Expert / Demand Planner
About Candidate
Education/Qualification
- 2015 – ACCA Qualified
- 2014 Oxford Brookes University – B.Sc. Honors in Applied Accounting
Systems used
- Microsoft Word and Excel
- IFRS
- APT
- Aura
- eAudit
- SAP
- PeopleSoft
- Oracle
Career Summary
Current Employer – Accounting Services
Position – Manager in Audit and Assurance Services
Dates – July 2025 – Present
- Overseeing budgeting, resource planning, and financial performance across multiple projects
- Tracking project recovery and ensuring alignment with financial objectives
- Leading the planning, execution, and delivery of several engagements simultaneously
- Managing mix of complex audits, including those involving large and listed entities or SMEs
- Preparing in-depth technical memos, analytical summaries, and client deliverables
- Applying and interpreting complex accounting, auditing, and regulatory standards
- Reviewing how clients implement technical accounting and regulatory policies
- Assessing internal control frameworks and accounting systems for effectiveness
- Identifying areas for improvement during internal quality control assessments
- Facilitating technical discussions with specialists, experts, and senior stakeholders
- Driving innovation in audit processes through the use of digital tools and technologies
- Evaluating audit and business risks while identifying opportunities for growth
- Highlighting significant audit issues and recommending practical solutions
- Making key decisions on critical audit matters relevant to governance and oversight
- Engaging in fee discussions, overrun negotiations, and other commercial matters
- Participating in client meetings to present proposals and discuss engagement plans
- Coaching and mentoring team members to ensure high-quality project outcomes
- Supervising fieldwork and serving as the main point of contact for clients
- Reporting progress and key findings directly to Partners RIs, and EQCRs
- Managing time and resources to maximize project profitability and efficiency
- Supporting the development of staff outside the audit team as a Line Manager
- Building strong client relationships and coordinating with cross-functional team
- Assisting clients with financial statement preparation and group reporting packages
- Managing reporting deliverables and attending key stakeholder meetings
- Communicating significant issues to senior management and audit committees
- Reviewing the implementation of complex accounting standards by clients
- Conducting internal reviews to ensure compliance with firm quality standards
- Identifying inefficiencies in audit processes and recommending automation solutions
- Collaborating with internal and external stakeholders to resolve technical challenges
- Contributing to strategic planning and resource forecasting for upcoming engagements
Previous Employer – Professional Services Network
Position – Senior Associate in Audit and Assurance Services
Dates – January 2023 – June 2025
- Budgeting and monitoring the financial performance of projects
- Planning, execution and supervision (as a project manager) of multiple engagements
- Training, coaching and motivation of team members for efficient project management
- Review and supervision of engagement field work and liaison with client as key point of contact
- Leading teams on the ground, reporting directly to director and partner
- Focusing on time management and optimizing profitability of the project
- Building and managing client relationships and coordinating with various professionals
- Reviewing of accounting and internal control systems/processes
- Assessing business risks, audit risks and identifying business development opportunities
- Identification of significant weaknesses/complex audit issues and recommending improvements therein
- Decision-making in respect of critical reportable audit matters of governance interest
- Assisting clients in preparation of financial statements and group reporting packages
- Preparation of detailed analytical and technical memos, and engagement deliverables
- Management of reporting requirements including attendance at meetings
- Reporting of significant issues to the senior management/ audit committees
Previous Employer – Professional Services Network
Position – Senior Associate in Audit and Assurance Services
Dates – January 2020 – January 2023
Worked as a ‘Senior Associate II’ in Audit & Assurance Services and was assigned on multiple nature engagements for various industries (refer table below) with the following key responsibilities:
- Budgeting and monitoring the financial performance of projects
- Planning, execution and supervision (as a project manager) of multiple engagements.
- Training, coaching and motivation of team members for efficient project management
- Review and supervision of engagement field work and liaison with client as key point of contact
- Leading teams on the ground, reporting directly to director and partner
- Focusing on time management and optimizing profitability of the project
- Building and managing client relationships and coordinating with various professionals
- Reviewing of accounting and internal control systems/processes
- Assessing business risks, audit risks and identifying business development opportunities
- Identification of significant weaknesses/complex audit issues and recommending improvements therein
- Decision-making in respect of critical reportable audit matters of governance interest
- Assisting clients in preparation of financial statements and group reporting packages
- Preparation of detailed analytical and technical memos, and engagement deliverables
- Management of reporting requirements including attendance at meetings
- Reporting of significant issues to the senior management/ audit committees
Previous Employer – Professional Services
Position – Senior Associate in Audit and Assurance Services
Dates – December 2015 – January 2020
Previous Employer – Multinational Professional Services Network
Position – Consulting Associate in Assurance and Business Advisory Services
Dates – December 2012 – July 2015
Previous Employer – Professional Services Network
Position – Associate in Assurance Services
Dates – December 2011 – March 2012
