Professional Qualifications
1998 - 2001: BSc 2.1 (Honours) Accounting, Queens University, Belfast
2001 - 2002: Masters in Advanced Accounting, University of Ulster Jordanstown
2006: Passed SAGE Line 50 Level 2
Background
September 2002 – August 2005: Joined KPMG as a Trainee Chartered Accountant
November 2004: Passed FAE Examination
August 2005: Joined FPM Accountants LLP as an Assistant Manager
September 2005: Qualified Chartered Accountant
May 2006: Promoted to Manager within FPM
April 2007 – October 2007: Senior Consultant, Internal Audit, St. George Bank, Sydney
2008: Awarded Auditing Certificate
May 2009: Promoted to Senior Manager within FPM
Other Positions
- Member of Special Olympics Volunteer Team 2006.
- Member of Chartered Accountants Ireland Young Professional Group.
- Tudor for first year Accounting / Queens University, Belfast.
- Member of B4B Network in Belfast.
- Member of Junior Chamber of Commerce, Belfast.
- Took part in the following Marathons:
- Belfast City 2004 & 2005.
- USCA ‘Five City Charity Challenge’ 2006.
- Sydney Bridge Run, 2007.
- Cormac Run, 2009.
- Run Armagh, 2009.
Relevant Experience
Audit and Accounts Preparation:
- Audit of wide range of companies.
- Audit of wide range of public sector bodies (including hospitals, universities, further education colleges, hospital trust, agencies, etc.)
- Audit of large number of pension schemes.
- Audit of and preparation of Charity Accounts.
- Audit of grant claims for public bodies and limited companies.
- Preparation of a wide range of sole traders accounts.
- Preparation of a wide range of partnership accounts.
- Preparation of various Audit exemption Company Accounts.
- Audit of a range of clubs and organisations limited by guarantee.
Consultancy:
- Preparation of Business Plans and Bank Proposals for a number of manufacturing and service industry clients incorporating detailed marketing assessments, production review and action plans for change in organisational / management structures, as well as financial projections and sensitivity analysis.
- Evaluation of accounting systems of numerous clients.
- Financial Appraisal of projects submitted to Government bodies for funding.
- Retained by diverse client base to provide ongoing business mentoring services.
- Assisted organisations negotiate and seek grant assistance from a variety of sources.
Corporate Finance
- Carried out due diligence exercises prior to the acquisition of businesses.
- Preparation of Information memorandums prior to sale of business.
- Lead role in a number of due diligence assignments.
- Worked closely in multi-discipline teams including lawyers, valuers and tax specialists on acquisitions and disposals of companies.
- Participated in negotiations on a range of company sales and purchases
- Involved in several business and company valuations.
- Involved in refinancing and bank proposals.
Other
- Internal audit experience specializing in Finance and Governance in one of largest banks in Australia.
- Grant assistance work for various companies, public sector organizations.
- Specific knowledge of packages such as Excel, APEX, Word, Chartered Software, Taxsoft, SAGE Accounting and Alpha Tax.
- Involvement in corporate recovery assignments for number of companies in liquidation / administrative receivership.
- Calculation and submission of corporation tax notes and computations.
