Engaged in a pro-bono, fractional capacity to advise on a whistleblowing case. Analyzed ethical regulation frameworks to construct a defensible reporting strategy that supported protection of the whistleblower. Utilized knowledge and experience gained through a prior short-duration assignment to assess tone and positioning of the regulatory report.

Key responsibilities:
- Review case facts to assess whether ethical misconduct may have occurred
- Analyze and summarize escalation frameworks
- Prepare a stakeholder map and risk register
- Strategize a communications plan and manage crisis communications with external parties
- Review regulatory positioning and compliance defense
- Draft a report to the regulator
- Compile a supporting dossier aligned with ethical regulation frameworks

- Led the IFRS 17 technical accounting workstream, authored accounting position papers, and produced scalable IFRS 17 and IFRS 9 FS skeletons and restated comparative FS.
- Configured and tested the RiskIntegrity platform, creating reconciliation controls.
- Advised on the accounting, modeling and valuation of strategic private investments.
- Led the acquired insurance contracts valuation workstream.
- Performed pre-acquisition due diligence, analyzing policies and reviewing critical accounting judgments.
- Led accounting and reporting integration efforts, including the IFRS 3 opening balance sheet/ PPA, alignment of accounting policies and integration/scaling of disclosures.
- Advised the CFO on accounting impacts of multiple strategic projects - recognized by the CFO + Big 4 audit partner for accurate analysis of complex issues.
- Took over multiple Big 4 workstreams, delivering significant cost savings.
- Acted as a IFRS 17 SME for the finance, investments and actuarial functions.

“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.

Deloitte UK (London), Insurance Advisory and Audit
- Advised a CAC 40-listed general/ P&C insurance company on technical accounting issues related to a complex business transaction involving structured related party entities, utilizing knowledge of accounting standards such as IFRS 4, IFRS 10 , and IAS 24, thus enhancing transparency, audit readiness and compliance in the financial statements.
- Functioned as an IFRS 17 SME on a finance/ consolidation modernization project for a FTSE 100-listed multiline insurance company which assisted in improving processes and enhancing reporting efficiencies.
- 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.

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.

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).

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.

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.

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.