Dale Graham

Dale Graham is an experienced finance professional with a diverse work experience. Dale has been working as a Director at Wren Advisory Limited since September 2018, where they are a sole practitioner and freelance finance professional. Dale is also a qualified chartered accountant and holds a practice certificate. Dale is open to discussing flexible finance roles.

From May 2020, Dale has also been working as a Finance Director at Substantive Research Ltd.

Additionally, Dale has served as a Student Mentor at ICAS Foundation since September 2014.

In June 2020, they joined Watsonian Football Club as an Accountant. Dale will continue in this role until June 2022.

Prior to these roles, Dale worked at SL Capital Partners LLP for several years. From March 2009 to August 2018, they served as a Financial Controller and a Senior Private Equity Accountant from May 2006 to March 2009. In these roles, they had various responsibilities including preparing advisory board papers, fund reporting, LP and GP LP structures, and overseeing third party administrator relationships.

Before joining SL Capital Partners LLP, Dale worked as an Investment Accountant at Scottish Widows Investment Partnership from September 2002 to May 2006, where they handled fund suite reporting, internal and external audits, and regulatory returns.

Dale began their career as a Trainee Chartered Accountant at Chiene + Tait in August 1999. Dale qualified as a Chartered Accountant with the Institute of Chartered Accountants Scotland (ICAS) in September 2002. During their time at Chiene + Tait, they gained exposure in areas such as statutory audit, internal audit, accounts preparation, taxation, and VAT.

Dale Graham is a Qualified Chartered Accountant, having completed the necessary education at ICAS - The Professional Body of CAs. Alongside this qualification, Dale also obtained an Investment Administration Qualification from The Chartered Institute for Securities & Investment (The CISI), focusing on Investment Admin & Regulation. Additionally, Dale attended Heriot-Watt University where they earned a BA (Hons) degree in Accountancy & Finance. The specific years of attendance and completion are not provided.