David Smith Email & Phone Number

Colchester,Ipswich,Norwich,London, United Kingdon

Successfully providing friendly & collaborative business support to SME's across multiple business sectors. Available on an interim or part-time basis for consultancy projects including;General Management - Interim Senior Management i.e. MD/FD/COO/CEO- Business strategy and planning- Project management- ERP selection & implementationFinance- Team development, coaching and support- Systems: Evaluation & Enhancement- Development of Financial Reporting- Budgeting and Forecasting - Management Accounting- Financial year-end/audit preparation and support- Due diligence preparation and supportPlease get in touch via LinkedIn

Colchester, United Kingdom

Promoted to the position of Managing Director taking on responsibility for all aspects of the business including the sales, marketing and e-commerce functions and budget responsibility for entire business. I initiated a strategic review of the business in late 2012 which, as well as highlighting key growth opportunities and risks, included a five year business plan to bring sustainable revenues in a challenging and changing market. We instigated a number of measures to:• Establish a ‘club’ culture to secure the loyalty of the top 20% of our client base and re-branded and re-launched our most lucrative subscription program. Membership of the program has increased steadily and is now the main focus of the business and it’s development.• Engage new clients through new sales channels, particular through the development of a comprehensive Ecommerce platform and a significantly improved mobile optimised online experience• Develop a culture of excellent customer experience, drawing new interest in our business. We did this through reducing individual working hours and extended business hours, implementing a non-monetary incentive scheme and allowing employees to run with their ideas.In 2015 Majestic purchased Naked Wines and I worked effectively with new CEO Rowan Gormley to manage the business into a position where Lay & Wheeler could be incorporated within the larger group. The work included:• participating in the review, and creation of, a transformational plan with all PLC Directors• revision, update and presentation of the Lay & Wheeler strategic plan• obtained approval for significant investment in the business• continued use of diplomatic people skills to full effect, always making sure that the dedicated team remained focused and energised whilst change was implemented

Colchester, United Kingdom

In March 2010 I was promoted to the position of Operations Director and tasked with running the business alongside the Managing Director. Key achievements;• Customer Service and Operations: created new team• Budgeting: adapted 24 month budgeting model to meet PLC requirements• Management Information: introduced new reporting model focussed on new & relevant KPI’s• Supply Chain: negotiated new service level agreement (SLA) with company’s single most important supplier of service. Customer experience improved as a direct result of improved service.• Executive Board: represented company at PLC board level meetings

Colchester, United Kingdom

Following further changes to the Lay & Wheeler structure the responsibility for the Finance function was combined with my role as Head of Operations. Majestic Wine Warehouses Ltd (MWWL) acquired Lay & Wheeler Ltd. in March 2009 and the following key achievements should be noted;• Treasury Management: negotiation and successful transfer of banking relationship in May 2008 and subsequent management of banking relationship and all treasury requirements• Due Diligence: provision of all financial data for sale of business to MWWL and preparation of completion accounts upon sale/acquisition of business in March 2009• Management Accounting: implementation of revised timetable and transfer of responsibilities/functions following acquisition by MWWL• Budgeting: creation of new 24 month budget model for MWWL including P&L, Balance Sheet and Cash flows• Restructuring: prepared revised business plan for CEO of MWWL which was approved in April 2010

Colchester,Essex

Promoted to Head of Operations taking on responsibility for the supply chain including stock control, procurement, shipping and insurance. • Supply Chain Management: procurement, storage and onward distribution of all stocks • Management and Control of Customer Stocks held at 3rd party warehouse • Insurance: understanding of risk and negotiation and purchase of all policies • Treasury Management: purchase and control of all foreign currency requirements

Colchester

Membership of the ACCA achieved in 1996 following first time passes at final level. The company was in a position to expand and I was promoted to Group Financial Controller reporting directly to the Group Financial Director with special responsibility for a new ‘Leisure Division’ as well as the majority of ad-hoc projects.• Group Financial and Management Accounting: 6 trading plus 7 supporting infrastructure divisions, 2 subsidiaries and 1 overseas joint venture• Due Diligence: completion for takeover of £2m business in the UK • Change Management: restructured Finance Department downsizing from 10 to 5 staff• Cash Flow Management: preparation of Revenue and Capital Forecasts for short term and strategic cash flow management • Credit Control: supervise implementation of company policy, reduced outstanding balances to within 30 days in a positive way without impacting on vital customer/company relationships

Acca, Accountancy

Education record