Assistant Manager
Deloitte LLP
Total years of experience :10 years, 9 Months
During my time at with the firm, I have had the opportunity to be involved in the audits of a wide range of clients; and spreading over different size. I am mainly involved in Pension Scheme and Financial Services audits, working with clients such as:
•Chesnara PLC (Insurance - FTSE listed) - Assisted in the field manager role and also carried out detailed testing on significant audit risk areas. Also involved in compiling the auditor's report to the Board of Directors. We also undertook as part of our audit procedures and insight exercise using the client's insurance date to provide additional value added insight to the client.
- Yorkshire Building Society (Top 10 largest Building Societies in the UK) - I was involved in carrying out the audit testing on provisions and the application of IAS 37, this involved testing of Mis-sold Payment Protection Insurance. I was also in charge of testing the pension asset balance (IAS19) and this involved manging a team of juniors.
- Co-Operative Pension Schemes (pension assets of over £1bn) - Involved in the testing of the pension scheme financial statements, from the planning stage where we assesses the specific risks to the audit and the client to testing sensitive member data with the consideration of the General Data Protection Regulation (GDPR).
I have enhanced my skills whilst being at Deloitte such as teamwork, time management, managing expectations, prioritisation of tasks and client interactions. Effective communication is a key skill which I have improved since being at Deloitte. An example of this is the communication of audit findings to manager/partner and preparation of findings in a form suitable for presentation to client management.
I was an audit associate with the firm. My responsibilities were to work and complete sections of the audit file under the supervision of an audit senior. I worked on both statement of financial position and income statement sections of the file. I had the opportunity to audit a wide range of clients in terms of size and industry; Industries such as automotive, engineering, academies, charities, food packaging and various others.
In addition to the audit experience, I also further developed my account production skills. The majority of the accounts production assignments were Sage jobs for limited companies.
During my time at UHY, I became familiar with the following audit and accounting software: Pro Audit, CCH Accounts, Alpha Tax and Sage.
I was employed under a graduate ACA training contract with Montpelier. My role as a junior was to produce year-end accounts for sole traders/ partnerships/ limited companies and to draft their tax computation. This means analysing the client's records and posting the figures using Sage Accounts Production Advanced to create the set of accounts.
I joined the firm on a part-time basis. My role was to assist and work closely with the senior director. I gained invaluable skills and experience in preparation of VAT returns and in producing year-end accounts.
During my placement at Investec I worked alongside the financial planning operations team. I was involved in a project, whereby the department created a new nationwide system for the financial planners.
Relevant modules: Economic Theory & Application, IT & Communication skills, Intro Financial Accounting, Marketing, Intermediate Macroeconomics, Transnational Corporations, International Trade, International Banking and Finance
Maths (A), Economics (A), Geography (A)
3 A-Levels: Maths (A), Economics (A), Geography (A) 10 GCSEs grades A*- A including English Language, English Literature, German