Principal Advisor

• Sep 2023 - Present

National Head of Technical Accounting - Private Business Tax & Advisory

• Jul 2021 - Sep 2023

Senior Audit Manager/Associate Partner

• 2017 - Jul 2021

Clients: • Proactively communicate with clients, developing a detailed understanding of their business to determine how to best meet their needs. • Establish and maintain positive relationships • Provide management over a portfolio of clients and deliver high quality audit and assurance service; Operations and Compliance: • Plan out audit engagements by identifying risks to determine the audit strategy, agreeing the timetable, scheduling employees and negotiating fees. • Prepare business reports and management letters for the client, highlighting key issues and recommended actions. • Ensure all audit files are completed in line with Audit Methodology. • Maintain up-to-date technical knowledge to ensure compliance with all statutory and relevant regulatory requirements. People Leadership: • Provide coaching and support to develop capability among team members • Delegate work to team members and sets clear goals for completion • Monitor and control auditing staff. • Review work of team members • Provide positive leadership to team members • Be seen as a role model for auditing professionals. Business Growth: • Look for opportunities to add value to existing clients scope of work within the firm. • Participate in industry and business activities external to the firm raising the firms profile and attracting clients to the business. • Manages project financials, including budgets, WIPS, timely billing and collection and variance recognition. Show less

Chief Financial Officer

• Apr 2016 - Nov 2017

I have progressed my career to become the Chief Financial Officer (CFO) at Access Group Training (AGT). This position is accountable for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results. My responsibilities include supervising the finance team, preparation of budgets, financial and management accounting, financial analysis and related commercial and operational support and project work, statutory and compliance monitoring and reporting, analysing statistical data and active participation in strategic plans and management reviews. Show less

Senior Auditor

• Feb 2011 - Apr 2016

Cadet/Senior Auditor

• Mar 2006 - Feb 2011