Doug joined the group in July 2019 and this is his fourth Private Equity backed business where he leads the firm as CEO. He arrives from My Home Move which he built to become the clear market leader in the conveyancing industry over the last 7 years before selling to a Private Equity buyer. He has a successful background in growing and selling private businesses in the financial and professional services sector with a strong focus on investment in people, technology and the strategic planning and activation needed to grow a business at scale. Doug leads the Optionis Group alongside its Private Equity partners; Sovereign Capital Partners.
Greet joined Optionis in February 2021 after spending 3.5 years at Thomas International, where she was instrumental in transforming the psychometric assessment business into a SaaS subscription based business with a Go To Market strategy aligned to the changed business model.
Prior to that, Greet spent over 20 years in the recruitment industry, both in the UK and continental Europe, growing recruitment businesses of various sizes and adding additional revenue streams to the proposition.
Tony joined Optionis in September 2020 after spending 6 years at My Home Move, where along with others he played a key role in growing MHM to be the UK’s largest and most successful residential property law firm.
Prior to that, Tony held a succession of senior strategic, operational, and transformational roles in Financial Services, setting up and running sales, contact and ‘back office’ teams and centres in both domestic and international banking.
Tony oversees the operations functions across the Group, with a focus on driving operational efficiency, customer retention and delivering excellent service across our client base.
Tony is married with grown up children and when not working enjoys travelling, movies, music, theatre, eating out and sport.
James joined Optionis in 2018 as Director of Finance and became Chief Financial Officer in November 19. James has worked in finance for 14 years and has held senior financial positions in the areas of investment management, accountancy and tax services.
He has a degree in Mathematics, Operational Research, Statistics and Economics from the University of Warwick and qualified as Chartered Accountant in 2008 with BDO LLP.
His focus is driving shareholder value from growth and investment, while optimising profitability and cash generation. James’s vision is to develop a best-in-class finance function that gives invaluable, proactive support to a growing business in both strategic and operational plans.
Outside of work, James is a passionate supporter of the England Rugby team, enjoys spending time with his young family and when time allows enjoys playing golf.
Jonathan joined Optionis in 2020 as Chief Information Officer, responsible for Technology across the Business. He has a degree in Economics & Politics from Bristol University. Jonathan has worked in Technology for over 25 years, including PwC, Accenture, UBS Investment Bank, Barclays and most recently was the CIO of TMF Group a global provider of Business Services across 80 countries, including accounting, tax and payroll services.
Outside of work, Jonathan enjoys running a hobby farm with his family, open water swimming, cricket when the weather allows and chess when it doesn’t.
Neal joined Optionis in 2020 as Chief Digital Officer. Neal has over 20 years’ digital experience working in the Retail sector, delivering e-commerce strategies and improving online shopping experiences with large household names like Next, Very and My Home Move.
Neal leads our digital and marketing teams, responsible for developing our overall brand strategy, client proposition and aligning marketing and digital activities across the Group. His vision is to continue to meet clients’ needs online and drive real value, while also ensuring that we maximise new business and the client experience.
In his spare time Neal enjoys mountain biking in the National Forest and going to the movies.
Karen started her career in banking with NatWest before moving into HR. She’s worked in a variety of sectors and for companies such as Associated British Foods, Anglo American, Rolls-Royce and Simplify often internationally.
Kathryn joined Optionis in 2020 as Director of Transformational Change and is responsible for driving the delivery of strategic growth initiatives across the Group. Kathryn has a successful track record of delivering large transformational change programmes for large blue-chip companies across a variety of industries including Financial Services, Aerospace and Defence and Construction Retail.
Kathryn continues to lead the business through a period of high organic growth and change, working with multiple teams to explore new market opportunities, drive innovation and maximise business profitability. Kathryn is solution led, transforming business departments into cohesive teams, and leading the strategic business plan across the Group to maximise all our opportunities for business growth.
Away from Optionis, Kathryn is a non-executive Chair of an academy trust, and she enjoys spending time in the countryside hiking with her family at the weekend.
Jamie joined the Optionis Group in May 2021 as Director of Operations for our SJD and First Freelance brands, responsible for leading our accountancy teams to deliver a high quality service for our clients.
Before joining Optionis Group Jamie spent 3 years in senior leadership roles in Openreach running large technical support desks and as a senior leader within the strategy and transformation team. Prior to this, Jamie has spent 15 years running large, complex teams in a variety of industries including Contractor Accountancy, Construction and Retail.
Outside of work Jamie enjoys spending time with his family, taxiing his children around and watching football and international rugby.
James joined the Optionis Group in June 2020 as our Director of Financial Planning & Analysis. With over 15 years working in finance, James has responsibility for leading all FP&A activities across the Group including financial planning and forecasting processes and the production of financial budgets and forecasts. James works closely with the senior management team to provide actionable, commercially relevant insights from detailed financial analysis as well as providing support for strategic and tactical commercial decisions. Before joining the Optionis Group, James was Head of Commercial Finance at Scientific Games who are a leading provider of gaming solutions for the licensed betting office, arcade and bingo sectors in the UK.
When not working, James enjoys spending time with his family, restoring a period property and is a keen amateur auto mechanic.
Alison is our Director of Compliance and joined the Optionis Group in July 2020. Alison has worked exclusively with FCSA accredited members for the last 15 years, driving compliance standards from within and developing a strong working knowledge of umbrella employment, the construction industry scheme, PSC accountancy, PEO and the legislation and guidance that impacts upon this.
Alison is a keen runner and enjoys spending time with friends and family.
Rebecca joined the Optionis Group in April 2020 as our Group Director of Marketing. With responsibility for developing our marketing strategy for all of our brands including client & market insight, industry & commercial relationships, earned attention and lead generation, Rebecca also works closely with our Digital and Sales teams to deliver growth through a strong pipeline of qualified leads. Before joining the Optionis Group, Rebecca was Marketing Director at Barbour ABI who are construction intelligence specialists.
Outside of work, Rebecca enjoys being with family and friends, loves walking and is also a big cricket fan.
Director of HR, Helen has over 15 years’ experience working in HR roles for various companies and has been at Optionis since 2005 so knows the business and our brands inside out. It is her job to ensure there is a people centric focus which supports the business to achieve their future goals and provides leadership to the HR team to ensure it is delivered effectively.
Outside of the office, Helen has her hands full with a young family and enjoys travelling and skiing.
Dawn is our Head of Service Delivery and is responsible for the operational management of Parasol, the group’s umbrella employment business and the centralised onboarding shared service for new accountancy clients across all brands in the Group. Leading a workforce of 65 staff, Dawn ensures that all our umbrella and accountancy contractors receive a first class experience. She joined the group in 2018 in a quality role; leading and managing all quality assurance activities across accountancy, umbrella and tax before taking over operational delivery for Parasol and Onboarding.
Dawn has over 20 years’ experience in senior leadership. Prior to joining Optionis Dawn’s career includes working for BT, Liverpool City Council and Lancashire County Council managing large, diverse teams and complex services.
Outside of work Dawn enjoys spending time with her family and friends socialising and going on holidays.
Ben joined Optionis in 2018 as the Group Head of Business Analytics. He’s worked in a diverse range of industries including telecoms, utilities and, more pertinently, has eight years’ experience of the contractor accountancy arena. He has even enjoyed several years working as a contractor himself, so has a true understanding of what it’s like to work in this way. He is a firm believer in the benefits that analytics and data-driven decision making can bring to any business, even more so to those where data is at the heart of what they do, such as accountancy.
Out of work, Ben is a keen runner. He’s a qualified run leader, volunteering to lead social runs in Warrington, and has over 41 marathons under his belt with plenty more planned. He has a “secret” aspiration to make it into the ‘100 Marathon club’.