Experience

H2 Group

• Bermuda
• Software Development
• 1 - 100 Employee

• Acting Chief Financial Officer

  • Oct 2022 - Present

  A proactive, team-oriented leader who can thrive in both start-ups and well established organizations. Senior executive responsible for managing the financial operations of H2 Group. Primary responsibilities include financial planning, budgeting, and forecasting; financial reporting and analysis; risk management; and managing relationships with banks, financial institutions, and other stakeholders. Instrumental in the overall financial management of the company, working closely with the CEO and other senior executives to set the financial strategy for the Group. Also responsible for managing relationships with external financial partners such as accounting firms, law firms, and other advisors. Hands-on leader able to support both high-level complex accounting and finance responsibilities as well as not being afraid to dive into the details on a day-to-day basis. • Ensure proper and timely financial • Develop and maintain systems of internal controls to safeguard assets • Direct the overall financial plans and accounting practice. Manage the financial performance by developing forecasts and monitoring ongoing performance against plan. Fiduciary responsibility for the financial health of the organization. • Provide strong, forward-looking analytical leadership • Partner with senior leaders to push the boundaries of current and future departmental goals and strategies. Clearly articulate the key drivers of the business. • Lead the Accounting and Finance teams to ensure that both excellence in day-to-day service delivery • Bring creativity and passion to the organization and its services and possess a broad institutional perspective while embracing change and innovation • Drive change within the organization through robust financial analysis and strong business partnership • Strategically partner with affiliates to drive the financial success of each client • Develop the forecast, budget, and long-range plan, ensuring alignment of proper resource allocation Show less



Frontier Bermuda

• Bermuda
• Staffing and Recruiting
• 1 - 100 Employee

• Senior Reinsurance Accountant

  • Aug 2021 - Sep 2022



Horseshoe

• Bermuda
• Financial Services
• 1 - 100 Employee

• VP Insurance Accounting

  • Jul 2020 - Jul 2021

• AVP Insurance Accounting

  • Jun 2017 - Jul 2020

  Primary contact for a portfolio of clients including catastrophe bond vehicles - Ensuring catastrophe bond clients comply with all contractual obligations, including interest payments and provision of required information - Coordination of catastrophe bond issuance process - Administration of data room platforms such as Intralinks and SmartRoom - General ledger processing, including journal entry posting - Accounting for (re)insurance contracts and investments - Preparation of timely and accurate financials as well as supporting schedules and analysis - Monitoring compliance with clients obligations and controls as well as laws and regulations - Coordination and management of audit process - Interaction with clients service providers - Assisting with proposal and marketing activities - Other responsibilities as needed to ensure quality client service Show less



JLT Insurance Management (Bermuda) Ltd

• Working remotely from South Afarica

• Consultant and Account Manager

  • Jul 2012 - Apr 2017

  • Ad-hoc Accounting and IT projects • Liaising with Compas/Foxpro developers • Liaising with Salesforce developers • Liaising with Website developers • Liaising, planning and testing upgrade of Compas with offices in Malta and Guernsey • Writing of user manuals and procedures for Compas and Client Websites • Computer Programs used Compas, Hyperion, Risk Advantage • Liaising with Compas developers, test and implementation of upgrade as well as training of new staff members • Creating, managing and training of new staff members on Client websites • Prepare and file statutory returns in compliance with the Bermuda regulations (Solvency, Liquidity ratios, notes and Capital requirements) • Monitor compliance with all Bermuda regulations which – Capital and rations requirements) • Maintain books and records of clients including general ledger and physical files • Prepare management accounts, financial statements and schedules to specifications and within deadlines of clients • Compiling reconciliations for management accounts • Compiling of budgets and cash forecasts • Calculation of accrued and pre-paid expenses on Excel • Claim allocation between different Companies • Reconciliation of inter company loan accounts and management thereof • Managing cash balance in Bank accounts • Checking of Reconciling of Bank Accounts • Prepare US GAAP and IFRS accounts and notes and meet audit deadlines • Liaising with Supervisor of Insurance (Bermuda Monetary Authority) • Liaising with the External Auditors in Bermuda as well as at the parent company (US and Europe) • Ensure that all documentation, supporting documentation and records are filed on a timely basis. Show less



JLT Insurance Management (Bermuda) Ltd.

• Account Manager

  • Jun 2007 - Sep 2011

  • Maintain books and records of clients including general ledger and physical files • Prepare management accounts and financial statements and schedules to specifications and within deadlines of client • Prepare GAAP accounts and notes to client and audit deadlines • Prepare and file statutory returns in compliance with the Bermuda regulations • Monitor compliance with all Bermuda Regulations • Liaise with Supervisor of Insurance/BMA • Ensure all compliance standards and procedures are met • Ensure that all documentation, support and records are filed on a timely basis • Compiling of reconciliations for management accounts • Liaising with the External Auditors • Compiling of budgets for the Captives • Compiling of working papers for GAAP audit • Calculating accrued pre-paid accounts on Excel • Calculating provisions • Losses Paid allocation between different Companies • Reconciliation of inter company loan accounts and management thereof • Reconciling of Bank Accounts Computer Programs used Compass, Hyperion, Risk Advantage, Frango • Creating Client websites • Managing Client websites Risk Advantage • Managing cash balance in Bank accounts Show less



Amerex Group

• Retail Apparel and Fashion
• 100 - 200 Employee

• Mangement Accountant

  • Sep 2006 - May 2007

  Amerex Europe LTD : Accountant, London (UK) Position: Accountant • Assisting with the Management Accounts • Compiling of reconciliation’s for management accounts • Liaising with the External Auditors • Assisting in the compiling of budgets • Compiling of working papers for Year end audit • Calculating accrued pre-paid accounts on Excel • Calculating provisions • Compiling and Managing the Fixed assets register • Cost allocation between different departments • Reconciliation of inter company loan accounts and management thereof • Reconciliation of revenue between Accpac and Operations Systems on Excel (Pivot Tables) • Calculation of Value added Tax on a quarterly basis • Reconciling of Bank Accounts, Accounts Payable and all Control accounts • Assisting in the Implementation of the BACS payment system. Show less