Qualified accountant with exceptional organisational and leadership skills. Expertise in managing teams and driving business growth, through capacity planning, operational efficiency, and continuous improvement strategy. Hard working with an eye for detail dedicated to achieve financial goals along with maintaining excellent client service while sustaining a positive workforce.
Overview
33
33
years of professional experience
13
13
years of post-secondary education
Work history
Partner
EQ Accountants Limited
47-49 The Square, Kelso, Roxburghshire
2024.05 - Current
Maintenance of client portfolio in various business sectors, ensuring routine compliance is achieved and assessment of advisory opportunities.
Seek opportunities to grow client base, and drive for firm's growth.
Responsible Individual for Audit purposes, Regulated Sector with specialist knowledge. Leading audit work with managers and their audit teams.
Involved with assessment of new client enquiries and advice on best courses of allocation and action.
Attending both regional and partner meetings.
South Staff Partner, attending monthly People Partners meetings, integration, structures, performance reviews and initial grading established.
Involved in regional staff performance reviews and liaising with People and Culture team.
Continued CPD undertaken both regulatory and statutory to deliver compliant and advisory advice.
One-off projects focused on improvement.
Microsoft products used along with accountancy software in conjunction with practice management software.
Director
Douglas Home & Co Limited
47-49 The Square, Kelso, Roxburghshire
2003.04 - 2024.04
Maintenance of client portfolio in various business sectors, ensuring routine compliance is achieved and assessment of any advisory opportunities.
Human Resources Director working closely with Practice Manager on company policies and procedures.
Responsible Individual for Audit and headed up Audit Department.
Operations Director; Implemented operational changes for improved efficiency. Established and monitored key performance indicators, chargeability and recoverability of staff across technical staff. Identified and resolved operational issues impacting productivity, performance or profitability.
Involvement with Integration of smaller accountancy practices.
Establish training school with school leavers and supervised staff training programme with focus on skill enhancement, and continuous learning.
Mentoring managers and enhancing leadership capabilities within organisation.
Fostered positive work environment, increased employee morale, across 8 offices.
Establish training school with school leavers and supervised staff training programmes with focus on skill enhancement, and continuous learning.
Implemented new computerised HR system, including appraisal module. Developed appraisal process to set goal and give staff direction and goals to aim for to attain improved salary levels.
Interviewed and hired staff.
Associate
Douglas Home & Co Limited
Kelso, The Scottish Borders
2021.06 - 2023.03
Manager
Douglas Home & Co Limited
Kelso, The Scottish Borders
1997.11 - 2021.05
Trainee Accountant
Douglas Home & Co Limited
Kelso, The Scottish Borders
1993.09 - 1997.10
Education
Chartered Accountant - CA - Accountancy
Institute of Chartered Accountants of Scotland
Edinburgh
1994.09 - 1997.11
Bachelor of Arts - Business Studies
Edinburgh Napier University
Edinburgh
1989.09 - 1993.06
8 O Grades, 5 Highers and 1 Sixth Year Studies -
Hawick High School
Hawick, The Scottish Borders
1983.08 - 1989.06
Skills
Business Acumen
Financial analysis and figures integration
Revenue growth, KPI tracking
Operational planning and forecasting
Mentoring and staff development
Performance and capacity monitoring
Client management and retention
Affiliations
I enjoy spending time with family , whether just at home or on holiday abroad.
I love walking my cocker spaniels and time at the beach with them.
I have also rekindled my passion for Art and are enjoying time doing pastel and water colour pieces.
I enjoy listening to music and going to concerts.
Watching films especially 'who done it' movies with a twist!