Alexander McGrigor

Experience

• 

  Dixon Wilson

  Sept 2019 - Oct 2020

  Trainee Chartered Accountant

  • Formulated mid-sized company/charity working papers, year-end statutory accounts, monthly bank reconciliations/statements, bookkeeping tasks including cash flow analysis• Prepared year end audit reports to HMRC with client accounts of up to £52m in turnover• Developed and built High Net Worth relationships through client advisory and counselling meetings completing personal and family trust’s tax returns, self-assessments and submission of VAT returns

• 

  Grant Thornton UK LLP

  Nov 2019 - Dec 2019

  Intern

  • Conducted company valuation analysis & gained exposure to business development management• Prepared Confidential Information Memorandums, pitch books and strategic project timelines

• 

  Mactavish

  Jan 2021 - Aug 2022

  Senior Consulting Analyst

  • Data Analysis and Service Negotiation: Administered business insurance for a construction company and a garden centre by using risk-based analysis and claims-based data to liaise and negotiate with brokers; alongside legal teams, and advise the client on risk mitigation steps, insurance cover, and fees. Managed up to £45k accounts.• CEO Assistance: Intimately involved in internal commercial strategy as part of a high-growth and lean company by working as the point-man for the CEO, handling a range of personal as well as business tasks. This required initiative and entrepreneurial thinking to support senior management and ensure efficient daily operations.• Governance & Human Resources: Ad hoc tasks around office maintenance included handling employee AML and workplace discrimination compliance and designated first aider. Updated employee handbooks, office equipment and its disposal, benefit programmes, holiday tracking, and scheduling appointments with clients. Juggling workstreams required diligence and flexibility to maintain compliance and office efficiency.• Team & Project Management: Lead teams to assess and enhance a client’s food processing operation and risk exposure across 23 sites, reducing their Business Interruption policy premium by 12.4% through solutions like built-in processing redundancy plans. Show less

• 

  Pantheon Ventures

  Nov 2023 - now

  Pantheon Ventures