My professional background was in the financial services sector in investment management. I have worked in the social investment sector since 2014 starting at Social Investment Business and then Social and Sustainable Capital. I am currently the social investment manager at Barrow Cadbury Trust. I am responsible for monitoring the existing social investment portfolio and identifying new social investment opportunities, carrying out due diligence on investment proposals, seeking approval from the investment committee and completing the documentation process.
Key skills & experience
I have led a number of loan transactions to charities and social enterprises in a range of sectors – employment and training, early years education, housing and refugees.
I am a trustee and treasurer of Age UK Sutton and Chair of the Finance Risk and Audit committee. The charity has income of around £1M and 30 employees (FTE) and around 100 volunteers. Services include information and advice, a Home from Hospital commission, a social prescribing commission as well as a social enterprise – Help at Home and Gardening.
I am responsible for overseeing the annual budget process and rolling three year financial forecasts. I am also responsible for maintaining the risk register and overseeing the investment portfolio which is managed by an external fund manager.
I have good experience of working with senior management teams and trustees and awareness of the challenges and rewards of working for small to medium sized charities.
Acorn Early Years Foundation – worked on business plan and financial model. Introduced the charity to three social investors one of which provided a loan for a new nursery.
Active Prospects – review of property options – rent vs buy.
HAGA – presentation to the SMT on “Introduction to Social Investment”
Disability Resource Centre – looked at options of buying or renting a new head office building