Charne' Samuels CA(SA)
Hamilton,BERMUDA
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organisational growth. I am a registered Chartered Accountant (SA) with over 4 years’ experience in a client facing role within Audit and Assurance in the financial services industry. Audit clients include insurance firms and trust funds. I am enthusiastic about the financial services industry. I have had exposure to various sections of the audits and gained specialised skills in understanding the IFRS 17 standard as I participated in the IFRS 17 audit for some of the major insurance firms in South Africa as they transitioned into the new insurance standard. I gained PCAOB and US GAAP experience during my time in Bermuda, working on international insurance clients.
success and contribute to organizational growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Audit Senior
Deloitte
01.2025 - Current
- Experience in the Insurance & Reinsurance division on a US-listed PCAOB group engagement.
- Member of the Group Engagement Team for one of the largest global insurance groups.
- Managed the audit and team as Lead Senior, where I demonstrated my communication, project management, time management and leadership skills.
- Involved in Investment testing and am proficient in using Investment tools such as Bloomberg Terminal.
- Worked alongside the actuaries on Reserves testing on the engagement.
- Tested entity-level and closing controls in compliance with PCAOB standards and US GAAP.
Senior Audit Trainee
Deloitte
01.2024 - 12.2024
- Senior on major insurance group component audits and a trust fund audit, acting as auditor-in-charge or co-auditor-in-charge.
- Completed complex, judgement-heavy audit areas, including first-time IFRS 17 engagements.
- Evaluated financial statements in compliance with IFRS, with strong exposure to IFRS 17 implementation.
- Lead senior on IFRS 17 transition and implementation audits for major South African insurers, including Discovery (first-time Deloitte audit client).
- Led project management across teams, clients, and audit administration to meet group deadlines.
- Performed audit scoping, risk assessments, and delegated audit sections to onshore and non-central teams.
- Responsible for audit file completion and archiving, including clearance of review notes and file quality checks.
- Drafted audit reports and formal concluding correspondence.
- Independently led fraud discussions, planning meetings, and client meetings.
- Collaborated extensively with actuarial, IT, and data analytics specialists.
- Participated in joint audits, coordinating effectively with other audit firms.
- Managed and coached junior staff through on-the-job training, reviews, and technical support.
- Supported other teams firm-wide with IFRS 17 guidance and risk assessments.
- Assisted in developing audit approaches for first-time engagements.
- Used ACL and data analytics tools to test large data sets (premiums and claims).
- Maintained strong client relationships as the primary liaison with management and joint auditors.
Audit Trainee
Deloitte
01.2022 - 12.2023
- Worked on clients across the financial services and manufacturing sectors.
- Communicated effectively with audit teams, clients, and joint auditors.
- Performed well under pressure during tight reporting deadlines.
- Demonstrated strong work ethic, time management, and teamwork.
- Gained early exposure to IFRS 17 evaluation and transition audits from first year of articles.
Education
Bachelor of Business Science - Finance and Accounting
University of Cape Town
Cape Town12.2020
Skills
- Critical thinking and problem solving
- Proficient in Microsoft Office Suite
- Teamwork
- Project Management
- Data Analytics
- Excellent Communication
- Leadership
- Personal branding
- Empathy & Inclusivity
- Flexible and adaptable
- Time management
- Strategic Business Management
Certification
UCT Strategic Business Management
Languages
English
Afrikaans
Timeline
Audit Senior
Deloitte
01.2025 - Current
Senior Audit Trainee
Deloitte
01.2024 - 12.2024
Audit Trainee
Deloitte
01.2022 - 12.2023
Bachelor of Business Science - Finance and Accounting
University of Cape Town
Interests
- Tennis
- Dance
- Reading
- Photography
- Boxing
- Golf
- Theatre