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• Board reporting & presentations• Commercial business case assessment• Cash flow management• HR, recruitment and payroll• Investment pack developmentACHIEVEMENTS:• Completed the financial statements and regulatory reporting requirements for entities in Singapore and South Africa.• Provided annual budgeting and forecasting to secure shareholder approval for the 3-year growth plan of the company.• Supported business decision making with analytics and reporting that has generated over 70% YoY growth.

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.• Prepared and presented a full set of business projections and funding requirements for e-commerce operations to the board.• Business planning, budgeting, and forecasting• Board reporting & presentations• Commercial business case assessment• Company acquisition assessmentACHIEVEMENTS:• Delivered the investor proposal and supporting data room that was successful in securing two investors in the seed funding round.• Provided contracting and commercial framework used to onboard 20 clients for the new CellarDirect DTC wine sales platform.• Consolidated all group e-commerce assets under the Southern Skies E-commerce business. The aim of consolidating all the group E-commerce businesses was to reduce the overheads of each business and to provide a centralized warehousing location for better stock management and reduced customer delivery timeframes.

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.• Management of up to 40 employees• Business planning budgeting and forecasting• Treasury management• Board reporting and presentations• Commercial business case assessment• Product commercial modelling assessment• Business risk managementACHIEVEMENTS:• Completed successful sale of the South African subsidiary of Wirecard for administrators.• Led the business post acquisition. This included the successful integration with Adumo and the establishment of a new brand identity within the payments market. • Signed partnership agreement with Visa Inc. This was a development partnership with Visa for the integration and launch of new payment products.• Successful African market expansion in two regional territories. This included all regulatory compliance requirements to enable our processing capabilities within Namibia and Botswana in partnership with the Capricorn Group (Bank Windhoek & Bank Gaborone).

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.• Secured IT development funding of R20m which was needed for a new processing platform development project.

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.• Preparation of quarterly financial reporting and board presentations.• Preparation of annual financial statements.• Quarterly, annual, and 5-year budgeting and forecasting• Treasury managementACHIEVEMENTS:• Part of the Senior Management team that successfully oversaw the acquisition and integration of MyGate Communications• Responsible for the management of our banking partnership with Mercantile Bank, ABSA Bank & Investec Bank.

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.• Approval of supplier invoices, time sheets and overhead charges applied to my projects.• Management of all project assets.• Project audit reporting

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.• Application of all central costs across all asset groups for UK clients.• Regional financial reporting for FX and deposit products for the UK office.• Budgeting and forecasting for FX and deposit products.•. SOX Compliance Reporting