Senior Officer (Private Equity) at Alter Domus (2025-05 – 2025-12)
Senior Officer (Private Equity) at Alter Domus (2024-08 – 2024-10)
Senior Officer (Private Equity) at Alter Domus (2023-12 – 2024-01)
Senior Officer (Private Equity) at Alter Domus (2023-09 – 2023-10)
Senior Officer (Private Equity) at Alter Domus (2019-01 – 2022-08)
- Managed day-to-day bookkeeping and periodic management reporting for a portfolio of private equity fund structures comprising multiple entities, acting as the primary point of contact for all stakeholders;
- Prepared and reviewed annual financial statements for audited and unaudited multi-currency entities, ensuring compliance with IFRS and UK GAAP standards and strict deadlines as per agreements;
- Coordinated investor and investment servicing activities, including investor onboarding, capital call and distribution calculations and notices, equalisation calculations, and the issuance of shareholder statements;
- Trained and mentored juniors on accounting principles, end-to-end fund accounting processes, and operational procedures. Provided constructive feedback to support professional development;
- Developed comprehensive process guides and reporting documentation for entity-specific requirements, improving knowledge sharing and supporting collaboration across the team; and
- Enhanced working papers and calculation models through innovation by increasing automation and identifying process improvement opportunities, resulting in greater efficiency, accuracy, and consistency across reporting activities.
Manager (Corporate Services) at Dominion (2022-08 – 2023-03)
- Responsible for the Family Investment Company service line, serving as the primary point of contact for clients and other stakeholders while building strong working relationships at all levels;
- Reviewed London office KPIs and regularly monitored operational progress, actioned where appropriate and reported results to Directors; and
- Maintained records and government filings across clients, collated and monitored KYC, coordinated and attended board meetings, documented minutes, and executed subsequent billing and collection of funds.
Senior Associate (External Audit) at Deloitte (2016-09 – 2018-12)
- Contributed to the entire external audit process, from planning the engagement, performing substantive testing, to finalising the concluding phase, primarily on real estate and private equity clients; and
- Developed understanding of testing a variety of accounts, including significant risk/complex balances such as management fees, carried interest and revenue.
Senior Associate (External Audit) at Deloitte (2015-07 – 2015-08)
