Experience

Clarien Bank Limited

• Bermuda
• Financial Services
• 100 - 200 Employee

• Regulatory Compliance Analyst

  • May 2021 - Present



KPMG in Bermuda

• Bermuda
• Financial Services
• 100 - 200 Employee

• Senior Associate

  • Oct 2017 - Apr 2021

  Provide U.S. business compliance and advisory services to clients, specifically within the Insurance, Financial Services, and Alternative Investment industries.Analyze, advise, and prepare FATCA, CRS, and CbCR required compliance reporting deliverables, based on jurisdictional mandated policy.Prepare and review U.S. GAAP, as well as NAIC Statutory, consolidated tax provisions for a variety ofinsurance clients, including multinational and SEC regulated entities.Serving as lead Senior and Tax Specialist, therein, delegating work responsibility and assisting audit teams in review of U.S. GAAP, IFRS, Bermuda statutory, and NAIC statutory tax provisions.Review and prepare applicable U.S. corporate and partnership tax forms, including but not limited to, Forms:- 1120, 1120-L, 1120-S, 1120-F, 1120-X, 1065, 8865, 5472, 5471, 720, 8832, 1040, and SS-4.Designed, and worked with team at KPMG India to develop innovative client engagement and management tool used by department to track processes, independence, deadlines, and performance.Review, prepare, and ensure timeliness of payments regarding required client U.S. tax payments.Advise and assist with compliance, restructuring, and ongoing management of U.S. Tax Reform effects and client implications.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Associate, Business Tax Servies

  • Jan 2016 - Sep 2017

  Provided U.S. tax compliance and advisory services; industries including: - Alternative Investments - Including Hedge & Private Equity - Transport - Including Import/Export - Financial Services - Real Estate- Including REITs & RICs - Oil & Gas - Retail - Farming - Forestry; and - ManufacturingPerformed U.S. Federal, State, and Treaty based compliance research and analysis, and upon conclusion, application thereof.Prepared and presented at internal trainings and knowledge sharing sessions.Reviewed and prepared applicable U.S. corporate and partnership tax forms, including but not limited to Forms:- 1120, 1120-L, 1120-S, 1120-F, 1120-X, 1065, 8865, 5472, 5471, 720, 8832, 1040, and SS-4.Reviewed and prepared U.S. GAAP tax provisions, as part of the accounting standard mandated reconciliation process.



Hannis T. Bourgeois, LLP

• United States
• Accounting
• 100 - 200 Employee

• Intern- Tax Preparer

  • Jan 2015 - Apr 2015

  Applied financial accounting knowledge in preparation of individual and business tax returns.Analyzed financial statement accounts and transactions, including reconciliations.Performed business data entry, valuation, and analysis as delegated.



Southeastern Louisiana University

• United States
• Higher Education
• 700 & Above Employee

• Mathematics Tutor

  • Jan 2013 - Dec 2013

  Applied constant adaptation in the development and teaching of unique and effective strategies.Helped to increase technical and mechanical knowledge; thereby promoting learning and student self-confidence, resulting in personal successes.