Company Info for boartlongyear.com | IcebreakerMembers
Since I was a young lad, motorcycles have been my passion. In fact, anything mechanical has captured my fascination. I still remember taking my dad’s lawnmower apart, down to the very last nut and bolt, on my bedroom floor. As I went through each component, it was like magic, being able to see and understand the mechanics of the working parts.
Throughout technical college, I latched on to any ideas and projects I could get hands on; moving from understanding the theory of mechanics, to the science behind the engineering, with dozens of projects in between. I learned mechanics 'everything', eating books on anything related to engineering.
My passion carried me through my studies, and I was rewarded with the ultimate: A '𝗥𝗘𝗗 𝗦𝗘𝗔𝗟' on my Fitter and Turner Apprenticeship (yes, I say this with pride). The principles of my apprenticeship have stood me in good stead throughout my career; from being a fasteners/helicoil sales rep, to a heavy industry sales engineer, to a mill spindles product manager, to an external sales manager – and owning my own business, all whilst maintaining an uncompromising focus on high quality standards.
I was in the process of completing my Bachelor of Commerce, specialising in Marketing and Business Management, with four modules to go, when retrenchment happened. And, for anyone who knows my life story, knows I soldier on, no matter what.
Now living in Cumbria, the UK - fueled by my passion - motorcycle racing, cycling, hiking and sailing are next level!
But as technology advances, there is more to learn, more challenges to conquer, and more to build. Connect with me, to chat about 'all-things-engineering', a day at the race track, or just to explore a new hiking route.
𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝘁𝗶𝗲𝘀 𝗶𝗻 𝗛𝗲𝗮𝘃𝘆 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆: Customer Service & Sales Experience; Relationship Building and Networking; Analytical & Technical Skills; New Business Acquisition; Negotiation & Deal Closing; Strategic Planning Abilities; Conflict Management; Forecasting & Budgeting; Process Improvement; and Innovation. 
Finance Planning & Analysis Leader | Tech Stack Modernizer | CFO Strategic Advisor | Team Builder |
As an accomplished Finance Planning & Analysis leader, I bring deep expertise across Technology, FinTech, SaaS, Startups, Manufacturing, and Financial Services, with experience in both public and VC-backed organizations. I excel in translating complex, disparate data into actionable insights that empowers executive teams to make strategic, data-driven decisions. My approach combines analytical rigor with a collaborative mindset, enabling teams to drive impact.
Areas of expertise include:
- Strategic Financial Planning: Continuous Planning, Annual Budgeting, Monthly Forecasting (P&L, BS, SOCF), & Guidance Outlooks
- Executive-Level Reporting: Board Presentations, KPI Dashboards, and Operational Insights ("What, Why, & So What")
- Business Partnership & Relationship Management: Driving alignment across departments and leadership teams by clearly articulately costs, benefits, and trade-offs
- M&A Strategy & Integration: Due Diligence, Scenario Modeling, and Post-Merger Financial Integration
- Financial Modeling & Analysis: DCF, Sensitivity Analysis, What-If Scenarios, Make vs. Buy Decisions
- Operational Efficiency: Unit Cost Optimization & Growth Strategy
- New Product Development: Financial Support & Decision Frameworks
- Technology & Process Innovation: Leading Implementations of Planning Tools (e.g., Pigment) to Enhance Financial Performance and Scalability
I focus on aligning financial strategy with business objectives, ensuring that organizations are not only financially sound but are also poised for sustainable growth and operational excellence. My leadership is driven by the belief that answers to the most difficult questions can be found through asking the right questions to define the problem and then collaborating on potential solutions.
Fluent in Spanish and can speak both 'Accounting / Finance' and 'Business'. 
