Why would you need my services?

  • Are you selling your product and achieving a good margin?
  • When did you last review your margins?
  • Who manages your cashflow? Are your suppliers chasing you when you think you have enough cash in the bank?

What can I offer you as the Business owner?

I am a qualified approachable individual who is happy to go into any business and add value to their numbers. This can have many different meanings, so a few are listed below:

  • Cashflow forecasting
  • Set up management account templates to provide additional detail that accounting software packages don’t always provide, your bookkeeper can then run these monthly without the need for my involvement
  • Set up budgets so management can compare monthly how the business is performing against expectations
  • Prepare 3 or 5 year Business Plans to show banks, external funders the plan which enables external funders to come on board to enhance the growth of a business
  • Liaise with funders directly to be able to access the funds
  • Optimise business accounts ready for sale of a business
  • Attend Board meetings to add value to the numbers

I am happy to be in your business as often or as little is required and will work collaboratively with the respective stakeholders involved.

Who am I?

I gained my ACA qualification 10 years ago through Grant Thornton. Following qualification, I moved straight into industry working my way from Financial Accountant to Financial Controller there. Since then I have had various roles both from heading up the F,P&A team for the European division at Merlin Entertainments (52 sites, £100m turnover, £200m debt), to Group FC for a large boutique hotel Group along the South coast (12 sites, £40m turnover, £90m debt) before being Group FD for an SME where we grew the turnover from £6m to £12m within the space of 12 months through acquisition and some organic growth.

Throughout my time at these organisations I have developed a wide variety of skills namely:

  • Raising and drawing down funding for acquisitions and the fit out costs for property move
  • Acquisitions – Managed the Due Diligence and then integration afterwards
  • Financial Modelling for scenario and sensitivity analysis
  • Building and implementing management account, budget, forecast and business plan packs
  • Cash flow management

Outside of work I am a keen sailor of both dinghies and yachts. I have also taken part in triathlons and half marathons.

Get in touch

If you would like to find out more, please drop me a line on 07811 210 690 or kate@dav-is.co.uk