What do you do?
I manage a portfolio of clients, assisting them with their yearly compliance, providing any advice and support that their finance function needs. I work alongside the key decision makers in a business to help give them the financial information they need to support them with their vision. I support entrepreneurial businesses through periods of change and give them peace of mind.
Why do you do it?
I have worked at CP from the start of my career and joined as an AAT apprentice in 2012! I do it because I love working with a variety of clients. I can be working with a farmer one day and the next working alongside an FD of a larger corporate – both of which I get to understand the business and assist them in making key decisions, as well as building a strong client relationship. I love working at CP because of the people; there are so many specialisms and different teams which means we can add so much value to our clients. Having that kind of expertise at my fingertips is priceless in addition to everyone being super friendly and having fun along the way!
What kind of projects have you been involved in?
I’ve been involved in various secondments whilst working at CP. These involved businesses where there was no finance function, FC or FD and I’ve also worked alongside businesses that had an FD but just needed some interim FC support. In addition, I’ve worked with many businesses during times of revolution including change in ownership, change in accounting systems and change in personnel. To this day, I still support some of these businesses on a monthly basis.
What’s on top of your bucket list?
I really enjoy travelling, one place I have always wanted to go on holiday is the Maldives! Staying in a hut over the crystal waters and peaceful surroundings is my idea of heaven.
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