Account Manager ( Advisory, Accounts & Finance, Taxation & Compliance )
Contracting Plus ( Ireland )
مجموع سنوات الخبرة :7 years, 5 أشهر
Currently working with and managing close to 300 Irish contracting clients, providing them with expert financial advice and solutions including investment strategies, wealth management, pension planning, along with ensuring compliance with financial and taxation requirements.
Establish strong rapport with clients by consistently exceeding their expectations by ensuring delivery of high quality financial services. This led to an expanded client base with a 30% increase in new client sign-ups during the year, contributing to significant revenue growth.
Review financial statements including other financial accounts to ensure accuracy and compliance with relevant reporting framework and accounting standards.
Knowledge of tax laws and implications to develop comprehensive financial plans for clients that encompass their short-term and long-term financial goals, including budgeting, savings and investment strategies.
Understand industries in which clients operate to ensure provision of relevant financial and taxation advice.
Oversee invoice processing, payments disbursement, monthly tax filings and reconciliation for clients.
Ensure compliance with GAAP, tax regulations, and internal policies by conducting regular audits and reviews.
Collaborated with cross-functional teams for strategic planning to deliver exceptional results.
Analyze financial data and trends to provide insights for decision making. Identify areas for cost reduction and revenue enhancement.
Implemented risk management controls to identify potential areas of non-compliance, mitigating potential fines or penalties from regulatory bodies.
Carried out financial audits for clients in diverse industries, including the audit of a prominent Business School in India. Conducted Statutory and Tax Audit of organisations engaged in Service sector, Textile Industry, Manufacturing Industry, Healthcare Sector.
Developed audit plans on a risk based approach in consultation with Senior Audit Managers and Partners with respect to the overall strategy and detailed steps to be followed in the conduct of audit.
Communicated audit findings to senior auditors and participated in discussions to develop recommendations for clients.
Prepared audit reports.
Maintained up-to-date knowledge of accounting standards and regulations, ensuring accurate and compliant audits.
Managed multiple simultaneous audit engagements while maintaining strict adherence to deadlines and quality standards.
Mentored junior staff members, sharing industry knowledge and best practices for successful audits.
Identified control weaknesses and provided recommendations to improve internal controls and mitigate risks.
Prepared working papers, reports, supporting documentation for audit findings and conclusions
Conducted various audits in accordance with financial reporting standards for a wide range of clientele which included large public and private companies, small and medium entities, companies in the automobile sector, manufacturing sector, non profit & charitable organizations.
Provided valuable insights by analyzing financial data and identifying trends or anomalies.
Prepared tax returns and audit reports.
Drafted findings and recommendations into detailed reports.
Collaborated with team members to complete audits efficiently and maintain client satisfaction.
Co-ordinated and liased closely with Senior Partners and audit team in obtaining audit evidence for issues faced during audit such as incorrect application of accounting principles, discrepancies in opening balance, amongst others.
CA Final
Professional ( Final ) Level - 1 last paper.