland. Responsible for finding and teaching individuals wanting to learn about the organisation.

- Consistently worked 10-11 hour days to achieve targets
- Managed a team of 30 volunteers and set and reviewed their targets on a weekly basis
- Created PDP's with members of the team and periodically followed up with their progress 
- Developed a training programme which resulted in the doubling of new leads within the team
- Produced statistical reports for management using Excel
- Advanced interpersonal skills by training individuals on a 1 on 1 basis

International Volunteer

Vodafone

Placed in the busiest store in the region as a sales assistant in a high street telecommunications company.

- Employed communication skills in responding to customer queries, complaints and then, resolving customer concerns.
- Demonstrated leadership skills managing the shop floor and assigning work to team members 
- Developed an ability to manage time working with customers with limited time
- Converted new leads into customers
- Implemented staff training to increase effectiveness as a sales assistant

Sales Assistant

Looking for and working with high growth starts ups. We invest in and give active support to great founders to help grow and scale their businesses. 

Dan is the Finance and Commercial Director at Solid Bond Capital, where he provides finance leadership to the Solid Bond portfolio, works with founders through investment rounds and processes, leads on the finance support given to the portfolio companies and evaluates businesses pitching for investment taking them through from first pitch, investment, and post investment support. He is a chartered management accountant and graduated with a 1st class honours degree from the university of Salford. Following graduation Dan qualified in industry working with several businesses in accounting/ finance business partnering roles focused on financial and operational reporting/ performance improvement prior to joining Solid Bond Capital in 2019.

Dan Dudley

One of the checks investors are doing when you are pitching to raise #preseed is how do the founders fit into team. 

I've seen massive overlap in founders or a co-founder that clearly has no massive value add but owns a chunk of equity. It just starts to work against you.

And the sad thing is hardly anyone will ever feedback that that is the issue. Definitely worth looking at that heavily before going out to raise. 

#preseed #startups #venturecapital #founders

Pre-seed Investor at Solid Bond | Actively Investing | Finance and Commercial Director |

Firenze

Enabling wealth managers, advisers & investment platforms to complete their proposition with investment backed loans from £25k without the need to move custody, source the capital, handle the administration or manage the compliance requirements.

Lombard loans have historically only available to clients with more than £1m and, even then, for advisors, non-bank wealth managers & investment platforms, they have to move the assets to a private banks custody - Firenze is changing all that.

Firenze provides a seamlessly integrated loan platform that takes care of the technology for application, underwriting & monitoring, handles the consumer credit compliance & provides the capital to allow you to offer loans to your clients from as little as £25k.

Helping investors meet their liquidity needs, grow their wealth or have more flexible tax planning. 

Helping wealth managers & investment platforms attract & retain AUM and better meet their clients needs.

CEO 

Impact Agora

Impact investing in private markets is hard for wealth managers - demand from clients is uncertain, access & curation requires investment is specialist skills, allocation is made difficult with high minimum investments or expensive feeders, reporting & monitoring ongoing impact is laborious... Impact Agora provides a turnkey solution for wealth managers & multi-family offices to overcome these challenges. Allowing them to build their own impact investing proposition without any costs to themselves and giving clients access to leading funds with no minimum investment.

Chairman

Tuxford Academy

Governor

Ada Ventures

Investing on behalf of Ada as an Ada Venture's Angel  & helping originate larger opportunities as an Ada Venture Scout. Ada Ada Ventures is the inclusive venture firm. Ada Ventures finds and funds extraordinary talent building breakthrough ideas for the hardest problems we face. We are investing out of our second fund, and we invest £250,000 - £1m in UK technology companies across climate, economic empowerment, and healthcare & ageing. If you have not already, I would recommend reviewing our Fund II investment thesis.

Ada Angel & Venture Scout

Personal

Angel investor in a variety of early stage businesses both individually and through Ada Angel Programme (sometimes both at the same time). Currently only interested in opportunities in wealth tech or backing female founders in fintech in the North west.  Current investor in:

Agile Life Sciences - Innovative menopause analysis & management solution.  
Hace - Helping wealth & asset managers understand the risks of child labour in the supply chain of their investments.
Circa5000 - Sustainable investments asset manager
Financielle - Enabling women to take back control of their money through community support & budgeting tools.
Honestly Tasty - The market leading vegan cheese maker.
The Little Loop - Leading the circular economy revolution for children's clothes.
Future Planet Capital - Impact led venture capital firm.
Killing Kittens - Woman led sexual social network, community, events & parties.
Opportunity Network - Investment network connecting 45k+ vetted CEOs in 130 countries.
Woven - Enabling AI for wealth managers

Angel Investor

Delio

Helping financial institutions launch and scale their private market activities. 
Industry leading distributing technology & seamlessly integrated aggregation solutions to help reach, engage & close the right investors, quickly, efficiently and compliantly.

Co-Founder

Led sales & account management functions from early revenues through to c. $5m ARR including 3 consecutive years of > 2x ARR growth , international hiring (SGP, Switzerland, Dubai) & expansion (selling in to > 15 countries), negotiating and closing 6 and 7 figure deals , implementing foundational scaling processes (CRM design, sales playbooks). Hands on track record at all areas of sales process from origination to discovery to value positioning to closing to implementation & upsells.  Led the creation of new pricing strategies and product launches including a feeder fund/aggregation solution business which now accounts for c. 50% of new revenue.

Chief Commercial Officer

Founding COO, hands on in key aspects of day one scaling (ops, finance, legal, product management, project management, support, testing, recruiting etc..). Developed and built out initial processes for scaling. Closed & onboarded initial clients, designed and ran initial PoCs and negotiated longer term contracts etc.. Successfully led FCA authorisation process.

Chief Operating Officer

Launched AIFM in Luxembourg, served as board member, investment committee member and oversee governance, portfolio management, reporting for a number of private equity & impact investment funds.

Director

UBS Wealth Management

Managed the holistic wealth needs (investment management, cash management, lending solutions, wealth structuring) for a small number of individuals with total banked assets c. £140m and wealth in excess of £500m.

Client Advisor

Wealth and Investment Management at Barclays

Address a variety of wealth management needs for high and ultra high net worth individuals and their associated investment and charitable giving vehicles. Specialise in working with entrepreneurs ahead of business sales/IPO's and then building bespoke investment solutions across traditional and alternative asset classes post-liquidity. 

I also provide clients assistance in designing and implementing of a variety of wealth structures and addressing any lending needs.

Like to work alongside other advisors such as private client lawyers and accountants to develop a strong well rounded team for clients.

Private Banker

Manage multi-asset class portfolios on a discretionary basis for a significant number of HNW individuals across the north-west.

Discretionary Portfolio Management

Team built from leading private client professionals delivering wealth structuring, asset protection and estate planning solutions to UHNW individuals with complex international wealth arrangements including UK dom, UK res non-dom and international clients.

Key Clients Wealth Advisory

Manchester RAG

In the three years spent working with the fund-raising arm of The University of Manchester I participated in a wide range of fundraising and volunteer activities the highlights including being sponsored to get to Berlin in under 30 hours without spending any money (Kidscan, Salford) and recruiting and organising a team of 40 to climb Mount Kilimanjaro and supporting them in their fundraising which raised over £85,000 (Childreach International). 

In my final year I was the treasurer of the organisation and worked in a team that doubled the charitable donations from the previous year to over £300,000.

Treasurer

Banker turned fintech founder, now investing, advising and planning what's next!

Experienced fintech founder, operator & investor focused on democratising access to financial services. 

Lombard Lending: The last bastion of private banking services that can & should be opened up to a broader audiences; at Firenze we offer a single holistic solution for wealth managers to offer loans secured against their investment portfolios from as little as £25k without the need to move custody, get regulated themselves or source any capital - we take care of everything so you can attract & retain AUM with an out the box proposition.

Impact Investing: Chairman of impact agora, enabling wealth managers to build robust and credible impact investing propositions that enables clients to invest in leading, curated impact funds from as little as £5k. Scout & operator angel at Ada Ventures - the leading pre-seed impact investing VC in Europe. 



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