Summary
Overview
Work History
Education
Skills
Accomplishments
References
Publications
Timeline
Generic

Everton Spencer

Couva

Summary

Dynamic accountant with extensive experience at McCl Group of Companies Limited, excelling in financial reporting and audit preparation. Proven ability to enhance bank reconciliation processes and deliver strategic financial insights. Strong problem-solving skills and effective communication foster collaboration and drive results in fast-paced environments. Committed to achieving organizational objectives through meticulous financial analysis.

Overview

16
16
years of professional experience

Work History

ACCOUNTANT

MCCL GROUP OF COMPANIES LIMITED
11.2015 - Current
  • Prepared fortnightly and monthly payrolls.
  • Prepared bank reconciliations for all associated companies within the group.
  • Maintained Fixed Asset Register and computed monthly depreciation journal entries.
  • Prepare all audit schedules for the auditors; liaise with the auditors for all queries.
  • Prepare draft statutory financials for all associated companies within the group
  • Review vendor and customer reconciliations for all associated companies within the group.
  • Preparation and submission of Bi-monthly VAT Returns.
  • Prepare Financial Proposals for Financial Institution Borrowings to meet short- and medium-term objectives.

ACCOUNTANT

CONNECTIONS LIMITED
06.2015 - 10.2015
  • Monthly Management Accounts preparation
  • Filing annual Income Tax Returns
  • Monthly revenue analysis to ensure they are recorded appropriately in respective ledgers
  • Compute & prepare Quarterly Taxes, (Green Fund Levy, Business Levy, and Income Tax) inclusive of reconciling monthly foreign payables & receivables
  • Revised Internal Costing Reports for discrepancies and accuracy of Inventory items received
  • Supervise Accounts Receivable and Accounts Payable Department
  • Supervise Payroll processing department
  • Preparation of annual budgets
  • Preparation of monthly Bank and General Ledger Reconciliation

BUSINESS TUTOR

CITY COLLEGE INSTITUTE
09.2014 - 03.2015
  • Prepare and tutor students with semi and behavioral issues in CXC Accounting, Principles of Business, Office Administration, CAPE Accounting, Management of Business and undergraduates in Basic Financial Accounting.
  • Evaluate and grade students' class work, assignments, and papers.
  • Compile, administer, and grade examinations.
  • Prepare course materials such as syllabi, homework assignments, and handouts.

TEMPORARY FUND ACCOUNTANT

PROVEN LTD
06.2014 - 08.2014
  • Prepare timely and accurate Net Assets Values, yields, distributions, and other fund accounting output for subsequent review
  • Record accurately, and in accordance with the Department policies and procedures, such accounting records as securities positions, corporate actions related, and journal entries
  • Reconcile various accounts, or reviewing reconciliations prepared by others, and promptly researching and correcting any variances
  • Identifying exceptions and problems affecting accounting records and prices, communicating same to management, and assisting in their resolution
  • Preparing audit schedules, compliance reports, tax returns and financial statements, on funds being managed

REVENUE ACCOUNTANT

SUGAR CANE TOURS
01.2013 - 01.2014
  • Monthly recording of Company revenues
  • Preparation of exception reports also researching payment and settlement issues
  • Accounts Receivable monitoring
  • Prepare monthly and annual reports utilizing SAP software
  • Reconcile G/L accounts

ACCOUNTING ASSISTANT

COUPLES BARBADOS LIMITED
04.2013 - 11.2013
  • Received and signed for daily inventory from local and overseas suppliers
  • Performed costing analysis for supplies received
  • Raised journal entries for items costed to respective departments
  • Formulate Fixed Asset Register and associated depreciation using Microsoft Excel

ACCOUNTANT

HOWARD ENTERPRISES LIMITED
01.2011 - 01.2013
  • Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
  • Receive, record, and bank cash, checks, and vouchers.
  • Reconcile or note and report discrepancies found in records.
  • Code documents according to company procedures.
  • Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
  • Reconcile records of bank transactions.
  • Maintain inventory records.

SENIOR AUDITOR

PAUL GOLDSON & COMPANY
01.2009 - 01.2011
  • Loan & credit quality examinations for credit unions, financial institutions, charities, trust funds, benevolent societies and retail enterprises: Examinations includes both interim and final audit
  • Researching discrepancies, operational problems, or other issue
  • Examining records, reports, receipts, or other documents and comparing them to company assets and liabilities
  • Bringing company strengths and weaknesses to the attention of management and providing advice as they develop responses or fixes for these issues
  • Generating reports and presenting findings to management or other interested parties
  • Compliance examinations of Financial Institutions deposit management
  • Preparation of management letters for clients assessed
  • Drafting Financial Statements for clients with accompanying notes

Education

Bachelor of Accounting - F1-Manging Business, F2-Fin. & Managerial Accounting, F3-Fin. Accounting, F4-Corporate & Business Law, F7-Fin. Reporting

ASSOCIATION OF CHARTERED CERTIFIED ACCOUNTANTS (AC

Baccalaureate - Banking & Financial Services (Hons)

UNIVERSITY OF TECHNOLOGY

Diploma - Banking & Financial Services

UNIVERSITY OF TECHNOLOGY

Certificate - Banking & Financial Services

UNIVERSITY OF TECHNOLOGY

Skills

  • Bank reconciliation
  • Financial reporting
  • Audit preparation
  • Financial analysis
  • Fixed asset management
  • Management accounting
  • Effective communication
  • Problem solving
  • Bookkeeping
  • Time management
  • Data analysis
  • Risk assessment
  • Financial statements
  • Strategic planning
  • Forecasting techniques

Accomplishments

  • Author & publisher of accounting textbook
  • Former chairman of Project Lifeline charity organization
  • Organizational restructuring

References

References available upon request.

Publications

Fundamentals of Accounting Textbook Volume I-III

Timeline

ACCOUNTANT

MCCL GROUP OF COMPANIES LIMITED
11.2015 - Current

ACCOUNTANT

CONNECTIONS LIMITED
06.2015 - 10.2015

BUSINESS TUTOR

CITY COLLEGE INSTITUTE
09.2014 - 03.2015

TEMPORARY FUND ACCOUNTANT

PROVEN LTD
06.2014 - 08.2014

ACCOUNTING ASSISTANT

COUPLES BARBADOS LIMITED
04.2013 - 11.2013

REVENUE ACCOUNTANT

SUGAR CANE TOURS
01.2013 - 01.2014

ACCOUNTANT

HOWARD ENTERPRISES LIMITED
01.2011 - 01.2013

SENIOR AUDITOR

PAUL GOLDSON & COMPANY
01.2009 - 01.2011

Bachelor of Accounting - F1-Manging Business, F2-Fin. & Managerial Accounting, F3-Fin. Accounting, F4-Corporate & Business Law, F7-Fin. Reporting

ASSOCIATION OF CHARTERED CERTIFIED ACCOUNTANTS (AC

Baccalaureate - Banking & Financial Services (Hons)

UNIVERSITY OF TECHNOLOGY

Diploma - Banking & Financial Services

UNIVERSITY OF TECHNOLOGY

Certificate - Banking & Financial Services

UNIVERSITY OF TECHNOLOGY
Everton Spencer