Jack Storey, CFA

Experience

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  Ford Motor Company

  Sept 2016 - Aug 2017

  Business Placement Student

  Working in both the Ford of Britain Financial Reporting Team and the European Balance Sheet Team.• Compiling the statutory accounts for Ford Motor Company Limited• Co-ordinating and communicating with contacts across Europe• Taking lead in meetings and in my own solo projects• Meeting monthly, quarterly and year end deadlines on different tasks• Analysing and presenting data for multiple European entities and accounts• Problem solving both within my own tasks and for other European contacts• Dealing with PwC audit requests Show less

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  Ford Motor Company

  Sept 2018 - May 2019

  Product Development Finance

  • Identified Tracking the Investment spending in Europe, North America, and Turkey • Presenting financial changes to the Chief Programme Engineer • Liaising with colleagues across Europe, North America and Turkey when performing due diligence on investment orders and costs• Recording and reviewing Engineering, Designing and Testing changes with engineers and the Governance Board• Calculating programme impact of investment requests • Forecasting investment from programme start to end date Show less

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  Bluebox Corporate Finance Group

  Jun 2019 - Dec 2020

  Corporate Finance Analyst

  • Potential client pitch preparation including potential purchaser research and recent transactions• Attending potential client pitches, taking minutes, uploading them to the CRM and determining next steps• Assisting the senior team with all aspects of the lead advisory process, including information memorandum and teaser creation, potential purchaser research, contacting potential purchasers to generate interest, arranging and attending client/purchaser meetings, co-ordinating due diligence and liaising with all parties throughout the entire process• Completion of specific origination projects• Building 3 statement financial models from scratch for clients• Working on international sell-side and buy-side mandates across a range of different sectors• Working with databases such as Pitchbook Show less

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  Haines Watts

  Dec 2020 - Nov 2023

  Corporate Finance Manager

  • Successfully led over 20 buy-side financial due diligence projects with a combined value in excess of £60m• Collaborating with Legal, Tax and Accounting department heads to ensure deal timetables are maintained and client issues are flagged• Supporting in the preparation of APA/SPA drafting to ensure financial clauses are correctly captured and worded• Acting as a lead advisor for clients from the initial meetings through to negotiation of Heads of Terms on sell-side mandates• Preparing Teaser documents, IMs and potential purchaser lists for multiple projects across a range of sectors• Dealing with all client queries across different mandates• Managing project timetables• Building and maintaining strong relationships internally across departments and externally with Private Equity, Legal, and Private Wealth Advisors• Conducting valuations and preparing valuation letters for legal and tax matters• Mentoring and supporting junior team members• Working with databases such as Valu8, Mark to Market and MergerMarket Show less

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  CP Deals

  Nov 2023 - now

  Corporate Finance Manager