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.
David Banks
Finance Manager at Shackleton - Britain’s financial adviser
Greater Sheffield Area, United Kingdom
Overview
Topics They Care 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.
BI & Data Assurance
His background includes business information reporting and data assurance, with experience in financial data analysis at PricewaterhouseCoopers.
Media Appearances
David has no verified media appearances
Work History
6-2025
Finance Manager at Shackleton - Britain’s financial adviser
4-2014 - 6-2025
Finance Manager at IM Asset Management
4-2014 - 6-2025
Finance Manager at IM Asset Management
9-2012 - 4-2014
Senior Associate, data assurance at PricewaterhouseCoopers Uk LLP
4-2010 - 4-2014
Auditor - Associate at PricewaterhouseCoopers
1-2010 - 4-2010
Course Leader, Foundation Mathematics at Sheffield international college
Education
2004 - 2008
PhD from University of Southampton
2000 - 2004
MSci from Imperial College London
More Information
Social Presence :
Prographics :
Exp : 15
Location : Greater Sheffield Area, United Kingdom
Job Level : Middle
Designation : Finance Manager at Shackleton - Britain’s financial adviser
