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Yyyyyy x. yyyyyy

- 10 Pomme Rose Gardens, Pomme Rose Ave Ÿ Cascade, Trinidad ( (xxx-xxx-xxxx *


VP - Controller ▪ CFO

Qualifications Profile


    Self-assured, accomplished, and results-driven management professional with more than 25 years providing high-performance financial and accounting management in the energy, banking, and financial service sectors.

    Well-organized with exceptional resource management skills that drive FOREX investment profitability to $10M and investment trading profits to $1.1M, managing an investment portfolio worth in excess of $1B, balance sheet assets worth $300M, and funding liabilities of around $1.1B.

    Proven dedication to process efficiencies in corporate accounting and performance metrics analysis, creating a solid decision support base that enables the business to drive profitability and growth.

    Detail-oriented without losing sight of the big picture, analytical and methodical with critical thinking to resolve complex financial issues in managing mergers and acquisitions, debt restructuring, & taxation, while strategizing solutions in risk management, accounting systems implementation, and compliance management.

    Excellent communication and leadership skills that forge teamwork synergies with clients and stakeholders, while building sustainable professional relationships with business partners on a global scale.


Professional Experience


Trinidad Generation, Unlimited Ÿ Finance & Administration Manager Oct 2011 Apr 2016

    Managed corporate accounting and financial services, ensuring compliance with standard accounting practices and policies, generating the group s monthly financial performance reports, strategic financial plans, annual tax returns, budgets (annual & 5-year) and quarterly forecasts.

    Performed detailed accounting analysis and corporate month-end processing and reporting.

    Reviewed the monthly Business Activity Statements and review all monthly balance sheet reconciliations

    Supervised annual audits (internal and external), made decisions on credit limits of new and existing customers; liaised with the insurance brokers, AEON, on all company insurance policies on limits; authorized monthly accounts payable run; and performed inventory reconciliations.

    Coordinated with the HR Board to recommend increases & bonuses, and with the IT Board to address IT issues.

    Managed company liquidity, ensuring funding availability to meet operating and capital expenses when needed.

    Built sustainable professional relationships with all Banks clients, managing reporting requirements of bond holders.


APMB & CO (Private Practice) Accountant/Financial Adviser Aug 2004 Oct 2011

    Responsible for managing a range of accounting and financial services for several of companies, including risk management with focus on ALM, compliance with Sarbanes-Oxley Act 2, money laundering laws, and taxation laws.

    Provided corporate & personal Financial Planning, Tax planning & restructuring, Treasury and Credit Management, Mergers and Acquisition due diligence, and general financial investment advice.


AIC Financial Group Ltd Chief Financial Officer (CFO) Nov 2003 Aug 2004

    Provided strategic and tactical direction in managing Finance, Credit and Treasury teams of 8 professionals for this new financial group of companies involving controllership, business operations, decision support, risk management financial planning and analysis, policies, internal audit, investment portfolios, business systems, and legal support.

    Oversaw revenue growth executing a financial roadmap in developing a high performance finance team to drive growth and strengthen controls linked to sales incentives.

    Served with the Credit Committee for review and approval of credit applications.

    Managed resource allocation, ROI strategies, profitability, financial forecasting/analysis, and performance metrics.

    Negotiated and oversaw all company acquisitions to create the group of companies, implementing an integrated accounting and financial system, providing tax restructuring and managing assets and liabilities (ALM) for the group.


RBTT Bank, Ltd General Manager Treasury Dec 2002 Oct 2003

    Provided strategic direction in managing the company treasury under the Financial Institutions Act 1993, supporting the CFO in strategic planning, property acquisitions, cash forecasts, risk management, generating and consolidating financial statements, managing expenses as per operating & capital budgets, & completing corporate tax returns.

    Generated FOREX trading profits meeting the last target of US$10M, including overall investment profit target of $1.1M, managing a multi-currency investment portfolio worth $1B and balance sheet assets worth $300M, including a funding liabilities portfolio of $1.1B and funding rates for all Trinidad bank assets of $2B.

    Implemented technology solutions to achieve financial process efficiencies, supervising cross functional teams to expand their skills in contributing to growing the business.

    Built sustainable professional relationships with banks in North America, Canada and Europe that ensured seamless global banking operations.


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