Cleland & Co offer a full range of accountancy, audit, tax and business advisory services. Our portfolio includes a broad range of Guernsey clients, including owner managed businesses and financial services companies. We also provide company formation and corporate services through our licensed subsidiary, Marshall Secretarial Services Limited.

Audit Manager at PwC, for the Insurance and Investment Management business unit. I specialised in Private Equity audits of funds and regulated fund managers. I also managed regulatory audits, providing opinions on the compliance with FCA Client Asset Sourcebook Rules.

Secondment to PwC Forensics for transaction and AML monitoring

I have 4 years of experience of providing audit services to multiple financial service and non-financial service clients. I have led PwC assurance engagements and have experience within a variety of financial industry sectors; Funds (including private equity; direct and fund of funds, real estate and hedge funds), Captive Insurance and Pensions. This includes being responsible for project planing and delivery as well as liaising with the team and contacts at the client and within the… Show more I have 4 years of experience of providing audit services to multiple financial service and non-financial service clients. I have led PwC assurance engagements and have experience within a variety of financial industry sectors; Funds (including private equity; direct and fund of funds, real estate and hedge funds), Captive Insurance and Pensions. This includes being responsible for project planing and delivery as well as liaising with the team and contacts at the client and within the PwC network.I have worked with both listed and private clients reporting under IFRS and UK GAAP. Other experience includes:- Co-ordination and project management of assurance engagements- Client take-on and AML compliance for new entities including reviewing procedures of high risk AML clients - Evaluation and documentation of complex control processes - Tutoring staff regarding internal firm processes and technical knowledge- Being involved in the training support team at PwC for graduates and trainees- High standard of report writing skills- Interpersonal skills developed through interaction with senior management throughout multiple disciplines- Data analytic skills Show less