David Banks in

David Banks

Finance Manager at Shackleton - Britain’s financial adviser
📍 Greater Sheffield Area, United Kingdom

David is an ACA-qualified Finance Manager at Shackleton with over 10 years of experience in the financial services sector. His expertise spans accounting, budgeting, working capital management, BI reporting, and CASS oversight. Uniquely for his field, he holds both an MSci from Imperial College London and a PhD from the University of Southampton.

He recently started his new role at Shackleton, having previously been a Finance Manager at IM Asset Management and a Senior Associate in data assurance at PricewaterhouseCoopers.

Davids advanced academic background, combined with his extensive accounting and finance experience, makes him a highly analytical and detail-oriented professional.

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Experience
15 Years
Current Role
Finance Manager
Job Level
Middle
Location
Greater Sheffield Area, United Kingdom
Personality Overview
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Priorities

Topics David cares about

Financial Services Accounting
He has over 10 years of experience with responsibility for accounting and budgeting within the financial services industry.
CASS Compliance
His roles have consistently included CASS oversight and ensuring compliance with regulatory rules, which is listed as a key specialty.
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Career

Work history

6-2025
Finance Manager
Shackleton - Britain’s financial adviser
4-2014 - 6-2025
Finance Manager
IM Asset Management
4-2014 - 6-2025
Finance Manager
IM Asset Management
9-2012 - 4-2014
Senior Associate, data assurance
PricewaterhouseCoopers Uk LLP
4-2010 - 4-2014
Auditor - Associate
PricewaterhouseCoopers
In the press

Media appearances

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Education
2004 - 2008
PhD
University of Southampton
2000 - 2004
MSci
Imperial College London
Social presence
in

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