What do you do?

I lead the Transaction Tax team here at Cooper Parry. On a day-to-day basis, that means that I work closely with clients as they go through a transaction to ensure they have no nasty tax surprises, and to minimise their tax cost on the deal.

I’m also a passionate believer in diversity and inclusion, especially gender diversity, and I get involved in lots of activities around this agenda. I set up and run a female entrepreneur network, and I mentor talented women in the local business community.

Why do you do it?

Honestly, I fell into the accounting profession after completing a Law degree and then deciding I didn’t want to be a solicitor! I opted instead to become an accountant, and after 3 years of training in audit (which definitely wasn’t for me, especially when I ended up doing a stock count of giant toilet rolls!) I chose to specialise in tax, and in particular transaction tax, as a way to combine my love of numbers with my legal training.

I love what I do; it’s an opportunity to work with some fabulous entrepreneurs, business owners and investors, and to partner with them to achieve their end goals in a tax efficient way!  I especially love spending time with female entrepreneurs, which allows me to combine my love of entrepreneurship with my passion for gender diversity.

I am inspired daily by the journeys of entrepreneurial business leaders; their motivations; their drive and determination; their ability to pick themselves up after setbacks.  It generates a kind of infectious enthusiasm that I want to be part of.

I also thrive working alongside the fantastic team at Cooper Parry. The culture is a perfect fit with my own values, where they prioritise people and culture, and the teams that I work alongside are amazing. I love that we are all striving towards the same goals, all wanting to be the best that we can, but having fun along the way.

What kind of projects have you been involved in?

Over the years I’ve worked with all types of businesses, large and small, in many jurisdictions across the world, and across all sectors. I provide no-nonsense, practical advice to ensure that tax doesn’t scupper the deal, and where possible, enhances the outcome.

I advise on the tax structuring and due diligence aspects of all types of transactions, working with both individuals and companies.  This includes:

– Buying or selling businesses;

– Undertaking a restructuring or refinancing;

– Planning a partial cash out/exit; or

– Helping those looking to float their businesses.

Tax can be complex, especially in the context of a transaction, and my role is to make it simple (or at least to appear simple on the surface, whilst I deal with all the complexities in the background). Ultimately, my aim is to ensure that the tax aspects of the deal run smoothly.

What’s on top of your bucket list?

My husband and I like to take part in classic car rallies. It’s some time since we took the plunge in a DB6 to drive from Peking to Paris (a daunting, very challenging but hugely exhilarating experience), and the next adventure we’d like to do is to drive the length and breadth of South America. We wont be doing that in the DB6 (having wrecked and rebuilt it twice already!) but we have a classic Mercedes SLC, bought and rally prepared, raring to hit the road! 

Alongside that, I am an avid health and fitness enthusiast, and I have a long list of adventures I’d like to complete, including canoeing the Yukon, and scaling the major mountains of the world. Oh, and I’d like to set up my own bootcamp retreat. 

What do you do?

I audit the accounts of pension schemes in the Pension Audit team at Cooper Parry. This basically means I check that the values included in a pension schemes financial statements are correct. I have also spent time in the Core Audit team, so I have experienced a variety of different accounts. 

Why do you do it?

I have enjoyed mathematics since I can remember – it’s what I chose for my degree! Working with numbers was always going to be my ideal career, and audit seemed like a natural choice. The culture at Cooper Parry is great and definitely not the typical work life of an auditor you would think of! 

What kind of projects have you been involved in?

Within the Pensions team I have been involved in the auditing of a variety of schemes and I consider learning the differences between each of these to be a new project. I have also assisted with the preparation of accounts as well as auditing schemes that have entered the Pension Protection Fund. 

What’s on top of your bucket list?

Travel! I have a bucket list with a variety of places I would love to visit at some point in my life. I have managed to complete some already – including swimming with whale sharks in the Caribbean Sea and visiting 2 of the 7 wonders of the modern world. 

What do you do?

Put simply, my job involves auditing pension scheme accountsbut I’m sometimes involved in the preparation of these accounts. I am part of an awesome team that delivers exceptional service to a diverse client base. My wider role involves coaching the team and helping to deliver training courses. I work predominantly on larger, more complex pension schemes. 

Why do you do it?

After a former student came back to my school to do a presentation on CP, I knew that was the place I wanted to work once I’d completed sixth formI spent my first couple of months at CP working in the pensions team and knew from then on that pensions was the specialism I wanted to pursue. The main reason why I love my job is because every week is different, and I get to work with some great people. 

What kind of projects have you been involved in?

I consider every assignment to be a different project. I love seeing a job through from start to finish, making sure audits are completed efficiently and in a timely manner.   

What’s on top of your bucket list?

Travel, travel and more travel! I love exploring new places and experiencing different cultures. 

What do you do?

I audit pension scheme accounts, which essentially means we check the figures entered onto the financial statements are actually correct. It’s important these numbers are accurate as many people rely on them for other work, such as an actuary who relies on the net assets we calculated to determine if the scheme is under/overfunded.

By having us check these numbers it ensures that the figures haven’t been over-inflated for years and so when a worker reaches retirement and wants their well-earned lump sum – there is still money in the pot to give them! 

Why do you do it?

There are actually a select few people in this world that love nothing more than entering a load of figures onto a set of financial statements and seeing it all balance at the end – and I’m one of them! Mix this with a fun, sociable, modern workplace, and the feeling of job satisfaction is one that never goes away.   

What kind of projects have you been involved in?

My main area of work is ensuring my portfolio of schemes are signed off before the 7-month deadline, as this is the statutory timeframe. Some of my biggest projects to date have included helping clients ensure this timeframe is met when they have only provided a set of accounts to audit with less than one month to go – not ideal! It’s challenging but extremely rewarding work to help the client ensure this deadline is met and also avoids the possibility of any fines for the client for such a breach. 

What’s on top of your bucket list?

Top of my bucket list is to travel around Asia with my partner. I love nothing more than a well-deserved break and have visited almost every country in Europe. Naturally, I feel the next step is to venture out to another continent and explore the tropical adventures that await! I have never backpacked around as a tourist hopping from one island to another and think Thailand will be the perfect place for us to start.

What do you do?

I work in the Pensions team at Cooper Parry, and my role involves me working on pensions audits.

Why do you do it?

I always enjoyed maths and working with numbers when I was at school, and I knew that I wanted to carry on with this when I left. So, accountancy seemed like a really great career path. I did a week’s work experience at a firm of auditors and loved it, so I started doing my AAT as soon as I finished my GCSE’s. I love the CP culture and feel it gives me a great environment to learn and grow. 

What kind of projects have you been involved in?

For me, I see each audit as a new project as no two files are the same. That makes the job even more interesting as I feel there is always something new to learn with each client. 

What’s on top of your bucket list?

My bucket list mainly involves travel and seeing my favorite musicians play live, so I would have to say the top thing on my bucket list is either to see Eminem live or go to Bora Bora.

What do you do?

I’m an Audit Manager within the Big Business team where I manage a portfolio of clients in different industries.

Why do you do it?

I’ve always been a bit of a Maths geek so I wanted to do something with numbers, but growing up I was never really sure exactly what job would be best.

Whilst I was at Loughborough University I did a placement year at the Walt Disney Company as a finance intern where I first learned about the ACA scheme and loved the idea of working and studying at the same time.

I then went on to spend nearly 5 years at Deloitte before joining Cooper Parry. I love the variety that audit brings, and although it is a cliché, no day is ever the same! I get to work with an amazing team and help to develop them which is very rewarding. 

What’s on top of your bucket list?

don’t really have a bucket list, but I’ve always wanted to swim with Dolphins! Hopefully, if the world gets back to normal by next year I’ll be off to Mexico to do just that! 

What do you do?

My main focus as a Deal Originator is to build relationships with businesses who are looking to grow through acquisition – buying or selling. 

am connecting with companies and building our pipeline of future work across sectors where our deal credentials and buyer interests lie. 

Why do you do it?

My background in Financial Recruitment has been all about having proactive conversationsbuilding long-lasting relationships with key decision-makers, and making deals happen.  

Now, Im excited to have the chance to throw myself into something slightly different and use all my skills to enhance the Corporate Finance team here at Cooper Parry.

What’s on top of your bucket list?

I wouldn’t say I have a bucket list as such, however, I do always have things going on in the background that keep me busy. Right now, I am renovating a Victorian property, planning a wedding, and have a young Cocker Spaniel to look after, which all keep me on my toes. 

I have, however, always wanted to travel around Australia and New Zealand in a motor home, and that will be ticked off on my dream honeymoon next year.

What do you do?

I’m an Audit Manager at Cooper Parry, spending most of my time at our Solihull office, but with WFAAF (Working From Anywhere. Anytime. Forever), I could be at any of our offices, at home, or on the other side of the globe!

I manage a portfolio of ambitious, privately-owned businesses across an exciting range of different industries, together with a portfolio of people in our audit team, meaning I’m building lasting relationships both in and out the firm.

Why do you do it?

I was a numbers nerd at school (and still am to be completely honest…) and that ultimately led me down the path of accountancy. What I love about audit though is that it gives me opportunities to problem solve and help/advise people, whether they’re my clients or my team members.

It really is true that no one day is the same, no one week is the same, and that makes the job even more interesting and exciting – I never know what my day has in store! 

What kind of projects have you been involved in?

Before joining Cooper Parry in Feb 2020, I spent 7 years at Grant Thornton, where I worked with clients of all sizes, operating in various industries and having different ownership structures. Whilst I am growing my portfolio here at Cooper Parry, I hope to again establish a varied client portfolio whilst participating in non-audit projects. This really is the start of an exciting journey!

What’s on top of your bucket list?

Bucket list? What’s one of those?

In all seriousness, I don’t really have a bucket list. Of course, I have personal goals and objectives, but I take life as it comes and make sure that I’m enjoying life as much as I’m enjoying work. Having said that, I do still want to become a professional footballer and play for the biggest club in the world (Man United), so when they come calling, my audit career may need some serious consideration…

What do you do?

I work in the Pensions Audit team here at Cooper Parry, carrying out the fieldwork for a number of different pension schemes.

Why do you do it?

I started off in the CP Core Audit team and was offered a secondment into the Pensions team. I really enjoyed the variety of work, the team and learning all about the world of pensions, so when I was asked to stay in the team full time, I didn’t hesitate to say yes! 

What kind of projects have you been involved in?

I have been involved in lots of projects from helping clients prepare their accounts to auditing clients from the Pension Protection Fund. We sometimes work to strict deadlines, which makes meeting them all the more rewarding 

What’s on top of your bucket list?

I love observing animals in their natural habitat, so for me, the top item on my bucket list would have to be going on a safari in the Serengeti in Tanzania! 

What do you do?

I lead our Early Stage through to Scale Up Team, advising and supporting ambitious, growing, entrepreneurial businesses.

Why do you do it?

To provide these businesses with the FINANCE TEAM, TECHNOLOGY and STRATEGIC support they need to succeed and achieve their goals.  And to help Cooper Parry become synonymous with providing holistic support to Early Stage through to Scale Up businesses.

Oh, and I love the culture at Cooper Parry!

Away from our clients, I love to help my team succeed and give them the opportunities they want to achieve their own goals and ambitions.

What kind of projects have you been involved in?

I have spent more than 20 years supporting ambitious growing businesses and helping them succeed.  Partnering with them to provide the support, challenge, opinion and solutions they need, as typically, they haven’t done this before.

I support them at each stage of their journey and show them how to achieve their goals, whatever they maybe.  From ‘back office’ finance team outsourcing and clarity on the key financial information to drive the business forward, to accounting or whole business tech systems, and strategic direction and advice.

The key is to build a strong relationship and trust so that I can be proactive and bring ideas and solutions. That leaves them to focus on their business and helps them succeed. That’s what I love doing. And really, that’s what it’s all about.

Now, I can do that whilst working within the entrepreneurial, ‘culture trumps strategy’, disruptive environment that is Cooper Parry. ‘Make Life Count’, we say. And that’s exactly what I want to do – not just for myself, but for my clients, too.

What’s on top of your bucket list?

Working at Cooper Parry has given me so many more options and the chance to actually have a bucket list I can achieve.

My family is my life and passion and I’d love to go travelling with my wife and 2 daughters across Europe for a month, experiencing lots of places I’ve never had the chance to visit before.

For myself, I have over the last 2 years gone from 10km runs to a 100km ultramarathon. I wanted to keep pushing myself physically and mentally and I’m certainly doing that. It is also a huge help for not just physical but mental wellbeing. Within the next 2 years, I want to complete a 100-mile ultra in 24 hours.

Other ‘minor’ items on the list – jump out of a plane (with a parachute) and actually, properly surf!

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