Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
Generic

Isaac Hewett-Kaulima

Summary

I am a motivated and results-driven Bachelor of Business graduate in Finance from Auckland University of Technology (AUT). Currently working as a Financial Assurance Associate at PwC, I am eager to expand my expertise and advance my career. I approach all challenges with a strong work ethic, attention to detail, and a proactive attitude.

Overview

7
7
years of professional experience

Work History

Financial Assurance Associate

PricewaterhouseCoopers (PwC)
02.2024 - Current
  • Assisted in auditing clients, including major banks and investment funds, ensuring compliance with accounting standards.
  • Analyzed financial statements to identify inconsistencies, assess risks, and ensure accuracy.
  • Developed client interaction skills by communicating audit findings and maintaining professional relationships.
  • Demonstrated attention to detail and met tight deadlines under pressure.
  • Utilized Microsoft Excel, Google Suite, and Office 365 for data analysis, documentation management, and workflow optimization.
  • Enhanced accounting knowledge and understanding of audit methodologies and financial reporting.

Accounting and Commercial Associate

Tonkin + Taylor
11.2022 - 01.2024
  • Assist Accounting, Payroll and Commercial teams
  • Used platforms – Excel, Chris 21, Deltek Vantage Point, Power Bi and Spotlight Reporting
  • Supported the finance team in day-to-day operations, including accounts payable and receivable management, invoice processing, and financial data entry
  • Within the Commercial and Finance Team, I assisted in preparing financial reports, reconciling accounts, and conducting financial analysis to ensure accuracy and compliance with company policies and regulations
  • Maintained financial records, updated databases, and conducted regular audits to ensure data integrity
  • Actively stayed updated with industry trends and regulatory changes, applying relevant knowledge to support compliance and risk management initiatives within the finance department

Storage Consultant

Storage King
08.2022 - 08.2023
  • Efficiently handled correspondence, phone calls, and emails, ensuring timely and professional communication with all customers
  • Processed banking transactions, including cash handling, deposits, and reconciliations, ensuring accurate recording and adherence to financial protocols and regulations with our storage king platform- Storeman
  • Conducted market research and competitor analysis to stay informed about industry trends, pricing strategies, and customer preferences, adapting sales approaches to maintain a competitive edge
  • Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring a smooth rental process from initial contact to contract renewal

Kiwi Carpet Cleaning
11.2020 - 11.2023
  • Provided carpet cleaning services across residential homes, healthcare facilities, and retirement homes
  • Assisted with heavy lifting, equipment setup, and maintaining a high standard of cleanliness

Checkout operator

Pak n Save
10.2020 - 08.2022
  • Also had other roles helping around the store eg
  • Supervising Checkouts, Grocery floor hand, Trolleys

Cashier

Coffee stall (Weet-bix Triathlon)
03.2018 - 11.2021
  • Casual work as a cashier for a coffee stall that attends events like the Weet-bix triathlon
  • My Duties include Cash handling or cashier, customer service, food service and drink service

Allely Estate
01.2018 - 11.2021
  • Provided customer service and assisted with setup for weddings and events
  • Handled food and drink service and supported kitchen operations

09.2017 - 03.2018
  • Picked and packed strawberries efficiently to meet daily production targets
  • Maintained quality control standards while working in a fast-paced environment

Education

Bachelor of Business - Finance

Auckland University of Technology
12-2023

NCEA Level 1, Level 2 and 3 -

Rutherford College

Charted Financial Analyst (CFA) Level 1 Candidate
Current Professional Studies

Skills

  • Client Relationship Management
  • Analytical Skills
  • Attention to Detail
  • Time Management and Deadline Adherence

Accomplishments

  • Deputy Head Boy - Rutherford College and Te Atatu Intermediate
  • Student Council - Rutherford College
  • Sports Committee - Rutherford College



Interests

  • Spending time with Family/Friends
  • Social Sports teams
  • Gym
  • Running
  • Investing
  • Reading

Timeline

Financial Assurance Associate

PricewaterhouseCoopers (PwC)
02.2024 - Current

Accounting and Commercial Associate

Tonkin + Taylor
11.2022 - 01.2024

Storage Consultant

Storage King
08.2022 - 08.2023

Kiwi Carpet Cleaning
11.2020 - 11.2023

Checkout operator

Pak n Save
10.2020 - 08.2022

Cashier

Coffee stall (Weet-bix Triathlon)
03.2018 - 11.2021

Allely Estate
01.2018 - 11.2021

09.2017 - 03.2018

NCEA Level 1, Level 2 and 3 -

Rutherford College

Bachelor of Business - Finance

Auckland University of Technology

Charted Financial Analyst (CFA) Level 1 Candidate
Isaac Hewett-Kaulima