SP

Open to opportunities

Sasha Phillips

@sashaphillips

Experienced accounting professional with a decade in finance.

What I'm looking for

I am looking for a role that offers growth opportunities and values process improvement.

I am an experienced accounting professional with over 10 years in the finance industry, specializing in administration, customer service, leadership, and accounting. My career has been marked by a proven ability to perform a broad range of functions quickly and accurately in fast-paced environments. I have a strong track record of accomplishing tasks and contributing to the overall goals of my team.

Throughout my career, I have held various positions, including Finance Operations Analyst at TD Bank and Assistant Accountant at Sagicor Life Inc. My expertise includes journal entries, reconciliations, and preparing financial statements. I am passionate about creating and improving processes, and I continuously seek to expand my knowledge and skills in finance.

Experience

Work history, roles, and key accomplishments

KI

Call Centre Agent

KM2 Solutions Inc.

Jan 2023 - Jan 2024 (1 year)

Processed loan payments, advised customers on loan details, and assisted with customer queries.

Customer Service Problem Solving Communication Time Management

TB

Finance Operations Analyst 3

TD Bank

Jan 2018 - Jan 2019 (11 months)

Recorded journal entries, prepared daily wire transfers, reconciled accounts, and liaised with auditors for credit loss amounts.

Alteryx Financial Reporting Auditing

MS

Call Centre Agent

Millennium 1 Solutions

Jan 2018 - Jan 2019 (11 months)

Informed members about the PC Optimum program, merged accounts, and resolved member issues.

Customer Service Account Management Communication Problem Solving Data Entry

SI

Assistant Accountant, Pensions Finance

Sagicor Life Inc.

Jul 2015 - Aug 2017 (2 years 1 month)

Managed bank transactions, reconciled accounts, prepared audit files, and liaised with relevant parties for outstanding items.

Bank Reconciliation Financial Analysis Accounting Audit

SI

Supervisor, Pensions

Sagicor Life Inc.

Apr 2013 - Jul 2015 (2 years 3 months)

Oversaw pension system data entry, calculated member benefits, prepared reports, and conducted client presentations.

Report Preparation Team Leadership

SI

Pension Plan Administrator

Sagicor Life Inc.

Sep 2007 - Apr 2013 (5 years 7 months)

Assessed eligibility for pension plans, updated member information, and prepared annual reports and statements.

Data Management Report Preparation Client Communication

SI

Administrative Assistant

Sagicor Life Inc.

Sep 2007 - Sep 2007 (0 months)

Enrolled members in group plans, updated information, and sorted benefit claim cheques.

Administrative Support Data Entry Customer Service Communication

Education

Degrees, certifications, and relevant coursework

UI

University of the West Indies

Bachelor of Science, Economics and Accounting

BC

Barbados Community College

Associate Degree, Mathematics, Economics and Accounting

Grade: Recipient of a Barbados Exhibition

Tech stack

Software and tools used professionally

QuickBooks

Availability

Open to opportunities

Location

Barbados

Authorized to work in

Job categories

Accountant Accountant Financial Manager Administrative Assistant Financial Accountant Accounting Manager

Skills

Microsoft Office Quickbooks Systems Caseware Audit International Bank Reconciliation Reconciliations Inter Company Reconciliation Analytical Skills Problem Solving

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