David Smith Email & Phone Number

Cape Town, Western Cape, South Africa

• RESPONSIBILITIES:
• Annual financial statement preparation
• Monthly management accounts
• Financial analysis and product KPI presentation
• Product commercial modeling
• Business planning, budgeting, and forecasting

Somerset West, Western Cape, South Africa

• RESPONSIBILITIES:
• Company commercial modelling
• Development of key performance metrics
• Working with key partners to delvelop a market distrupting online wine sales channel including Distributors, Marketing, Software Support and Suppliers.
• Investor pitches
• Working as an advisor to the board by providing insights and feedback on due diligence processes of potential acquisition targets, operating requirements, and group subsidiary developments.

Cape Town Area, South Africa

• RESPONSIBILITIES:
• Led the team post-acquisition in establishing the new business of Adumo Online, this included the integration within the new shareholding structure of Adumo and reporting into the Crossfin Group.
• Built up a new brand within a highly competitive market space – delivered a market strategy that considered the product positioning and the target clients.
• New product business case development and delivery, including commercial targets, rollout strategy, launch requirements and target market identification.
• Banking partner management
• Fund raising.

Cape Town, Western Cape, South Africa

• RESPONSIBILITIES:
• 2IC to the Managing Director and responsible for the execution of day-to-day operations and support of the executive team with the financial management of their key initiatives.
• Crisis management of the impact that the parent company had on the business, which required continual communication with staff, partners, suppliers, customers and regulators to maintain an operational business.
• Support the successful sale and subsequent acquisition of the WDSSA business by Adumo, while working with the court-appointed administrators in Germany.
• Provided direction on the company’s financial strategy to maximise the operational capabilities to deliver business success.ACHIEVEMENTS:
• Maintained financial good standing of the business as a going concern, while our parent company went through the process of administration, leading to the successful sale of the local subsidiary.

Cape Town Area, South Africa

• RESPONSIBILITIES:
• Provided financial leadership for 4 direct employees and was actively involved in forming local accounting policies and internal controls.
• Responsible for the financial consolidation of the Africa subsidiaries and the monthly management reporting to the group.
• Worked with senior management to coordinate all financial planning functions with each business unit.
• Provided technical input in the form of risk assessment, efficiency analysis and financial review for all business case opportunities.
• Working with non-financial managers to enable them to understand key financial information as it related to their business unit.

Cape Town Area, South Africa

• RESPONSIBILITIES:
• Responsible for all financial reporting including the monthly, quarterly, and annual financial statements, as well as all financial presentations to the board of directors.
• Provided financial leadership, including the forming and implementation of local accounting policies and internal controls.
• Responsible for FP&A of the annual budgets, variance reporting and planning for all business activities.
• Management of all outsourced business functions.
• Providing cash flow analysis, funding requirements and treasury management for business operations

London, United Kingdom

• RESPONSIBILITIES:
• Management of all project financial reporting within the business unit.
• Management accounts and budgeting for the UK aircraft business line.
• Deliver on requirements within a matrix corporate structure
• Project bid team member.
• Maintenance and updates of project related contracts and change orders.

London, United Kingdom

• RESPONSIBILITIES:
• Analysis and management reporting of all UK client portfolios.
• Performance analysis against operating plans and standards
• Reporting on AOM results for the UK operations to Senior Finance Manager
• Preparation of statistical records and adhoc reporting as required.
• Reporting monthly client profitability and client asset values for all asset groups.