Senior Manager

About

Sarah leads the Risk and Investigations practise on the A&I team, and is also involved with developing the Transactions practise which runs side by side with Risk and Investigations. Using financial and data analysis, research and other information gathering techniques, Sarah and the team provides the information a client needs to make a key business decision.

Sarah loves working with people who have big ideas and supporting them through the process to turn ideas into reality. She also enjoys using her technical knowledge (Sarah is an ACA qualified accountant) and experience to help develop solutions for clients’ problems and increase efficiency and capacity.

Experience

Sarah’s experience extends across sectors and is with both charity and corporate clients. Transactional work, in particular financial modelling or complex calculations, is at the heart of what Sarah does and includes feasibility models, financial models for social impact bonds and performance scenario modelling for funds. Sarah has run a number of transactions, from carrying out the initial feasibility and valuations to producing an information memorandum, carrying out due diligence to project managing through to completion.

Before joining the team, Sarah worked in the project finance and renewable energy sectors at Mazars, where she carried out financial modelling, model audits and transactional services.

Examples of recent work

  • Carrying out a corporate structure options appraisal for an awarding organisation looking ahead to the introduction of T-levels and wanting to manage their risk. Our paper informed the decision made by the Board of Trustees to amend the corporate structure.
  • Leading a services refocus and preparing an options paper for a charity on next steps following a withdrawal of funding. Following the presentation of the paper to the board of trustees, the charity is preparing to merge with another larger charity.
  • Leading a due diligence exercise for a bank looking to make a social investment into a charity. As well as fulfilling a key step towards securing funding, the work helped the charity to define their funding requirements.
  • Working on a fundraise for a community interest company looking to purchase a property for charitable purposes. Services carried out include shaping up the business plan, creating a financial model and liaising with investors.
  • Carrying out feasibility studies for social impact bonds including negotiations with commissioners, developing a financial model and considering the commissioner gains for two youth engagement programmes, one within London and one for a nationwide youth programme.

Qualifications

  • University of Oxford, BA in Archaeology and Anthropology (2007)
  • SOAS, University of London, PGDip in Economics (2009)
  • Qualified as a chartered accountant (2015)