Margie Smith

FD/CFO

Bristol

Margie Smith In 60 Seconds

I am excited to be able to help entrepreneurs, owners and CEOs to achieve there short and long-term objectives. Over my career to date, I have gained significant depth of financial and commercial knowledge; both in complex large businesses and smaller SMEs with the last 15 years in Board level positions. In the last year, I have been interim CEO giving me a small insight into that role.

Specialist Skills

Business Planning

Developing integrated business and financial plans in conjunction with senior management to secure funding and help drive financial performance.

Cash Flow Improvement

Improved process, develop reporting and and enable visibility to give transparency to cash levels.

Profit Improvement

Improved reporting, pricing models, cost analysis and reorganisation of company structure have all been aspects of profit improvement plans I have been involved in.

Leadership

Increase staff engagement within finance and wider team by listening to requirements, delivering changes and communicating to the team the future plans.

Management Information

Develop both numbers and commentary to increase financial understanding.

Track Record Highlights

Developed long-term financial plans including scenarios, assumptions and explanation to secure working capital loan.

Assist the CEO with a significant company reorganisation to improve profitability and ensure long term sustainable business.

Create and implement a suite of KPI and commentary to improve understanding of project profitability and therefore financial performance of the whole business.

Secured R&D tax credits in a research intensive small consultancy business.

Crisis management; rebase business size to align to market; securing appropriate government support.

Sector Experience

Services: Veterinary Services - primary care and referral hospital

Not for Profit: University

Engineering: Aerospace and Marine consultancy

Manufacturing, Transport & Logistics: Lever Brothers (South Africa)

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