Experience

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  Audit New Zealand

  • New Zealand
  • Accounting
  • 200 - 300 Employee

  • Audit Manager

    • Jan 2021 - Present

    KEY FUNCTIONS:- Active member of the Local Leadership Team- Mentorship role to 4 x staff- Resource Management (for both TGA and HTN regions - covering 15 x staff)- Recruitment Lead for the Tauranga Office- Presenter at regional Training Workshops- Member of the Audit Methodology and Practice Reference Group (A committee that reviews changes to audit methodology, approaches and workpapers before issued out to the Audit division)- Client Relationship Management- Project Management (Self, Team, Client and Direct Reports)

  • Assistant Manager

    • Jan 2019 - Jan 2021

    KEY RESPONSIBILITIES:- Performing and supervising of audits over the Annual Report, including Financial Statements and Statement of Service Performance.- Supervising of audit staff members and reviewing of junior staff’s audit work.- Supervising and training of junior audit staff.- Initiation of year-end journal adjustments per audit findings.- Analysis and interpretation of audit findings and communication of findings to Audit Directors.- Performing and supervising of year-end audit stock counts.- Organizing meetings with clients for partners.- Meeting with clients. Discussions regarding errors and potential errors and solutions within processing systems.- Recommendations of solutions to be performed to resolve potential errors.- Analytical review of financial statements.- Analysis of cash flow and budget forecasts.- Review of group financial statement consolidations.- Review of GST, FBT, Income tax and other applicable taxes.

  • Senior Auditor

    • Sep 2017 - Dec 2018

    * Same as Assistant Manager

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  Melki Civils & Plant Hire

  • 2 Hillclimb Road, Westmead, 3610

  • Group Financial Manager

    • Jul 2016 - Aug 2017
    • 2 Hillclimb Road, Westmead, 3610
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  Claxton and Associates - Accountants | Tax Prac...

  • Durban Area, South Africa

  • Chartered Accountant (SA) | Registered Auditor | Registered Tax Practitioner

    • Mar 2015 - Jul 2016
    • Durban Area, South Africa

    We are a family owned business utilizing the skills and vast experience of Dave and Julie Claxton, with over 70 years combined experience in accounting and business consulting and Warren Goslett, a qualified Chartered Accountant (SA), Registered Auditor and Tax Practitioner with 10 years experien...

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  BMS - Business Management Services

  • Durban North | Hillcrest | Ballito

  • Director

    • Aug 2014 - Feb 2015
    • Durban North | Hillcrest | Ballito

    KEY RESPONSIBILITIES:* Responsible for an initial client portfolio spread across a wide range of industries (billing in the region of R700 000)* Tasked with building the client base of BMS Hillcrest and procured in excess of R500 000 in 4 months* Adding value to my clients through:- Providing ...

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  LFH Accountants & Auditors

  • Kloof, South Africa

  • Senior Audit Manager

    • Apr 2014 - Jul 2014
    • Kloof, South Africa

    KEY RESPONSIBILITIES:* Assisting the Partner, by performing Practice Management duties and functions: - Overseeing staff & dealing with client matters - Initiation of better communication within the office through the implementation of weekly audit department and monthly Accounting, Secre...

• 

  Moore Stephens

  • South Africa
  • Accounting
  • 200 - 300 Employee

  • Senior Audit Manager

    • Sep 2012 - Mar 2014

    KEY RESPONSIBILITIES:* Plan, schedule, execute and finalise audit assignments for a range of clients. * Identify problem areas, implement solutions, resolve conflicts and prepare reports.* Maintain client relations, negotiate fees, set targets and analyse performance.* Manage a team of 20 trainee accountants* Conduct biannual performance development sessions:- Assess the technical and professional skills of trainees- Create, implement and monitor development plans* Review and report on MIDP, APDP, DA190, C1 and AIS claims for the Department of Industry.* Consult on the following:- Risk management - Financial modelling (specifically to new markets)- Business and project plan development- Turnaround strategies* Grow internal audit division

  • Audit Manager

    • Oct 2009 - Aug 2012

    * Same as Senior Audit Manager

• 

  PKF

  • Umhlanga, South Africa

  • Audit Manager

    • 2008 - Sep 2009
    • Umhlanga, South Africa

    KEY RESPONSIBILITES:* Managed 30 Article Clerks to execute audits for a wide range of clients (subsidiaries of listed companies, large private companies, owner-managed entities and non-profit organizations).* Responsible for a portfolio of clients in manufacturing, property investment and reta...