Roland Brook

Associate Director, Transaction Services

Areas of expertise

Financial modelling; model validation; financial due diligence; software selection; system reviews.

Experience

Roland heads Smith & Williamson’s financial modelling practice and has been responsible for delivery of most of our model build and validation projects in recent years. He has developed and validated models for numerous clients in both the private, public and not-for-profit sectors.

He has also had senior roles in various reporting accountant, financial due diligence, software selection and system review assignments. His clients have ranged from start-ups to FTSE 100.
Roland focuses on the sustainable technology sector, including project managing model builds and validations for fund raises and the refinancing of renewable energy businesses.

Notable achievements

  • Performing significant number of business plan validations in the housing sector and reporting to financial institutions and regional governments.
  • Working on secondment to the lending support department of a clearing bank.
  • Chairing Institute of Chartered Accountants in England & Wales (ICAEW) Excel Community Advisory Committee, and member of IT Faculty Committee.

Professional qualifications/memberships

  • Fellow of the ICAEW, holds the Corporate Finance qualification

Contact Roland