Savionne Bholai

Coordinate strategic planning and business transformation initiatives, aligning cross-functional stakeholders and operational priorities. Lead mutual fund restructuring activities and support corporate acquisition and amalgamation work.

Worked directly with the CFO to prepare financial analysis, Board reports and executive presentations supporting group-wide decisions. Developed IFRS 17 expense-allocation reporting templates for regional operations.

Assessed transformation proposals for business value, financial viability and alignment with group strategy. Monitored initiative progress and led reporting migration from Wave to Power BI.

Managed finance operations, statutory reporting, budgets, forecasts, cash flow and audit coordination for financial services entities. Oversaw reconciliations, regulatory compliance and internal controls while supervising finance staff.

Supervised accounting operations, statutory compliance and reporting; improved month-end close efficiency and financial accuracy. Led the conversion from Peachtree to QuickBooks and strengthened financial control processes.

Prepared client financial statements, audit work, tax filings and reconciliations while supporting statutory compliance.

Delivered accounting and taxation instruction and supported students preparing for professional examinations.

Fellow of the Association of Chartered Certified Accountants (FCCA).

Chartered Accountant qualification from the Institute of Chartered Accountants of Trinidad and Tobago.

Project Management Professional (PMP) certification from the Project Management Institute.

Certified Associate in Project Management (CAPM) certification from the Project Management Institute.