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!

What do you do?

My role is all about supporting retailers in any number of ways to allow them to thrive and grow. This could be mapping a process and recommending changes, performing analysis to offer insight and opportunities or even becoming part of your team! 

If you are a retailer and you’d like to see what we can do for you, give me a shout! 

Why do you do it?

Having spent most of my career in industry finance working for retailers such as Boots and Dunelm, I knew I loved retail but wanted a change from my daily spreadsheets (even though I am a self-confessed spreadsheet nerd!). 

Then, the opportunity at Cooper Parry came up to work with retailers on varying projects and apply my existing knowledge to their processes – how could I say no? 

What’s on top of your bucket list?

I visited Vancouver several years ago and fell in love with Canada, so I’d love to go back and do the Rocky Mountain train route to see more of the country (and hopefully a few bears!). 

What do you do?

I’m an Accounting Advisory Manager in the Big Business Team.

I offer advice and support to large corporates, mainly in retail, on areas such as technical accounting, supplier overpayments, internal controls and data analytics.

Why do you do it?

Because I genuinely love it. I love the CP culture, which is so open, flexible and based on trust. And I love the projects I get to work on – no day is the same!

What kind of projects have you been involved in?

Rebate audits – saving clients millions by submitting claims to suppliers or reviewing suppliers’ audit claims and rejecting where appropriate.

IFRS Impact assessment and transitions – accounting advisory for IFRS transitions for those companies looking to get listed and either don’t have the resources internally or the advanced knowledge required to cope with the complexities of an IFRS transition.

Technical accounting projects – a variety of one-off accounting support such as new standards implementation, management fees review for international group of companies, SOX compliance. When we perform these projects for our clients they have the time to focus on the company’s growth.

AAF audits – assurance reporting providing comfort over the design, implementation, and effectiveness of controls. Usually required by pensions and investment funds customers.

Insights and analytics – supporting our clients to transform their data into business and operational insights, combining technology and data science techniques.

What’s on top of your bucket list?

To play with my luck at the swing at the end of the world in Ecuador.

Because it’s both adrenaline and travel. No safety harness, just all heart; the swing at the edge of the world in Ecuador calls out only to the ones brave enough to swing over a drop of a few hundred feet with nothing to break the fall.

What do you do?

I have the privilege of working with some of the most exciting and disruptive businesses around to raise the money they need to achieve their ambitions. I help businesses get ready for investment by building out documents that spell out an exciting investment case and strategy to appeal to potential investors. I work with companies to approach a range of relevant investors such as high net worth individuals, venture capital funds and larger corporates and help them in their discussions and negotiations ahead of an investment.

Why do you do it?

I love the variety of who I get to work with and being on the cutting edge of trends and technology. I trained in audit which gave me a great technical understanding, but it is working with entrepreneurs that excites me, their passion and drive is infectious even if half of my job is trying to keep them under control! I also enjoy getting to know investors in this space, what their motivations are and how they assess opportunities to invest in, as well as negotiating with them in the cut and thrust of a deal.

What kind of projects have you been involved in?

In recent years I have advised some of the most exciting new brands in the UK and in some new areas for investors including investment by an international brewery into a Kombucha business and the first venture capital fundraise for an axe throwing business, one of the most exciting ‘competitive socialising’ concepts’ who raised £1.5m.

I have also advised on more traditional SaaS and technology fundraises, as well as acting for several breweries and hospitality offerings.

What’s on top of your bucket list?

To visit Alaska and see the Northern Lights. I am a city person but nothing beats getting away from it all to the absolute middle of nowhere!

What do you do?

I do tax! I work in the private client tax team, looking after clients’ personal affairs, tax returns and other income tax queries. My main client base are our high net worth clients (previous & current business owners, senior execs, entrepreneurs, Wealth clients etc.). On top of this, I have an accounting background which helps with my understanding of how companies work.

The other month, a client said to me:

“Your ability to process almost incomprehensible information, from multiple sources, and politely and persistently chase people who know they have to but don’t really want to do all this stuff is invaluable.”

Why do you do it?

I just love tax. I’ve always found it interesting as its one of few guaranteed things in life. I look at it as if it’s a problem to solve and something that can really make a difference to peoples’ lives if done correctly.

What kind of projects have you been involved in?

I’ve looked at income extraction out of a company and how they could do it tax efficiently. I’ve dealt with pension contributions for clients who have ended up with thousands of pounds refunded back to them. Soon, I’ll be moving clients to another country to reduce their effective tax rate. And I’ve been looking at income shifting between spouses/civil partners to ensure that their income is being taxed in the most efficient way.

What’s on top of your bucket list?

Most of the things regard travelling – I want to travel the world! One of the top things is to travel coast to coast in America (West to East or East to West) in a camper van. There are so many different lifestyles/cultures within one country. For example, you can go from Native American communities to the lively atmosphere of NYC.

What do you do?

I’m a senior audit manager and look after a variety of clients across a range of different industries. I also have a big role in managing the resource across our team.

Why do you do it?

I’ve always been a numbers person and I love being able to use that to help my clients achieve their goals. I enjoy working as part of a close-knit team and working somewhere with the amazing culture that CP has.

What’s on top of your bucket list?

To travel as much as possible. I’m about to have my second baby, so continuing my love for travel and showing my boys the different countries and cultures across the world is top of my list.

What do you do?

I’m a senior audit manager, in simple terms I manage a number of audits on a range of clients, ensuring we deliver an efficient audit, while building great relationships with clients making sure we add value along the way. 

Why do you do it?

If I am honest I did fall into accountancy at 18 without really knowing what it was, I love it though and really happy I was so lucky to fall into a job I love. Everyone always asks me if I am good at maths, definitely not, I am good at questioning things that look odd, understanding different situations and scenarios and getting to know and understand clients businesses. Cooper Parry is great as we are encouraged to spend time with our clients and the team building great relationships that make coming to work fun! 

What kind of projects have you been involved in?

I have worked on so many projects for clients in the last 10 years mainly as part of the audit. The most exciting one was for a client that bought a subsidiary in New York, this involved going out to New York to audit the numbers of the subsidiary, we even made time for some sightseeing and shopping! 

What’s on top of your bucket list?

I’m not an adrenaline junky so my bucket list is fairly tame. We were encouraged to document our bucket list a couple of years ago by the CEO who spent time helping us individually to identify our dreams and make them come true (that is the great place we work). I have been slowly ticking them off, some are on hold (while I look after my 2 year old son with another on the way) such as travelling round America and going on a safari, while others I am getting on with, like buying a house in the country with a meadow and room for animals. 

What do you do?

I lead CP’s Growth Finance activity – we work with the founders and management teams of growth ambitious, early-stage companies, to help them raise external capital <£10m to execute their growth plans. From seed finance when still in start-up mode, to later stage scale-up private equity or debt finance, I’m on hand to project manage the end-to-end process of raising money and ensure I find the right deal on the right terms for my clients.

Why do you do it?

The founders of early stage high-growth businesses are the innovators and disruptors of tomorrow. There is nothing more rewarding than getting to know a founding team right at the start of their company growth journey, helping them develop their growth plan and source the right funding partners to make their vision become a reality.

Pair that with Cooper Parry – a fast-growth business itself, with huge ambitions and an amazing culture that aligns to my own personal values, and it’s easy to see why I love my job!

What kind of projects have you been involved in?

Being sector agnostic, I’m fortunate that I’ve worked on deals spanning many industries. From all the ‘Techs’ (FinTech, RegTech, MedTech, EdTech, the list goes on…), to algae farming, probiotic chocolate, axe throwing (yes, really!) and multiple breweries, I’ve had a wealth of experience on deals from seed to later stage growth capital.

What’s on top of your bucket list?

I’m always up for a physical challenge and exploring the great outdoors. I’d love to cycle from John O’Groats to Land’s End one day… I just need to buy a bike first!

 

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