Process Research & Optimization

Senior Consultant (Data and Automation)

Dane Analytics Limited

Contractor providing data analytics and automation consultancy services to a diverse range of cross industry clients. With domain expertise in financial services along with data analysis, data science, business intelligence, and process automation experience, I help businesses unlock the full potential of their data.

Director

Wells Fargo

I worked on a number of projects within the legal entity control team including the building of a common data model, automating several financial and regulatory reporting processes, and enhancing their management reporting outputs.

Primarily I helped them to standardise and automate management reporting across all the EMEA Wells Fargo entities and enhance reporting with interactive dashboard visualisations.

Business Execution Consultant (Data Analytics & Automation)

KPMG UK

Working within the Clara Analytics team, I was responsible for managing the process of delivering data and analytics solutions for international audits across a number of sectors. This involved the oversight of data analysts, audit teams, and audit clients to ensure a smooth delivery.

I also created and reviewed Alteryx workflows, SQL code and PowerBI dashboards used for bespoke audit procedures and process automation. In addition I designed machine learning solutions in Python to enhance audit delivery. My role includes championing best practice, though delivering projects which have automated certain procedures, and promoting the use of visualisations.

I completed a Masters degree in Data Science alongside my role and was actively involved in developing machine leaning libraries in Python to be used in the audit space.

Data Analytics Manager

Data Analytics Assistant Manager

As an assistant manager I was responsible for the audit of international entities and groups in a wide range of industries (commodities trading, manufacturing, retail, recruitment, and pharmaceuticals).

Key aspects of my role included:
- Leading audit teams and supporting them though the whole audit process (both upwards and downwards).
- Maintaining good client relationships as the key audit contact.
- Making use of D&A to realise significant audit quality and efficiency improvements.
- Reviewing work of those below me.
- Ensuring compliance with auditing and accounting standards.
- Delivering high quality audit files

Audit Assistant Manager

I was engaged as both a team member and an audit in-charge across a number of clients, from small local businesses to multinational corporations.

This involved:
- Leading audit teams: creating project plans, managing assistants, responding to unexpected issues, managing client relationships, and taking responsibility for audit files.
- Delivering high quality and accurate audit work.
- Staying up to date on auditing standards and updating testing on a continual basis to improve audit quality.
- Utilising data and technology in the audit process to make it more efficient.
- Creating good contacts and developing effective relationships with client finance teams and directors.
- Studying and qualifying as an Associate Chartered Accountant (ICAEW).

Audit Associate

KPMG Luxembourg

Over the course of my internship, I worked within both the Real Estate and Corporate audit departments. My job enabled me to engage in the audits of many entities, ranging from small holdings, to giant funds, and I gained experience of almost all stages of the audit process. Some of my work included:

- Planning analytics & final analytics
- FS checking and casting
- Scope of consolidation
- Drafting risk analysis meeting minutes
- Mapping trial balances
- Lawyer and bank confirmations
- Creating client prospectus'.
- Summarising meeting minutes
- External charges analytical review
- Cash reconciliations
- JE Testing
- Completion of a number of working papers to go on audit files: Cash, Fixed Assets, Contributions, Debt interest, Rental income, Investment property, Accounts receivable, Nominal debt, Equity, Operating lease rental income disclosure, Related parties, FX general rates, Debt covenants compliance, Debt FV, Deferred tax, Management fees, Consolidation adjustments.

Audit Trainee

Societe Generale Private Banking Hambros

I got a great introduction into several different areas in which the bank specialises including:

-Wealth Planning
-EIS & Pensions
-Offshore Bonds
-Life Cover
-Fund Management
-Private Banking

As well as this I worked on creating new product proposals for different financial products which may be of interest to clients at the bank.

Placement

BDO LLP

Based in Audit, I gained an excellent fundamental understanding of corporate financial statements and how they are assessed and audited. Looking at the processes occurring behind the numbers has given me a great insight into the way businesses work and how an audit is run.

My responsibilities included:

-Cash and Fixed assets audit tests.
-Calling and casting financial statements.
-Talking to clients in person to request audit evidence.
-Phoning clients/ banks/ suppliers for evidence requests.
-Some tasks on other areas e.g.revenue, provisions and debt

Summer Intern

Campus Group

Promoting the independent governmental organisation dealing with the Data Protection Act and the Privacy and Electronic Communications Regulations across the UK. As a brand manager, I utilised campaign promotional materials effectively to create maximum awareness and presence for the ICO around the university.

Brand Manager for the Information Commissioner's Office

Killik & Co

My post was in the financial planning department giving me an insight into how a stock broking firm functions and the models used to analyse equities.

University of York

I was based in the Chemistry Department and helped with an exciting new project aimed to attract young people to science.
My responsibilities included general office and admin work, and helping design interactive  presentations to be displayed at public exhibitions.

Placement (Green Chemistry Centre of Excellence)

Data Analytics specialist with 8 years’ experience at KPMG, now engaged in the contracting space. I'm an ACA qualified accountant and completed a masters in Applied Data Science alongside my full time role. I have experience across a range of data analytics tools including Alteryx, PowerBI, SQL and Python for machine learning. I also have domain knowledge in audit & financial reporting across multiple sectors.

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