Summary
Overview
Work history
Education
Skills
Languages
Timeline
DAVID PETRASSI

DAVID PETRASSI

Basildon,Essex

Summary

Partner with strong skills in leading teams, hiring and monitoring staff and building firm credibility. Mentors personnel and promptly resolves complaints so as to ensure minimal disruption in workflow productivity.


Prepared to go the extra mile for the client as I tell them I'm available 24/7 and nothing is ever too much trouble with regards to their needs and requests.


Always looking to expend business with profitability as well as turnover in mind. I normally provide a quote for new clients which assists cashflow as they are presented a fee as agreed, subject to no additional services provided, and therefore settled promptly


Enjoy networking and events with the purpose of promoting the firm and, hopefully, obtaining leads to convert to new clients.



Overview

24
24
years of professional experience
13
13
years of post-secondary education

Work history

Partner

FRANCIS JAMES & PARTNERS LLP
Leigh, Essex
12.2009 - 07.2023

Partner in 4 firm Chartered Accountancy practice based in Leigh on Sea, Essex, SS9 2UJ.


Responsibilities included the following :-


1) Audit partner. The firm has approximately 30 audit clients, the largest of which has turnover in excess of £ 40m. I was responsible for most of these as RI and had an audit team comprising of and audit manager, 3 audit seniors and a number of audit clerks..


2) AML partner - responsible for ensuring all partners and staff were regularly updated in AML legislation.


I was also monitoring SARs which would comprise those filed by myself as well as other members of the firm.


3) Responsible for ensuring annual compliance with ICAEW requirements including :-

- Annual return

- DPB completed checklists by all partners , staff and sub-contractors

- FIT & Proper forms completed by all partners , staff and sub-

contractors

- ISQM


4) Responsible for a portfolio of approx. £ 250k fees which comprise the

following:-

- Tax return only clients

- Sole traders

- Partnerships

- Limited companies

- Charities




Manager

SEGRAVE & PARTNERS
Leigh on Sea, Essex
02.1999 - 11.2009

Manager in 4 partner Chartered accountancy firm in Leigh on Sea, Essex.


Responsibilities included :-


1) Audit manger - reporting directly to RI. I was responsible for planning, reviewing and finalising varous audits. The largest of which had a turnover rof approx. £10m.


2) Reviewing accounts & tax computations prepared by senior members of staff and reporting directly to one of the partners for finalisation.


Accounts included those of :-


- Sole traders

- Partnerships

- Limited Companies

- Charities


3) Advising and updating partners on tax issues with regards to income tax, corporation tax, VAT, trusts, capital gains tax and inheritance tax.


4) Preparing monthly budgets and work plans for for my accounts team.



Education

ACCA - ACCOUNTANCY, TAX, AUDIT AND BUSINESS

CHARTERED INSTITUTE OF CERTIFIED ACCOUNTANTS
07.1988 - 06.1997

ACA - ACCOUNTANCY, TAX, AUDIT AND BUSINESS

ICAEW
08.2008 - 04.2009

BA ( Hons) - BUSINESS STUDIES

University of Westminster, London
09.1980 - 06.1984

Skills

1) Experienced Auditor


2) Knowledgeable in accountancy , audit and tax legislation


3) Responsible for AML matters in my current firm


4) Knowledgeable in excel , word, IRIS and CCH software


5) Able to secure clients trust by speaking in language they understand


6) Hard working and dedicated


7) Setting monthly budgets for my accounts team and comparing to actual


8) Team leader with regards to audits and accounts work

Languages

Italian
Fluent

Timeline

Partner - FRANCIS JAMES & PARTNERS LLP
12.2009 - 07.2023
ICAEW - ACA, ACCOUNTANCY, TAX, AUDIT AND BUSINESS
08.2008 - 04.2009
Manager - SEGRAVE & PARTNERS
02.1999 - 11.2009
CHARTERED INSTITUTE OF CERTIFIED ACCOUNTANTS - ACCA, ACCOUNTANCY, TAX, AUDIT AND BUSINESS
07.1988 - 06.1997
University of Westminster - BA ( Hons) , BUSINESS STUDIES
09.1980 - 06.1984
DAVID PETRASSI