Audit and Accounts Manager
About Candidate
Education/Qualification
- CTA – Chartered Tax Adviser (January 2021)
- ACCA – Chartered Certified Accountant (January 2017)
- AAT – Accounting Technician (August 2014)
- (2010–2012): 3 A-Levels (ABB), AS in Business and Biology
- (2005–2010): 5 A’s, 5 B’s, 2 C’s at GCSE
Systems used
- Microsoft Word and Excel – Intermediate
- Sage
- Xero
- Iris
- Internal Systems
Career Summary
Current Employer – Accounting / Audit / Tax // T/O £185m
Position – Various Roles
Dates – June 2021 – Present
Position – Audit & Accounts Assistant Manager
Dates – March 2024 – Present
- Day to day line management of five employees at varying levels from audit assistants to audit seniors
- Participated in staff training, coaching, and college calls
- HR responsibilities including interviewing, performance management, and disciplinary actions (including dismissals)
- Managed a client portfolio valued up to £750k including:
- IT support and retain group – T/O c£146m
- Financial Investment group – T/O c£115m
- Entertainment group – T/O c£15.5m
- Automotive group – T/O c£56m
- Responsible for resource planning, budgeting, invoicing, and forecasting
- Management of WIP and recovery rates
- Provided guidance on the implementation of IFRS 15 and IFRS 16 into UK GAAP
- Managed a few projects moving audit software from ProAudit to Inflo and CRM platforms from CCH to Salesforce, I was the ambassadors for the software’s and played a key role in their implementation and training.
Position – Audit & Accounts Assistant Manager
Dates – June 2021 – March 2024
- Led large international group audits under IFRS
- Prepared consolidated IFRS financial statements
- Coordinated international group audits, including communication with component auditors, showing effective communication with stakeholders,
- Led audit teams and managed client engagements with turnovers up to £850m
- Trained and mentored junior staff
- Reviewed audit files and ensured regulatory compliance
- Contributed to strategic improvements in audit delivery
Previous Employer – Accounting and Auditing Services
Position – Various Positions
Dates – June 2016 – June 2021
Position – Audit & Accounts Supervisor
Dates – December 2018 – June 2021
- Promoted to Supervisor in December 2018; qualified CTA in January 2021
- Digitised the audit process, including implementing MyWorkPapers
- Led larger audit engagements up to £150m turnover
- Ran a portfolio of Solicitor clients with another colleague and provided training and support to audit leads of the Solicitor accounts rules (SAR) audits.
- Prepared group consolidations
Position – Audit & Accounts Senior
Dates – January 2017 – December 2018
- Led audits across manufacturing, wholesale, and charity sectors
- Prepared specialist accounts and audit reports (Pension, Charity, Solicitor/SRA, PropertyMark, CLC)
- Prepared management accounts and Corporation Tax returns for a portfolio of clients
- Managed a portfolio of 26 VAT clients, preparing quarterly VAT returns and submissions
Position – Semi-Senior
Dates – June 2016 – January 2017
- Prepared accounts for sole traders, partnerships, and SMEs up to £10m turnover
- Completed audit fieldwork across multiple sectors
- Worked with Iris, Sage, KashFlow, and Xero
Previous Employer – Accounting and Auditing Services
Position – Trainee Accountant
Dates – February 2013 – June 2016
- Prepared accounts for sole traders, partnerships, and limited companies
- Completed VAT returns, reconciliations, and payroll
- Processed payroll for 19 monthly payroll clients
- Worked with Iris, Sage, KashFlow, and Xero
- Supported junior staff and handled HMRC enquiries
