Meet Healthcode’s Director of Finance and Reporting

What do you do at Healthcode?

It’s a job of two halves. On the financial side, I’m responsible for things such as overseeing budgets and forecasts, optimising accounting systems and processes, ensuring we’re compliant with audits, tax and other financial regulations and helping to direct our financial strategy.

The reporting side of my role is primarily about collecting accurate and useful internal data and then making these insights available to our colleagues to supercharge our decision-making. As well as putting together executive summaries for board meetings and stakeholders, we’re in the middle of a major project to create business information dashboards for each department.

Can you tell us more about this project?

When I joined Healthcode two years ago, every team used to collect their own data which was time-consuming and inconsistent.

Now we have a designated reporting team and so we’ve been able to collate a range of internal data sets on everything from invoice volumes to service calls. We’re transforming these data sets into bespoke dashboards which present accurate and relevant business insights in a highly visual way to optimise their value.

Eventually, we want people to have a dashboard which is specific to their role so they can see how their area of the business is performing when they log on each day. This enhanced intelligence is only going to make us more agile as a business and help us all reach our targets.

What are the biggest challenges you face in your job?

There’s a lot of financial deadlines to meet, whether it’s month end, year end or for internal reporting purposes, it’s important that everyone in my team is both accurate and a good time manager.

It can be challenging to keep up to speed with constantly changing systems but it’s so important to be informed about developments in the finance and tech world in order to make the right business decisions and support Healthcode’s continued growth.

My colleagues in the Senior Leadership Team will also look to me for market insights such as inflation rates in the private medical sector and tech inflation pressures, especially since the AI boom started. I need to keep my ear to the ground so I can spot relevant emerging risks and opportunities.

How does your team make a difference for our customers?

I think finance can go a bit under the radar at times but the work we do is essential to the success of the whole business, including our customer-facing teams. By doing our job well, we ensure that Healthcode is sustainable, compliant and that people can rely on the accuracy of the data we release.

We also help to maintain good relationships with our customers and our suppliers by ensuring we invoice correctly and meet the payment terms of our contracts.

What do you love about working at Healthcode?

This is my first industry role after working in accountancy practice and the culture and the fast-paced environment of the tech sector really suits me. I enjoy the greater diversity – it’s much more than corporate accounts and tax – and being able to collaborate with colleagues across the company.

There are no silos here and people are always happy to get stuck in. For example, my Reporting Manager, Bryan Urizar, really helped me settle in when I first joined. He’s always ready to share his knowledge of the company and our sector which is second to none and he’s running the dashboard project on a day-to-day basis.

And finally, how do you switch off when you’re not at work?

Spending time with my family. My sons are 8 and 3 and they keep me on my toes for sure but I love them both to bits.

Football has always been a huge passion from a very young age. I am a devoted Chelsea fan and I regularly attend Stamford Bridge.

Although I’m not a natural golfer I enjoy playing a round with friends or work associates and I took part in a Healthcode’s 2024 fundraising golf day for our Charitable Partner, the Rainbow Trust. This year, I made things much harder for myself by entering the Vitality 10k Race to support this brilliant charity which helps sick children and their families. While I know that wouldn’t be a big challenge for active runners, it was certainly outside my comfort zone. However, it was worth all the pain to raise loads of money and I was able to watch the end of the Ryder Cup while I recovered on the sofa.