Hello and welcome.
I’m Simon Perks. I’m a specialist financial consultant and coach working with organisations across the public, not-for-profit and social enterprise sectors.
I help my clients to make better decisions, to improve their performance and to drive positive change.
And I’d love to work with you, too.
ABOUT ME
I’m a skilled professional 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 and coach 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 performance.
Financial consultancy
Specialist financial consultancy support that generates new insight, that helps you to make informed and evidence-based decisions and that drives positive and sustained organisational change.
Financial advisory
Exclusive retained access to me as a trusted advisor and sounding board to help you to deliver new projects, to work through critical challenges and to bring about positive change.
Financial troubleshooting
Helping you to take swift action when there’s an urgent challenge in your organisation or in one that you regulate or fund. Sensitively, discreetly and with the minimum of fuss.
Financial research
Bespoke research projects on financial and related themes, bringing together advanced qualitative and quantitative data collection, rigorous analysis and insightful, high-impact reporting.
Financial training
Engaging and high-impact financial training that helps managers, senior leaders and board members to make better decisions and to address financial matters with confidence.
Executive coaching
Powerful coaching support that helps senior leaders and board members to gain clarity and insight, to improve their performance and to achieve their goals. Read more.
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
Finance function operating models
Scenario planning and analysis
Working capital management
Internal financial reporting
Cashflow forecasting
Financial analysis and modelling
Cost reviews and portfolio analysis
Option analysis and appraisal
Organisational transformation
Business model innovation
Merger due diligence
Financial turnaround
Financial governance
Financial planning and forecasting
Cost analysis and optimisation
Funder due diligence
Balance sheet management
Financial performance metrics
Finance function design
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.
Executive Coaching
I provide high-impact coaching support to senior finance leaders and board members.
I believe firmly that if you want to make small changes, you need to do things differently. But if you want to make big changes, you need to see things differently. My role as your coach is to help you to do just that.
I use powerful coaching conversations to help senior leaders and board members to gain clarity and insight that unlocks their potential and helps them to achieve their personal and professional goals.
But I’m not a typical coach. Instead, I bring together deep coaching expertise, carefully-honed advisory skills and a quarter century of real-world experience to create the perfect blend of support for you.
I’m also big on accountability. Coaching is only of value if it leads to change. And so, as your coach, I’m here to challenge you to bring about real, positive and lasting change for you and for your organisation.
I don’t offer standard coaching packages. I work with each of my clients to create a tailored programme of support that works for them. In-person, by phone or online. 24/7 access. Global coverage.
To protect the quality of my services, I work with only a small number of committed individuals at any one time. If you think I might be the right person to help you to achieve your goals, I’d love to hear from you.
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.
I’m also always happy to assist with media enquiries, whether that’s by helping with background information, providing sector insight or commenting on a specific story.
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.
