Jamie Eddy

Experience

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  Parkhurst Hill

  Aug 2006 - May 2010

  Accounts Trainee

  Preparing accounts and tax for small Companies, Sole Trades, and Partnerships to finalisation.Bookkeeping and VAT preparation, using Sage line 50Payroll using Sage PayrollAlso briefly assisting with a handful of audits and Solicitors Accounts Rules

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  Bromhead Chartered Accountants

  May 2010 - May 2011

  Accounts Assistant

  Preparing accounts and tax for small Companies, Sole Trades, Partnerships to finalisation, complete with bills; completed my first Solicitors Accounts Rules unaided to completion.

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  Darnells

  May 2011 - Aug 2011

  Accounts Assistant

  I joined the firm with a view to taking on a portfolio and studying for my chartered status. As much as I enjoyed working for the firm, I did not enjoy the length of the commute or the older office spaces and when Francis Clark came along with their job offer and a work environment more suited to mine, I couldn’t say no. Responsibilities:• Preparing accounts and tax for small Companies, Sole Trades, Partnerships to finalisation, complete with bills.• Client accounts meetings. Show less

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  Francis Clark Chartered Accountants

  Sept 2011 - Sept 2014

  Accounts Senior & Portfolio Holder

  I was in charge of a portfolio of clients currently valued at £125k pa which consists of numerous companies ranging from very small to multi million pound turnover (and the related directors’ personal affairs) as well as a handful of non-limited entities. The other side of my role, due to the lack of qualified staff within the office, was to continue with the preparation of the accounts and corporation tax returns for some of our larger business services clients; I also acted as the management accountant of one of larger clients at the firm. The promotion to holding my own portfolio came about due to a manager being taken ill for a long period of time and as I worked closely with her, I took up the reins off of my own back and ran with it in her absence.Responsibilities:• Running an increasing portfolio which has doubled in value over the year I was looking after it, this was due to double again but I decided to relocate to Newport• I have used a variety of computer accounting systems in my years• Reviewing accounts files• Client meetings• VAT and bookkeeping• Reliable and dependable with high personal standards• An honest person with high integrity• Systematic, logical and able to develop and use effective processes• A great team-worker as I’m adaptable and flexible• Self-aware and always seeking ways to learn and grow Show less

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  UHY Hacker Young Newport

  Sept 2014 - Apr 2015

  Accounts Senior

  I joined the firm upon relocating to South Wales; I have been working on monthly and quarterly management accounts for numerous opticians, along with the partial exemption VAT returns. I have also been assisting in the advancement of the management accounts preparation procedure and efficiency. I have still been involved in year end accounts preparation and was starting to take over a few clients to look after and was seeking to grow this, however, I have been offered a really exciting role at a firm in Bristol and could not turn down the opportunity to start there in May. I will continue to work at UHY until the end of April, offering help in each department as required. Show less

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  Norton Accountancy Ltd

  May 2015 - Jan 2016

  Business Development Manager/Senior Accountant

  As Business Development Manager at Norton Accountancy I am responsible for attracting new business and growing our network of clients across South Wales and the South West, whilst also seeking opportunities to enhance our current business offerings.This involves developing in house marketing and business development strategies and then implementing and executing these plans.The other side of my role is to manage the client relationship of some of our larger clients; developing our in house systems to best suit the individual needs of each client and working with them to help further grow their business. Show less

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  Dunkley's

  Jan 2016 - Nov 2017

  Senior Accountant

  I was the cloud expert in the firm with a speciality in Futrli and Xero; I was also Quickbooks advanced certified and Sage One certified.I am a big fan of the new immediacy available with the cloud accounting and cloud based functions in general along with the convenience of easy access from multiple devices. This suits my lifestyle and it is always great to know that I can always reconcile my business bank account on my phone whilst out and about (probably enjoying a coffee).Futrli is a rapidly up and coming program, Futrli can access your accounts data from Xero, QBO or Excel and produce excellent analytical data that is easy to produce and understand and updates regularly to give you accurate real time information. Show less

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  Ceroc South Wales

  Apr 2016 - Nov 2017

  Co Owner, Dance Teacher

  At Ceroc South Wales, my wife Jen and I ran three Ceroc/Modern Jive dance classes across, Cardiff, Swansea and Newport. We organised and ran 2 monthly freestyles DV8 (Cardiff) and Flava (Newport) & a quarterly Swansea freestyle.We have been regularly teaching various workshops and masterclasses at national Ceroc Escape Weekenders at Southport and Camber Sands with attendances of up to 1,400 people.We also organised the successful Welsh Champs Ceroc competition in its 8th year with incredible feedback. Everything ran to time which was brilliant and my compering was well received too.Jen and I also offer Wedding and Event dance choreography please check out our website for further information http://cerocsouthwales.wixsite.com/jjwedding Show less

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  HSJ Accountants, Business & Tax Advisors

  Nov 2017 - Jun 2018

  Strato Manager

  Working as the cloud expert, involving the setup and implementation of various cloud applications within the Xero ecosystem.

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  Xero

  Jun 2018 - now

  This role is very exciting, looking at our offering from accounting and bookkeeping practice and seeing how we can help them get the maximum benefit from the cloud. I'm also digging into competitor analysis and consulting on approaches to certain verticals. Responsible for developing Xero's vertical propositions. I will be drawing on my experience of the UK accounting marketplace and a knowledge of how Xero can be utilised for different client types. Assisting Xero partners in my area with their cloud strategy and helping the practice getting the most out of Xero. This covers up-skilling teams with cloud strategy and all of that good stuff. Developed the Cloud Technologist Xero course, covering cloud security and getting started with the topic of app implementation.I have also had the great privilege of presenting at the Xero Roadshows and Day Xero.

  • Product Marketing Manager

    May 2024 - now

  • Practice Solutions Lead

    Oct 2022 - May 2024

  • Verticals Lead

    Jan 2021 - Oct 2022

  • Partner Consultant

    Jun 2018 - Dec 2020