๐ Excellence in delivery of training courses to finance professionals, in person and Online An experienced trainer to finance professionals at investment banks, PE firms, major corporates and business schools, I have an excellent reputation for facilitating engaging and insightful courses within both the physical and online space. Analytical, articulate and able to disseminate best practice techniques, I incorporate real-world case studies to bring technical content to life and inspire learners to have confidence in their skills and abilities.๐ Excellence in design of training courses for finance professionals With my practical knowledge and experience gained from over a decade working within audit and investment banking, across multiple functions including financial reporting, due diligence, corporate finance, M&A and corporate risk management, I design financial training programmes to meet the learning needs of finance professionals.
Jg Financial Training Ltd
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DirectorJg Financial Training Ltd Jan 2007 - Present๐ An expert in Financial Services Training and Delivery ๐As well as working directly with corporate clients, I build relationships with external training companies and have strong links with AMT Training, Euromoney and Redcliffe Training; therefore my client network covers some of the worldโs leading investment banks, PE funds, major corporates and business schools.Recently I have pivoted to live virtual training in response to the Covid-19 pandemic, designing and delivering aโฆ Show more ๐ An expert in Financial Services Training and Delivery ๐As well as working directly with corporate clients, I build relationships with external training companies and have strong links with AMT Training, Euromoney and Redcliffe Training; therefore my client network covers some of the worldโs leading investment banks, PE funds, major corporates and business schools.Recently I have pivoted to live virtual training in response to the Covid-19 pandemic, designing and delivering a 10-day graduate training programme to a mid-size UK investment bank, and received outstanding feedback for my ability to engage with participants and facilitate their online learning experience.Adaptable and flexible, I am known for customising courses around bespoke requirements. Some examples include working with a renewable energy company to develop a 3-day training course upskilling their corporate development team on advanced valuation, M&A and divestiture modelling, and providing 1:1 customised training sessions as part of an onboarding process for a lateral hire within a London-based PE fund. Show less
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Vice PresidentMerrill Lynch Sep 1999 - Feb 2005๐ Providing financial analysis and transaction Solutions ๐As a member of the Corporate Finance and Risk Management team, I was involved in originating and executing various M&A and capital market transactions for major UK and International clients in the utilities, healthcare and FMCG sectors. -
AssociateHsbc Investment Bank Sep 1997 - Aug 1999๐ Developing Corporate Finance Experience ๐As a member of the Corporate Finance and Advisory team, I worked collaboratively alongside colleagues and with partners from outside businesses to originate and execute corporate finance and M&A transactions with FTSE 250 companies -
ManagerArthur Andersen Sep 1993 - Sep 1997๐ Conducting Audits and Due Diligence across UK SMEs ๐As Audit Manager across the North West region, I efficiently conducted audits and due diligence assignments, ensuring the accuracy and completeness of financial reports and accounts.
James Gilpin Education Details
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Economics And Art History -
Merchant Taylors' School, Crosby'O' And 'A' Levels
Frequently Asked Questions about James Gilpin
What company does James Gilpin work for?
James Gilpin works for Jg Financial Training Ltd
What is James Gilpin's role at the current company?
James Gilpin's current role is Expert Trainer in Financial Analysis, Modeling, Corporate Finance and Valuation.
What schools did James Gilpin attend?
James Gilpin attended University Of Cambridge, Merchant Taylors' School, Crosby.
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