Carrie Jo-Baker

FD/CFO

London East EC

Carrie Jo-Baker In 60 Seconds

I am a highly motivated FD/CFO with over 20 years’ experience, working for listed, regulated, PE backed/privately owned Financial/Professional Services, SAAS and FinTech companies. Hands on experience of supporting businesses with strategic/operational planning and executing transformational change, to better inform decision making, improve margins and/or drive growth/exit opportunities.

Specialist Skills

Investment Analysis

Excellent analytical skills, experienced in due diligence and have lived experience of M&A both buying and selling companies.

Business Planning

Extensive experience of business modelling - delivering the numbers that really matter with integrated P/L, B/S and Cashflow modelling, to better inform decision making.

Strategic Thinker

Ability to think laterally and join the dots from idea to implementation - well rounded, cross functional thinker.

Leadership

Ability to influence positively to drive cross company alignment - my passion is people!

Systems and Controls

Focused on efficiency and scale in a controlled fit for purpose manner.

Track Record Highlights

Programme lead for several M&A transactions - responsible for all aspects of due diligence to implementation planning.

Extensive experience of change management; have implemented accountancy, reconciliation, global custody and transfer agency systems as well as global, multi-currency billing software.

Passionate about Finance transformation - turning poor performing teams around through development and restructuring programmes.

Led offshoring programme and set up a new Finance Operations function in eastern Europe - responsible for risk assessment, people strategy and implementation planning.

Experience of working in a regulated broking business, controlling financial processes and systems to support management of c£1bn of Client Assets.

Sector Experience

Banking & Financial Services: Asset/Wealth Management, Investment/Private Banking, Family Office, Broking, PE and Corporate Finance

Services: Legal Search, Professional Services

Technology, Media & Telecoms: Fintech, SaaS

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