If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.

00359197

PROFILE

Audit Semi Senior with two years of experience at a mid-tier accounting firm, including one year operating at Semi Senior level across charities, PFIs and limited companies. Experienced in delivering small to medium-sized audits from planning through to completion, taking ownership of key audit areas on larger assignments, supervising junior team members and managing day-to-day client communication.

AAT Level 4 and ACA Certificate Level qualified, with one remaining Professional Level exam, the Fundamental Case Study in September 2026, before becoming part qualified. I am seeking a long-term opportunity within a supportive and forward-thinking firm where I can build on my existing audit experience, complete the ACA qualification in July 2027 and progress by taking on increasing responsibility.

CAREER HISTORY

August 2024 - July 2026

Accountants

Audit and Accounts assistant promoted to Audit Semi Senior

• Planned and delivered charity audits from planning through to completion for organisations with annual income ranging from approximately £500,000 to £5 million.
• Contributed to audits of limited companies and PFI subsidiaries, taking ownership of assigned audit areas through to manager review.
• Audited key charity income streams, including grants, legacies and donations, and assessed the recognition and classification of restricted and unrestricted funds.
• Tested investment balances, income and valuations against third-party investment reports and supporting documentation.
• Prepared complete and well-structured audit files using CaseWare and CCH, documenting procedures, findings and conclusions in accordance with internal quality standards.
• Supervised and supported junior team members by providing clear briefings, guidance on audit testing and constructive feedback, helping to cultivate a supportive environment
• Managed day-to-day communication with trustees, finance teams and senior management, maintaining strong client relationships and resolving audit queries efficiently.
• Worked closely with audit managers and partners during the audit and completion stage, clearing review points, resolving outstanding audit matters and following up information required from clients.
• Prepared statutory company accounts on CCH and Charities on CaseWare accounts
• Continuously expanded technical knowledge in alignment with ACA progression

September 2021 – August 2023

Audit, Tax & Consulting

Audit Assistant

• Supported the planning and execution of external audits for a diverse client portfolio.
• Conducted controls and substantive testing, evaluating evidence and documenting audit conclusions.
• Prepared and reviewed audit workpapers, ensuring compliance with firm methodology and auditing standards.
• Analysed financial statements and general ledgers to test samples and identify areas of audit focus.
• Built effective client relationships, ensuring timely resolution of audit queries and information requests.
• Assisted in completing audit engagements, including financial statement checks and overall file completion procedures.

QUALIFICATIONS

• ACA: AA, FAR, TC, FM and BDS Passed
• ACA Certificate Level Qualified
• AAT Level 4
• AAT Level 3 Advanced Bookkeeping

SKILLS

• CaseWare, CaseWare Accounts and CCH
• Microsoft Excel
• Xero and Quickbooks
• Trullion AI

EDUCATION

September 2018 - June 2020: College

• A in Economics
• A in Business Studies
• B in Mathematics

September 2014-2018: College

• 4 As in Mathematics, English, Science and Business Studies
• 4 Bs in English Lit, History and Re and Science
• 2 Cs in Further Math’s and Food tech

References Available Upon Request

If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.

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