Kieren Haldane

Commercial finance operator with executive finance experience, board reporting exposure, management accounts capability and strong automation skills. Commercially focused finance and accounting professional with experience across management accounts, board reporting, financial modelling, payroll/CIS/VAT, working capital control and operational finance. Combines finance leadership with strong technical capability in Excel, VBA, Power Query, SQL, programming and data analysis.

Head of Finance at Help Your Site (2023-07 – 2026-05)

• Led the finance function, providing reporting, controls, forecasting, cash-flow management and strategic financial support across a fast-moving business.
• Prepared monthly management accounts, KPI packs, board-level reporting and investor-facing performance analysis.
• Built and maintained internal financial models, budgets, forecasts and scenario-planning tools to support investment decisions, profitability planning and resource allocation.
• Managed working capital, liquidity planning, payroll, VAT, balance sheet reconciliations and oversaw month-end close activity.
• Designed and embedded financial controls, policies and procedures to improve reporting accuracy, governance and operational risk management.
• Used advanced Excel, VBA automation, Power Query and financial systems to streamline reporting workflows and improve management information.

General Manager at A&B Caterers (2022-05 – 2023-05)

• Oversaw operations, staffing, suppliers, cash handling and cost control.
• Improved margin performance through supplier renegotiation and waste reduction.
• Improved trading performance by installing new metrics to monitor sales, labour costs
• Improved cash flows by restructuring debt repayments and timing obligations
• Identified staff skills, hosted regular 1-to-1's for constructive improvements
• Supported pricing, menu and supplier decisions using cost awareness and margin analysis
• Improved internal processes around stock control, ordering and daily reporting to make operations more consistent
• Grew foot traffic and business visibility through targeted ad spend

Finance Assistant at Wallace McDowall (2022-01 – 2022-05)

• Managed invoicing, receivables tracking, reconciliations and finance administration activity.
• Liaised with senior management and external accountants to support accurate reporting and financial record-keeping.
• Improved internal reporting processes using Excel automation and structured spreadsheet controls.

Finance Assistant at BPO Collections (2021-02 – 2022-01)

• Recorded and tracked client payments using Sage and Excel.
• Maintained accurate financial records and supported GDPR-compliant handling of sensitive client information.

MA (Hons) in Finance and Business – University of Edinburgh

HNC in Accounting – Ayrshire College