Rod Morris In 60 Seconds

I am a Chartered Accountant with over 30 years experience in senior financial roles ranging from Group Financial Controller, Divisional Managing Director, Finance Director and Chief Financial Officer. I have significant experience in leading Finance teams and ensuring that Financial MI is timely, relevant and reliable. Commercially focused, strategic, collaborative and with an eye for detail.

Specialist Skills

Business Planning

Extensive experience of business planning to secure external investment and funding.

Budgeting & Forecasting

Significant experience of Budgeting and forecasting as well as scenario planning and variance analysis.

M&A Specialist

Involved in a number of project teams evaluating target acquisitions, through to Board approval, due diligence and deal execution.

Banking Relationship

Negotiated a number of Banking arrangements, acted as the internal relationship lead and ensuring covenant compliance.

Managing Risk

Internal lead on audit and risk within a number of organisations.

Track Record Highlights

  • Achieved circa £50m of bank debt facilities to fund property backed capital expenditure projects.
  • Merged 2 divisions of a Group identifying and achieving £8m of savings from the elimination of duplicated back office functions as well as duplicated operating sites.
  • Secured a £6m investment from a PE provider within 2 years of the business starting up.
  • Designed and delivered a recovery plan for a £10m turnover business which crystallised term loans and overdraft facilities from a key lender.
  • Led on a number of restructuring/resizing exercises which have delivered combined cost savings of over £20m.

Sector Experience

  • financial-services, Life assurance and pensions
  • healthcare, Pyschiatric secure units
  • services, Contract cleaning and security
  • property-real-estate, Healthcare new builds, College new builds, Surplus asset disposals
  • not-for-profit, Charities
  • public-transport

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...

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