The business situation
A multi-entity fintech, financial-services and banking group operating across four regions needed stronger planning and governance as it reached US$100m in annual recurring revenue.
Jim’s role
Appointed as the first Group CFO, Jim delivered the group’s first budget approved by its board.
Actions taken
He connected group planning with investment preparation for a Series B raise and created policies and procedures covering liquidity, treasury and risk, including stablecoin and crypto-asset policies.
The outcome
The group gained a board-approved budget and a stronger policy foundation for financial oversight and investment planning. The ARR figure describes the business context.
Selected experience from Jim Goudie’s executive career, including roles held before founding Veridian Advisories.