Patrick Morris, Chartered Accountant (ACA)

Patrick Morris

Chartered Accountant (ACA)

Crowe Horwath

Location
Ireland
Education
Master's degree,
Experience
7 years, 4 Months

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Work Experience

Total years of experience :7 years, 4 Months

Chartered Accountant (ACA) at Crowe Horwath
  • Ireland
  • September 2009 to June 2014

Crowe Horwath, Dublin 2 September 2009 - Present
Chartered Accountant (ACA)
Wealth Management (currently 1.5years)
* Client meetings updating investors on their portfolio of assets
* Correspondence with third parties relating to investors affairs
* Compliance work ensuring the correct authorisation for movement and investment of client funds
* Knowledge of European syndicated property funds
* Exposure to pension products PRSAs, ARFs and AMRFs
* Analysis of the monthly movements in the valuation of stockbroker portfolios, property and cash

Audit (2 years)
* Industries include: Hospitality, Media, Construction, Manufacturing, Charity
* Preparation of consolidated group accounts (including UK law)
* Over 15 single company audits as senior reporting directly to the partner
* Accounts preparation from clients books and records
* Various year end stock takes
* Mentoring junior members of the audit team

Corporate finance (1 year)
* Advisory services for hospitality sector in Ireland
* Preparing monthly management accounts
* Compiling financial & operating reports - KPI's, SWOT analysis
* Data Analysis for Crowe Horwath Annual Hotel Survey
* Site Visits for insolvency department

Part-Time Reception/Accounts Assistant at Atlanco Rimec
  • Ireland
  • March 2006 to August 2008

Atlanco Rimec, Dublin 6 March 2006 - August 2008
Part-Time Reception/Accounts Assistant (During University)

* Operating busy switchboard while corresponding with employees
* Assisting financial controller to process payments/ lodgements
* Outgoing calls to European employees to assess suitability for projects
* Compiling database of contracted employees

Education

Master's degree,
  • at Trinity College
  • July 2014

Masters Degree September 2013 - July 2014 Trinity College, Dublin

Master's degree, Finance

MSc. Finance (Expected First Class honours)

Specialties & Skills

ACCOUNTANT
CLIENTS
CORPORATE FINANCE
CORRESPONDENCE
DATA ANALYSIS
FINANCE

Memberships

Trinity Student Managed Fund: Member of Utilities team, regular presentations
  • Member