Member of a panel of Treasury professionals drawn form the industry that recommended investment policy to the Finance Committee of the CITB and managed the investment of the Board’s financial assets in line with policy, working with professional investment managers.

Management of banking and surety relationships at senior levels. Negotiating and agreeing banking, funding, leasing, bonding, trade finance, foreign exchange, derivative and other facilities (including secured and unsecured, syndicated and bilateral revolving credit facilities, US and UK Private Placements, Convertible Capital Bond, Project and Development funding) for the Carillion Group in the UK, Canada, mainland Europe and Scandinavia, MENA, Far East and Canada.

Negotiating and procuring bank transmission and cash management services.
Drafting, maintaining and reviewing Treasury Policies and Procedures, ensuring their application and compliance throughout the business and including regulatory compliance e.g. EMIR and with money laundering legislation.
Treasury reporting to the Board.

Working with and advising work winning and commercial teams in the businesses, providing Treasury input and identifying Treasury risks, and sourcing and deploying appropriate Treasury solutions.

Reviewing papers seeking approval for major projects and providing observations to members of the Main Board’s Major Project Committee.

Control and oversight of electronic banking platforms.
Management and mentoring of staff.

Working on the implementation of a Treasury Management System.

Jan 2018 - Sep 2018
Working Insolvency Team


Following the insolvency of Carillion plc I was retained within a small in-house team by the Official Receiver and its manager PWC to provide knowledge and support the orderly transfer of Carillion’s public sector contracts to new contractors in an unusual working insolvency funded by the government. We also supported the disposal of businesses, reported on the collection of cash from trade debtors, assisted in the wind- down of Carillion’s operations and businesses and more specifically for me, provided substantial input towards establishing the base-line position and identity of financial creditors.

This was a similar role to my role at Carillion. During this period Tarmac was acquired by Anglo American plc and my role included winding down and transferring any residual Tarmac Treasury position to a new Anglo American Treasury being established in London and liaising with the incumbent Anglo American Treasury in Luxembourg, which was also in the process of being wound down.

SWT is an independent charity that protects wildlife and wild places in Staffordshire. It has a membership of over 15,000 people and manages some 30 nature reserves covering c.3,500 acres of land.
Chair of the Board from June 2008 to June 2015. During this period I initiated and lead a full governance review that materially modernised and upgraded the governance, strategic focus, direction and future management of the Trust.
Earlier in my time on the Board and as Chair of the Reserves Management Committee, I initiated a review of how the Trust acquired and managed its land. This resulted in a rationalisation of the land holding, the development of a Strategic Land Acquisition Policy that identified whereabouts and the basis of future acquisitions, and improvements to how the land was managed

Liaising with the Head Office Finance Team, ensuring the correct accounting for and reconciliation of Treasury transactions and analysis.
Providing dealing cover.
Treasury Management System implementation and process improvements.

Various roles including ultimately, managing the Cashier, Payroll and Pension team.