About
Katie
Katie Bruce is an advisory and assurance director and co-leads the firm’s corporate financial reporting services offering. She works with funds management clients across private equity, infrastructure and complex investment structures, focusing on financial reporting and advisory for complex, multi-entity environments.
Relevant experience
- Extensive experience delivering corporate financial reporting and advisory services to funds management clients.
- Deep expertise in statutory and investor reporting, technical accounting and regulatory compliance.
- Strong focus on complex, multi-entity fund structures, including group reporting and governance frameworks.
- Experience supporting debt and covenant compliance, transaction activity and group restructures.
- Proven track record guiding clients through periods of transition, growth and structural change.
- Background in audit, underpinning technically robust, audit-ready reporting outcomes.
- Collaborative approach across assurance, tax and advisory teams to deliver integrated solutions.
Katie is known for her strong technical judgement, attention to detail and ability to simplify complex accounting requirements into clear, practical outcomes. She builds trusted relationships with clients, auditors and internal stakeholders, and is valued for her calm, collaborative approach. particularly when navigating high-pressure reporting environments or periods of change.
Areas of expertise
- Audit & Accounting Standards
- Corporate Financial Reporting Services
- Financial reporting
- Funds management and private equity
- Financial services
- Infrastructure
- Public Private Partnerships
Qualifications & memberships
- Masters of Science (Accountancy), California State University East Bay
- Member, Chartered Accountants Australia and New Zealand