Siobhan Miles

• Strengthened financial planning and cost control by partnering with Directors and Senior Managers to develop annual budgets, workforce forecasting models, and resource allocation plans across three entities within an £8M income charity group.

• Contributed to a £59K financial performance improvement by developing daily sales targets, monthly sales reports, and visual performance dashboards for charity shop managers, helping transform a £34K loss in 2022/23 into a £25K profit in 2023/24.

• Reduced recruitment timelines by 9 weeks via Kaizen methodologies, streamlining processes and enhancing operational efficiency. Developed investment portfolio analysis models and restricted fund reporting to improve financial monitoring and accountability.

• Enhanced financial reporting accuracy and regulatory compliance by preparing monthly management accounts, annual consolidated statutory accounts, VAT returns, and payroll journals for three entities. Supported audits and streamlined data integration using Sage and Microsoft Dynamics 365 Business Central.

• Developed financial models and five year strategic plans for Kuwait Clearing Company and Dar es Salaam Stock Exchange, including a successful plan update five years later. Delivered tariff revision analysis for SIX Swiss Stock Exchange, financial viability modelling for Colombo Stock Exchange, and sustainability templates for prospective Malta Stock Exchange issuers.

• Improved financial reporting and internal controls at BTA Consulting Limited through monthly management accounts, account reconciliations, and financial control procedures, supporting accurate reporting and effective financial oversight.

• Produced comparative tax research for Kew Capital LLP, evaluating Cyprus’s intellectual property profits tax regime against the UK Patent Box to inform tax planning and strategic decision making.

• Provided accountancy consultancy across financial analysis, business planning, management accounting, and financial modelling, enabling clients to evaluate commercial viability, assess financial risks, and support evidence based decisions.

• Secured financial planning and fundraising readiness for a £70M investment round in 2014 by developing annual budgets, cash flow forecasts, and financial models to support capital allocation and business expansion across UK and international facilities.

• Evaluated acquisition opportunities through financial modelling, investment appraisals, cash flow projections, and due diligence, quantifying commercial viability, assessing financial risks, and informing strategic investment decisions in micro display and laser projection technologies.

• Secured £3M 'Let’s Grow' grant through construction of robust financial models, quantification of project costs, and preparation of evidence-based funding projections to underpin technology development and business growth.

Produced monthly management accounts, executive summaries, KPI reports, and annual statutory accounts to enhance financial reporting accuracy and ensure audit readiness.

• Built and strengthened the Finance Team by implementing robust internal controls, improving financial governance, and enhancing reporting accuracy and operational efficiency.

• Oversaw finance, risk, compliance, and HR functions as acting Chief Financial Officer (CFO) during 2009 maternity cover, ensuring business continuity and adherence to regulatory requirements.

• Developed three year budgets, cash flow forecasts, financial models, and sensitivity analyses for proposed revenue streams, supporting strategic planning, financial risk assessment, and commercial decision making.

• Generated monthly regulatory financial resource reports for Financial Services Authority (FSA), now Financial Conduct Authority (FCA), and compiled Board reports on sales KPIs, budget variance analysis, financial statements, and coordinated Deloitte audit within AIM listed, FCA regulated Recognised Investment Exchange.

• Resolved complex accounting issues for DCA, a public sector fund manager overseeing £7B in client assets, ensuring accurate financial reporting and safeguarding £300M in trust assets.

• Designed and implemented an auditable financial reporting framework for trust assets, improving documentation, internal controls, and compliance with public sector accounting requirements.

• Investigated and resolved financial reporting discrepancies with Interim Head of Finance, enhancing accounting accuracy and promoting financial transparency.

• Developed reliable reporting formats and supported preparation of accurate, transparent, and auditable financial statements, contributing to a clean National Audit Office (NAO) audit outcome.

• Executed audit procedures, tax investigations, bookkeeping, financial reporting, and monthly management accounts across five accountancy firms, preparing independent accountant’s reports and supporting tax compliance with Inland Revenue requirements.

• Delivered financial analysis, investment accounting, management reporting, and bookkeeping across investment management, IT consultancy, manufacturing, logistics, financial services, and media production.

• Secured business financing for a management buyout (MBO), supporting corporate finance objectives, ownership transition, and business continuity.

• Maintained business operations and financial controls at a manufacturing company during the sole proprietor’s illness, ensuring operational continuity, bookkeeping accuracy, and ongoing financial administration.

• Conducted audit engagements across diverse industries, evaluating financial statements, internal controls, and compliance with accounting standards and regulatory requirements.

• Prepared audit working papers and reviewed financial records, documenting findings to substantiate audit conclusions and ensure compliance with auditing standards.

• Detected financial discrepancies and control weaknesses, recommending corrective actions that enhanced risk management and improved reporting accuracy.

• Assisted Technical and Training Partner with technical accounting research, audit methodology guidance, and professional training to improve team capabilities.