Hello and welcome.
I’m Simon Perks. I’m a specialist financial consultant working with organisations across the public, not-for-profit and social enterprise sectors.
I help my clients to make better decisions, to improve their financial performance and to drive positive change.
And I’d love to work with you, too.
ABOUT ME
I’m a skilled consultant with a ‘big four’ background and twenty five years’ experience.
I’m the founder and managing director of Simon Perks & Company. I’m a specialist financial consultant to organisations across the public, not-for-profit and social enterprise sectors.
I’m a chartered management consultant, a chartered public finance accountant and a qualified executive coach. So I understand numbers, I understand people and I understand organisations.
I use my skills, knowledge, experience and expertise to help my clients to make better decisions and to improve their financial health, efficiency, resilience, sustainability and performance.
My work brings together state-of-the-art theory, advanced data analysis and analytics, a thorough understanding of how organisations work and deep insight into the political, social and economic environment in which my clients operate.
I have a ‘big four’ background and twenty five years’ experience of working with government bodies, universities, local authorities, sports development bodies, charities and other organisations across the public, not-for-profit and social enterprise sectors.
I’m based in Somerset but work across the UK and internationally.
HOW I CAN HELP
I offer a range of services that help my clients to improve their financial performance.
Financial analysis
Focused financial, activity and performance analysis that generates insight, brings clarity to complex issues and helps you to make informed and evidence-based decisions.
Financial modelling
Clear, elegant and easy-to-use financial models that help you to better understand your financial performance, to generate new insight and to explore opportunities for growth.
Financial reviews
Targeted financial, activity and performance reviews that help you find ways to increase revenue, optimise costs, enhance efficiency and create greater value.
Financial reporting
Helping you to enhance your internal and external financial reporting so that it allows users to exercise effective scrutiny and to make informed decisions.
Financial training
Engaging and high-impact financial training that helps senior leaders and board members to make better decisions and to address financial matters with confidence.
Financial coaching
Bespoke one-to-one or team coaching and mentoring support that helps newly-appointed senior leaders and board members to gain confidence in financial matters.
Financial troubleshooting
I also offer a rapid-response troubleshooting service to address urgent challenges. Whatever the issue, I can help you to stabilise the situation, diagnose the problem and implement a robust plan of action. Sensitively, discreetly and with the minimum of fuss. And in a positive way that keeps your people focused on the task at hand. Global coverage, immediate access, 24 / 7 / 365.
Call me directly on +44 (0) 7903 523 839.
However we work together, you get direct access to me and my expertise whenever you need it. And wherever you are in the world. Unrivalled responsiveness. Discretion assured.
AREAS OF EXPERTISE
I work with my clients on complex issues that have major consequences for their operations.
Financial strategy
Costing and pricing
Financial model design
Financial coaching and mentoring
Scenario planning and analysis
Working capital management
Internal financial reporting
Cashflow forecasting
Business model design and innovation
Activity portfolio analysis
Option analysis and appraisal
Organisational transformation
Financial training
Merger due diligence
Financial turnaround
Financial governance
Financial planning and forecasting
Cost analysis and optimisation
Funder due diligence
Balance sheet management
Financial performance metrics
Sensitivity analysis
Financial performance analysis
Financial statement analysis
I also speak regularly at national and international events, contribute to a range of professional publications and deliver presentations, seminars and workshops in-person and online.
WORKING WITH ME
I operate in a way that helps my clients to gain maximum value from our work together.
I bring clear, fresh and creative thinking to my work, using my skills and expertise to explore new ideas and new ways of thinking about the issues that my clients face.
I work continuously to develop my skills and to stay abreast of the latest developments in finance, management, data analytics, data visualisation and related technologies. I also contribute actively to ongoing developments in these areas.
The quality of my work is extremely important to me. And I commit to maintaining at all times the highest standards of professionalism, integrity and ethical behaviour.
You get actionable insight that helps you to better respond to the opportunities and challenges facing your organisation and that helps you to make informed and evidence-based decisions.
You get expert advice that helps you to achieve your financial goals, whether that is improving financial performance, optimising resource efficiency, enhancing financial resilience, achieving financial sustainability or something else.
And you get the peace of mind that comes from working with someone who knows what they’re doing, who understands your organisation and who has your best interests at heart.
TESTIMONIALS
I’m immensely proud of the positive and lasting impact that my work has on the organisations with which I work.
“Simon’s work will have a lasting impact on the University and I wouldn’t hesitate to recommend him to others.”
Lynn F.
Chief Operating Officer
“Simon’s reliability, proactive approach and effective stakeholder management particularly impressed me.”
Clare O.
Deputy Director
“Simon’s professionalism, his organised approach and his willingness to be flexible in response to our evolving needs have made him a pleasure to work with.”
Jo P.
Senior Policy Manager
My client list is confidential, but I can provide references or arrange for you to speak with some of my existing clients on request.
GET IN TOUCH
I’d love to hear from you
If you’re interested in learning more about my work, or if you’d like to discuss a potential opportunity for us to work together, I’d love to hear from you.
To get in touch, just:
- email me at hello@simonperks.com
- call me on + 44 (0) 7903 523 839
- or send me a message using my contact form.
If you prefer, you can find time in my diary and schedule a free, no-obligation Zoom, Teams or phone call on my Calendly page.
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You can also sign up for my newsletter, datapoints, which takes a deep dive into the ways we can use data analysis and analytics to improve our organisations’ financial performance.
It’s completely free and delivered directly to your inbox once a month.
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