N L
@nl0
Detail-oriented investment officer with strong problem-solving skills.
What I'm looking for
I am a self-motivated individual with a keen eye for detail and a strong ability to solve problems. With over a decade of experience in finance and investment, I have honed my skills in maintaining data integrity, preparing reconciliations, and conducting thorough analyses. My current role as a Senior Investment Officer at Victoria Mutual Building Society has allowed me to contribute significantly to the organization's financial health through meticulous management of investment systems and reporting.
Throughout my career, I have held various positions that have equipped me with a diverse skill set. From my early days as an Accounts Payables Clerk at JN General Insurance to my role as an Accounting Officer at Proven Wealth Limited, I have consistently demonstrated my ability to manage financial records, prepare budgets, and ensure compliance with regulatory standards. My volunteer work as VP of Finance for the Project Management Institute Jamaica Chapter has further enriched my experience, allowing me to lead financial planning and reporting for various projects.
Experience
Work history, roles, and key accomplishments
VP of Finance (Volunteer)
Project Management Inst. Ja. Chapter
Jan 2015 - Present (10 years 5 months)
Oversaw financial planning, budgeting, and reporting for projects while preparing sponsorship packages and policy documents.
Senior Investment Officer
Victoria Mutual Building Society
Jan 2016 - Present (9 years 5 months)
Responsible for maintaining data integrity in the general ledger and investment systems, preparing reconciliations, conducting monthly analyses, and reviewing financial documents in compliance with IFRS.
Accounting Officer
Proven Wealth Limited
Mar 2013 - Jan 2016 (2 years 10 months)
Handled bank reconciliations, balance sheet reporting, and analysis of P&L accounts while ensuring compliance with statutory filing requirements.
Accounts Clerk
Mair Russel Grant Thornton
Jan 2007 - Jan 2007 (0 months)
Performed general ledger analysis, journal entries, and vendor maintenance while preparing cheques and filing documentation.
Assistant Project Manager (Volunteer)
Project Management Inst. Ja. Chapter
Jan 2013 - Jan 2015 (2 years)
Assisted in project budgeting, planning, and execution while liaising with stakeholders and preparing project schedules and reports.
Accounts Payables Clerk
JN General Insurance
Jan 2007 - Mar 2013 (6 years 2 months)
Managed accounts payable processes including journal entries, reconciliations, and vendor inquiries while assisting with statutory deductions and GCT filing.
Sales Representative
Mobile Music
Apr 2004 - Apr 2006 (2 years)
Engaged in cashiering, purchasing, and reconciliation tasks while providing excellent customer service.
Education
Degrees, certifications, and relevant coursework
Fitz Ritson and Associate
Financial Securities and Portfolio Management, Finance
2016 - 2016
Completed a course in Financial Securities and Portfolio Management, focusing on investment strategies and financial analysis.
PMI JA
Project Management Professional, Project Management
2016 - 2016
Achieved Project Management Professional certification, enhancing project management skills and knowledge.
Excelsior Community College
Applied Project Management, Project Management
2013 - 2013
Studied Applied Project Management, gaining practical skills in managing projects effectively.
University of Technology
Bachelor's Degree, Business Administration
2006 - 2012
Completed a Bachelor's Degree in Business Administration, focusing on various aspects of business management and administration.
NDFJ School of Business
ACCPAC level 1 & 2, Accounting
2004 - 2004
Completed ACCPAC level 1 & 2, gaining foundational knowledge in accounting software.
Excelsior High School
CXC, General Education
1996 - 2001
Completed CXC examinations with passes in Information Technology and Office Procedures, laying the groundwork for further studies.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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