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Julie Merry

FD/CFO

Good decisions can be made when the finance information shows up every iota of a business and how it works. Whether it’s for growth, fundraising or exit I work swiftly to determine accurate financials so that you have the ability to make crucial decisions based on facts in order to move towards your business goals. With the lines of financial information flowing, strategies for the business can be formed and milestones set. This is progressive finance at its functional best.

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Track record highlights

  • Focused on the Technology and FinTech sectors for the last 15 years.
  • Provided financial information for due diligence for companies in fund raising and successful exits.
  • Worked in the M&A/Corporate Finance departments of PwC, and so has seen due diligence from both sides of the fence.
  • Specialised in small companies, rolled up sleeves and wore all the hats : HR, legal, compliance, ESG.
  • Ran many overseas subsidiaries/branches from a London base, including payroll, local sales taxes, corporate taxes, bookkeeping and compliance.

Sector Experience

  • Technology, Media & Telecoms: Fintech
  • Healthcare
  • Services

Julie's specialist skills

Business Planning

Producing simple but effective forecasts, plans and budgets.

Exit Planning

Preparing companies for a smooth and successful future exit.

Leadership

Inspiring owner/managers to live their dream.

Corporate Finance

Completing due diligence requirements for exits and fundraising.

Strategic Thinker

Always thinking about the bigger picture and the wider implications of decisions.

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