Functional Skills
Compliance and risk
Corporate Finance
Data Analysis
Finance Transformation
Financial Due Diligence
Financial Management
Financial Modeling
Financial Planning & Analysis (FP&A)
M&A Support
Post-Merger Integration
Technical Accounting
Valuation
Risk Management
Accounting Software Implementation
Accounting
Software Skills
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
PowerBI
Certifications
ACCAChartered Certified Accountant
Sector Experience
Business Services
Financial Services
Languages
English
Countries Worked In
BM KY MT NZ ZA GB USCase Study
Case Studies
IFRS 17 Implementation & Finance Transformation for a Multinational Insurer
Financial Services
Finance Transformation
Financial Statement Preparation
Systems Integration
PPA, Post-Merger Finance Integration & Valuation Advisory for Insurance Sector Acquisition
Financial Services
Post-Merger Integration
M&A Support
Valuation
Pre-Deal Finance Advisory and Due Diligence for Strategic Insurance Sector Acquisition
Financial Services
Financial Due Diligence
Valuation
M&A Support
Notable Clients
AXA Group
Navigators Syndicate
Point State Capital
Prudential Financial
Suncorp Group
Big 4 Accounting
Top Consulting Firms
Experience
Confidential Private Client
Management Consulting
(Fractional) Independent Strategy, Governance and Communications Consultant
2/2025 - Present
Governance and Ethics Advisory
Within the family law and human rights advocacy spaces in the UK and USA, I advised on a confidential, ethics-driven governance review to address systemic issues. This included:
• Conducting cross-disciplinary research and analyzing systemic patterns of coercive control and institutional response failures within the family law system.
• Developing confidential reports and collaborating on policy recommendations and legal reform.
• Collaborating with legal, psychological, and behavioral science experts – including specialists in human rights law – to ensure balanced analysis and safeguarding of vulnerable persons.
Whistleblower Reporting Advisory
Engaged to advise on a confidential whistleblowing case. Key responsibilities included:
• Analyzing ethical regulation frameworks to construct a defensible reporting strategy that supported protection of the whistleblower, reviewing case facts to assess whether ethical misconduct may have occurred, analyzing and summarizing escalation frameworks.
• Strategizing a communications plan and managed crisis communications with external parties.
• Utilizing knowledge and experience gained through a prior Big 4 assignment, assessed tone and positioning of the regulatory report.
• Drafted a report to the regulator and a supporting dossier of evidence.
Within the family law and human rights advocacy spaces in the UK and USA, I advised on a confidential, ethics-driven governance review to address systemic issues. This included:
• Conducting cross-disciplinary research and analyzing systemic patterns of coercive control and institutional response failures within the family law system.
• Developing confidential reports and collaborating on policy recommendations and legal reform.
• Collaborating with legal, psychological, and behavioral science experts – including specialists in human rights law – to ensure balanced analysis and safeguarding of vulnerable persons.
Whistleblower Reporting Advisory
Engaged to advise on a confidential whistleblowing case. Key responsibilities included:
• Analyzing ethical regulation frameworks to construct a defensible reporting strategy that supported protection of the whistleblower, reviewing case facts to assess whether ethical misconduct may have occurred, analyzing and summarizing escalation frameworks.
• Strategizing a communications plan and managed crisis communications with external parties.
• Utilizing knowledge and experience gained through a prior Big 4 assignment, assessed tone and positioning of the regulatory report.
• Drafted a report to the regulator and a supporting dossier of evidence.
Consulting Independently for the BF&M Group
Finance
Independent Senior Finance Consultant
5/2021 - 11/2024
- Advised the CFO on financial impacts of multiple strategic projects incl.: critical finance workstreams for a ~$300m merger, a $22m sale+ leaseback, a $14m product restructuring, and a $8m legal entity restructuring - recognized by CFO + Big 4 audit partner for accurate analysis of complex issues.
- Took over multiple Big 4 sprints, delivering significant cost savings.
- Acted as a cross functional IFRS SME for finance, investments + actuarial.
- Advised on modeling, valuation + accounting for strategic private investments and acquired insurance contracts.
- Performed financial due diligence, producing a risk register supporting deal negotiations.
- Led financial reporting integration efforts, incl. IFRS 3 opening balance sheet, PPA, +integration/scaling of policy/disclosures.
- Led IFRS 17 sprints, authored position papers, and produced scalable IFRS 17/ 9 FS skeletons + restated comparative FS.
- Configured + tested RiskIntegrity software, creating reconciliation protocols.
- Took over multiple Big 4 sprints, delivering significant cost savings.
- Acted as a cross functional IFRS SME for finance, investments + actuarial.
- Advised on modeling, valuation + accounting for strategic private investments and acquired insurance contracts.
- Performed financial due diligence, producing a risk register supporting deal negotiations.
- Led financial reporting integration efforts, incl. IFRS 3 opening balance sheet, PPA, +integration/scaling of policy/disclosures.
- Led IFRS 17 sprints, authored position papers, and produced scalable IFRS 17/ 9 FS skeletons + restated comparative FS.
- Configured + tested RiskIntegrity software, creating reconciliation protocols.
Withum (contracting via a 3rd party intermediary)
Accounting
Capital Markets Assurance Engagement Manager
2/2021 - 5/2021
“Busy season” contract where I was engaged as an Assurance Engagement Manager.
Withum, an audit firm in New York and New Jersey, is the market leader in Special Purpose Acquisition Company (“SPAC”) assurance engagements.
SPAC structures are used extensively to facilitate reverse acquisition IPOs for private companies with high valuations.
- Managed the audits of SEC filings (including Draft Registration Statements, S-1, and 10-K filings) for multiple SPACs concurrently, providing direction and supervision to staff, reviewing work performed, and reporting to engagement partners, and thus ensuring PCAOB compliance and error-free, timely submissions to the SEC.
- Optimized team-wide SPAC audit protocols, improving audit quality and review efficiency, and was commended for these improvements by both an Associate Director at the firm and the contracting company’s CEO.
Withum, an audit firm in New York and New Jersey, is the market leader in Special Purpose Acquisition Company (“SPAC”) assurance engagements.
SPAC structures are used extensively to facilitate reverse acquisition IPOs for private companies with high valuations.
- Managed the audits of SEC filings (including Draft Registration Statements, S-1, and 10-K filings) for multiple SPACs concurrently, providing direction and supervision to staff, reviewing work performed, and reporting to engagement partners, and thus ensuring PCAOB compliance and error-free, timely submissions to the SEC.
- Optimized team-wide SPAC audit protocols, improving audit quality and review efficiency, and was commended for these improvements by both an Associate Director at the firm and the contracting company’s CEO.
Deloitte
Finance
CFO Advisory Manager
10/2019 - 9/2020
Deloitte UK (London), Insurance Advisory and Audit
- Advised a CAC 40-listed general/ P&C insurance company on technical accounting issues and financial implications related to a complex corporate transaction involving restructuring of a superannuation scheme under a related party vehicle, thus enhancing transparency, audit readiness and compliance in the financial statements.
- In collaboration with organizational change management consultants, advised on a group-level finance transformation and IFRS 17 implementation project for a FTSE 100-listed multiline insurance company which involved modernizing legacy systems and improved consolidation processes thus enhancing financial reporting efficiency.
- Co-managed the delivery of statutory and group audit services to a Lloyd's general/ P&C insurance syndicate (Navigators) under PCAOB standards, which contributed to achieving regulatory compliance.
- Advised a CAC 40-listed general/ P&C insurance company on technical accounting issues and financial implications related to a complex corporate transaction involving restructuring of a superannuation scheme under a related party vehicle, thus enhancing transparency, audit readiness and compliance in the financial statements.
- In collaboration with organizational change management consultants, advised on a group-level finance transformation and IFRS 17 implementation project for a FTSE 100-listed multiline insurance company which involved modernizing legacy systems and improved consolidation processes thus enhancing financial reporting efficiency.
- Co-managed the delivery of statutory and group audit services to a Lloyd's general/ P&C insurance syndicate (Navigators) under PCAOB standards, which contributed to achieving regulatory compliance.
PricewaterhouseCoopers (PwC)
Finance
Advisory + Assurance Engagement Manager
6/2018 - 9/2019
PwC Malta, Insurance Advisory and Audit
- Delivered IFRS 17 training to ~40 AVP-SVP professionals at an industry conference, enhancing understanding and assisting in positioning the firm as a thought leader in insurance accounting.
- Performed IFRS 17 gap analyses and drafted technical position papers for general/ P&C insurance clients, thereby informing strategies to reduce compliance risks and enhance reporting clarity.
- Led audits for multiple general/P&C insurers, including clients with cross border UK/ offshore operations, from proposal to completion, including managing teams and presenting to clients' boards, delivering timely, compliant audit reports that strengthened client trust and accuracy in financial reporting.
- Served as the Insurance department’s Data Analytics Champion, creating, developing and maintaining data analytics tools to facilitate risk identification and data stratification for claims and thus enhance both the effectiveness and efficiency of audits.
- Delivered IFRS 17 training to ~40 AVP-SVP professionals at an industry conference, enhancing understanding and assisting in positioning the firm as a thought leader in insurance accounting.
- Performed IFRS 17 gap analyses and drafted technical position papers for general/ P&C insurance clients, thereby informing strategies to reduce compliance risks and enhance reporting clarity.
- Led audits for multiple general/P&C insurers, including clients with cross border UK/ offshore operations, from proposal to completion, including managing teams and presenting to clients' boards, delivering timely, compliant audit reports that strengthened client trust and accuracy in financial reporting.
- Served as the Insurance department’s Data Analytics Champion, creating, developing and maintaining data analytics tools to facilitate risk identification and data stratification for claims and thus enhance both the effectiveness and efficiency of audits.
KPMG
Finance
Advisory + Assurance Assistant Engagement Manager
4/2017 - 4/2018
KPMG New Zealand (Auckland), Banking Advisory and Insurance Audit
- Served as the main author below partner level of several national thought leadership publications (the quarterly KPMG Financial Institutions Performance Survey) covering banking and financing companies' fiscal fundamentals, financial performance and the prevailing macroeconomic environment, elevating firm visibility and providing stakeholders, including the national business press, with strategic insights.
- Led the day-to-day management of audits for general/P&C insurance clients, including the Suncorp Group in New Zealand, managing (i.e. directing, supervising, reviewing and coaching) a team of ~10 to deliver quality audits within budget and tight deadlines.
- Assisted KPMG's legal consulting department in reviewing the merits of a whistleblowing case.
- Performed advanced analytics on complex datasets (including stratifying claims data + identification of claims for further investigation based on risk indicators).
- Served as the main author below partner level of several national thought leadership publications (the quarterly KPMG Financial Institutions Performance Survey) covering banking and financing companies' fiscal fundamentals, financial performance and the prevailing macroeconomic environment, elevating firm visibility and providing stakeholders, including the national business press, with strategic insights.
- Led the day-to-day management of audits for general/P&C insurance clients, including the Suncorp Group in New Zealand, managing (i.e. directing, supervising, reviewing and coaching) a team of ~10 to deliver quality audits within budget and tight deadlines.
- Assisted KPMG's legal consulting department in reviewing the merits of a whistleblowing case.
- Performed advanced analytics on complex datasets (including stratifying claims data + identification of claims for further investigation based on risk indicators).
PricewaterhouseCoopers (PwC)
Accounting
Lead Senior Associate
6/2016 - 3/2017
PwC Bermuda, Banking and Asset Management Audit
- Audited clients in the Banking and Asset Management sectors thus supporting risk mitigation and ensuring efficient, compliant regulatory filing processes.
- My main client was the Bank of N.T. Butterfield & Son (dual-listed on the NYSE and on the Bermuda Stock Exchange) where I was the lead senior, planning the testing approach, coaching, supervising and reviewing the work of ~11 team members in key areas, including loans and deposits.
- For the audit and in preparation for SOX adoption, I conducted process walkthroughs, documented SOX-ready process flows (both diagrammatic and narrative) and evaluated the design and operating effectiveness of controls across several business areas/ functions, including loan origination and provisioning.
- Reviewed HSBC Bermuda‘s Banking solvency regulatory return.
- Audited clients in the Banking and Asset Management sectors thus supporting risk mitigation and ensuring efficient, compliant regulatory filing processes.
- My main client was the Bank of N.T. Butterfield & Son (dual-listed on the NYSE and on the Bermuda Stock Exchange) where I was the lead senior, planning the testing approach, coaching, supervising and reviewing the work of ~11 team members in key areas, including loans and deposits.
- For the audit and in preparation for SOX adoption, I conducted process walkthroughs, documented SOX-ready process flows (both diagrammatic and narrative) and evaluated the design and operating effectiveness of controls across several business areas/ functions, including loan origination and provisioning.
- Reviewed HSBC Bermuda‘s Banking solvency regulatory return.
PricewaterhouseCoopers (PwC)
Accounting
Senior Associate
11/2014 - 5/2016
PwC Cayman Islands, Asset Management and Banking Audit
Audited clients in the Asset Management (Alternatives), Banking, and Financing/ Securitization sectors, ensuring strict compliance with US GAAP, PCAOB and IFRS and accurate financial reporting. Responsibilities included performing analytics on NAV-based and incentive fees, pricing OTC options and swaps, and reviewing goodwill impairment models.
My client base included the PointState family of hedge funds, ~10 special-purpose financing vehicles within the Silver Tower Group (an affiliate of Commerzbank AG), and the Bank of Butterfield Cayman Limited.
Audited clients in the Asset Management (Alternatives), Banking, and Financing/ Securitization sectors, ensuring strict compliance with US GAAP, PCAOB and IFRS and accurate financial reporting. Responsibilities included performing analytics on NAV-based and incentive fees, pricing OTC options and swaps, and reviewing goodwill impairment models.
My client base included the PointState family of hedge funds, ~10 special-purpose financing vehicles within the Silver Tower Group (an affiliate of Commerzbank AG), and the Bank of Butterfield Cayman Limited.
PricewaterhouseCoopers (PwC)
Accounting
[Senior] Associate
1/2012 - 11/2014
PwC South Africa, Asset Management, Insurance and NPO Audit
As a Senior Associate and, prior to that, an Associate (Trainee) at PwC South Africa, I supervised audit teams of 2 to 5 on engagements for clients in the Asset Management, Insurance, and Non Profit sectors, ensuring timely and accurate financial reporting that met regulatory requirements and supported client governance.
Clients included Liberty Life, Sentinel Retirement Fund, Alexander Forbes Insurance, and non-profit organizations. I also performed regulatory audits of retirement funds and insurance companies.
As a Senior Associate and, prior to that, an Associate (Trainee) at PwC South Africa, I supervised audit teams of 2 to 5 on engagements for clients in the Asset Management, Insurance, and Non Profit sectors, ensuring timely and accurate financial reporting that met regulatory requirements and supported client governance.
Clients included Liberty Life, Sentinel Retirement Fund, Alexander Forbes Insurance, and non-profit organizations. I also performed regulatory audits of retirement funds and insurance companies.