Areas of Expertise

• Financial Reporting
• Financial Analysis
• Accounting for LP/GP Structures, Private Equity and SPVs
• Management Accounting

Overview

Olly is a Senior Client Accountant in the Oakbridge funds team.

Olly has 5 Years of experience in financial accounting and reporting. Olly’s role is to be the main point of contact for accounting queries and is responsible for the accounting and management information for multiple fund structures. This includes NAV preparation, quarterly reporting and year-end financial statement production.

Qualifications & Memberships

• ACCA Part qualified (aiming for full membership in 2024)