Functional Skills

Quality Assurance
Accounting
Audit Readiness
Internal Auditing
Financial Modeling
Risk Management
Risk Governance

Certifications

CPACertified Public Accountant
ACCAChartered Certified Accountant

Sector Experience

Agriculture
Financial Services
Manufacturing
Real Estate
Social & Public Sector

Notable Clients

Omni Grid LLC
Big 4 Accounting
Top Consulting Firms

Experience

Various roles (US) Finance
Partner & COO, Audit Director, Fractional Chief Financial Officer
5/2023 - Present
Transition and development of entrepreneurial brand. Roles include: MMA CPA Firm (Audit & advisory partner), Fractional CFO roles (e.g., VC CFO, A.I. company, advisory firm), PKF Mueller (notably director on $5 billion steel manufacturer and not-for-profit jobs), and Ingram Advisory Group (interim COO for a marine company).
Deloitte Accounting
Director (National
1/2022 - 4/2023
• Soft skills & achievements: Director in the National Office responsible for countrywide risk management & quality for listed audit clients. Over 100 hours of training (e.g., ESG, SOX controls). Teams ranging from 5-200.
• Clients: Quality Assurance (QA) for large, complex, listed SEC/PCAOB clients such as an investment group with over $800 billion in Assets Under Management (AUM), insurer with $1.4 trillion in AUM and a crypto miner.
Baker Tilly Channel Islands Ltd Accounting
Manager, Associate Director, Director (Partner
4/2008 - 11/2021
• Soft skills & achievements: Crafted & led digital marketing strategy incl. proposals & thought leadership; led quality assurance (10 years with no adverse findings); liquidations (e.g. Lehman brothers subsidiary) and financial due diligence (£8M - £21M range). Consistent promotion from manager - partner in less than 10 years.
• Clients: Signing partner/ engagement manager for private equity & investment funds ranging from $1.3B to $13B; listed clients (e.g. London Stock Exchange (LSE), AIM); a listed crypto group; Government of Jersey (internal audit); mining (diamonds, iron ore); and largest social housing provider, Andium (10k+ homes).
PricewaterhouseCoopers (PwC) Accounting
Associate – Senior Associate
9/2003 - 3/2008
• Soft skills & achievements: Reviewed complex financial statements (IFRS and US GAAP), coached and mentored staff in cross-cultural teams. Training: leading teams, communication, managing stress, delegation.
• Clients: Sectors including: financial services (Central Bank, private & development banks, fund administration, real estate, insurance); manufacturing (Coca Cola, Unilever subsidiaries); agriculture (2,500 – 10,000-hectare sugar, tea and coffee plantations); and public sector (e.g. UN, World Bank/IDB and DANIDA funded projects).