Assistant Manager – Audit and Advisory - PKF Merit - Darwin
(2024-11 - 2026-06)
- Managed and delivered a complex portfolio of audit engagements including schools, city and regional councils, not-for-profit entities and working on a number of Northern Territory Government agency audits on behalf of the Auditor General.
- Planned, coordinated and supervised audit assignments from inception through to completion, directing risk assessment, audit strategy development, materiality determination, resource allocation and engagement scheduling.
- Responsible for ensuring audit files for new clients are set up and managed efficiently.
- Led audit fieldwork and reviewed work performed by junior team members, providing technical guidance, quality control, coaching and constructive feedback to ensure high quality audit outcomes and compliance with firm methodology.
- Liaised directly with directors, senior management, audit committees and key client contacts, providing regular engagement updates, discussing key audit findings, identifying risks and supporting informed decision making.
- Prepared individual, Company and trust tax returns ensuring compliance with applicable tax legislation, reporting obligations and lodgement requirements.
- Assisted with business advisory by researching accounting issues providing strategic recommendations to clients and senior management.
- Monitored engagement budgets, timelines, staff utilisation and overall performance to ensure efficient service delivery, achievement of firm objectives and high levels of client satisfaction.
Assistant Manager - Mazars - Leeds
(2021-06 - 2024-09)
- Working with additional regulatory requirements to ensure and assess clients compliance.
- Responsible for project management and open communication with all audit stakeholders.
- Ensuring compliant audit files are set up for several new audit clients with opportunity to field manage.
- Responsibility for leading diverse teams and providing on the job coaching for the development of the team.
- Review and analysis of client systems, identifying risks, assessing processes, reviewing controls and suggesting improvements.
- Engaging and liaising with internal experts such as the pensions team to provide specialist knowledge where appropriate.
- Presenting key findings at audit close meetings with the client.
Assistant Manager - Haines Watts - Leeds
(2021-02 - 2021-06)
- Capability to prepare financial statements.
- Managing multiple audits and accounting services, ensuring key deadlines are set and timeframes are put in place to create efficiencies.
Assistant Manager - Deloitte - Guernsey / Leeds
(2017-09 - 2021-01)
- Responsible for project management and open communication with all audit stakeholders.
- Understanding and proficiency in the external audits of statutory and group accounts.
- Experience working with UK GAAP, IFRS and PCAOB standards.
- Experience planning and managing budgets, timelines, project staffing and reporting requirements, ensuring efficient cash collection and participating in audit close meetings.
- Project managing the communication on multiple audits, ensuring the team has clear deadlines and the audit file is completed in a timely manner.
- Continually updating managers on progress and keeping open and honest communication with the client in regards to progress and the information required to complete tasks to provide an efficient service.
- Responsible for leading diverse teams on challenging engagements, ensuring an inclusive team culture and managing, developing and mentoring junior team members to ensure they gain an understanding of the work.
- Ability to liaise with delivery centres and other service lines, in particular tax to ensure key deliverables are met.
- Understanding of identifying risks, assessing processes, reviewing controls and suggesting improvements.
- Capability to prepare financial statements.
- Reviewing Statutory and Group accounts including notes to the accounts.
- Knowledge and provision of ISAE 3402 control reports.
Senior Associate - Deloitte - Guernsey
(2016-09 - 2017-08)
- Interact with key management to discuss audit findings and make recommendations for business processes.
- Ability to liaise with key client staff, providing timely reporting and management information through open communication with all audit stakeholders.
- Preparation of audit plans and allocations.
- Responsible for day to day project management and field team management including reviewing work of staff members.
- Understanding of assessing processes and suggesting improvements.
- Experience of a client listing onto the London Stock Exchange.
- Led an audit from planning through to conclusion.
- Created process flow charts for new audit client engagements.
Associate - Deloitte - Guernsey
(2015-08 - 2016-08)
- Performing analytical reviews of financial statements to identify any significant or unusual fluctuations.
- Communicate accounting and auditing matters that arise to senior members of the team.
- Testing of cash, journal entries, accounts receivable, accounts payable and operating expenses.
- Interact with key client contacts to discuss audit issues.
Residential Co-Ordinator - Mezzino
(2014-09 - 2015-06)
- Responsible for safety of those within the residential buildings.
- Pro-active approach to dealing with queries and problems arising.
Student Ambassador - Durham University
(2013-06 - 2014-09)
- Engaging with potential students and their parents responding to questions on the accounting courses and the University.
Treasurer - Durham Marrow Society (Part of Anthony Nolan Trust)
(2013-04 - 2014-06)
- Responsible for the application of grants and submitting budgets.
- Maintenance of book keeping worksheets to track against budgets.
- Assisted in planning and running events.
- Providing a clear understanding of the recruitment process to new potential donors before their registration.
