Client presentation

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Client Presentation Jim Sleith.

Transcript of Client presentation

Page 1: Client presentation

Client Presentation

Jim Sleith.

Page 2: Client presentation

JMS Credit Consultancy JMS Credit Consultancy

What we do, how we do it, what we

achieved for our clients

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About us

• Jim Sleith is the business owner.• He has over 20 years experience in all aspects of Credit Management.• He has held membership of Chartered Institute of Credit Management for

over 12 Years.

JMS Credit Consultancy JMS Credit Consultancy

over 12 Years.• He is experienced in the following industries.• Hotel & Catering.• Telecommunications.• Exhibitions & Publishing.• Charity / Not for Profit.• FMCG / Drinks.• Energy Consultancy. • Property Management.• Recruitment.

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JMS Credit ConsultancyJMS Credit ConsultancyServices Services

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JMS Credit ConsultancyJMS Credit Consultancy

Companies we have worked withCompanies we have worked with

London

Dunfermline - Fife Glasgow

Record UK – Wishaw –

Lanarkshire

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JMS Credit ConsultancyJMS Credit ConsultancyWhat we have achieved / Services providedWhat we have achieved / Services provided

Written, Presented & Implemented Credit Risk & Collections Policies for EMEA /APAC (8 Countries) to Finance & Non Finance Employees /

Management

Dealt with Litigation including representations in high court

London and attending mediation

Reduced Debtors Days (DSO) by 37 days

Reduced debt overdue 6 months+ by 71%

Reduced uninvoiceddebt (WIP &

Applications) by 57%

Reduced 120 days+ debt by £1.2m in 2

months

Reduced 121 days + debts from 66% of

total debt to 27% of total debts in 6

months

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JMS Credit ConsultancyJMS Credit ConsultancyWhat we have achieved / Services providedWhat we have achieved / Services provided

Implementing procedures for monitoring customer disputes.

Arranging inter department meetings / calls to resolve customer issues

Compiling debtors reports / Progress reportsCompiling debtors reports / Progress reports

Regular updating of progress to clients

Reduction of Staffing costs of £22k against budget and £72k against actual costs.

Achieved whilst staffing levels remained unchanged.

This allowed further funds to be invested in core charitable services

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JMS Credit ConsultancyJMS Credit ConsultancyConclusionConclusion

•Credit Risk and Collections Policy reviews, presentations , Implementation.

•Debtor Days reduction

•Collection of older debts

We We have a proven track record of –

•Collection of older debts

•Staff training

•System recommendations and implementations

•Litigation

•Management / Client reporting.

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JMS Credit ConsultancyJMS Credit ConsultancyWhat Others say / What Others say / RecomendationsRecomendations

• “One of the best in his area of expertise" Debtors days reduced from 59 to 22. "A self starter

who left to his own methods will deliver the results“ – Group FD - Tarsus

•"Overcame a number of difficulties" "Inherited a very disorganised ledger and has successfully

cleaned it" "Very experienced and Knowledgeable“ – UK FD - Tarsuscleaned it" "Very experienced and Knowledgeable“ – UK FD - Tarsus

•An experienced and knowledgeable member of the team” Financial Controller –Whyte &

MacKay.

•“ Showed great integrity and dedication. Supported me excellently with his credit control

expertise and helped to implement effective debt management processes “ – Collector –

Transcom UK

• “ Diligent,professional and pro-active, no hesitation in recommending-“ Financial Controller - Sip

• "Professionalism, honesty and attention to detail” – MD – Imultiply Recruitment

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JMS Credit ConsultancyJMS Credit ConsultancyWhat Others say / What Others say / RecomendationsRecomendations

• “Highly focussed on results & has an in-depth grasp of accounting procedures & legislation, with

some degree of morality thrown in for good measure. Very straight talking & likes to cut to the

chase to bring speedy solutions to problems & avoid their festering” – Head of Water Services -

Schneider Electric.

• “Shown great integrity and dedication. Has brought credit control expertise to the company by

developing and implementing effective debts management processes.” - Accountant - Kaplan

Financial

• “It is a truism when companies say they need 'a safe pair of hands' to manage their credit

control functions, and this is what Jim excels at delivering. deep experience with the broad range

of responsibilities commensurate with credit control is instantly evident: the delicate diplomacy

of raising debt management issues with sales and account management 'custodians of the

customer relationship” - CRM Certified Administrator -Pole to Win International

• “Very diligent and dedicated as well as very knowledgeable and enthusiastic with regards to all

things credit control. “ – Purchasing Manager – M&C Energy Group

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JMS Credit ConsultancyJMS Credit ConsultancyWhat Others say / What Others say / RecomendationsRecomendations

• “ Experienced and capable , solid experience and background in Credit Management & Risk

Analysis. instrumental in the Credit & Risk transformation within M&C Energy with a perfect

blend of a strong financial skill set and commercial awareness “ – Country Manager - Atradius

Collections.

• “I was very impressed with drive and determination to achieve the best result - an object lesson

for any credit controller. ” - Barrister at Tanfield Chambers

• Very detailed, professional and knowledgeable. no hesitation in recommending, exceptionally

well connected, educated and experienced in his areas of expertise, pivotal in a recent project we

undertook. Thanks, Jim! Operations Manager – Nine – Twenty Recruitment