Who are we?
Our Director - Zoë Bailey BA FCA
Zoë qualified in 2003 in London with a top ten firm. She was initially involved in statutory audits and accounts preparation, with secondments to Internal Audit, Hotel Consultancy and Corporate Recovery. Zoë then worked in Corporate Finance preparing reports for AIM companies, as well as due diligence and valuation reports.
In 2005 Zoë moved to a major City bank as a Senior Financial Analyst. The role entailed assessing trading performance, debt serviceability and covenant/facility headroom for existing and potential customers, preparing detailed forecasts and producing sector/peer reports. She became a Senior Credit Manager in the Structured Credit team in 2007 and was entrusted with a significant personal approval level. This involved reviewing business plans and financing structures, carrying out counterparty risk analysis, preparing credit applications and ongoing portfolio monitoring.
Zoë then spent two years as a Client Account Manager at a small general practice firm from 2013 to 2015 where she was responsible for managing a large portfolio of clients. In addition to the accounts and tax return work, Zoë specialised in preparing business plans, forecasts and financial reviews for clients and regional grant providers. Zoë was also seconded to a civil engineering company as a part-time FD where she implemented a new system and created a high quality monthly board pack for the Directors.