David is a qualified accountant and Agile project management practitioner, bringing practical, commercial, challenging and effective thinking to projects he has worked on.
David specialises in finance & grant management system implementations and process improvement, and recent clients include Maudsley Charity, Santa Rosa and C-Vu Body Corporates (New Zealand).
After training and qualifying as an accountant (ACA) in New Zealand, David spent 5 years in public practice before entering the commercial workspace, including 11 years with the Lion Nathan Group (New Zealand's largest drinks company) in Business Partner/Commercial/GM Finance roles and as CEO of their gaming charity. David moved on to a GM of a high growth learning difficulty provider before moving into Project Consulting assisting property development owners navigate their way through the litigation and subsequent reconstruction of weather compromised apartments. At the same time, he was overseeing operational systems and process improvement for a hospitality chain.
Upon moving to the UK, David spent 2½ years at Maudsley Charity, initially to implement aCloud (Access Financials) after selection with Adapta's help, to 'go live', including overseeing all training, adding in historic data, building bespoke reporting and delivering on a year-end consolidated set of financials at the push of a button. Additional projects were completed for the charity, including resolution of VAT issues, scheme of delegation, and project management of the charity's new grants management system, integrating payments into aCloud. Additional projects for the charity's trading included enhancing subsidiary systems (Priava booking system) and their processes for repatriating information and cash managed by their agent.
Currently, David is also working with a UK international development charity on systems review, with a particular focus on improving the 'process pain' in Financial Force.
From a systems perspective, David has implemented Microsoft Great Plains with Lion Nathan Charity from a lead user perspective, along with Access Financials at Maudsley Charity. In both cases, system interconnectedness was part of the overall design, as was standardised reporting. Currently, he has had exposure to Financial Force and by extension SalesForce and their linkages.
Financial Systems David has been exposed to include Microsoft Dynamics/Great Plains, MFG Pro, Access Financials, MYOB, QuickBooks, XERO, Nomisma, Financial Force (and by extension SalesForce and their linkages). His all-rounded financial/accounting, IT systems and project management experience helps him navigate to competence quickly when assisting clients with implementing new systems.