Ian Roberts

Highly motivated AAT qualified accountant with 18 years of financial experience in the legal and

financial sector, including 10 years of managerial responsibilities. Exceptional communication

skills and adept understanding of compliance, auditing, and team motivation to ensure

deadlines and KPIs are met.

• Strategically plan, budget, and forecast company finances.
• Prepare and present monthly, quarterly, and annual financial statements to leadership and

board.

• Ensure company compliance with fiduciary and regulatory obligations.
• Identify and mitigate risk exposure.
• Structure finance department for effective financial management and analysis.
• Optimize trade and promotion ROI.
• Analyze revenue management and pricing.
• Lead accurate and efficient financial planning and analysis.
• Implement and oversee company bonus structure plans.
• Manage working capital and cash.
• Handle debit insurance and management.
• Facilitate equity issuances.
• Manage cash flow.
• Improve working capital management.
• Handle external financial accounting and reporting.
• Oversee banking, external audit, and investor relations.
• Evaluate risk, regulation, and internal programs.
• Execute tax planning and preparation.
• Ensure continuous regulatory compliance.
• Develop, coach, and lead finance team during company growth.

AAT qualified 

Diploma legal cashiers association 

as level English and It