David James Email & Phone Number

Swansea, Wales, United Kingdom

• Closure of Education Finance services.
• Preparation of Education Revenue Outturn.
• Budget monitoring, analysis and control. Lead on the financial reporting restructure of the Swansea Pupil Referral Units in 2020/21.
• Preparing financial budgets.

Swansea, Wales, United Kingdom

• Preparing budgets for Swansea Coast for each financial year (2009/10 to 2013/14)
• Auditing the financial claims of Swansea Coast and the other nine Co-Sponsors (Bridgend CBC, NPT CBC, Carmarthen CC, Pembrokeshire CC, Ceredigion CBC and four third sector bodies) of the project on a quarterly basis.
• Closing off the annual accounts of Swansea Coast.
• Assisting statutory auditors in their annual audit of the project Successfully assisted in ensuring the project's adherence to the ESF terms and conditions and so secured its continued funding.

Swansea, Wales, United Kingdom

• Prepared monthly and weekly accounts packages.
• Produced detailed monthly revenue and cost reports.
• Carried out detailed monthly variance analysis.
• Assisted in the production of annual budgets.

Swansea, Wales, United Kingdom

 Prepared and submitted personal and partnership Income Tax Computations and Tax Returns. Prepared Capital Gains Tax Computations. Corresponded with the Inland Revenue and clients alike to ensure equitable tax liabilities.

Swansea, Wales, United Kingdom

 Accounts preparation from incomplete records to final accounts of Sole Traders and Partnerships. Assisted in the development of the firm’s statutory audit department. Preparation of VAT, Income and Corporation Tax Returns.