Organized Finance Professional skilled in assessing client needs and cultivating compelling solutions. Adequately equipped in planning and implementing Finance optimization projects. Well-trained decision maker with focused attention on detail and drive to manage order flows and processes with expert precision. Offering exemplary client relationship and support skills.
Overview
12
12
years of professional experience
Work History
Finance Business Partner/ Financial Control Admin
Unilever Caribbean Limited
09.2021 - 03.2024
Prepares daily Sales Reports for the entire organization ensuring all daily sales are tracked and targets are being met
Creates Rebates to facilitate the processing of credit notes for customers as well as validating and releasing of these documents to the customer accounts
Resolves all price related queries/issues while ensuring all prices and discounts are maintained and updated in a timely manner
Ensures all price related audit controls are being maintained and adhered to monthly
Reviews prices based on both micro and macro-economical factors that will influence the retail price of UCL products to consumers
Works in coordination with namely the UCL marketing team, through the development of business cases, to validate the Profitability as well as Growth of key brands and innovations within the UCL portfolio
Finance Generalist
Unilever Caribbean Limited
04.2019 - 08.2021
Managed and maintained roughly 60 customer accounts for both the Local and Export markets
Established monthly collection files for both Local and Export Debtors which was updated daily to show an accurate collections position
Prepared and provided statements to the Sales team for all their respective customers monthly to facilitate improved collection performance
Ensured application forms for new customers are correctly done, made the necessary follow up verifications and support the governance procedure by doing the accounting view
Reviewed and maintained customer credit limits annually
Managed customer credit review, billing, and cash receipts processing
Implemented proper recording and application of cash, management of outstanding invoices and direct interfacing with customers on collection matters and dispute resolution
Assisted various departments within the organization with the entire Purchase to Pay Process
This entailed creation of Purchase Requisitions and Purchase Orders, Processing of supplier invoices for payment and ensuring payments were completed on time and in full
Prepared debit/credit notes via rebate and manual credits systems, on a timely basis, ensuring good customer relations
Resolved customer queries as well as queries from internal departments inclusive of requests from auditors, both internal and external
Reviewed and released orders on credit hold, ensuring the appropriate approvals were received in accordance with the company's Table of Authority to satisfy customers orders
Reconciled the Subsidiary Ledger with the General Ledger to ensure accuracy of the details with respect to local, export and inter-company trade debtors, dishonored cheques, and legal action documents
Prepared Journals for any adjustments maintaining the integrity of all information
Finance Clerk, (Casual Employee)
Unilever Caribbean Limited
07.2016 - 03.2019
Delivered clerical support by handling range of routine and special requirements related to Accounts Payable, Treasury and Accounts Receivables
Produced high-quality documents, spreadsheets, and presentations for internal and customer-facing needs
Managed accounts payable and receivable, ensuring all transactions were recorded accurately and on time.
Helped staff complete special projects by organizing documentation and supplies to handle forecasted demands
Maintained accurate physical and virtual records management and data entry systems with 100% data integrity
Provided excellent customer service when addressing inquiries related to billing or account issues, resolving disputes efficiently and professionally.
Facilitated smooth month-end closing processes by preparing necessary journal entries, account analyses, and supporting schedules.
Drafted and uploaded concise journal entries into accounting software systems.
Prepared inter-departmental correspondence, technical memos and reports.
Collaborated with colleagues to resolve any discrepancies in financial records or reports.
Porter, (Casual Employee)
Unilever Caribbean Limited
10.2011 - 06.2016
Collaborated with team members to meet production deadlines, ensuring customer satisfaction.
Unloaded and loaded items from conveyors, machines, and conveyances.
Inspected final products to assess compliance with quality standards and established tolerances.
Upheld cleanliness standards throughout the factory floor, ensuring a hygienic work environment conducive to productivity.
Addressed potential safety hazards quickly, reducing the risk of accidents or injuries among staff members.
Maintained a safe work environment for all employees through strict adherence to safety protocols and guidelines.
Cultivated professional working relationships with peers and supervisors.
Education
CAPE A'Levels - Accounting Unit 1&2, Business Management Unit 1&2, Spanish Unit 1&2
Queen's Royal College
Port Of Spain, POS
06.2011
CXC O'Levels - Principles of Accounting, English A, French, Mathematics, Spanish, Technical Drawing
Queen's Royal College
Port Of Spain, POS
06.2009
Skills
Customer Service and customer relationship development
Cash Flow Management
Reporting and Decision Support
Data analysis
Database Management
Audit Coordination
Skilled in Microsoft Office Suite and SAP
Problem-Solving
Effective Time Management skills
Teamwork and Collaboration
Excellent Communication skills
Adaptability and Flexibility
References
Nanda Persad, Head of Business Partnering, Carib, 1-868-374-5933
Bryan Fuentes, Current Management Accountant, Unilever Caribbean Limited, 1-868-682-2175
Timeline
Finance Business Partner/ Financial Control Admin
Unilever Caribbean Limited
09.2021 - 03.2024
Finance Generalist
Unilever Caribbean Limited
04.2019 - 08.2021
Finance Clerk, (Casual Employee)
Unilever Caribbean Limited
07.2016 - 03.2019
Porter, (Casual Employee)
Unilever Caribbean Limited
10.2011 - 06.2016
CAPE A'Levels - Accounting Unit 1&2, Business Management Unit 1&2, Spanish Unit 1&2
Queen's Royal College
CXC O'Levels - Principles of Accounting, English A, French, Mathematics, Spanish, Technical Drawing
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
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