Chapter Secretary- Executive Committee

• Aug 2023 - Present

Manager, Taxation

• Jan 2023 - Present

- Contributing to the success of the Group through effective tax compliance and tax planning. Including managing, reviewing and overseeing the accurate calculations and timely submissions and filings of tax returns (CIT, GCT, WHT, Assets Tax, Composite Stamp Duty etc.) for all entities in the Group ensuring adherence to tax laws. Key achievements involve leading the successful retrieval of a material sum of tax recoverables in under 6 months and coordinating the application for a special tax incentive to result in significant tax savings- Conduct training sessions on tax compliance matters across the Group as well as oversee annual control risk assessment process related to tax. Provide regional tax support to Bahamas, Cayman and TCI- Prepare assigned financial statements and accompanying notes and detailed audit schedules. Also, preparation of reports/presentations for the Board for entities within the Group- Ensuring proper implementation within the Group where there are revisions to tax laws and requirements and IFRS standard amendments impacting tax regulations and the Banking Act- Ensuring proper accounting and other procedures are in place to facilitate accurate calculations for tax liabilities for all entities within the Group - Provide ongoing guidance on all tax matters for group entities and special purpose entities. Including addressing day to day tax issues, changes in tax legislation impacting the group as well as identifying tax risks and how to mitigate them- Key liasion with the local Tax Authorities on the Group’s behalf and responsibility for the management of the tax audit process internally and externally- Co-ordinate the periodic reporting processes to Global head office and assist in preparation of reporting to other regulatory authorities. This includes the annual financial statements, statutory returns (US and Canada), periodic tax reporting, information regarding related party transactions and transfer pricing documentation Show less

Independent Contractor

• Feb 2022 - Dec 2022

Accounting and Tax Professional

• Nov 2021 - Dec 2022

- Specialization in accounting and taxation - Preparation of management accounts, tax computations, tax advisories - Conducting tax and accounting training - Engaged in tax and accounting due diligence reviews and projects - Experience with QuickBooks Online - Specialization in accounting and taxation - Preparation of management accounts, tax computations, tax advisories - Conducting tax and accounting training - Engaged in tax and accounting due diligence reviews and projects - Experience with QuickBooks Online

Tax Professional

• Jan 2021 - Oct 2021

-Formulate tax computations for filing in Jamaica and St. Lucia -Prepare tax advisories with respect to tax efficient business structuring, updates to tax laws and economic substance requirements in St. Lucia and Barbados -Research and effectively contribute to dynamic discussions involving tax matters -Compose other tax advisory work in respect of tax implications of certain transactions -Perform other tax compliance work such as due diligence reviews (GCT, PAYE, CIT and WHT) Show less

Tax Associate I

• May 2019 - Oct 2020

- Prepare and file Income Tax Returns, GCT Returns, Annual Returns for clients in the Shipping, Logistics, Transportation, Financial Services, Insurance, Food Manufacturing and Distribution, Energy, Tourism, and Betting & Gaming industries - Research and effectively contribute in discussions to resolve tax issues - Participate in tax advisory work - Perform other tax compliance work - Prepare Income Tax Computation for audit engagements - Prepare and file Income Tax Returns, GCT Returns, Annual Returns for clients in the Shipping, Logistics, Transportation, Financial Services, Insurance, Food Manufacturing and Distribution, Energy, Tourism, and Betting & Gaming industries - Research and effectively contribute in discussions to resolve tax issues - Participate in tax advisory work - Perform other tax compliance work - Prepare Income Tax Computation for audit engagements

Senior Accountant

• Jul 2018 - Dec 2018

- Preparation of monthly financial statements - Analysis of monthly financial results against prior period and budget - Preparation of prepayments, accruals, depreciation, inventory in transit among other journals - Preparation and analysis of weekly cash flow forecast - Supervision of accounts receivable and accounts payable clerks - Preparation and review of monthly payroll journals - Maintenance of fixed asset register - Bank reconciliations and review of banking transactions - Maintenance of the aged receivables and aged payables reports - Accounts receivable and accounts payable reconciliations - Review, maintenance and reconciliation of major balance sheet accounts - Review, maintenance and reconciliation of major expense accounts - Intercompany transaction reviews - Intercompany account reconciliations - Inventory and manufacturing costing report preparation and analysis - Inventory count and stock variance analysis - Group stock turnover analysis and inventory reconciliation - Ensure that proper cut-off is maintained (i.e. all invoices/transactions are posted in correct period) and proper month end close - Experience in the use of SAP Business One accounting software Show less

Tax Associate II

• Nov 2017 - Jul 2018

- Prepare and file Income Tax Returns, GCT Returns, Annual Returns for clients in the Shipping, Logistics, Transportation, Financial Services, Insurance, Food Manufacturing and Distribution, Energy, Tourism, and Betting & Gaming industries - Research and effectively contribute in discussions to resolve tax issues - Participate in tax advisory work - Perform other tax compliance work - Prepare Income Tax Computation for audit engagements - Prepare and file Income Tax Returns, GCT Returns, Annual Returns for clients in the Shipping, Logistics, Transportation, Financial Services, Insurance, Food Manufacturing and Distribution, Energy, Tourism, and Betting & Gaming industries - Research and effectively contribute in discussions to resolve tax issues - Participate in tax advisory work - Perform other tax compliance work - Prepare Income Tax Computation for audit engagements

General Accounting Clerk-Tax

• Jun 2017 - Nov 2017

- Prepare and file GCT Returns, EPL, Withholding Tax and Contractor’s Levy - Design and implement improved tax parameters that supported business processes - Timely processing and reconciliation of all tax transactions to the General Ledger - Analyze new and current tax legislations and advise business on their implications - Research tax issues and prepare tax computations - Prepare monthly balance sheet reconciliations - Assist in the preparation and review of accounting schedules and aid in external audit - Enter vendor invoices and apply vendor payments - Prepare adjusting journal entries for tax and general accounting transactions - Ensure that proper cut-off is maintained i.e. all invoices/transactions are posted in correct period - Experience in the use of Microsoft Dynamics GP accounting software Show less

Staff Tax Accountant

• Aug 2016 - May 2017

- Prepare and file GCT Returns, Annual Returns and Income Tax Returns for local and overseas clients with branches in Jamaica - Research and participate in discussions to resolve tax issues - Participate in tax consultancy work which includes aspects of Transfer Pricing - Prepare Income Tax Computation for audit engagements - Prepare and file GCT Returns, Annual Returns and Income Tax Returns for local and overseas clients with branches in Jamaica - Research and participate in discussions to resolve tax issues - Participate in tax consultancy work which includes aspects of Transfer Pricing - Prepare Income Tax Computation for audit engagements

Client Service Associate

• Jan 2015 - Jul 2016

- Review and analyze ad spending reports for accuracy and completeness - Execute ad hoc reports and handle ad spending queries and projects - Review and analyze ad spending reports for accuracy and completeness - Execute ad hoc reports and handle ad spending queries and projects

Accountant

• Oct 2010 - Nov 2014

- Management and analysis of several composite reports - Lucratively led and completed projects including the audit of thousands of records - Managed and successfully overcame numerous demanding situations and met even the most rigid deadlines - Utilized efficiency techniques that shortened process completion time - Used advanced excel formulas to improve processes - Used SAP platform efficiently - Designed a new process to reduce errors, increase efficiency and save money - Detailed researcher, first-rate communicator and devoted team player Show less