David Helm Email & Phone Number

Manchester, United Kingdom

• Delivery of a project to successfully implement monthly calendar accounting (from the previous lunar system), requiring changes to both banking and finance systems.• Managed the separation of the Bank systems team from Co-operative Group. This included organisational design, staff transfers and the establishment of a formal service on the shared finance systems and infrastructure. • Led accounting reconciliation remediation activities to improve control and enable satisfactory… Show more • Delivery of a project to successfully implement monthly calendar accounting (from the previous lunar system), requiring changes to both banking and finance systems.• Managed the separation of the Bank systems team from Co-operative Group. This included organisational design, staff transfers and the establishment of a formal service on the shared finance systems and infrastructure. • Led accounting reconciliation remediation activities to improve control and enable satisfactory completion of the year-end audit process. Show less

Manchester, United Kingdom

• Led the Finance Systems function at a time of significant expansion, in terms of additional systems and business activities, following the Co-operative Bank and Britannia Building Society merger• Re-structured the finance systems and MI team following the merger• Improved Credit Risk MI provision and processes.

Manchester, United Kingdom

• Led the Finance Operations and Systems teams (100 colleagues) following the Co-operative Bank and Co-operative Insurance merger, including accounts payable, payments, accounting support activities and finance systems.• Re-structured the team following the merger.• Represented Finance Division in various Banking and Insurance transformation projects.

Manchester, United Kingdom

• Provision of direct support and advice to the Finance Director to shape the integration of the financial control functions following the Co-operative Bank and CIS merger.

Manchester, United Kingdom

• Controlled Group budgeting and forecast processes, and financial aspects of the Strategic Planning process.• Developed recharge and capital allocation methodologies to present an accurate view of Divisional, segmental and product profitability• Delivered a customer account level profitability system for the Corporate Banking Divisioon (using Oracle technology).• Implemented the Oracle Financial Analyser business intelligence system for performance reporting and budgeting purposes.… Show more • Controlled Group budgeting and forecast processes, and financial aspects of the Strategic Planning process.• Developed recharge and capital allocation methodologies to present an accurate view of Divisional, segmental and product profitability• Delivered a customer account level profitability system for the Corporate Banking Divisioon (using Oracle technology).• Implemented the Oracle Financial Analyser business intelligence system for performance reporting and budgeting purposes. • January – July 2006 – interim responsibility for the Co-operative Bank Finance function pending the implementation of an integrated Co-operative Financial Services structure. Show less

Manchester, United Kingdom

• Divisional Controller for Group Finance Division, which comprised Treasury, Asset and Liability Management, Leasing, Financial Control, Internal Audit and EMU business units.• Developed and controlled a new internal funds transfer pricing system• Developed Treasury market risk management systems, including the implementation of value at risk methodology. Controlled and reported Treasury market risk levels and dealer limits• Analysed Group balance sheet structure, including… Show more • Divisional Controller for Group Finance Division, which comprised Treasury, Asset and Liability Management, Leasing, Financial Control, Internal Audit and EMU business units.• Developed and controlled a new internal funds transfer pricing system• Developed Treasury market risk management systems, including the implementation of value at risk methodology. Controlled and reported Treasury market risk levels and dealer limits• Analysed Group balance sheet structure, including interest rate risk and hedging assessments Show less

Manchester, United Kingdom

• Direct support to Group Financial Controller across various activities including: - Co-ordination of Central Financial Control operating plans and workflows - Re-engineering of the Group Finance function - Finance reviews of business activities• Controlled, consolidated and reviewed financial aspects of the Group strategic plan (1996-2000), including the management of an external consultancy team engaged to support internal resources• Financial… Show more • Direct support to Group Financial Controller across various activities including: - Co-ordination of Central Financial Control operating plans and workflows - Re-engineering of the Group Finance function - Finance reviews of business activities• Controlled, consolidated and reviewed financial aspects of the Group strategic plan (1996-2000), including the management of an external consultancy team engaged to support internal resources• Financial Controller for Group Resources Division, providing business partnering to Executive Director (Resources ), which included Human Resources, Procurement, Legal, and Premises business areas. Show less

Manchester, United Kingdom

Various Finance positions:1992-1994: Group Management Accountant1991-1992: Divisional Accountant (Retail and Corporate)1990-1991: Project Accountant1988-1990: Systems Accountant1984-1988: Financial Accountant

Manchester, United Kingdom

Ma Economics

Activities and Societies: Trinity College 1st XI Football Team

Education record