Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Timeline
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Kahea Taylor-Jordan

Kahea Taylor-Jordan

Port of Spain

Summary

I am a results-oriented Professional Accountant with over a decade of experience specializing in financial reporting, audit excellence, and strategic financial management. I excel in driving operational efficiencies, implementing robust internal controls, and delivering accurate financial insights to support informed decision-making. Known for my problem-solving skills, I thrive in high-pressure environments and am committed to upholding the highest standards of financial integrity.

Overview

19
19
years of professional experience

Work History

Head-Finance

Massy Finance GFC Limited
10.2023 - Current
  • Support the Executive Team and Board with key financial information and operational analytics
  • Developing and provide reports for GFC's ALCO Committee, driving a culture of accountability in managing the business, adding value to the operations, and voicing well-substantiated opinions
  • Proactively manage cash flows in a leveraged environment
  • Provision of financial plans, forecasts and performance measurement and interpretation of Company results
  • Ensure accurate and timely preparation of external financial reporting
  • Accurate submission of Board and Committee Reports and or other regulatory reporting and statutory Reports (CBTT, BIR, VAT, FX, by the due dates)
  • Establish internal control processes required to manage and grow the business
  • Drive the annual budget process and the monthly reporting
  • Work effectively with the Company's existing auditors and lead the Company's future interactions with its auditors
  • Ensure a rigid month-end close to accounting entries is adhered to by the Finance Department, prior to preparation of the monthly consolidated FS
  • Lead, develop and coach Finance team
  • Lead systems integration efforts
  • Any other duties assigned.

Accountant (Head of Department, reporting directly to MD)

Cargo Consolidators Agency Limited
10.2020 - 10.2023
  • Coordinate and administer the Parent Company's Annual Financial Audit, inclusive of the preparation of audit schedules and compilation of other supporting documents for review by the External Auditors
  • Assist Subsidiary companies with external audit preparation and close-off
  • Prepare monthly/quarterly financial statements (FS)/reports (Parent and Consolidated) for submission to Executive Management, inclusive of an Executive Summary highlighting budgeted to actual results
  • Liaise with Executive Management and other departments for the preparation and completion of the Company's Annual Budget; assist Subsidiary companies with the same
  • Monthly review of the accounting records and transactions for all companies in the Group, reporting on any discrepancies noted
  • Prepare and file VAT returns for the Parent Company on a timely basis
  • Calculate quarterly statutory tax payments - GFL / BFL / CT, and instruct payments to be made on a timely basis
  • Prepare and file the annual corporation tax return for the Parent Company
  • Prepare and file the Annual Return and Return on Beneficial Interest forms for the Parent Company
  • Ensure the accounting records (including NIS, HS, Tax obligations) of the owner's personal company is maintained monthly and produce annual financial statements to the Bank
  • Recommend financial actions by analyzing accounting options
  • Implement & maintain internal financial controls & procedures
  • Monitor, review & approve journal entries
  • Review & correct accounting errors on the company's software, i.e., inaccuracy in postings or payments
  • Ensure a rigid month-end close to accounting entries is followed by the Group, prior to preparation of the monthly consolidated FS
  • Review and approve bank reconciliations
  • Maintain the company's Fixed Asset Register and calculate monthly depreciation on all assets held
  • Review bad debts with the Collections Manager and recommend provision on an annual basis
  • Guide accounts staff by coordinating activities & workflows within the department
  • Monitor performance & conduct a formal performance appraisal for all Accounts staff as required, recommending areas seen for training and promotion
  • Any other duties as required by the Managing Director, including the preparation of Board Notes and Dividend recommendations.

Manager – Accounting

Agricultural Development Bank
05.2016 - 09.2020
  • Ensured that accounting records are prepared and maintained in accordance with the Bank's accounting policies and general accounting & financial principles, processes and practices
  • Ensured the timely and accurate preparation of monthly Financial Statements
  • Ensured the timely and accurate preparation of monthly Profit and Loss Statements for each branch of the Bank
  • Ensured accurate accounting classification of all expenditures
  • Responded to all Internal and External financial audit queries
  • Signed cheques ensuring adequate and appropriate supporting documentation
  • Provided general supervision of staff to the Finance & Administrative Unit
  • Coordinated and administered the Company's Annual Financial Audit, inclusive of the preparation of audit schedules and compilation of other supporting documents for review by the External Auditors
  • Reviewed and authorized all general journal entries prepared by staff prior to posting on the Accounting System
  • Reviewed performance appraisal of staff as prepared by the Accounting Supervisor and prepared appraisals for staff directly related to the Manager-Accounting function
  • Reviewed and authorized Payroll
  • Supervised the maintenance of the Fixed Asset Register
  • Completed all required financial reports to the Ministry of Finance and Central Bank
  • Served on various Company Committees, namely the Chattel Review Committee and Software Review Committee
  • Key accomplishments as Manager-Accounting at the ADB: Restructured roles in the Finance & Accounting Unit to enhance work efficiency and staff development
  • Engineered the completion of four well-appraised external audits with the External Auditor upon commencement of employment – Financial Years 2014-2017
  • Investigated, reconciled and brought closure to several general ledger accounts that were backlogged with unknown rolling over variances
  • Corrected large variances that existed between Sub Ledger and General Ledger accounts, in particular, loans and customer deposits
  • Created templates for staff to use for the reconciliation of key accounts on a monthly basis.

Senior Finance and Accounting Officer / Finance Supervisor

Domhad Investments Limited Group of Companies
09.2013 - 04.2016
  • Prepared monthly management accounts and supporting schedules for the parent company and supervised the timely issuance of monthly management accounts and supporting schedules for the subsidiary companies
  • Prepared monthly Consolidated Financial Statements and supporting consolidated schedules
  • Prepared quarterly financials for the group of companies for bank reporting purposes
  • Computed payments for Corporation Tax, Green Fund Levy, Business Levy and VAT Returns for the group of companies
  • Statutory Filings
  • Computed totals for monthly payments to NIS and BIR
  • Verified General Ledger Journals
  • Ensured that accruals were timely and accurate
  • Prepared bank reconciliation statements for the parent company and verified and approved subsidiary bank reconciliation statements
  • Supervised the accounts payable and receivables personnel to ensure that all related invoices and payments were prepared in a timely manner and in accordance with company protocol and procedures
  • Reviewed and verified all sale invoices, cheques and deposits prepared by the accounting personnel
  • Reviewed accounting data entry prepared by accounting personnel prior to posting
  • Maintained the Fixed Asset Register
  • Maintained and reviewed an insurance schedule for the group of companies so as to ensure that all insurances were renewed when and as required
  • Prepared weekly cash flow statements to management in accordance with current and budgeted bank transactions
  • Prepared monthly and annual forecasting and budgeting for the Group of Companies
  • Revised cash flow budgets monthly based on actual findings and observations
  • Prepared and reviewed schedules for audit and liaised with external auditors in a professional manner to ensure the timely completion of audited financials
  • Migrated the accounting data for all the subsidiary companies from Peachtree to Microsoft Dynamics Great Plains.

Senior Accounts Officer

Fabric Land Trading Company Limited
05.2013 - 08.2013
  • Prepared monthly management accounts and supporting schedules
  • Verified General Ledger Journals
  • Ensured that were accruals are timely and accurate
  • Prepared bank reconciliation statements
  • Maintained the Fixed Asset Register
  • Prepared weekly cash flow statements to management in accordance with current and budgeted bank transactions
  • Prepared and reviewed schedules for audit and liaised with external auditors in a professional manner to ensure the timely completion of audited financials.

Accounts Clerk

WGM Group of Companies
04.2010 - 04.2013
  • Prepared payments to local and foreign supplier/contractors
  • Purchased US from the bank
  • Prepared requisitions for payments
  • Completed Supplier Reconciliation Statements
  • Prepared Bank Reconciliation Statements
  • Prepared foreign and intercompany accounts payable reports
  • Monitored AP accounts to ensure that all due payments were processed
  • Balanced sales and deposits daily
  • Prepared weekly AR reports and informed key customers on outstanding payments
  • Performed month end General Ledger Reconciliations
  • Prepared performance management reports and updated them on a weekly basis
  • Assisted with graphs and data analysis
  • Prepared monthly inventory schedules
  • Performed periodic stock counts.

Vacation Intern

Ministry of Finance
06.2009 - 09.2009
  • Assisted with ongoing IMF consultations
  • Assisted with the documentation of the Review of the Economy 2009
  • Performed ongoing research and applications.

Assistant Accountant

Field Technology Limited
12.2008 - 03.2009
  • Formulated customer invoices and quotations
  • Trained in Peachtree Accounting.

Teaching Assistant – Mathematics

Northeastern College
11.2007 - 12.2008
  • Prepared lesson plans and executed them
  • Supervised exams
  • Organized school functions.

Vacation Intern, Budget Analyst I

Ministry of Finance
06.2006 - 08.2006
  • Ensured that the assigned Ministries received equitable rights to funds in accordance with the 2007 National Budget.

Vacation Intern, Accounting Clerk

National Housing Authority
06.2005 - 08.2005
  • Assisted with the preparation of bank reconciliation statements.

Education

ACCA Member -

05.2020

MBA / Finance Specialism (Distinction) -

Heriot Watt University
05.2011

B.Sc. Management Studies/Finance (1st Class Honors) -

University of the West Indies
05.2007

5 GCE A'Levels -

05.2004

8 CXC Passes -

05.2002

Skills

  • Attention to Detail
  • Financial reporting
  • Financial analysis and due diligence
  • Finance team management

Accomplishments

  • Top Caribbean Performer (ACCA Exam Paper – F9, Financial Management)
  • Top Caribbean Performer (ACCA Exam Paper – F5, Performance Management)
  • Top Caribbean Performer (ACCA Exam Paper – AFM, Advanced Financial Management)
  • Bursary Award Scholarship (U.W.I – Year 1)

Hobbies and Interests

  • Poetry
  • Dance
  • Drama
  • Missionary and Charity Work

Timeline

Head-Finance

Massy Finance GFC Limited
10.2023 - Current

Accountant (Head of Department, reporting directly to MD)

Cargo Consolidators Agency Limited
10.2020 - 10.2023

Manager – Accounting

Agricultural Development Bank
05.2016 - 09.2020

Senior Finance and Accounting Officer / Finance Supervisor

Domhad Investments Limited Group of Companies
09.2013 - 04.2016

Senior Accounts Officer

Fabric Land Trading Company Limited
05.2013 - 08.2013

Accounts Clerk

WGM Group of Companies
04.2010 - 04.2013

Vacation Intern

Ministry of Finance
06.2009 - 09.2009

Assistant Accountant

Field Technology Limited
12.2008 - 03.2009

Teaching Assistant – Mathematics

Northeastern College
11.2007 - 12.2008

Vacation Intern, Budget Analyst I

Ministry of Finance
06.2006 - 08.2006

Vacation Intern, Accounting Clerk

National Housing Authority
06.2005 - 08.2005

ACCA Member -

MBA / Finance Specialism (Distinction) -

Heriot Watt University

B.Sc. Management Studies/Finance (1st Class Honors) -

University of the West Indies

5 GCE A'Levels -

8 CXC Passes -

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Kahea Taylor-Jordan