Seeking a career in your esteemed organization that offers ability to develop and practise my skills and to upgrade my knowledge in the Accounting and/or Auditing field.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Independent Accounting Contractor
Aegis Business Solutions Limited
02.2024 - Current
Assigned to ANSA Bank Limited to execute duties for Assistant Accountant role
Associate III
Grant Thornton ORBIT Solutions Limited
10.2023 - 02.2024
Attends and participates in risk assessment and planning meetings and makes notes to produce minutes
Prepares appropriate documentation to support work done
Prepares draft of budget
Identify and promptly communicate issues to ICA and suggest solutions
Provide explanations and OJT for staff with less experience
Supervises the work of entry level and assistant accountants on the audit team
Understand all relevant GT methodologies, tools and accounting and auditing standards
Any other work assigned by the ICA
Associate
PricewaterhouseCoopers Limited
07.2018 - 10.2023
Proactively assist the team in various aspects of the project
Prepare deliverables
Contribute to the development of my own and team's technical acumen
Keep up to date with local and national business and economic issues
Ensure adherence to compliance matters
Work on developing internal relationships and my PwC brand
During my time at PwC, I performed work on the following types of engagements:
Pension Plan Audits
Savings Plan Audits
Quarterly Reviews
Anti-Money Laundering Audits
Financial Services Audits
Consumer Industrial Products & Services Audits
Agreed Upon Procedures
Accountant
The Maritime Financial Group
12.2016 - 03.2017
Preparing the monthly Central Bank package
Organising the payment of annual licence fees
Calculating and paying annual DIC premiums
Preparing monthly management accounts
Preparing Annual Financial Statements, audit and year end schedules
Preparing and consolidating various Reports/Returns required by Scotiabank Trinidad and Tobago Limited and local regulatory agencies
Maintaining a card list of Returns to ensure that submissions from the units are timely provided
Reviewing Returns received from the units and checking for consistency and accuracy
Managing all aspects of insurance transactions by arranging claims, renewing policies and maintaining a professional relationship with Insurance Brokers
Managing the accounts payables functions for the department by processing incoming invoices and paying suppliers
Processing accounting entries and generation the monthly Trial Balance for Scotiabank Trinidad and Tobago Limited
Preparing Investment Statements for Financial Instruments following applicable accounting policies and procedures
Possessing good accounting and analytical skill in an understanding/knowledge of the local economic and competitive trends
Responding to inquiries and comments received directly from local regulatory agencies in a timely manner
Support Clerk- Verifications
Scotiabank Trinidad and Tobago Limited
03.2013 - 04.2014
Obtaining and compiling copies of loan applicants' credit histories, corporate financial statements, and other financial information
Reviewing loan application and income information associated with all mortgage loan transactions
Communicating status of process to loan processor, loan officer, area manager and closing team
Communicating with third party entities to verify borrower employment status, current position, start date, probability of continued employment, names and title of contact providing information
Making outbound contact via phone, fax, and/or email to validate/complete
Electronically documenting data after each inquiry
Verifying all completed orders is uploaded into Mortgage Loan System
Support Clerk- MMRR (Contract)
Scotiabank Trinidad and Tobago Limited
01.2012 - 01.2013
Sending letters to customers informing them of the change in interest rate on their Residential Mortgage
Re-pricing Residential Mortgages to reflect the change in interest rate
Preparing and reviewing disclosure statements and amortisation schedules to be sent to customers and branches for filing
Keeping track of mails that were returned, ensuring they are sent to branches so that customers can be contacted in a timely manner
Cross training in other departments such as the Letters Team, providing assistance with the preparation of embassy letters and bank statements during periods of high volume
Providing leave relief for persons in the Funding Team, duties include the reviewing of opening and closing documents for loans to be funded
Operating standard office equipment, and using the telephone
Front-End Adjustor (Contract)
Scotiabank Trinidad and Tobago Limited
09.2011 - 12.2011
Bringing accounts back to current status by collecting arrears and resolving the problems via telephone
Making equitable arrangements for future repayment to the best of the customer's ability
Obtaining full pay out by proposing solutions that are relevant to the customer's situation
Ensuring timely effective collection follow-up on overdue accounts within established Bank policy and guidelines (also following the different countries' regulations and laws)
Using a great deal of creativity and tools in the management of problem accounts so as to effect customer co-operation while protecting the Bank's interest
Human Resource Clerk (Contract)
Ansa McAl Enterprises Ltd
09.2008 - 12.2008
Assisting the Human Resource Department in performing a wide variety of clerical duties
Operating a computer terminal to input information, receive messages and prepare reports
Entering data into a computer terminal, operating standard office equipment, and using the telephone
Maintaining employee files and the Human Resource Department filing system
Screening job applicants to obtain information such as education and work experience
Managing sensitive and confidential matters like personnel relations, employee relations, and organizational changes, planning and protecting the security of information, data and files
Maintaining employee file records up-to-date by handling changes in employee status in timely manner
Interacting with and supplying information to employees, department heads, and job applicants
Performing other related duties as assigned
Education
MBA - Finance
University of Bedfordshire
Vicarage St, Luton LU1 3JU, United Kingdom
09.2022
Advanced Diploma in Accounting And Business - Accounting And Business
The Association of Chartered Certified Accountants
Invaders Bay Tower, Port Of Spain
08.2013
General Certificate of Education Advanced Level - Accounting And Business
Upper Level Educational Institute Limited (ULEI)
Chaguanas, Trinidad And Tobago
06.2007
Caribbean Examinations Council Secondary Education - Accounting And Business
ASJA Girls’ College, Charlieville
Chaguanas, Trinidad And Tobago
06.2005
Skills
Bank Reconciliation
Accounting Software Proficiency
General Ledger Management
Payroll Processing
Certification
Certificate in Forensic Accounting and Fraud Exam West Virginia University Jun 2021
Certificate in Graphic Design Synergy Training Institute Limited Mar 2021
Certificate in Small Business Administration Synergy Training Institute Limited Mar 2021
Certificate in Public Relations Synergy Training Institute Limited Mar 2021
Certificate of Achievement in Supervisory Management UWI Open Campus Nov 2018
Certificate of Achievement in Taxation with Book-keeping and Accounting UWI Open Campus Aug 2018
Certificate of Completion in Spanish Conversation for Beginners CTS College of Business and Computer Science Ltd Jun 2018
Certificate of Proficiency in Breads, Cakes and Pastries UWI Open Campus May 2018
Certificate of Completion in The Art of Public Speaking CTS College of Business and Computer Science Ltd Mar 2018
Certificate in Anti-Money Laundering and Combating of Terrorist Financing Training (Level 1) The Maritime Financial Group Nov 2016
Certificate and Diploma of Biblical Studies International School of Ministry May 2015
Certificate of Participation in Beginner’s Makeup Course Sacha Cosmetics Limited Jul 2010
Certificate of Achievement RBTT Young Leaders May 2002
Timeline
Independent Accounting Contractor
Aegis Business Solutions Limited
02.2024 - Current
Associate III
Grant Thornton ORBIT Solutions Limited
10.2023 - 02.2024
Associate
PricewaterhouseCoopers Limited
07.2018 - 10.2023
Accountant
The Maritime Financial Group
12.2016 - 03.2017
Operations Officer - Regulatory Reporting
Scotiabank Trinidad and Tobago Limited
04.2014 - 12.2016
Support Clerk- Verifications
Scotiabank Trinidad and Tobago Limited
03.2013 - 04.2014
Support Clerk- MMRR (Contract)
Scotiabank Trinidad and Tobago Limited
01.2012 - 01.2013
Front-End Adjustor (Contract)
Scotiabank Trinidad and Tobago Limited
09.2011 - 12.2011
Human Resource Clerk (Contract)
Ansa McAl Enterprises Ltd
09.2008 - 12.2008
MBA - Finance
University of Bedfordshire
Advanced Diploma in Accounting And Business - Accounting And Business
The Association of Chartered Certified Accountants
General Certificate of Education Advanced Level - Accounting And Business
Upper Level Educational Institute Limited (ULEI)
Caribbean Examinations Council Secondary Education - Accounting And Business
ASJA Girls’ College, Charlieville
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