David Miller Email & Phone Number

Dunfermline, Gb

Stirling, Scotland, United Kingdom

Stirling

Roles and responsibilities:- Integral member of the senior management team- Responsible for the Financial Management of STEP, SBC Ltd, Equity Support Ltd and Wallace Equity Ltd.- Production of monthly management accounts in line with tight deadlines- Identify new revenue/profit generation opportunities - Development of commercial proposals as well as responsible for public tender’s completion and submission- Development of financial strategy and ensuring organisation strategic goals are met- Preparation of annual statutory accounts in line with current legislation (FRS102) and companies act including preparation of audit files- Project management of key commercial contracts (Digital Boost, ERDF etc)- Finance lead for internal and external audits, and the management of all treasury, grant, and insurance activities- Management of payroll and ensuring all staff are paid on time all legislation is followed- Budgeting, financial modelling, forecasting and cash flow management- Management of finance team and business development manager- Member of Health and Safety committee- Board reporting – and attending board meetings when required- Establish and monitor staff performance and help in the development of staff

Edinburgh, United Kingdom

Roles and responsibilities:- Financial management for Approx 70 individual charity services, with direct line management of a finance team of 3 with 12 indirect reports.- Finance lead for internal and external audits, and the management of all treasury, grant, and insurance activities- Project management of key projects - Actively involved in the development of cost savings and improvement plans to deliver objectives to budget- Integral in implementing financial systems/control improvement across the charity to drive efficiency and synergy- Monitoring and assessing the financial viability of services, tenders, and budgets in a challenging financial climate- Giving financial intelligence and advice to the Board, and audit/finance committees for decision making- Offering expertise and financial leadership for fundraising and new business development- Setting national and service budgets, ensuring stakeholder adherence to financial and strategic targets- Preparing statutory accounts and returns in line with charity reporting standards/legislation and Companies Act - Monthly management accounts including P&L analysis, balance sheet, forecasts and KPI’s to tight deadlines- Training 12 administrators and 11 service managers across Scotland in finance responsibilities in line with Sacro policies- Completing Payroll/Pension Scheme administration, and maintaining finance/insurance information on intranet- Deputising for the Director of Corporate Services on numerous occasions

Edinburgh, United Kingdom

Roles and responsibilities:- Overall management of a portfolio of client accounts, reporting directly to client management and Directors- Led the supervision and support of staff, including providing training and advice to junior accounting/audit staff- Provide financial expertise, advice and troubleshooting services to clients, senior management, and Directors- Completed company secretarial work and statutory accounting audits for small/medium sized limited companies - Prepared statutory and management accounts/ VAT returns including complicated partial exemption calculations- Ensured adherence to Companies Act legislation, OSCR and relevant accounting standards through auditing- Completed numerous secondments to resolve financial problem areas and provide staffing cover to clients

Edinburgh, United Kingdom

Roles and responsibilities:- Completed auditing and reconciliation work in to identify and correct any differences in large pension schemes- Collated documentation and traced client instructions to the source of historical transactions for detailed analysis- Reviewed existing systems and implemented procedures and controls to mitigate risk, errors, and variances- Developed and rolled out a reconciliation process template to successfully improve data control and accuracy

Dunfermline

Roles and responsibilities:- Monthly management accounts and full accounts for Sole Traders, Partnerships, Pension Schemes, and Ltd Companies- Carried out client audits and stock counts to ensure compliance to Company Accounts checklists- Advised clients on accounting and bookkeeping problems to facilitate an effective resolution for all parties - Collaborated with partners, personal/corporation tax, IT, bookkeeping and administration to ensure efficiencies

Higher National Diploma, Accounting

Accounting; English; Geography; Mathematics