Portfolio FD
The 4 Roles of a Finance Director
Strategist
In order to maximise value all businesses should have a 3-5 years strategy, underpinned by a detailed plan.
- Jason Soars has prepared countless business plans, financials forecasts and detailed action plans, but where he can add real value is that his experience has been hands on. He has experience in developing and implementing improvement plans for Sales, Marketing, Operations and of course Finance.
- He has undertaken a strategy course at the prestigious INSEAD business school and helped to develop the Distressed Company Consulting Guide used internationally by Andersens.
- He has helped to develop and deliver strategies that deliver real results and fundamentally increase business value.
Operator
The successful management of these commercial relationships and the negotiations that drive them make a fundamental difference to performance. The person you should want sat next to you when you are reaching an agreement with a Customer, Supplier, Landlord or Financial Institute is a high quality FD.
- Jason worked closely with the commercial department of Phones4u, a very aggressive and complex commercial organisation. At Andersens, He worked in Corporate Restructuring. When a business enters insolvency you need to swiftly reach agreements with customers, suppliers and landlords, and then find a buyer for the business and complete a sale.
- He has completed the industry leading Scotworks negotiation skills course, and has sold over 50 businesses.
- He knows how to make the most of any opportunity, how to identify opportunities and close negotiations.
Guardian
When many people think of a FD, this is the role that comes to mind, it is only a small part of the real role.
This role involves preparing accounts, looking after the costs and ensuring that the businesses compliance and statutory risks are managed.
In his career Jason was Head of Compliance for Phones4u, managing all business risks. He reduced the losses from compliance related issues from other £50m to less than £5m.
Let us take those headaches away from you.
Supporter
Managing a small business can often be a lonely experience. Usually one or two individuals are responsible for everything. As a Fractional FD, Jason is there to share the load, be it as a sounding board for new ideas, a source of suggestions for solving problems, or frankly just someone to discuss the daily frustrations with.
He is also able to bring to bear the strength of his considerable networks of contacts. Whatever challenge a business faces he will have a relationship with someone who can help, whether that help is a 10 minute phonecall or developing and implementing a crucial part of the business strategy.
book a free 30 minute consultation with our founder Jason Soars today to see how we can help
Everyone we speak to leaves with a better understanding of their business and 1 or 2 ideas they can put into practice