Hire a CFO Call us 0800 169 1499
Hire a CFO Call us 0800 169 1499

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
Book my 30 minute discovery call

What's next?

To find out how we can help you scale faster, increase cash, profit and valuation and build the business which enables you to fulfil your life's ambition, please book your 30 minute Discovery Call below...

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