Chartered Certified Accountant with 15 years hands-on management experience in accounting, finance, securities, retirement benefits and spirits industries. Fully knowledgeable in general accounting, auditing, budgeting, fund administration, portfolio and property management, office administration and business processes. Recognized skills in mentoring, project management, managing relationships, analysis and problem-solving.
Areas of Expertise
General ledger accounting cycle using ERP systems
Management reporting and analysis
Full life-cycle audit support
Process improvement & change implementation
Multi-million dollar portfolio and P & L management
Budget development and administration
Mentored and trained high performance team of 6 professionals with 100% retention over 5 years.
Achieved 100% compliance in regulatory, financial and management reporting for 3 business units servicing 10 employers, 2,100 members and 4,500 beneficiaries.
Transitioned 3 business units through 3 corporate takeovers, 1 merger and 5 discontinuances in 8 years.
Achieved 7 consecutive external audit reviews with zero management points.
Slashed payroll administrative costs 80% by new system implementation.
Grew investment portfolio by 106% in 8 years to US$130 million (comprising stocks, securities, mutual funds, money market instruments, leases, real estate).
Streamlined month-end close activities from 10 days to 4 days.
Full life-cycle implementation of Microsoft Great Plains Dynamics software solution in under 3 months.
GENERAL MANAGER - Pension Funds04/2008 to 03/2017J. WRAY & NEPHEW LIMITEDJamaica
Managed 6 professionals to administer multiple defined benefit/defined contribution plans in compliance with regulations and Sponsor objectives.
Oversaw US$130 million investment portfolio.
Directed preparation, presentation and analysis of financial and management reporting for Board of Trustees.
Facilitated & directed end to end process support of annual external audits and actuarial valuations.
Managed key relationships and third party resources in accordance with performance targets, contractual and financial goals.
Collaborated with internal teams including HR, Legal, Treasury, Finance, IT, and Payroll as needed.
Spearheaded multiple special projects including merger, discontinuance, divestiture, rightsizing and amendments to plan documents.
Developed, documented, implemented and evaluated policies, procedures, manuals and internal controls.
Participated in the design and implementation of systems, policies and procedures to ensure data integrity and proper records management.
Acted as subject matter expert for all retirement arrangements, plan design, relevant legislative & regulatory changes.
Managed the development, production and review of participant communication, SPDs, statements, newsletters, annual reports etc.
Researched, developed and led presentations, training and discussions with diverse groups.
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Companies Worked For:
J. WRAY & NEPHEW LIMITED
University of London
Association of Chartered Certified Accountants
Jamaican Institute of Management
American Retirement Association -Retirement Plan Academy
American Retirement Association
Pensions Management Institute
Job Titles Held:
GENERAL MANAGER - Pension Funds
ACCOUNTING & INVESTMENT MANAGER - Pension Funds
ACCOUNTING & INVESTMENTS MANAGER
Master of Science : Professional Accountancy 2018 Keeping up with Change: Issues for the Finance Professional 2016 Equivalent to U.K. Masters Degree : Accounting 2003 Securities Post Graduate Course Certificate : Defined Contribution Administrative Issues 2017 Certificate : Retirement Plan Fundamentals 2017 Certificate : Retirement Provision 2007
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