Michaela Schmidt

● Led proprietary origination of UK SME acquisition targets, leveraging my financial background to
design and execute a data-driven screening strategy aligned to defined investment criteria.
● Engaged directly with founders/ CEOs, achieving high conversion rates from initial outreach to
qualified discussions.

Designed and executed a targeted UK lead generation strategy, managing direct outreach and
in-person engagement to build a pipeline of qualified prospects.

Served as a key client liaison to executive stakeholders, handling inquiries and escalations while supporting audit delivery. Led audit engagements across multiple sectors, overseeing financial statement review, risk assessment, and executive reporting.

● Designed product architecture and financial workflow automation strategy.
● Built MVP and engaged early-stage users within the audit market.

Consulted on financial planning and restructured bookkeeping processes. Introduced QuickBooks to improve accounting operations and controls.

● Promoted for 3 consecutive years, working across a range of FTSE 100 companies.
● Presented financial findings to senior stakeholders.

Post Graduate Diploma in Accounting with Honours in Accounting from the University of Cape Town (completed 2019).

Bachelor of Business Science with Honours in Finance from the University of Cape Town (2015–2018).