Experience

Maples Group

• Cayman Islands
• Financial Services
• 700 & Above Employee

• Vice President

  • Nov 2020 - Present

  • Help integrate Maples new business administration department, working with key EMC members in order to facilitate an innovative COE specializing in client on boarding and contract setup • Create and implement new policies, processes and procedures in order to ensure data integrity and quality control• Integrate new workflow management tools to ensure sustainable SLA’s• Supported internal clients by decreasing the amount of administrative burden felt by staff• Oversees the preparation of high-level financial analyses for review by executive management and those which are required for approval of the budget by the Executive Management Committee and the Finance and Audit Committee• Mentor, coached and led new staff through various high level projects • Participate in the Implementation and UAT testing of new ERP & RPA system



Aon

• United Kingdom
• Financial Services
• 700 & Above Employee

• Finance Operations Manager

  • Aug 2018 - Dec 2020

  •Team Leadership: Manage the work of a team of operational processing staff•Oversee underwriter payments. Consolidate payments & authorize outgoing wire / EFT payments•Settle immediate payments to carriers as authorized by Director, Finance operations & or CFO•Perform Fiduciary payable reconciliations of activity between various AP systems / Sub ledgers including investigation and resolution of differences•Resolve outstanding items contained in underwriter accounts in an effective and timely manner, in accordance with defined risk levels & aging standards•Oversight - Escalate matters that may compromise the risk to the company or the integrity of the balance sheet to management•Liaise with various branches and departments within Aon•Assess current accounting processes and procedures, assist in the design of future state accounting framework and implement process improvements•Provide follow up and monitor progress of process improvement implementation plans.•Build relationships with other departments and functions to ensure appropriate information flow and understanding of overall process improvement direction.•Participate in the monthly balance sheet review & corresponding variance analysis for Fiduciary AP activities•Support Treasury Operations, in the execution of the following responsibilities: deadlines, & escalate to achieve resolution if non-conformance occurs.•Journal Entries - Prepare required accounting entries to post activities for non-automated transactions to assigned accounts•Assist in reconciliation of Fiduciary bank account when differences occur.•Month End Close - Execute all activities necessary, pertaining to treasury to close each legal entity, including journal entries, financial analysis of balance sheet & income statement•Liaise with departments, to ensure that account activities are maintained in a controlled environment.•Participate in internal / external audit activities, SOX audit, external financial audits, VAT audit

• Client Finance Manager / Operations Steward

  • Jan 2017 - Jul 2018

  • Organized weekly meetings with executives to discuss improvements, risks in accordance to monthly revenue/billing targets • Provided valuable business input on financial analysis• Provided feedback and support Workday Pilot Phase• Prepare monthly revenue analysis and reporting • Provided Business Support - Liaise issues with business partners to return client invoicing and revenue to business as usual process• Served as the main escalation point for quality and productivity issues• Acted as the finance lead for the Aon Divestiture venture to SEB Administration• Managed various projects while ensuring timely delivery • Provide Segment Leaders with visibility into key performance metrics• Provided leadership with a high level overview of various work‐in‐process (WIP) & revenue opportunity metrics, drilling‐down into specifics when required. Identifying key targets and leveraging support from senior management to push issues to resolution

• Senior Financial Analyst

  • May 2014 - Jan 2017

  • Prepared quarterly reports to aid managers to forecast the number of employees needed in the future• Analyzed client profitability and identify issues/risk using TM1 reports• Reconciled various revenue accounts through established processes and analysis • Processed corrections and changes to People Soft 9.0 contracts and invoicing system, utilizing appropriate G/L accounts• FP&A Revenue Support – Resolved complex outstanding accrual balances; processed changes as appropriate • FP&A Revenue Support – Ensured the appropriate information and analysis is provided for month end close • Managed various projects while ensuring timely delivery • Optimized billing and collection efforts by bringing client financials current, while following compliance policies and procedures• Identified discrepancies and risk with financial management, pertaining to contracts, invoicing and revenue• Improved the Solution - Assist and support change management activities related to PS 9.0 and all Finance related initiatives• Contributed to UAT, analysis and design. • SOX Testing and Compliance Audits • Developed & maintained practice specific job aids and common solutions • Led by example by demonstrating and sharing with all lines of business the importance of best practices • Led and participated on special project teams and analyzed reports and analysis• Provided ad hoc support and consultation to Project Managers, Assistants, Financial Analysts and Business Finance• Managed and maintained budget for the activities committee

• Financial Analyst

  • May 2012 - May 2014

  •Documentated financial procedures and main point of coordination for all financial aspects related to clients. •Analyzed client contracts to ensure system set up is accurate and most efficient •Educated Client Team on GAAP & IFRS requirements of the engagement •Monitored client receivables and support collections •Provided revenue recognition attestation support by complying with the firm's audit and compliance initiatives •Participated on special project teams and responds to ad-hoc analysis requests



Shoppers Drug Mart

• Canada
• Retail
• 700 & Above Employee

• Accountant

  • Jan 2011 - May 2012

  Toutes les tâches relatives à la comptabilité du magasin; comptes fournisseurs, comptes clients, ventes du magasin et rapports de contrôle financier et de productivité, suivis bancaires;* POS / MMS et autres fonctions de gestion financière requises pour l’atteinte des objectifs;* Compiler les données d’inventaire et les analyser.* Les tâches comprennent également l'administration des avantages sociaux, de la paie, ainsi que le maintien des dossiers des employés.- S'assurer que les caissiers se conforment aux politiques et procédures d'exploitation du magasin.- Contrôler les fonctions des ressources humaines des caissiers, y compris mais sans s'y limiter, la programmation des horaires et des vacances, la formation, l'encadrement et la gestion du rendement.- Résoudre les plaintes des clients en assurant un service à la clientèle hors pair.- Maintenir et contrôler les caisses et collaborer avec le gérant du magasin afin de maintenir un inventaire équilibré. S'assurer que tous les systèmes et procédures de prévention des pertes sont appliqués selon les lignes directrices établies.- Planifier, organiser et soutenir toutes les promotions en collaboration avec les autres membres de l'équipe de gestion.



Youcell

• Co-Founder

  • Jan 2007 - Oct 2011

  Offered wireless communication services and repairsForecasted future trends in electronics to be sold on ebay.comReduced costs by negotiating prices with suppliers and shipping companies Earned Power Seller Status with over $150,000 in Annual sales. Offered wireless communication services and repairsForecasted future trends in electronics to be sold on ebay.comReduced costs by negotiating prices with suppliers and shipping companies Earned Power Seller Status with over $150,000 in Annual sales.