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CONSULTANTS

Edd Williams, founder 'excelmate.co.uk'    
Summary CV to date
Graduated in 2001 with a degree in Accounting and Business Management with specialism in business and company law.
Practice experience includes 2.5 years at PriceWaterhouseCoopers as a graduate recruite training for the ACA chartered accountancy exams and working within the Assurance and Business Advisory wing of PWC; gaining experience on large and medium size clients. 1.5 years at Larking & Gowen Chartered Accountants as an Audit Senior.
Industry experience includes 2.5 years working for Aviva as a senior financial consultant and risk analysist. Management accountant for Tobar Limited for 1 year and then senior management accountant at SLP Engineering Limted up until redundancy at the end of 2009.
 
Excelmate.co.uk

The site name 'excelmate.co.uk' was purchased in October 2009 and redundancy at the end of 2009 provided the time to build this website and the infrastructure for the business. Edd first started working with VB in 2004, writing macros for specific small tasks and processes such as holiday applications and process control. He took a VB course at the beginning of 2005 and then started incorporating the new found knowledge into his daily role to automate repeated and timely tasks to reduce monthly reporting timetables and provide stronger financial controls.
One of the first large projects undertaken was for the Mobile Nightclub, a mobile disco and entertainments agency.
 
The Mobile Nightclub spreadsheet linked all elements required for the business and placed them in one sheet. By using Microsoft Forms, enquiry details were entered into the excel form and from there quotations / contracts / invoices / receipts / accounts postings / calendar entries and reminders / booking and advertising summaries / automated emails and text messages were produced instantly as required. The sheet has been recently adapted to automatically print Natwest paying in slips and produce booking packs in pdf format for email. Prior to the introduction of this system approximately 2 hours was spent on admin for each booking. It is now possible for a booking to be taken and all required paperwork prepared in under 5 minutes; the system is quick enough for an email to be sent to the client with the booking pack attached whilst the client is still on the phone discussing their event. More detail can be found on the Clients page of this site.

Other larger projects detailed on the clients page.

Other projects include:
  • registering domain names and building professional websites on a budget
  • designing webforms to provide feedback and customer enquiries
  • preparing automated monthly sales reports
  • reaction logging spreadsheet, sheet also sent automated emails to remind people to react and if reactions were overdue.
Smaller pieces of work include:
  • manipulation of a bank download to provide a upload for the accounting system. - Took less than an hour to write and now saves half an hour daily.
  • automated stock report that detailed previous day/week/month top selling items and items sold at a loss. Graphical representation of sales by product selected over selected period.
  • daily stock available of specific items saved as a csv file for upload to client server.
  • basic data summary using vlookup formula and teach how to adapt.
  • over the phone assistance to get formulas working and fault why error values arising.

Email:   enquiries@excelmate.co.uk for further details.


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Christopher Penrose IT & Networking Specialist 07789873769 chris@excelmate.co.uk 
Edd Williams Senior Consultant & Manager 07880558504 edd@excelmate.co.uk 
Joe McIvor Excel and C Sharp Consultant 01603 211701 Joe@excelmate.co.uk 
Michael Holness Excel Consultant 01603211701 mike@excelmate.co.uk 
Sharona Williams Administration 01603 211701 sharona@excelmate.co.uk 
Showing 5 items