Financial Analysis and Reporting:
- Conducted in-depth financial analysis for banking clients to assess performance and identify potential risks.
- Prepared internal financial reports, including extensive analysis of interest margins on various financial products.
- Performed comprehensive cash flow forecasts analysis for impairment assessments, leading to the revaluation of technology assets on a banking client.
Collaboration and Client Relationship Management:
- Collaborated with cross-functional teams to align on financial data and audit strategies.
- Delivered audit findings and process enhancement recommendations to stakeholders, ensuring compliance and informed decision-making.
- Achieved high client satisfaction by meeting deadlines, effectively communicating stakeholder needs, and mentoring junior staff.
Tasks Management and process improvement:
- Optimized processes through automation, and team management, achieving record-high margins on a very large retail audit client (17% in 2022 to 39% in 2024), earning the highest performance review grade.
- Managed multiple engagements effectively, prioritizing tasks based on deadlines and management's expectations, effectively reducing the workload of the senior manager and partner in charge of the audit.
- Adaptation and flexibility to ensure the team always met its objective, regardless of changing circumstances.
Audit Planning:
- Developed comprehensive audit plans outlining scope, timeline, risk assessment, and resource allocation.
Supervision and Leadership:
- Led and supervised junior and offshore audit staff, providing training and reviewing work for accuracy.
- Offered feedback input for quarterly performance reviews as well as informal feedback to enhance team performance.
Financial Statement preparation and review:
- Contributed to the preparation of financial statements and notes for a major real estate firm, managing multiple subsidiary statements.
- Ensured compliance with accounting standards through thorough reviews and enhanced document presentation.