Annia Simon
Stamford
Summary
Highly accomplished Chartered Accountant with over 12 years of progressive experience in insurance and reinsurance specializing in US GAAP, Statutory and IFRS standards. Adept at collaborating with cross-functional teams, supporting integrated audits and US SOX and JSOX compliance. Posses IFRS and US GAAP technical and financial reporting experience from serving both private and public companies. A dedicated team player with Big 4 background, committed to solution-driven results and continuous learning.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Manager
PricewaterhouseCoopers
Stamford, CT
05.2025 - Current
- Managed a portfolio of clients including large, regulated insurance and reinsurance entities.
- Developed detailed project plans that significantly improved engagement efficiencies.
- Led teams while under pressure to meet deadlines. This involved coaching and managing a team of audit professionals, fostering professional growth.
- Navigated the complexities of global teams and engagements.
- Kept abreast of current business trends, risks facing the market place and emerging technologies to advise clients on relevant technical issues.
- Provided training and guidance to management and staff on emerging accounting standards and US SOX/JSOX.
Senior Manager
PricewaterhouseCoopers
Philadelphia, PA
07.2022 - 04.2025
- Managed a portfolio of clients including large, regulated insurance and reinsurance entities.
- Developed detailed project plans that significantly improved engagement efficiencies.
- Led teams while under pressure to meet deadlines. This involved coaching and managing a team of audit professionals, fostering professional growth.
- Navigated the complexities of global teams and engagements.
- Kept abreast of current business trends, risks facing the market place and emerging technologies to advise clients on relevant technical issues.
- Provided training and guidance to management and staff on emerging accounting standards and US SOX/JSOX.
Senior Manager
PricewaterhouseCoopers
Bermuda
07.2021 - 05.2022
- Managed a portfolio of clients including, large commercial regulated insurance and reinsurance entities.
- Managed a SOC 1 (SSAE 18) review engagement for a Fund Administrator.
- Performed internal audit projects for re/insurers including SOX implementation, acquisition projects and other risk and controls related services.
- Developed detailed project plans that significantly improved engagement efficiencies.
- Led teams while under pressure to meet deadlines. This involved coaching and managing a team of audit professionals, fostering professional growth.
- Navigated the complexities of global teams and engagements.
- Kept abreast of current business trends, risks facing the market place and emerging technologies to advise clients on relevant technical issues.
Manager
PricewaterhouseCoopers
Bermuda
07.2019 - 06.2021
- Managed the assurance engagement for a large regulated Reinsurance Company which involves reporting to PwC US as a component team as well as the audit of statutory financial statement for the regulator.
- Managed several AML/CFT and Financial Sanctions internal audits for Insurance and Investment Management Companies which involves understanding the client’s current AML/CFT and Financial Sanctions environment and providing recommendations geared toward the achievement of compliance with the regulations and accompanying guidance notes.
- Managed a SOC 1 (SSAE 18) review engagement for a Fund Administrator.
- Performed internal audit projects for re/insurers including SOX implementation, acquisition projects and other risk and controls related services.
- Coached and developed senior and experienced associates to work independently on areas requiring a significant degree of judgement.
- Implemented the use of digital tools to increase the efficiency on several assurance engagements thereby increasing the efficiency on those engagements.
- Coordinated with team members across the US and UK in an effective manner.
- Reviewed various deliverables and provided timely feedback to senior and experienced associates.
Senior Associate
PricewaterhouseCoopers
Bermuda
11.2016 - 07.2019
- Lead Senior on a large listed reinsurance company which required the development of detailed project plans to ensure deadlines are met.
- Worked closely with the audit team manager and engagement leader to develop audit planning, scoping and field work strategy.
- Executed significant audit risk areas and performed operating effectiveness testing on high risk controls, identified control deficiencies and communicated those deficiencies effectively to the client.
- Performed internal AML/CFT audits which involves understanding the client’s current AML environment through the performance of walkthroughs and testing the entity’s compliance with the AML/CFT regulations and accompanying guidance notes.
- Performed SOX assessment for one of the largest telecommunication service providers in Bermuda. This involved understanding the client’s processes, assessing the design effectiveness of the key controls and providing recommendations for control gaps and design deficiencies identified.
- Coached junior team members to assist them in performing various audit tasks.
Audit Staff / Acting Senior
Ernst & Young Services Limited
Trinidad and Tobago
08.2013 - 10.2016
- Performed financial statement audits in compliance with IFRS and ISA standards for one of the largest insurance companies throughout the Caribbean Region.
- Coached junior team members to assist them in performing various audit tasks.
- Acted as a key contact point for the client.
Education
BSc - Accounting (Honors), Minor in Finance
University of the West Indies
St. Augustine01-2013
Skills
- IFRS, US GAAP and Statutory Financial Reporting
- Significant experience providing assurance services for insurance and reinsurance companies
- Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT) and Financial Sanctions internal audit experience
- Considerable experience with testing design, implementation and operating effectiveness of US SOX and JSOX controls
- Project management and process improvement
- Team leadership, coaching and development
- Effective writing, presenting, and communicating skills
Certification
Association of Chartered Certified Accountants (ACCA)
Timeline
Senior Manager
PricewaterhouseCoopers
05.2025 - Current
Senior Manager
PricewaterhouseCoopers
07.2022 - 04.2025
Senior Manager
PricewaterhouseCoopers
07.2021 - 05.2022
Manager
PricewaterhouseCoopers
07.2019 - 06.2021
Senior Associate
PricewaterhouseCoopers
11.2016 - 07.2019
Audit Staff / Acting Senior
Ernst & Young Services Limited
08.2013 - 10.2016
BSc - Accounting (Honors), Minor in Finance
University of the West Indies