James Whittaker

Partner at Hazlewoods
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Contact Information
us****@****om
(386) 825-5501
Location
Cheltenham, England, United Kingdom, UK

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5.0

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Carrie Sewell FCCA

James was an outstanding audit manager . He had a rigorous and thorough approach to his job but always held the client needs in the front of his mind . His technical knowledge and application was highly valuable in addition he is an excellent manager of his team . It was a pleasure to work with James

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Credentials

  • ACA
    Institute of Chartered Accountants in England and Wales

Experience

    • United Kingdom
    • Accounting
    • 300 - 400 Employee
    • Partner
      • May 2023 - Present

    • Director
      • Apr 2016 - May 2023

    • United Kingdom
    • Computer and Network Security
    • 1 - 100 Employee
    • Director
      • Jan 2019 - Aug 2023

    • United Kingdom
    • Construction
    • 1 - 100 Employee
    • Finance Manager
      • Jun 2014 - Mar 2016

      Finance Manager for the Bladeroom Group of companies which together generate revenues in excess of £50m. Key responsibilities being • Preparation of monthly management accounts (individual and consolidated including the results of US JV); • Assistance in reporting results of overseas entities; • Assistance with annual budgeting and monthly rolling forecasting; • Review, reconciliation and control of all other Balance Sheet nominal accounts (including inter-company); • Preparation / review of quarterly VAT returns; • Assistance with corporation tax compliance; • Management of external audit process; • Continuous improvement of existing Finance processes and procedures. • Review and improve controls in all aspects of the company’s finances, including purchasing, treasury and expenses; • Develop new project reporting and forecasting process to ensure better forward visibility and margin control; • Improve the quality and breadth of management information through development of KPIs; • Critically analyse various categories of operating and other costs to ensure value for money is maximised; • Ensure compliance with UK GAAP and plan for the introduction of IFRS. Show less

    • United Kingdom
    • Accounting
    • 300 - 400 Employee
    • Corporate Services Senior
      • Sep 2009 - May 2014

      • Maintaining and controlling a portfolio of audit clients. • Responsible for variety of companies across a diverse range of industries. • Planning and carrying out audit fieldwork, statutory financial reporting and completion work reporting direct to partner. • Responsible for project managing assignments and meeting deadlines set both internally and externally. • Accountable for budget setting and recovery of audit and ad hoc assignments. • Leading client facing meetings, summarising the findings concisely and in a way which is understandable. • Providing support to the corporate finance department to include due diligence work, limited scope reviews and acquisition / disposal reporting. • Report writing. • Negotiation of fees. • Mentoring graduates through their training contract. Show less

Education

  • Institute of Chartered Accountants in England and Wales
    FCA, Accounting
    2009 - 2012
  • The University of Birmingham
    BEng, Mechanical Engineering
    2005 - 2008

Community

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