Sam Coleman

Audit Director at PwC, supporting Asset and Wealth Management businesses

Sheffield, England, United Kingdom

About

I’m a qualified Chartered Accountant and Audit Director with 15 years' experience, living in Sheffield, based in Leeds and serving businesses Nationally. I spent four years working at a mid-tier accountancy firm, dealing with sole traders, partnerships, companies and groups. During that time I specialised in pension scheme audits and undertook internal control audits. Following this I transitioned into a role at PwC completing and managing the audits of a wide ranging portfolio of corporate and pension scheme clients. My role has allowed me to understand the foundations of businesses and support companies across sectors including manufacturing, distribution, mining, construction and finance services. Throughout my career I've specialised in pensions, more recently spending my last five years working in PwC's Asset and Wealth Management business, supporting pensions and Asset Management clients. I currently work with a number of asset managers, as well as a wide range of pension schemes and trustees providing audit and assurance services. I have a variety of client based experiences ranging from statutory and non-statutory audits, internal control reviews, completion accounts, assurance engagement, due-diligence reporting and accounting advice.

Experience

  • PwC (12 yrs 5 mos)
    • Director
      Jan 2022 - Present · 4 yrs 6 mos

      Audit Director at PwC specializing in financial services, with a particular focus on asset management and pension scheme audits. As an Audit Director, I've successfully led and managed a diverse portfolio of asset management and pension scheme audits for prominent clients. My expertise lies in delivering high-quality audits that provide valuable insights and assurance to clients, helping them navigate complex financial landscapes and meet regulatory obligations. As a leader within PwC, I also play a pivotal role in our strategy to market and audit quality focus while building and maintaining strong client relationships. In addition, I invest in mentoring and developing junior team members through numerous internal roles including leading the Associate Talent Diversity and Review Group.

    • Senior Manager
      Jul 2018 - Jan 2022 · 3 yrs 7 mos

      Responsible for oversight of audit engagements whilst building and maintaining strong relationships with new and established clients. Focus on financial service clients, specifically pension schemes and asset management clients, both listed and private.

    • Manager
      Jul 2015 - Jun 2018 · 3 yrs

      Responsible for managing Corporate audits within construction, communications and manufacturing sectors and Pension Scheme audits including a variety of defined benefit, defined contribution and hybrid pension scheme audits, working closely with many of the large UK third party pension scheme administrators.

  • Semi-senior at Barber Harrison & Platt
    Sep 2009 - Jan 2014 · 4 yrs 5 mos

    Planning and completion of statutory audits/accounts (company and occupational pension schemes), preparation of corporation tax computations and returns, internal control audits.