James Whittaker
Partner at Hazlewoods- Claim this Profile
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Topline Score
Bio
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
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
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
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
Credentials
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ACA
Institute of Chartered Accountants in England and Wales
Experience
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Hazlewoods
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United Kingdom
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Accounting
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300 - 400 Employee
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Partner
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May 2023 - Present
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Director
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Apr 2016 - May 2023
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CyNam (Cyber Cheltenham)
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United Kingdom
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Computer and Network Security
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1 - 100 Employee
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Director
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Jan 2019 - Aug 2023
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BladeRoom Data Centres
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United Kingdom
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Construction
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1 - 100 Employee
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Finance Manager
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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
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Hazlewoods
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United Kingdom
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Accounting
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300 - 400 Employee
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Corporate Services Senior
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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
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Education
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Institute of Chartered Accountants in England and Wales
FCA, Accounting -
The University of Birmingham
BEng, Mechanical Engineering