Chelmsford College

St. Peters High School

Director and Head of Operations at Equitory

Porch Group

Head of Investor Relations and Corporate FP&A

Leading the IR Strategy for Porch Group, including being responsible for delivery of earnings and relationships with the buy and sell side.
- Built strong, professional relationships with C-Suite and Board
- Built understanding of Insurance and Software SaaS/transactional business model
- Ownership of quarterly earnings, including project management and drafting of materials
- Ownership over investor and analyst engagement, including targeting
- Oversee day-to-day running of the IR function and collaborate with other functions such as FP&A and Accounting
- Provide strategic IR advice on adhoc issues

Head of Investor Relations

Second to the Founder/CEO at the UK’s largest dedicated Investor Relations consultancy. 

Leveraged my financial background and strategic approach to take on key responsibilities:
- Collaborate on annual business plan, driving operations and HR strategy
- Generate new business leads and attend pitches
- Implement resourcing model to recruit ahead of the growth curve
- P&L, budget and forecast ownership 
- Cash management
- Introduce quarterly board reporting 
- Review and improve systems and processes to make financial and time efficiencies 
- Draft and negotiate employee and client contracts
- Support HR function and Associate Training Programme

Continue to service client relationships as Director, delivering best practice IR Programmes.

Equitory

Director and Head of Operations

Passionate and collaborative approach to leading teams to support both listed and debt client’s Investor Relations Programmes in the UK, US and Europe. Strong track record of ensuring work delivered to a high standard and in line with best practice.
- Own client service delivery. Building strong, professional relationships with C-Suite
- Generalist, quickly get up to speed on clients in various markets
- Responsible for the design and implementation of IR Programmes for companies of various sizes
- Ownership over investor and analyst engagement, such as targeting and leading investor meetings 
- Full results ownership, project management and drafting materials
- Oversee day-to-day running of the IR function
- Provide strategic IR advice on many types of announcements 
- Mentor and develop Managers and Associates within the team

Director

Passionate and collaborative approach to leading teams to support both listed and debt client’s Investor Relations Programmes in the UK, US and Europe. Strong track record of ensuring work delivered to a high standard and in line with best practice.

Associate Director

Lead the quarterly external reporting, drafting results materials and shaping the story to clearly present performance, key messages and strategy.

Ownership of bond holder relationships and day-to-day running of the IR function.

Support multiple debt raising transactions, assisting in the production of the Offering Memorandum.

The Ardonagh Group

Head Of Investor Relations

Design and implement a debt IR function and collaborate on external reporting management and drafting.

Lead FP&A activities:
- Consolidation of financials for budgeting, forecast and external reporting
- Lead production of budget and forecast presentations for the Board
- Partner with heads of segments to challenge variance analysis
- Implement expense monitoring project, chairing monthly review with heads of segments to identify and report on cost savings
- Collaborate with M&A function to model acquisition scenario analysis
- Lead companywide implementation of new finance software

FP&A and Investor Relations Manager

Duties include the day to day management of the IR function, drafting results materials and monthly management presentations, building and managing relationships with the group's advisers, analysts and investors and responsible for all aspects of roadshow planning.

Close Brothers

Investor Relations Analyst

Produce management presentations, including; board reports, budget packs, revised forecasts and credit ratings reviews.

Develop and update capital modelling to produce capital forecasts and review impact of corporate transactions to produce presentations for management on various scenarios.

Create presentations for the Head of Remco for the annual remuneration review, including calculation of annual provisions for share options and bonuses.

Manage junior accountant in completing tasks such as share options accounting, reconciliations and reporting.

Attend quarterly Social Responsibility meetings, producing ideas and implementing them at charity fundraising events.

Financial Planning and Analysis Manager

Management of the accounting function, including monthly journals, balance sheet reconciliations and producing P&Ls for department heads, working with them to understand movements and assist with budget planning.

Complete the consolidation of group companies in both excel and SAP, for monthly and external reporting.

Solely responsible for the share options accounting, reconciliation and annual report note production.
Successfully implemented SAP as the new accounting system.

Responsible for preparing information for audits and being a key point of contact for queries.

Assistant Accountant

Responsible for monthly journals, P&L production and the training and management of the purchase ledger clerk on a daily basis, including regular feedback during one to one meetings

Benefit 2 Business

Solely responsible for cleanup of the purchase ledger function, including resolving outstanding queries with supplier accounts and reconciling dis organised balance sheet reconciliations.

Other duties include weekly payment runs and training junior staff on daily P&L treatment.

Lois Perkins