Carrie Jo-Baker In 60 Seconds

A highly motivated FD/CFO with over 20 years’ experience, working for listed, regulated, PE backed/privately owned Financial/Professional Services, SAAS and FinTech companies. Hands on experience of supporting businesses with strategic/operational planning and executing transformational change, to better inform decision making, improve margins and/or drive growth/exit opportunities.

Specialist Skills


Ability to influence positively to drive cross company alignment - my passion is people!

Business Planning

Extensive experience of business modelling - delivering the numbers that really matter with integrated P/L, B/S and Cashflow modelling, to better inform decision making.

Systems and Controls

Focused on efficiency and scale in a controlled fit for purpose manner.

Investment Analysis

Excellent analytical skills, experienced in due diligence and have lived experience of M&A both buying and selling companies.

Strategic Thinker

Ability to think laterally and join the dots from idea to implementation - well rounded, cross functional thinker.

Track Record Highlights

  • Programme lead for several M&A transactions - responsible for all aspects of due diligence to implementation planning.
  • Extensive experience of change management; have implemented accountancy, reconciliation, global custody and transfer agency systems as well as global, multi-currency billing software.
  • Passionate about Finance transformation - turning poor performing teams around through development and restructuring programmes.
  • Led offshoring programme and set up a new Finance Operations function in eastern Europe - responsible for risk assessment, people strategy and implementation planning.
  • Experience of working in a regulated broking business, controlling financial processes and systems to support management of c£1bn of Client Assets.

Sector Experience

  • banking-financial-services Asset/Wealth Management, Investment/Private Banking, Family Office, Broking, PE and Corporate Finance
  • services Legal Search, Professional Services
  • technology-media-telecoms Fintech, SaaS

What's next?

To find out how we can help you scale faster, increase cash, profit and valuation and build the business which enables you to fulfil your life's ambition, please book your 30 minute Discovery Call below...

What do you really want for your business and for you as an entrepreneur? Select the buttons that match your ambitions then...

Book your free Discovery call. Talk to a CFO and discover how to get what you really want from your business - and for you as an individual.

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