Resourceful Accounting professional with 9 years of experience in the financial services industry. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Audit Manager
KPMG Channel Islands Limited
10.2021 - Current
Managing a large audit portfolio comprising of listed clients, private equity, real estate and investment management companies
Responsible for developing and monitoring project staffing plans, budgets, scheduling, and forecasts, as well as investigating and following up on any variances from expectations.
Conducts performance reviews and training of engagement staff to support staff development and continuous improvement of audit processes. Have 5 appraisees that report to me.
Maintains up-to-date knowledge on accounting standards and best practices to ensure high-quality audit results were delivered consistently.
Audit Associate Manager (Manager Development Role)
KPMG Channel Islands Limited
10.2020 - 09.2021
Coordinated engagement and firm resources to maintain the flow of the audit engagement from start to finish while managing the budget.
Balance and optimization of employees and technology to keep costs under budget while still providing same level of quality to the client.
Led training sessions on new auditing software and tools, increasing team proficiency and productivity.
Managed multiple simultaneous audit engagements while maintaining strict adherence to deadlines and quality standards.
Audit Assistant Manager
KPMG Channel Islands Limited
01.2020 - 09.2020
Ensured the timely delivery of engagements through effective planning and project management, raising concerns to senior team members as early as possible.
Developed and maintained effective relationship with in the firm and wider KPMG network.
Coached, developed and mentored peers and junior team members to support their development and the delivery of effective engagement services.
Effectively utilized resources to ensure the delivery of excellent services to clients and guarantee efficiency with in engagement teams.
Financial Accountant, Funds
SG Kleinwort Hambros Trust (CI) Limited
07.2019 - 01.2020
Managed relationships with external auditors effectively ensuring positive outcomes during annual audits.
Prepared and analyzed financial statements for various funds including Real Estate, Private Equity and Jersey Cell Companies.
Presented financial performance of the funds in quarterly board meetings
Reviewed monthly NAV reporting for the funds, sending them to investors.
Prepared capital allocation statements and calculated drawdowns and distributions to be made
PricewaterhouseCoopers
Financial Services Assurance Senior Associate
10.2015 - 01.2018
Assisted in the managing of staff on various audits, making sure that I do the budgets on time, the teams work within the budget and also meet tight deadlines.
Managed portfolio open and closed ended funds and investment trust audits where client liaison and also dealt with technical issues that the client faced.
Coordinated different departments like the Edinburgh tax team, Market Valuation Department (MVD) based in Poland, Service Delivery Centers (SDC) based in India on my listed audit clients.
Coached the associates making sure that am responsible for the career development.
Audit Contractor
Morar Incorporated Chartered Accountants
05.2015 - 09.2015
Worked on two audit jobs where Morar Incorporated had been engaged to help the Auditor General of South Africa (AGSA), closely worked with the AGSA managers making sure that I coached the audit assistants.
Assistant Audit Manager
Prillex Chartered Accountants
07.2012 - 05.2015
Identified and communicated issues raised, offering recommended solutions relevant to business and risk.
Obtained and reviewed audit evidence ensuring audit conclusions are well-documented
Developed audit programs and tested procedures relevant to risk and test objectives.
Organized personal effort along with those of audit assistants to be risk-based, productive, and efficient at all times.
Audit Trainee to Audit Senior
BDO Chartered Accountants
01.2009 - 06.2012
Performed bookkeeping functions posting financial information from source documents to books of accounts.
Reviewed financial statements for compliance with IFRS
Gathered client knowledge business and identifying risk at both assertion level and the overall financial statement level.
Education
Bachelor of Science - Accounting
Oxford Brookes University
Oxford, United Kingdom
2008
Skills
Organization and agility
Quality control and supervision
Leadership
Staff development/coaching
Financial reporting and analysis
Accounting and IFRS and FRS 102 compliance
Project management
Accomplishments
I founded the Private Equity Breakfast Club (a platform where informal training sessions) at KPMG in 2021 and have managed to run this club every Friday in the busy season for the past 3 years.
I was the lead organiser in the 2023 Private Equity valuation masterclass and new joiners training.
I helped set up processes for independence monitoring at KPMG in 2023, helped in the hiring of an offshore assistant who reports directly to me.
Managed to organise external trainings for Administrators on the Island for the last 2 years including the Apex training that was conducted in November 2023.
Have been actively involved various office projects for the last 3 years to grow the audit department.
Affiliations
Fellow Member of the Association of Chartered Certified Accountants
Certification
Certified Chartered Accountant
Timeline
Audit Manager
KPMG Channel Islands Limited
10.2021 - Current
Audit Associate Manager (Manager Development Role)
KPMG Channel Islands Limited
10.2020 - 09.2021
Audit Assistant Manager
KPMG Channel Islands Limited
01.2020 - 09.2020
Financial Accountant, Funds
SG Kleinwort Hambros Trust (CI) Limited
07.2019 - 01.2020
PricewaterhouseCoopers
Financial Services Assurance Senior Associate
10.2015 - 01.2018
Audit Contractor
Morar Incorporated Chartered Accountants
05.2015 - 09.2015
Assistant Audit Manager
Prillex Chartered Accountants
07.2012 - 05.2015
Audit Trainee to Audit Senior
BDO Chartered Accountants
01.2009 - 06.2012
Bachelor of Science - Accounting
Oxford Brookes University
Similar Profiles
Michelle MacGillivrayMichelle MacGillivray
General Legal Counsel at Investec Bank (Channel Islands) LimitedGeneral Legal Counsel at Investec Bank (Channel Islands) Limited