Description

CFO & SME Financial Expert | 10+ Years Experience | Financial Planning | Analysis | Budgeting

I'm an ACA qualified (EY) finance professional with over a decade of hands-on experience, specializing in financial planning, analysis, and budgeting for small and medium-sized enterprises. I currently serve as the fractional CFO of a seasonal business I built from the ground up in Colombia, giving me a unique understanding of the financial challenges and opportunities SMEs face.

My skill set includes cash flow forecasting, budgeting, performance analysis and excel modelling - all tailored to help businesses make smarter, data-driven decisions. Since my current business runs autonomously during most of the year, I’m available to take on freelance projects and am especially interested in building long-term relationships with clients who need reliable, high-level financial support.

If you're looking for a strategic finance partner who brings both corporate expertise and entrepreneurial experience, let's connect and discuss how I can add value to your business.

Industry field of expertise

Languages

English
Native or bilingual
Spanish
Fluent

Workplace preferences

Remote only

Primarily works remotely

La Ponderosa Reserve,
Fractional CFO
HOSPITALITY
March 2022 - Today (4 years and 3 months)
Colombia
As the fractional CFO of a small business I have a lot of financial responsibilities which include, but are not limited to:

- Creating annual budgets and monitoring actual performance against projections each month
- Analysing the monthly financial data to identify trends and cost-saving opportunities
- Providing monthly financial insights to leadership
- Managing cashflow to ensure we have liquidity to operate efficiently
- Creating both short-term and long-term strategic financial plans
Chief Financial Officer Financial Planning Financial Analysis Start-up Microsoft Excel
La Ponderosa Reserve
Co-Founder
HOSPITALITY
October 2019 - March 2022 (2 years and 5 months)
Santa Marta, Colombia
Co-Founder of a hostel in Colombia, actively involved in every stage, from concept development and project planning to overseeing construction and managing all financial aspects throughout the build until opening in March 2022:

- Developed initial business plan with financial projections of set-up costs as well as anticipated earnings upon opening
- Managed budgeting and cash flow forecasting through-out the build
- Upon opening I Implemented all accounting / finances procedures, cost control measures and led financial planning aligned with seasonal demand cycles.
- Handled everything from tax compliance to supplier negotiations, ultimately scaling the business to become self-sustaining and operationally autonomous.
Start-up Business intelligence Business development Financial Planning
BT Group
Working Capital Manager
TELECOMMUNICATIONS
October 2018 - October 2019 (1 year)
London, United Kingdom
Managed my own business as a contract accountant with my primary contract being BT Group (British Telecomms - FTSE100) where I worked as a Working Capital Manager for just over a year.

My primary responsibilities in this role included:
- Forecasting of cash flows, receivables, payables, and inventory levels
- Analysing historical data, market trends, and business forecasts to predict future cash needs and identify potential liquidity gaps.
- Collaborating with global teams to create a comprehensive group overview.
- Regular reporting to senior leadership
Accounting accountant Data analysis