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My Services
Financial and general management support
I provide hands on support to management teams at times of change. This can be:
Governance and management systems reviews
As organisations and the environments in which they operate change so they need to consider whether their governance structures and their management systems are still appropriate to their needs. I can help boards and management teams work through the issues involved. I am able to bring an external perspective to the process as well as ensure that efforts are focussed on gaining improvements in the way the organisation is managed.
Management information
Management information that is timely, accurate and understood at all levels is the key to good governance and decision making. In addition many organisations will need to provide information to external bodies including banks, donors and other stakeholders and regulators. I have wide experience of working with organisations to ensure that their management information is accurate and appropriate to their needs.
Due diligence reviews
I am able to carry out due diligence reviews for organisations involved in acquisitions, mergers and disposals. I am also able to provide the discreet support that organisations need at these times. I am used to working with lawyers, accountants, bankers and other professional advisors to ensure that the transaction is completed to the benefit of all the parties concerned.
Training
I provided tailored training courses for boards and management teams on general financial topics as well as technical aspects of charity management. Topics have included budgeting workshops for supervisors in a manufacturing business and for the management team of a further education college, the financial and other responsibilities of trustees, improving management reporting and workshops about SORP compliance.
Financial and general management support
I provide hands on support to management teams at times of change. This can be:
| • | Project based - where an organisation needs additional experienced financial support for a short period while they work their way through a particular project such as an office move, an acquisition or a business disposal. Some recent projects have involved the preparation of loss of profits claims and the preparation of claims information before litigation. |
| • | An interim post – to provide financial and general management expertise while an organisation is without its finance director. This is often during a recruitment period or to provide support for existing financial and management staff during a busy or stressful period. |
| • | A mentoring role – to provide longer term regular support to a chief executive and their finance team |
Governance and management systems reviews
As organisations and the environments in which they operate change so they need to consider whether their governance structures and their management systems are still appropriate to their needs. I can help boards and management teams work through the issues involved. I am able to bring an external perspective to the process as well as ensure that efforts are focussed on gaining improvements in the way the organisation is managed.
Management information
Management information that is timely, accurate and understood at all levels is the key to good governance and decision making. In addition many organisations will need to provide information to external bodies including banks, donors and other stakeholders and regulators. I have wide experience of working with organisations to ensure that their management information is accurate and appropriate to their needs.
Due diligence reviews
I am able to carry out due diligence reviews for organisations involved in acquisitions, mergers and disposals. I am also able to provide the discreet support that organisations need at these times. I am used to working with lawyers, accountants, bankers and other professional advisors to ensure that the transaction is completed to the benefit of all the parties concerned.
Training
I provided tailored training courses for boards and management teams on general financial topics as well as technical aspects of charity management. Topics have included budgeting workshops for supervisors in a manufacturing business and for the management team of a further education college, the financial and other responsibilities of trustees, improving management reporting and workshops about SORP compliance.