Key strengths

• Research and analysis
• Financial forecasting and modelling
• Clear and concise communicator
• Problem-solving

Bio

Prior to joining On Purpose, Caroline spent over six years working in investment research in London (most recently at UBS), mainly focused on the oil and gas sector. She was responsible for equity valuations, financial modelling, client marketing and publishing written reports, as well as acting as a key liaison between senior management of oil and gas companies, investors and internal sales.

After leaving UBS Caroline spent some time volunteering at Echo, a growing time bank in east London, before transitioning into social enterprise with the On Purpose program where she leveraged her financial and research skills to help charities and social enterprises to broaden and improve their impact.

Caroline has a keen interest in sustainability, particularly with regards to energy. In her spare time she enjoys keeping fit and cooking vegan food.

Caroline holds a first class degree in Mathematics and Philosophy (MMathPhil) from Oxford University and is a CFA (Chartered Financial Analyst) charterholder.

Placement 1: Numbers for Good

• Investment readiness work with two homeless charities, including business planning, financial modelling and capacity building;
• Business development for Numbers4Good through representation at national conferences;
• Contributed to the organisation of Numbers for Good’s first ‘Health Hackathon’, including responsibility for concept selection and briefing pack;
• Participated in the evolving Numbers for Good social media strategy;
• Supported client applications for the Big Potential and Commissioning Better Outcomes (Social Impact Bonds) programmes.

“Caroline brought a formidable combination of finance and communication skills to Numbers for Good, where she made an important contribution to several projects in only six months. On two of our investment readiness projects, she worked closely with the clients and led the financial modelling components of the work, which underpinned our recommendations. Caroline also demonstrated her versatility by organising a Hackathon on healthcare innovations for 30 participants in Manchester and developing a number of business leads. Her energy, diligence and good cheer were much appreciated by Numbers for Good and our clients.”

Placement 2: FareShare

• Prepared a report on how FareShare can better engage with the food industry;
• Carried out market research with FareShare’s food industry partners;
• Proactively secured meetings for FareShare with senior food industry executives, enabling better cooperation;
• Led internal discussions around FareShare’s value proposition and strategy.

A little more about me…

Something my CV doesn’t tell you: I retain the accent of my childhood home, Australia, but not the love of sun or sport.

The greatest thing I’ve learnt this year: if you don’t have a passion for what you’re doing, don’t bother with it.

The best moment of On Purpose so far: realising I was far more excited about helping a small homeless charity to grow than I’d ever been about addressing the trading floor.