Summary
Overview
Work History
Education
Accomplishments
Timeline
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Philip Spillane

Bondi,Sydney

Summary

Diligent and proactive accountant actively pursuing the Chartered Accountant qualification, positioned to undertake final examinations this year. Demonstrates a robust foundation of financial services within a Big 4 environment, as an assurance associate in the Asset Wealth Management sector. Proficiently skilled in data analysis consistently delivering meticulous results with diverse clients and regulatory environments. Acknowledged for collaborative teamwork, diligent work ethic, and a consistent track record of value addition.

Overview

6
6
years of professional experience

Work History

Auditor

PWC
09.2021 - 09.2023
  • Performed complete client engagements from planning the audit, executing audit procedures and completing engagements
  • Effectively communicated and collaborated with client management, audit teams and various third parties to obtain key information to manage expectations, deadlines and deliverables
  • Worked on a number high profile clients including Amundi, Russell investments and Barings in the Asset Wealth management Industry
  • Executed detailed audit procedures including reviewing transactions, documents, records and procedures and conducting audit tests which are sufficient in scope to support professional opinions as to the fair presentation of client financial statements
  • Mentored junior associates, fostering professional growth through hands-on training and constructive feedback on performance evaluations.

Accounts Receivable Clerk

Citco
01.2018 - 06.2018
  • Reduced outstanding account balances through diligent follow-up on overdue invoices and negotiating payment arrangements with clients.
  • Enhanced financial reporting accuracy by reconciling accounts receivable ledger with general ledger monthly.
  • Decreased uncollectible debt by closely monitoring accounts and promptly identifying high-risk customers for management review.
  • Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.

Education

Leaving Certificate 460 Points -

Crescent College Comphrensive
2014

BSc Accounting - 2.1

University College Cork
2018

Passed Cap 1| Cap 2 - Accounting

Chartered Accountant ( In Progress)
2024

Accomplishments

  • Involved with successful fund-raising initiatives for charities- mainly Our Lady's Children's Hospital Crumlin Ophthalmic Unit, ISPCC, ISPCA.
  • In my spare time I enjoy going to the beach, playing golf, surfing and travelling
  • Placed in the top 5% in the country in the Bank of Ireland FX trade-off competition, 2017.
  • I.T literate- with advanced Microsoft Word, Excel, Outlook, Oracle EBS, Aura, Alteryx.

Timeline

Auditor

PWC
09.2021 - 09.2023

Accounts Receivable Clerk

Citco
01.2018 - 06.2018

Leaving Certificate 460 Points -

Crescent College Comphrensive

BSc Accounting - 2.1

University College Cork

Passed Cap 1| Cap 2 - Accounting

Chartered Accountant ( In Progress)

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Philip Spillane