Internal Auditor Strategic Planning

.

.

TERRENCE H. CLARKE, ACCA, FCA, RPA

Email: ***************@*****.*** Telephone: 929-***-**** OBJECTIVE

To provide professional auditing and accounting services for your organization and its clients.

PROFILE A resourceful, proactive and qualified Professional Accountant with experience managing internal and external audits. Innovative, results oriented, and highly regarded for working in partnership with internal and external stakeholders to deliver superior service. Excellent communicator, strong organizational and problem-solving skills, self-directed with a confident approach to work.

TECHNICAL

SKILLS

Audit Management (internal and external)

Strategic planning and budgeting

Process improvement/strengthening internal controls Training/Coaching

Networking/increasing client base

Excellent negotiator

Proficient in Microsoft Office

PROFESSIONAL

EXPERIENCE

Lead Internal Auditor Oct 2023 – Aug 2024

NYC Board of Education Retirement System, New York Key Responsibilities:

Execute detailed Audit Planning, Fieldwork and Reporting

Design and execute Compliance, Financial, Operational, System and Regulatory Audits

Participate in the strategic planning of Internal Audit process of the Agency.

Conduct Audit Risk Assessments and recommend mitigation strategies.

Prepare reports and make presentations to the Audit Committee and Board of Directors.

Plan and execute audits to include entrance and exit conferences, Develop Audit Program and staffing.

Review audit reports and make appropriate recommendations for process owners in accordance with Institute of Internal Auditors (IIA) and International Professional Practice Framework (IPPF) standards.

Manage audit staff to include supervision of workflow, time and attendance, recruitment, orientation, and training.

Director/Chief Internal Auditor Jan 2020 – Oct 2023 NYC Housing Authority, New York

Key Responsibilities

Design the annual audit plan for approval of the Audit Committee and Board.

Execute Audit Plan, Fieldwork and Reporting

Coordinate the planning and execution of internal audits, and coordinate with external auditors from the State and Other Agencies.

Prepare audit findings and present them to the Audit Committee and Board of Directors.

Manage the Quality Assurance and Improvement Program (QAIP) of the Agency.

Liaise with Heads of Department and recommend strategies to improve efficiency.

Manage the audit staff.

Page 1 of 2

.

.

Manager – Audit/Assurance Jan 2019 – Dec 2019

PricewaterhouseCoopers, Pennsylvania

Key Responsibilities

Review audit evidence gathering activities, and conduct audit testing for internal and external audit assignments.

Review financial statements in keeping with standards of Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS) and Public Company Accounting Oversight Board (PCAOB).

Test effectiveness of controls in financial statements. Prepare financial reports.

Give guidance to clients on GAAP. Review governance, ethics, and accountability of client organizations to ensure transparent information sharing.

Supervise assigned staff.

Senior Audit Partner Oct 2012 – Dec 2018

Dewar Wiggan & Partners (Registered Public Accountants), Jamaica Key Responsibilities:

General management of the office and professional accounting staff.

Oversee internal and external audits for clients.

Review audited financial statements, working papers, and files in accordance with Internal Financial Reporting Standards (IFRS), GAAP and GAAS.

Participate in Board meetings and take the lead on discussion of financial matters with clients.

Prepare and sign the Auditors Report for financial statements.

Advise clients on investment and financial matters.

Prepare tax returns for clients and advise on tax planning matters. EDUCATION &

PROFESSIONAL

TRAINING

Professional Certification – Association of Chartered Certified Accountants (ACCA)

[Equivalent: MSc Accounting (UK)

BSc Accounting (USA)]

Real-Time Analytical Intelligence Database (RAID)

Financial Investigations Techniques

Forensic Auditing and Anti- Money Laundering

Economic Crimes and Money Laundering

PROFESSIONAL

AFFILIATIONS &

MEMBERSHIPS

Registered Public Accountant - Institute of Chartered Accountants of Jamaica Fellow – Institute of Chartered Accountants of Jamaica Member, Institute of Internal Auditors Association, New York Chapter Member, International Federation of Accountants

Member, Institute of Chartered Accountants of the Caribbean REFERENCES Available on request

Page 2 of 2

Contact this candidate