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Email: clientcare@efm.uk.com
Richard Preston
ACMA
Remote, London, SE England, SW England
An experienced, enterprising Portfolio Finance Director that helps growth SMEs in the financial, tech and service sectors
An experienced Finance Director & CEO, Richard works with equally driven entrepreneurial owners and CEOs as they go through the roller-coaster of growth, strategic relationships, finance raise and M&A.
He has worked in highly regulated markets, in start-ups, privately owned and group subsidiaries. He brings a flexible, energetic and hands-on approach to working with a management team through the challenges of SME businesses; focusing on building value, and shielding the team from the operational distraction of a capital transactions and stakeholder management.
Experience
ACMA qualified. Following a fast-track career to Finance Director in financial services, Richard broadened his experience working in a Big 4 consultancy, a Corporate Finance boutique, founder of a Fintech start-up and as CEO for an early stage regulated business focussed in the international wealth management sector.
Over the course of his executive career, he has turned around finance teams and functions; led on business strategy and major change projects; built strategic and distribution partnerships; operated at Board level; and held regulatory responsibility.
In corporate life and as a corporate financier Richard has completed many corporate transactions from £1-50M.
Skills
- Raising equity
- Business Process Improvement
- Business Strategies
- Financial Modelling and Analysis
- Investment Banking
- People Management and Leadership
- Private Equity
- Stakeholders Management
- Management Accounts and KPIs
- Company Start-ups
- Budgets
- Executive team leadership
- Financial Forecasting
- Financial Coaching and Training
- Fundraising
- Investor relations
- Financial Planning and Analysis
- Financial Services Regulation
- International distribution
- Strategic relationship Management
Sectors
- Financial Services
- International Wealth Management
- Investment Management
- Insurance
- FinTech
- Business Services
- Professional Services
Richard’s work in action
Preparing a High-Growth Finance Firm for Additional Funding and a Clear Path to Profitability- Timeline Case Study
The company was no stranger to VC investment, having successfully secured seed funding from 2018, and Series A funding in 2022, but Series B would require a more rigorous process.
Read Case Study
