Case studies
Quarterly Sales Analysis- Banking & Finance
- Analysis
- Business Planning
- Microsoft Excel
- Microsoft PowerPoint
2017 Cash Flow Forecast- Financial Modeling
- Cash Flow Analysis
- Predictive Modeling
- Forecasting
- Rolling Forecasts
Caroline Moore
Finance Expert in London, United Kingdom
Member since December 12, 2016
Caroline is a qualified chartered accountant and financial services professional with 15 years of experience. She's worked with everyone from small owner-operated companies to listed entities and billion-dollar hedge funds and been responsible for the models underpinning the payment of almost a billion in assets. She enjoys freelancing as it provides opportunities to use her experience to assist a diverse range of clients on challenging projects.
Caroline is now available for hire
Career Highlights
- CBC Co., Ltd.
- Boutique Fiduciary Firm
- PwC
Education
- Institute of Chartered Accountants of England & Wales
- ICSA Canada
- University of St Andrews
Select Certifications
- Institute of Chartered Accountants in England and Wales
- Institute of Chartered Accountants in England and Wales
Industry Expertise
- Financial Services
- Food & Beverage
Other Expertise
- Financial Planning & Analysis (FP&A)
- Hedge Funds
- Pricing Models
- Profit Optimization
- Scenario Analysis
- Three Statement Operating Model
Employment
CFO
2016 - PRESENTCBC Co., Ltd.- Performed cash flow forecasting and modeling.
- Provided ongoing monitoring of financial performance.
- Assessed joint venture proposals and advised management on viability.
- Made strategic assessments of new joint venture and product opportunities.
- Communicated with the board for all financial matters.
- Raised working capital funding.
- Made a valuation of the business on multiple bases and negotiated the pricing for a partial sale.
Focus areas: Financial Reporting, Financial Modeling, Three Statement Operating Model, Financial Risk Assessment, Pricing Analysis, Revenue Optimization, Cash Flow Forecasting, Profitability AnalysisSenior Manager
2013 - PRESENTBoutique Fiduciary Firm- Worked on financial modeling across a number of diverse situations from billion dollar hedge funds to million dollar forward forecasts. Responsible for the models underpinning the payment of almost a billion dollars of assets.
- Understood risks, regulatory and governance requirements—acting as an independent director/advisor.
- Assessed and managed asset portfolios across a wide range of classes.
- Reviewed and assessed fair value asset valuations for potential impairment.
- Monitored cash flows, dealt with funders and legal advisors throughout ongoing litigation situations.
Focus areas: Financial Modeling, Financial Reporting, Financial Planning & Analysis (FP&A), Financial Benchmarking, Ratio Analysis, Portfolio Analysis, Mergers & Acquisitions, Revenue & Expense ProjectionsManager - Asset Management
2008 - 2012PwC- Dealt with a range of clients from vanilla long/short equity funds to complex private equity structures.
- Prepared and understood complex valuation models underpinning client assets. Assessed the assumptions, critically investigated, and stress-tested the projects.
- Understood the disclosure requirements for financial statements.
- Comprehended the risks and governance requirements of a variety of businesses and their impact on financial performance.
- Reviewed client financials.
- Implemented stress testing of client books/records and financial modeling.
- Implemented extensive performance benchmarking as opposed to. industry standards.
Focus areas: Audit Management, Financial Reporting, Financial Planning & Analysis (FP&A), Variance AnalysisAuditor
2003 - 2008PwC- Worked across a range of companies from owner-operated to FTSE 250 listed entities.
Focus areas: Audit Management, Financial Reporting
Education
- Fellow of the Institute of Chartered Accountants (FCA) in Accounting2002 - 2017Institute of Chartered Accountants of England & Wales - UK
- Accredited Director in Corporate Governance2016 - 2016ICSA Canada - Canada
- Master of Arts degree in Philosophy1998 - 2002University of St Andrews - St Andrews, UK
Certifications
- Business Finance ProfessionalSEPTEMBER 2019 - PRESENTInstitute of Chartered Accountants in England and Wales
- Fellow of the Institute of Chartered AccountantsSEPTEMBER 2006 - PRESENTInstitute of Chartered Accountants in England and Wales
