All 14 exams passed; final exam scheduled for Summer 2026. Supplementary Data Analytics & Decision-Making module covering A/B Testing, Bootstrapping, and Linear Regression.
Business valuations (DCF, P/E multiples, CAPM, DDM, EV/EBITDA), debt and equity valuation, FX and interest rate hedging.
Advanced financial reporting including group consolidations, provisions, financial instruments, and deferred tax. Financial statements analysis.
Corporate entities including losses and groups. Owner-managed businesses: incorporating vs. unincorporated structures, profit extraction, and tax-efficient exits.
I work across management consulting, internal audit, and counter-fraud engagements, serving public sector and regulated organisations. I take full ownership of engagements from planning through to reporting, presenting findings directly to executive stakeholders. To date, I've led over 30 advisory and assurance engagements, building expertise in stakeholder management, systems and data analysis, and written and verbal communication.
Led counter-fraud review of medicines management within a corporation with circa £450m annual turnover, including on-site inspections of controlled drugs storage at a secure custodial facility, reporting directly to the Chief Pharmacist.
Led internal audit of Patient Safety Incident Response Framework at a London-based NHS Trust with over 7,000 employees and annual revenue of circa £600m, evaluating management responses to complex and legally consequential patient safety incidents (e.g., death after discharge).
Led management consulting engagement on the governance and strategy of innovation at a leading research-intensive university and its seed-fund subsidiary, involving one-to-one stakeholder engagement and reporting to Pro-Vice-Chancellor.
Led an advisory review of a major change management and operational transformation programme at a top 50 QS Global Rankings university, assessing delivery against objectives and programme governance. Involved direct reporting to and interviews with the President, Vice President, COO, CFO and CIO. Required careful navigation of a challenging dynamic between senior management and their contracted delivery consultant.
Full CV available on request.