Independent worker with good initiative and problem-solving skills. Well-versed in financial principles, and statutory and regulatory requirements for licensed entities. Good communication and interpersonal skills.
Audit of fiduciaries, captive insurance managers, PCCs, insurance brokers, investment advisers and trust client entities.
Preparation of accounts for trust and company clients. Preparation of budgets and cash flow forecasts for the company.
Accounts preparation and audits for trading and investment companies. Training, supervision and review of staff.
Through my work experience, I have learnt to assess risk as a tool for focussing attention, to analyse and test complex data, to come to conclusions and report on those conclusions in clear and meaningful language