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Steve Casey In 60 Seconds
I am a results-focused, analytical, and engaging FD/CFO with proven experience in leading company financial performance, delivering profitable growth, and supporting commercial/business development opportunities in diverse sectors. I have led and supported leadership teams and boards in financial, commercial, and operational decision making, along with growth structuring, transformation, and divestment planning.
Specialist Skills
Management Information
Accessing data & implementing KPIs that drive decision making & identifies what levers a business can pull.
Exit Planning
Ensuring both data room critical information is being captured, managed & stored within the business & ensuring business owners understand how performance & operational models can effect valuations.
Budgeting & Forecasting
Designed & built detailed budget & forecasting models, that focus management on targets & objectives.
Financial Operations
Ensure accuracy & timely capture of financial information across all functions of a business.
Technology Evangelist
Promote integration & evolution of business systems to ensure infrastructure does not hamper growth.
Track Record Highlights
- Delivered full end to end exit process, from initial presentation and offer to conclusion. Key contact for corporate finance and legal advisors. Main lead and responsible party for all due diligence questions; finance, tax and legal. Exit completed to PE backed trade buyer.
- Evolved an owner ran business, defining organisation pillars and structure, along with policy and procedure supported by technology whilst creating a fully operational senior management team from infancy.
- Produced and delivered 3-5 year strategic plan with key financial objectives to trigger exit goal. Delivered revenue averaging +12% YoY and >24% revenue CAGR over 5 years. Plans included, focused personnel and infrastructure investment, financial budgeting, working capital outlook and strategic service and client focused projects. Re-brand and business vision established and rolled out.
- Successfully fulfilled interim MD and General Manager positions for PE backed business. Taking on full day to day company management responsibility.
- Designed and implemented various month end financial & commercial reporting packs for both Board and Management of various SME's across multiple sectors. All focused on establishing key data and KPIs that help drive decision making and aligned understanding of performance levels.
Sector Experience
- Agriculture & Farming: Farming & FMCG distribution
- Property & Real Estate: B2B Void property security & maintenance solutions
- Not for Profit: Digital solutions & business processing outsourcing
- Retail & Consumer Products: B2C Online retail
- Healthcare: Multi-site B2C aesthetic/non-invasive skin therapy clinics
- Manufacturing, Transport & Logistics: Wood Importer & distributor, Orthopaedic manufacturing
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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