Summary
Overview
Work History
Education
Other Information
Timeline
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Conor Mackenzie

Toronto

Summary

A qualified accountant with five years of experience working on accounting projects and financial advisory engagements, most recently at PwC in Toronto. Proficient in financial modelling, financial analysis, business partnering, commercial improvement and providing sound accounting practices. With a commitment to professional development, evidenced by an ACA qualification and an ongoing pursuit of the CFA certification.

Overview

6
6
years of professional experience

Work History

Senior Associate, Accounting and Transaction Advisory

PwC
03.2023 - Current
  • Assist clients through capital market transactions including IPO readiness, and other market transactions
  • Support clients through accounting change projects including GAAP conversion, contemplation of a transaction, implementation of accounting policy changes and new accounting standards, and ESG reporting
  • Worked closely with the team and client to perform comprehensive accounting assessments for a diverse portfolio of assets during a pre-sale evaluation for a leading alternative asset manager, ensuring meticulous bookkeeping, and adherence to all legal and tax obligations
  • Work on deals helping with accounting implications on specific transactions (buy side, sell side, valuations, business combination, consolidation accounting, divestitures, etc.)
  • Supported the merger of two digital crypto mining companies, through the preparation of pro forma financial statements and a memorandum for the SEC detailing the future entity's revenue recognition practices
  • Worked with the team and clients to prepare complex accounting calculations, quarterly/annual financial statements and management reporting to drive insights
  • Conduct interviews and workshops with clients to develop a comprehensive understanding of their business processes and prepare their accounting policies
  • Prepare whitepapers and diagnostic reports.
  • Trained and supported new team members, maintaining culture of collaboration.

Senior Corporate Finance Analyst

Bluebox
07.2022 - 01.2023
  • Project managing a range of corporate finance mandates from the initial pitch stage to completion of the transaction
  • Worked alongside clients on transactions with private businesses across a wide range of sectors with values ranging from £1m to £200m
  • Actively managing and developing client relationships to ensure outstanding levels of client satisfaction and revenue generation
  • Producing and reviewing valuation reports, financial models, information memorandums and other deal documentation
  • Leading due diligence projects & negotiations
  • Appraising investment opportunities
  • Identifying and contacting prospective M&A targets and prospective investors
  • Preparing presentation materials and participating in pitches
  • Evaluating financial data for prospective clients.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.

Chartered Accountant/Audit Supervisor

Haysmacintyre LLP
01.2018 - 05.2022
  • Audit supervisor for clients ranging from startups to listed companies with group turnover of up to £60m and gross assets of up to £100m; sectors including technology, property, hospitality, financial services (including FCA regulated entities), professional & membership bodies
  • Audit supervisor for clients including: Langham Hall LLP (fund administration & accounting services), Astra Asset Management (hedge fund manager), White Clarke Group (financial technology services), Bidstack Group plc (listed advertising technology) & Stratacache (digital signage)
  • Performed financial statement audits in accordance with IFRS and Auditing Standards
  • Produced group accounts and group consolidations in accordance with IFRS and UK GAAP
  • Researched and provided technical advice and guidance to clients, recommending accounting treatment and disclosure in the financial statements
  • Performed detailed strategic analysis of client businesses, including obtaining an understanding of how they manage their strategic business risks
  • Established external and internal deadlines and drove the rest of the engagement team to meet their deadlines
  • Supervised and led audit engagement teams of up to six people, including motivation of staff
  • Demonstration of professional scepticism; challenging assumptions, questioning judgements and highlighting contradictions in audit evidence
  • Wrote audit findings reports for clients that examine and evaluate their financial and information systems recommending controls to ensure reliability and integrity.
  • Maintained communication with clients throughout auditing process to deliver status updates.

Education

Chartered Financial Analyst -

CFA Institute

ACA -

ICAEW
06.2021

Master's -

University of Edinburgh
06.2017

-

Kingston Grammar School
01.2012

Other Information

  • UK & Canadian Passport Holder
  • Competitive runner who recently completed a half marathon in New Jersey and is currently preparing for a full marathon in Toronto this May
  • Passionate traveller who enjoys experiencing diverse cultures, and is enthusiastic about spectating sports events

Timeline

Senior Associate, Accounting and Transaction Advisory

PwC
03.2023 - Current

Senior Corporate Finance Analyst

Bluebox
07.2022 - 01.2023

Chartered Accountant/Audit Supervisor

Haysmacintyre LLP
01.2018 - 05.2022

Chartered Financial Analyst -

CFA Institute

ACA -

ICAEW

Master's -

University of Edinburgh

-

Kingston Grammar School

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Conor Mackenzie