1. 2 Taunton Road
Springfield
Chelmsford
Essex. CM1 6JH
Phone 01245 267542
E-mail:
dgjeffery1969@gmail.com
David George Jeffery
Personal
Information
• Marital status: Married
• Nationality: British
• Date of Birth: 25th
April 1969
Summary of
qualifications • ACMA Member from May 2010, all first time passes.
• AAT Membership Final Examinations – Passed June 1990
• ‘A’ Level Geography (C)
• ‘O’ Level English Language (B)
• ‘O’ Level Mathematics (Grade B)
• ‘O’ Level Integrated Science Part A (Grade B)
• ‘O’ Level Integrated Science Part B (Grade B)
• ‘O’ Level Geography (Grade A)
• ‘O’ Level Computer Studies (Grade B)
• ‘O’ Level Electronics (Grade B)
• C.S.E. History (Grade 1)
Education
• 1980 – 1987 Portslade Community College, Brighton, Sussex.
Employment • 1st
November’15 Appointed Lead Accountant for Group Financial Systems and Group Corporate
Reporting (UK & Europe), International Financial Data Services Ltd.
• 1st
June’13 to 31st
October’15: Financial Systems Accountant & Management Accountant to Property
& Commercial Division, International Financial Data Services Ltd.
• 1st
October’11 to 31st
May’13: IT Financial Planning Manager & Management Accountant to Property
& Commercial Division, International Financial Data Services Ltd
• 1st
November’07 to 30th
September’11: Financial Planning Analyst (Operations and Support):
International Financial Data Services Ltd
• 1St
September’06 to 31st
October’07: Financial Accounting Manager, International Financial Data
Services Ltd.
• 31st
January’06 – 31st
August’06: Purchase Ledger Manger, International Financial Data Services Ltd.
• 1st
January’96 – 30th
January’06: Purchase Ledger Manger, Ernest Doe & Sons Ltd.
• June 1988 – 31st
December’95: Assistant Management Accountant, Ernest Doe & Sons Ltd.
• August 1987 – March 1988: Lloyds Bank Plc.
Professional
memberships
10th
March 1994 – Member of the Association of Accounting Technicians.
26th
May 2010 – Member of the Association of Chartered Management Accountants

2. Professional
experience
I moved to International Financial Data Services from Ernest Doe & Sons in order to widen my
experience in a business sector other that the Agricultural Industry. The position I was employed to fulfil
was that of Purchase Ledger Manager in order to free up the time of the Financial accountant who up to
that point had managed the P/L function as well.
Having implemented new controls and revised the companies Delegated Signing Authority procedures and
expenses policy, the position was going well , but as a result of a major company re-organisation in which
the Purchase Ledger and Sales Ledger were merged under the current revenue manager. I was re-assigned
as Financial Accounting Manager, still under the Financial Accountant, looking after all treasury
functions, monthly accruals and provisions, balance sheet reconciliations, payroll and pension scheme
reconciliations and reviews with the Financial Director. Together with retaining control of Delegated
Signing Authority, and purchasing and expenditure policy.
In 2007 I moved to work for the Management accounting team at IFDS, with initial responsibility for
Financial planning for a range of our operational areas, along with developing a navigable pdf based
monthly reporting tool. Over the years the mix of operational and support areas that I provided planning
and forecasting for changed, so that by the time I transferred to the IT / Project accounting role, I had
provided financial support and planning functions the whole range of operational areas, and was also
responsible for Property & Commercial division. Towards the end of this role I was responsible for
moving our monthly cost reporting from the original pdf system, to a BI solution via IBM Cognos BI as a
reporting shell, over IBM Enterprise Planning Analyst.
With our current IT/Project Management accountant having emigrated, I was asked to take on this position
to further expand my knowledge of IFDS, whilst retaining responsibility for Property & Commercial, and
administrating our BI suite, planning suite & Finance Dashboard. This new IT role had an annual budget
of some £60m with Property & Commercial adding an additional £14m over our four UK locations. Whilst
in this role I was instrumental in piloting Clarity as a time recording & resource forecasting tool.
In early 2013 the decision was taken by our shareholders, that IFDS UK, IFDS Ireland, IFDS Luxembourg
& IFDS Percana, should start on the road of consolidation into a single Europe wide entity, as such IFDS
UK would become the administrative hub of the evolving IFDS Europe. At this point it was decided that a
dedicated Finance Systems Accountant role would be required, covering UK, Ireland & Luxembourg in
order to move Finance onto single European wide platforms and enhance effective data transfer between
physical locations, I accepted this role and started to transition out of my IT planning role and into my new
role in June of 2013.
As part of the ongoing diversification IFDS then sought to move into management accounting by Business
Unit within Europe, the inherent matrix requirements of this within a European structure meant that in
2014 it was decided to enter into a series of system upgrades, our existing PO tool (Proactis) would be
upgraded so that it could be rolled out across locations for PO / Expenses and Credit cards, along side this
due to XP/Windows7 issues our SUN GL suite needed to be upgraded from SUN v4.2 to Infor10 v6.1, and
due to dependencies and the required speed of roll out an RFP process was run by myself to choose a
replacement for IBM Enterprise Planning Analyst & Cognos8 BI. After an extensive process Adaptive
Insights was chosen on a SaaS model. These streams have all now passed budgetary, legal and commercial
approvals, with the Proactis upgrade in final UAT testing to go live in Dec’15, Infor10 upgrade works are
in flight with live estimated at end Q2 2016. Adaptive insights has been in design and development since
May 2015, and is progressing to a staged build in Q4 2015 and Q1 2016 with live set to marry with the GL
upgrade completion in Q2 2016.
IFDS has also recently decided to embark on a group wide strategic implementation of a SaaS model ERP
solution, I am currently involved with all other business areas in contributing to the scoping and RFP
document. Products under consideration are Oracle, SAP and Microsoft, expected rollout would be in
three years time.
Previously with Ernest Doe & Sons Ltd (the largest independent agricultural & construction dealer in the
U.K.), I was responsible for settlement of all company purchases derived from fifteen branch’s via the
purchase ledger system with twice monthly automated payment runs of on average £1.5 Million, plus
further manual payments giving rise to a monthly payment total of approximately £4.5 Million. I handled
overseas payments and ran the company Intrasat Scheme for both EC imports and exports as required by
Customs and Excise.
I managed a staff of eleven covering the day to day inputting to P/L, filing, matching of goods received
notes, coding and nominal ledger input. Plus raising of returns notes and subsequent allocation of supplier
credits.

3. Reconciliation of Major supplier accounts, overseeing compliance with all extended credit schemes
entered into by the company.
In my previous position with Ernest Doe & Sons Ltd, as Assistant Management Accountant, I worked
directly under our Management Accountant, in a small office and was responsible for the production of the
Monthly Management Accounts, together with the majority of nominal ledger journals required.
I maintained the companies fixed asset register, and was instrumental in converting it from a manual
system to computer based around an AS400 platfrom.
I was also in charge of Salaried side of the company payroll, including manual payments as required.
Prior to working for Ernest Doe & Sons Ltd, I was employed by Lloyds Bank Plc in their uncharged
securities section, which involved access to the bank safe, and management of the movement of security
boxes and other items left on deposit, plus quarterly valuations of their share holdings.
Skills • Good interpersonal skills (Currently work closely with IT, Legal and Procurement)
• Able to manage complex Financial IT projects from initial scoping through tendering, contract
negotiation, implementation and transition to live
• Able to identify risks / impacts and controls (currently deliver Risk & Continuity Planning function to
Group Finance across Europe).
• Able to work individually and Manage a team (recent roles have either been individual or with a team
of two staff)
• Used to working to tight deadlines
• Excel skills
• Infor SUN / VisionQ&A skills (Administrator and user)
• IBM Cognos Planning Analyst & IBM Cognos BI skills (Administrator and user)
• Proactis PO system skills (Administrator and user)
Interests and
activities
Regularly attends the Fennes Estate & other venues to participate in Clay pigeon practice and events.
Member of Maylandsea Bay Sailing Club
Enjoys walking, Badminton and Power Kite sports
References Mr David Rossi, Group Financial Controller, International Financial Data Services Ltd, IFDS House, St.
Nicholas Lane, Basildon, Essex.
Mr D. Morton, Financial Controller, Ernest Doe & Sons Ltd., Ulting, Maldon, Essex. CM9 6QH.
Regional Personnel Manager, City of London, Lloyds Bank Plc, Princes House, Thames Tower, 152 – 156
Upper Thames Street, London. EC4R 3UJ.