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A senior finance and PowerBI professional combining solid data skills with the rigour of a well-rounded finance and accounting background. Highly adaptable and an effective communicator, especially at the interface where finance and accounting meet technology. Proven track record in helping diverse clients deliver a variety projects: unlocking the potential of data through reporting, migrating to modern systems and transforming processes, all the while managing the people, systems and processes involved.
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Interim Financial Controller And Finance Transformation ConsultantNorman Broadbent Plc May 2023 - Jul 2024London Area, United KingdomI supported Norman Broadbent, a leading executive search and senior interim management firm listed on AIM as both interim Financial Controller and as a Finance Transformation consultant.Developed and rolled out PowerBI reports to delivered a modern automated suite of reports used to manage the company's revenues. Connecting the accounting and front office systems (Xero and Ezekia), replacing manual, error prone spreadsheets provided reports which saved the finance team hours of manual manipulation work every week and over a day of reconciliation work each month end.Overhauling the finance systems by implementing connected cloud based systems streamlining accounting, expenses, approvals, bank payment uploads and integration with front office system. Replaced previously manual processes reducing month end close from weeks to days and driving working capital improvements.Alongside the finance transformation and reporting work I provided interim Financial Controller cover running the month end close process, managing and forecasting cash flow, tidying up and ensuring the balance sheet was reconciled, producing consolidated financial statements for statutory and AIM reporting, and managing the audit process resulting in accounts being ready two months earlier than the prior year. -
Head Of TechnologyIsosceles Finance Jan 2019 - Feb 2023Egham, England, United KingdomIsosceles provides operational and strategic finance, accounting and HR services to ambitious entrepreneurs.My role was to drive change through technology both for clients and internally. I delivered reporting projects with Power BI and helped various clients implement new systems especially moving to cloud based accounting from legacy systems. Internally the reports I delivered completely revolutionised the way the business was managed and a major client said my work delivered "a tremendous impact on [the client's] business and [generated] a positive ROI".Combining data sources such as Xero cloud accounting, Salesforce, Google Analytics, in-house SQL data warehouses and cloud systems via open API's was often the key that unlocked real value allowing financial and non-financial data to blended together and used for reporting.In addition to my technology focussed work I was also involved in the due diligence process supplying information to buyers leading to the successful sale of Isosceles Finance to Dains Accountants, and building forecast models for clients raising funding. -
Financial ControllerIsosceles Finance Mar 2017 - Jan 2019EghamWorking as part of the finance team for Isosceles' largest client, Insightsoftware.com, including playing a key role in the due diligence process during the sale of Insightsoftware.com to TA Associates, working on the post acquisition integration, consolidated statutory accounts production and audit, monthly reporting/forecasting and annual budgeting. -
Finance Manager - SystemsHrg Nov 2010 - Sep 2016Farnborough, Hampshire, United KingdomProject management of outsource of HRG France finance team (8 heads) to UK Shared Service Centre.Line management of Finance Systems Team (Agresso, Fraedom Expenses) and Financial Controls and Reconciliations Team.Main contact between finance and IT - workflow prioritisation, development, testing, sign-off.Review of balance sheet reconciliations, internal controls, cash flow forecasts.Liaison with external auditors.Manage commercial credit card relationships. -
Treasury AccountantHsbc Private Bank Jun 2006 - Oct 2010London, United KingdomMonthly and Quarterly reporting: Hyperion, Bank of England, FSA, Management Information. Progression from preparation of journals to supervising the reporting cycle.Particular responsibility for Treasury: risk monitoring, IAS39 hedge accounting, hedge effectiveness testing.Statutory Accounts preparation.Developed MS Access databases to calculate daily P&L for derivative fair value movements and interest income.Member of 2007-8 Career Development Group - two week secondment to Private Bank head office, Geneva. -
Interface Controls Assistant ManagerHsbc Oct 2004 - May 2006London, United KingdomMonitor the vast range of systems feeding CODA General Ledger to ensure integrity controls maintained.Development of MS Access databases to automate manual tasks and analyse data. -
Customer ServiceHsbc Jan 2002 - Oct 2004Camberley, Woking & AddlestoneProgressed quickly to running my own branch at Addlestone leading the team to exceed our Customer Service and Sales plan in H1 2004.
James Walsh Skills
James Walsh Education Details
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Sandhurst School
Frequently Asked Questions about James Walsh
What is James Walsh's role at the current company?
James Walsh's current role is Senior Finance and Data professional | Power BI | Driver of Transformation and Automation.
What is James Walsh's email address?
James Walsh's email address is wa****@****ard.com
What is James Walsh's direct phone number?
James Walsh's direct phone number is (800) 488*****
What schools did James Walsh attend?
James Walsh attended Acca, University Of Cambridge, Sandhurst School.
What are some of James Walsh's interests?
James Walsh has interest in Fitness, In Their Own Language If I Could, London Marathon 2013 And 2016.
What skills is James Walsh known for?
James Walsh has skills like Accounting, Finance, Financial Reporting, Project Management, Microsoft Excel, Microsoft Access, Agresso Business World, Shared Services, Financial Audits, Cash Flow Forecasting.
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