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David Robertson

FD/CFO

A highly motivated, dynamic and commercially focused qualified accountant with over 20 years’ experience acting as a Financial Director.  Driving strategic growth, transforming operations, and leading organisations through change. Proven record of delivering multi-million pound revenue growth, spearheading successful acquisitions, and building resilient executive teams. Adept at navigating complex regulatory environments and aligning stakeholders with long-term vision.

David Robertson – Fractional CFO – Liverpool, Cheshire & NW

Track record highlights

  • Increased turnover by 100% after Covid through diversification and new market entry.
  • Spearheaded £5m acquisition, achieving full integration within 12 months.
  • Built and mentored Finance Teams.
  • Working with the MD’s to drive efficiencies and accountability within the organisation.
  • Implemented robust corporate governance framework, enhancing stakeholder confidence. Including Shareholders, Banks and Auditors.
  • Business Partner, focusing on providing high quality financial information.
  • Built forecast models in improve cashflow management for both the short and long term to increase funding from £5m to £18m.

Sector Experience

  • Recruitment: Global Recruitment company
  • Insurance: High Net Worth Broker
  • IT: Global IT service company
  • Renewable: Import and UK Distribution centre
  • Hospitality & Tourism: National Hotel and Brewing chain

David's specialist skills

Strategic Thinker

Able to understand the business drivers and help to build and align strategies so that the business owners attain their vision.

Budgeting and Forecasting

Implemented integrated financial models to aid and improve cashflow management. Aligned to the business objectives.

Coaching

Developing and mentoring high performing finance teams, combining a hand’s on approach to leadership and mentoring people to help them achieve their potential.

Profit Improvement

Deliver increase in profits through reviewing the key business drivers, analysing the cost base and margin points.

Stakeholder Management

Organising and improving relationships with company stakeholders by way of working collaboratively to achieve strategic and legal business objectives.

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