Sam Patel Email & Phone Number

London, England, United Kingdom

• Partner - Financial Services Internal Audit.
• Head of Internal Audit at FTSE and equivalent sized insurers
• Outsourced and co-sourced internal audit at a number of Financial Services Companies including FTSE, SEC registered and privately owned
• Seconded into the Head of Internal Audit role at a Lloyd’s Syndicate
• Seconded into the Director of Governance role within a Financial services company overseeing their Internal Audit, Risk, Compliance and Legal functions.
• Lead controls assurance work including ISAE 3402, SSAE 18, AAF, SOC reports, SOX

London, United Kingdom

• Partner - Head of Financial Services Internal Audit.
• Outsourced and co-sourced internal audit at a number of Financial Services Companies including FTSE, SEC registered and privately owned
• Seconded into the Head of Internal Audit role at a Lloyd’s Syndicate
• Seconded into the Director of Governance role within a Financial services company overseeing their Internal Audit, Risk, Compliance and Legal functions.
• Regularly perform work on other governance and control areas such as Board Effectiveness Reviews, s166, ISAE 3402, SSAE 18, SOC reports, SOX
• Perform External Quality Assessments (EQA's) over Internal Audit functions - including one recently on behalf of the UK regulator.

London, United Kingdom

London, United Kingdom

• Responsible for supporting the accuracy and the subsequent analysis and review of financial information submitted by the International and Bupa Health Assurance business units of the Friends Group. Interpreted results.
• Acting as the key contact between the Group Finance team and business unit finance teams, taking ownership of supporting the business unit Finance Directors and their teams in the day to day understanding of their.
• Proactively challenged business unit results whilst building a comprehensive understanding of the drivers, risk and issues in business performance.
• Took responsibility for proactively building effective partnership relationships with the business unit finance teams so that the reporting processes were robust and consistently applied and helped ensure they.
• Drafted and provided input to financial statement including drafting accounting notes, policies and disclosures on areas that are directly related to the business unit that the Reporting Manager is responsible for.
• Responsible for the provision of accounting and technical support for local finance teams. This included the advice and support on accounting issues for key projects through the life cycle of the transactions.

London, United Kingdom

• Senior Manager with in-depth knowledge of general and life insurance accounting policies, controls, SOX, US GAAP reporting and FSA regulation on audit and advisory services.
• Audit and management of many global players and key Delioitte clients including FTSE, SEC registered and private equity companies such as Marsh Limited (part of MMC Inc.), RBS Insurance (Direct line, Churchill, Green.
• Subject Matter Expert (SME) on multi disciplinary Finance Transformation projects at Aviva (£57m) and Aon (£0.2m) – responsible for mapping current, ‘as is’ processes, designing and implementing the end state, ‘to be’..
• Work on due diligences, risk mitigation plans for the FSA, internal audit assignments and requests for proposals, resulting in a broad skill set acquired and sound industry knowledge. Regularly included on new.
• Plan and deliver audits including budget setting, negotiating fees, maintaining ledgers, billing, mananging teams of between 5 and 30 people, reviewing work of others and liaising and coordinating tax, IT as well as.
• I&IM Group Manager – over the last two years primarily responsible for overseeing 200 people within the department in terms of departmental results (budget vs. actual), analysing staff utilisation, identifying staffing.