Academic Qualifications
University of Aberdeen, Master of Arts in Economics Aberdeen, 2011
Honours: Upper Second Class Honours (2.1)
Professional Qualifications
CFA Institute London, 2015-now
Chartered Financial Analyst (CFA) Program – passed Level 1, Level 2 Candidate
Institute of Chartered Accountants of Scotland Edinburgh, 2014
Chartered Accountant
Professional Experience
Grant Thornton UK LLP London,
Oct 2014 – now
Corporate Finance Executive
Advising owners and management teams of SMEs and large corporates at each stage of the mergers and acquisitions process
Completed a number of due diligence assignments on insurance brokers and asset finance providers
Completed a number of successful pitches for strategic reviews and lead advisory mandates
Advised on a sale of an asset finance business of c.£20 million enterprise value
Produced management presentations and teaser documents in preparation for the sales process
Performed initial marketing on behalf of clients contacting potential buyers and answering their queries
Organised and led management meetings with potential buyers
Project managed various workstreams of the due diligence process on the sell side
Actively involved in a cross-border acquisition search for an overseas listed insurer
PwC UK LLP Aberdeen,
Sept 2011 – Sept 2014
Assurance Senior Associate
Completed a number of statutory and group audits of SMEs and large listed corporates in the UK and abroad operating predominantly in the oil and gas sector
Developed strong project management and coaching skills by leading the fieldwork of audit assignments – managed teams of 2-6 people
Acted as the primary client contact of a large upstream oil and gas company headquartered in Sweden
Researched and profiled prospective PwC clients contributing to new wins across all lines of service (tax, audit and corporate finance)
Gained proficiency in IFRS, UK GAAP and US GAAP
Completed 2-month secondment to a large whisky producer (William Grant & Sons Distillers) assisting the Finance Manager in the migration of company’s accounting systems
Co-developed PwC methodology for audit testing of oil and gas reserves and decommissioning liabilities – Audit libraries now being used nationally
Aberdeen Asset Management Aberdeen
Jun 2010 – Jul 2010
Investment Operations Intern
Completed 6-weeks Summer internship the investment operations team performing funds pricing
Communicated with a worldwide network of AAM branches to complete funds pricing in a timely manner
Prepared fact sheets and monthly board papers
Revised portfolio statements for accuracy
Interests & Language Skills
Languages: Polish (native), Spanish (basic)
Interests: Photography, martial arts (Taekwondo black belt, former Scottish Taekwondo champ) astronomy, whisky
