CV

Mattioli Woods (formerly Kingswood Group)

• Spearheaded the end-to-end implementation of Datarails within six months - integrating Xero API data flows and restructuring the Chart of Accounts to ensure data integrity.
• Cut the month-end reporting cycle by ~3 days, eliminating manual spreadsheet dependencies and freeing ~20% of team capacity for value-add analysis.
• Built a Python script to automate client-losses reporting and forensic analysis for legal claims, using AI (Claude) to collate data directly supporting decisions.
• Constructed the 5-Year Plan Model using live Datarails feeds for real-time scenario planning and variance analysis.
• Lead monthly business partnering with five department heads and own the Monthly Revenue Flash and finance contributions to ExCo and Board.

Ernst & Young (EY)

• Promoted from Associate to Assistant Manager over four years, leading large-scale assurance engagements for FTSE 100 and challenger banks.
• Managed and coached teams of up to 10 associates, overseeing allocation, performance reviews, and delivery under tight deadlines.
• Led validation of a £3bn derivative portfolio using Alteryx and Spotfire across 20,000+ trade samples, surfacing valuation risks traditional sampling missed.
• Evaluated complex IFRS 9/13 valuation models, challenging client methodologies on estimation uncertainty and going concern.

Guinness Ventures

• Prepared monthly performance packs for 25 portfolio companies, presenting KPI analysis directly to the Investment Committee.
• Ran sensitivity analysis and commercial due diligence on early-stage investment opportunities.

RBC Brewin Dolphin

• Worked with the Head of Research to produce the weekly podcast and synthesise insights from leading fund managers for client distribution.