Experience

Leaf & Cole, LLP

• United States
• Accounting
• 1 - 100 Employee

• Auditor

  • Dec 2017 - Present

  San Diego, California, United States External auditor at Leaf & Cole LLP. Handles audit and review engagements for various industries including not-for-profit organizations, construction companies, and special districts.



Grant Thornton LLP (US)

• United States
• Accounting
• 700 & Above Employee

• Senior Manager

  • Oct 2015 - Jan 2017

  Nassau, New Providence, The Bahamas Notable Achievements: - Assigned largest client (group) with $500 million total assets and client fee of over $1 million; - Managed 30 juniors, seniors, and managers for above assignment, coming in under budget; - Firm's point of contact for a private trust client named as defendant and plaintiff in various lawsuits, approximately $100 million; - Retained troubled clients with $50,000 annual fees by my strong professional relationship; - Recruited 10 Fund clients , adding… Show more Notable Achievements: - Assigned largest client (group) with $500 million total assets and client fee of over $1 million; - Managed 30 juniors, seniors, and managers for above assignment, coming in under budget; - Firm's point of contact for a private trust client named as defendant and plaintiff in various lawsuits, approximately $100 million; - Retained troubled clients with $50,000 annual fees by my strong professional relationship; - Recruited 10 Fund clients , adding approximately $100,000 in annual audit fees, in the last 5 months; - Handled accounts subjected to Grant Thornton International's quality control review of Grant Thornton Bahamas' audit engagements: obtained 5 of 5 rating (highest); - 90% participation rate achieved while assigned as the first People and Culture Champion for Grant Thornton Bahamas' office; and - Passed as a Certified Fraud Examiner while working full time. Responsibilities: - Oversaw the efforts of multiple client engagements in variety of industries and managed the budget; - Maintained active communication with clients to manage expectations, ensure satisfaction, and led change efforts; - Managed, trained, developed, and mentored staff (juniors to managers); - Attended professional development, networking events, and training seminars; - Consulted with, advised, and serviced client base on business and process improvement; and - Managed Firm risks on audits and proposals.

• Manager

  • Oct 2013 - Sep 2015

  Nassau, New Providence, The Bahamas External auditor at Grant Thornton Bahamas - handled banks, funds, trusts, asset and capital management companies and other financial institutions.

• Assistant Manager

  • Jan 2012 - Sep 2013

  Nassau, New Providence, The Bahamas External auditor at Grant Thornton Bahamas - handled banks, funds, trusts, asset and capital management companies and other financial institutions.

• Supervising Senior

  • Feb 2011 - Dec 2011

  Nassau, New Providence, The Bahamas External auditor at Grant Thornton Bahamas - handled banks, funds, trusts, asset and capital management companies and other financial institutions.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Associate Director

  • Aug 2009 - Nov 2010

  Makati, National Capital Region, Philippines Notable achievements: - Fast tracked promotions ahead of my batch mates; and - Grew client base from 10 clients to over 100 within 12 months after being assigned as lead project manager, pioneering EY's initiative into Offshore Banking and Capital Markets project including Hongkong and Singapore. Responsibilities: - Reviewed and finalized evaluation of internal control, audit programs and other programs for review and approval of superiors; - Reviewed and approved drafts of… Show more Notable achievements: - Fast tracked promotions ahead of my batch mates; and - Grew client base from 10 clients to over 100 within 12 months after being assigned as lead project manager, pioneering EY's initiative into Offshore Banking and Capital Markets project including Hongkong and Singapore. Responsibilities: - Reviewed and finalized evaluation of internal control, audit programs and other programs for review and approval of superiors; - Reviewed and approved drafts of audit reports, tax returns, special audit reports, management letters and other communications; - Planned, scheduled, and oversaw time budget on assignments; - Supervised the work of assistants; - Provided the necessary leadership, judgment, and administrative direction to motivate, train, and develop capabilities of assistants; - Prepared necessary engagement letters and other records, as directed. - Participated in the determination of client billings; - Helped bring in new assignments into the Firm; - Assessed service needs of clients and assured that the needs were fulfilled; and - Worked closely with Partners and other superiors and served clients under a total-service concept.

• Senior Associate

  • Jul 2007 - Aug 2009

  Makati, National Capital Region, Philippines

• Associate

  • Dec 2005 - Jul 2007

  Makati, National Capital Region, Philippines