James Davis

Experience

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  Xansa

  Oct 2005 - Feb 2008

  Accounts Process Officer - O2 Telefonica

  Working in the Shared Service Centre of Excellence, Bedford for the client O2 Telefonica. Maintaining and reconciling our telecommunication clients several bank accounts. Liaising on a daily basis with outsourced departments in India to ensure that their output is of acceptable factual and accuracy standard to meet the company’s high criteria. Offering guidance and support to offshored colleagues where required. Using Oracle 7.0 software to generate ledger reports, produce reconciliations and maintain related records. Posting intercompany journals in both sterling and foreign currency.Achievements include – authored user guides/walkthrough procedures on new software when introduced. Ensured reports were clear/concise and as accessible to those with little computer experience as well as proficient computer users. Met agreed Key Performance Indicators while ensuring that all processes are carried out in a professional manner and all documentation was of auditable standard. Maintained professional working relationships with board level management, customers and local colleagues. Making high value payments to suppliers in both Sterling and foreign currencies, ensuring all exchange rate data was correct and current. Ensuring payments were made within the agreed payment terms. Show less

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  Cushman & Wakefield

  Feb 2008 - Sept 2011

  Client Finance Executive - National Australia Group Europe

  Working for the external client, National Australia Group Europe (Clydesdale Bank / Yorkshire Bank) Reconciling client accounts from statements. Collating data into presentable reports and delivering these to the client, maintaining financial records and ensuring accuracy to an auditable standard. Providing daily support to Client Finance Manager. Identifying weaknesses and highlighting opportunities for improvements. Working to strict deadlines as well as adapting to a dynamic working environment. Solely responsible for the credit control function for 70+ retail banking properties within both England and Scotland for National Australia Bank Group. Responsible for raising invoices in an accurate and timely fashion to meet month end accounting deadlines and Scottish and English rental quarter periods. Recording of cash received and collection of outstanding debts. Undertaking the chasing of outstanding debts via letter/telephone and implementing further action when required, liaising closely with other clients and other offices daily. Production of forecasts and analysis including 30/90/120 day reporting. Adhering to the credit control policy and where appropriate recommending and implementing changes.Aware of implications of actions and responsibilities, knows what the contract deliverables are and avoids wastage of materials and resources. Continued understanding of the clients business and works towards achieving these goals - aware of implications of non compliance to procedures and how to minimise the risk of such failings.Producing rental and service charge invoicing on a monthly basis for 70+ tenants. Undertaking all cash management activity and developing a strong working relationship with our banking partners, Co-authoring, alongside the client, the current credit control policies. Single point of contact for all estates based AP/AR enquiries. Show less

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  Orange Genie Group

  Sept 2011 - Dec 2015

  Looking after a portfolio of 175+ Live and Closure clients operating through their own Limited Companies. I was expected to lead by example and to be a champion of Operational Excellence, Customer Care and Personal Development. I was responsible for the full life cycle of these clients, from their onboarding with the company.Using my passion for the brand I was able to promote the vision, values and culture of the business within the team and, where necessary externally. Not just through my own clients but also through writing articles, guides, press releases, blogs, webinars and public speaking.Built a reputation for building long term relationships with clients, ensuring that were communicated with regularly in a pro-active manner to ensure all advice and guidance they received remained topical. Ensured all targets for client referrals were exceeded, through our own internal referral policy and ensured client meetings were carried out to the highest standard, often involving national travel.Managed the compliance cycle for all allocated clients ensuring all statutory deadlines are met and internal SLA’s exceeded. Saught on-going feedback from clients and reported results to Operations Director and Marketing Manager/Director if necessary for escalation.Working with the wider organisation to continually measure, examine, develop, re--engineer and implement the continuous improvements of accountancy operations, systems, procedures, service levels and policies in order to improve productivity, effectiveness and profitability of the operationMaintained knowledge of relevant legislation in order to ensure that the services provided to clients meets the regulations including IR35, MSC, Personal and Company Taxation, HMRC Rules & Regulations, Company Law and Reporting and Money Laundering RegulationsEnsured that all agreed performance measures were reviewed and measured on a monthly basis with defined action plans to achieve or exceed the targets. Show less Through a combination of specialist accountants and a forward approach to technology we provide exceptional customer service and advice to contractors choosing to operate through their own limited company. We offer: Unlimited access to your own dedicated accoountant who has experience of the contractor market Face to face meetings if you desire 24/7 access to an online Accounting Software which gives real time access to your financial position and potential tax liabilities without the need to complete spreadsheets Secure access to your records at any time form any location Advice in relation to IR35 and tax planning For an all inclusive low cost monthly fee we will Review your records and advice on tax planning opportunities Prepare and Submit your quarterly VAT Returns Set up and maintain your payroll as requested including all year end reports Prepare and submit Statutory Accounts and Corporation Tax Returns Prepare and submit the Company Annual Return Complete your Self Assessment Return Confirm income for the purposes of Mortgage or Rental References Show less

  • Client Accountant

    Jan 2014 - Dec 2015

  • New Client Administrator

    Sept 2011 - Dec 2013
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  Orange Genie

  Jan 2016 - Sept 2017

  Manager New Business

  Through a variety of Accounting and Tax Knowledge / Team / Man Management skills and activities, ensuring delivery of an efficient and successful New Business Team, creating a function that effectively manages lead throughput from multi channels and micro management of new enquiries into the company at all stages .Directly managing a team of four and ensuring that all, where needed, undertake compliant and agreed business processes, providing a ‘Best Advice Consultation’ to a ‘Contractor’ lead generated from a multi channel ‘Sales & Marketing Plan’, with the objective of welcoming them to use either our Umbrella or Accountancy services. Effectively managing individual ‘Lead Pipeline’ using company CRM and ‘other systems’ when required, and provide feedback to both internal and external stakeholders.Undertake and oversee the teams best advice calls, in line with FCSA and Professional Passport codes and ensure data accuracy to allow for Operational and Sales Excellence and Marketing campaignsProviding on-going, unsolicited proactive advice on a regular basis throughout the initial sign up phase and advice on “How it Works”. Where an accountancy service is engaged; ensuring the correct set up of Ltd Company incorporation and Limited Company Bank Account set up, Ensuring a client has a full understanding of responsibilities of a director and how to run a Limited company.Working with the team to continually measure, examine, develop, re-engineer and implement the continuous improvements of accountancy operations, systems, procedures, service levels and policies in order to improve productivity, effectiveness and profitability of the operationMaintaining a thorough and up to date knowledge of the industry and factors effecting out potential client base. Ensuring that all agreed performance measures are reviewed and measured on a monthly basis with defined action plans to achieve or exceed the targets Show less

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  Companion Services

  Oct 2017 - Sept 2024

  Business Improvement Manager

  Driving forward the operational performance, productivity and service consistency throughout Orange Genie Group through the continuous improvement of people and processes. I am a champion of Operational Excellence, Customer Care, Employee Engagement and Personal Development.I regularly identify and attend events in order to improve our knowledge of new solutions, developments and trends, but also to promote the vision, values and culture of Orange Genie Group I am responsible for the implementation and management of all quality standards and accreditation's, I hold a passion for the benefits of a quality based management system and a working knowledge of the ISO 9001:2015 process. I regularly review, revise and put in place work instructions that ensure consistent and robust working practices with excellent service delivery at their core.. In 2019, I Guided the organisation towards the prestigious Investors in People Gold standard based on a positive approach to employee engagement and ensuring a culture of learning and development across the business.As a Certified Scrum Master I successfully manage key group projects from conception to delivery using SCRUM and Agile Methodology.As part of our Compliance offering I also provide support and consultation with regards to Off Payroll legislation (IR35) working with end clients to understand their obligations when engaging a contingent workforce and achieve compliance with legislation. Show less

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  Leighton Buzzard Rugby Football Club

  Jun 2021 - now

  Company Director
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  Fair Pay Services

  Oct 2024 - now

  Business Improvement Manager