David White Expertise | Financial Reporting and Information Systems

Financial Reporting and Information Systems Devon

Data mining
Analysis
Outcomes and opportunities

FINANCIAL REPORTING AND INFORMATION SYSTEMS

Assessing reporting requirements
Establishing reporting structure and report formats
Appraisal, implementation and roll-out of financial reporting and information solutions

“My strong financial background is combined with knowledge of systems and operations to inform a whole picture approach to high level initiatives and business restructure. I develop integrated information systems to combine financial and non-financial data to inform strategy formulation and review.”

BUSINESS MODELLING

The business model
Financial modelling and simulation
Business plans

FINANCIAL MANAGEMENT

Budgeting and forecasting
Performance and KPI analysis
Cash management
Expenditure analysis and reduction
Payroll and personnel
Assets
Investment appraisal
Year-end audit and reporting
Insurance
HMRC compliance
A Finance team fit for purpose

“Whilst I do not pretend to be an HR guru, I do have a broad appreciation of HR-related processes. I can assess required levels of resource and deliver restructure to achieve efficiency of performance as well as lead, mentor and develop teams to exceed expectations.”

INVESTMENT IN CAPITAL PROJECTS

Feasibility and product review
Financial appraisal and funding
Value engineering
Project management
Design teams and contractors
Procurement
Project administration
The acquisition process
The disposal process

SOURCING BANK FINANCE

Identifying potential funders
Preparing applications
Relationship management

“I have a record of leading and participating in teams formulating and delivering strategies to optimise performance and deliver results. My experience of acquisition, disposal and MBO transactions, organisation restructure and investment in capital projects brings an added layer of expertise.”

STRATEGIC REVIEW AND CHANGE MANAGEMENT

SWOT and environmental analysis
Product offer
Customer profile
Routes to market
Delivery structure and business processes
Financial performance
Opportunities for growth
Development of plan
Create and communicate a vision for change
Facilitating change
Review

“I meet business challenges head-on with a strong work ethic, quiet determination and the utmost integrity. Decisions are made using available information, insight and experience-backed judgement. I am respected as a proponent of empowerment and accountability.”