What is your role within RG?
I am a director supporting the delivery of our Accounts and Outsourced Service line. I also head up RG’s Outsourced|FD division, which delivers strategic advice to business owners alongside the provision of a fully outsourced finance function.
Tell me about your career to date …
Before moving to RG, I spent the first 11 years of my career with another firm based in Hartlepool. During my time there I qualified as a Chartered Accountant (ACA) and progressed through to Manager. I made the decision at the end of 2015 to start a new chapter in my career and travel daily up and down the lovely A19 to work for RG!
My previous firm and RG are members of the same independent association of national firms so I already knew many of the RG team when I started, which made the move a lot easier.
My role commenced with a mixed portfolio but it very quickly took a complete shift in direction when I was tasked with setting up and growing our Outsourced|FD division.
In April 2018 I was promoted to Director, which is something I am very proud of.
And I also made the decision to leave the A19 behind, sell up, and move to Newcastle! But it hasn’t quite meant the end of my travel woes because although my journey to work now is about a 10th of what it was previously, it has, at times, taken just as long as it used to thanks to Newcastle traffic!
What does your current role involve?
This is a difficult one, and I could go on for hours to try and explain it, but in short, every day is completely different, and this is what I love about my job! To give you a brief idea it generally involves:
- Reviewing and analysing financial data
- Preparing for and attending board meetings
- Providing strategic advice to business owners and members of the board
- Recruitment (we have had two new hires this year)
- Forecasting future performance for clients
- Helping clients secure finance
- Supporting the team, and other staff members
- Continued development of our Outsourced|FD service line
I would not be able to do my role without such a great team. Their passion and commitment for what they do allows us to deliver an outstanding service to our clients, and it is a real pleasure to work with them every day (even if it is currently from home)!
What makes RG different?
I believe it is the way we support our clients. We always see ourselves as being a part of our clients’ team. The firm prides itself on building long term relationships with clients and we do this by advising clients on all aspects of their financial affairs, not just dealing with the day to day accounting and tax requirements.
My 3 most notable achievements to date would be….
Hmm…a difficult one, but I would say the top three would be:
- Being scouted for the Under 18 England national basketball team, at the age of 15 – although I did not make the final squad, it was an honour to be invited to try out: I guess I was just too small!
- Becoming a Chartered Accountant – it is a great feeling when that final text message comes through saying “you’ve done it!”… or something like that!
- Seeing the growth of the Outsourced|FD division, from what started out as an idea, to now being a well-established service with clients in all parts of the UK and overseas.
Tell us about your day so far…
I generally wake up to the smell of my coffee machine around 6.30am, and if the dog isn’t too tired, we will go for a morning walk – yes, she is EXTREMELY LAZY!
However, today was a very different day: I woke up, a little earlier than normal, to the words (or shouting) … “Megan has gone into labour…” [ that’s my sister ]. I knew today was going to be a slightly different day.
6.30am – grab my coffee, shower, and walk the dog
8.00am – clear some emails that I did not get to over the weekend and review my diary for the day/week.
9.15am – accounts planning/briefing meeting for a group of companies, with two members of the team.
10.00am – interviewing a potential new team member. Although interviewing and recruitment has been difficult, this one was very much worth the effort, and joined us a couple of weeks later.
11.00am to 2.00pm – carrying out some final preparation for my 12.00pm board meeting (which are very different these days, as we are seeing more and more taking place via MS Teams/Zoom, although, these are proving to be just as productive, but at times, more efficient).
3.00pm to 4.00pm – clearing emails and returning a few client/staff calls I received during my board meeting.
4.00pm to 5.00pm – initial fact find call with a client, to set out some key assumptions for the preparation and build of a financial model, to enable them to secure an invoice factoring facility.
5.00pm onwards – as a result of a back to back day (as most of them are), I spent some time clearing emails, and finalising some presentation slides for an upcoming webinar I am co-hosting with a local Law Firm, in November and December.
I am sure reading this you are all wondering how my sister is getting on, well, my gorgeous niece “Bea” arrived into the world the next day.
What do you enjoy outside of work?
It has to be family time, and now that my first niece has arrived, this time I enjoy more than ever. I also enjoy, although unfortunately not this year, annual trips to one of the Formula 1 race weekends.
Over the last year we have been working our way round Michelin Star restaurants: although there are hundreds, we are starting to tick them off as we go.
And finally, leave us with one interesting fact about yourself…
In my younger days I played basketball across the UK, and after winning the ‘Sunny-Delight’ (I am sure we all remember the drink) basketball tournament for two years running, I lost in the national finals in the third year to a guy from Barnsley, who I met a few months later in college and who is one of my best mates today!