Accomplished professional with expertise in corporate governance, employee training, and compliance auditing. Proven track record in optimizing processes and leading teams to achieve organizational goals. Proficient in customer relationship management and business intelligence, delivering strategic insights that drive success. Focused on enhancing operational efficiency and promoting a culture of continuous improvement.
Work history
Vice President/Account Executive
Davies Captive Management Limited
Hamilton, Bermuda
2025.04 - 2025.12
All roles and responsibilities are consistent with further assisting management by providing recommendations when required.
Supported team activities by ensuring alignment with organisational goals.
Facilitated communication between departments for effective collaboration.
Executed due diligence processes for mergers and acquisitions, verifying compliance with relevant accounting standards and gathering essential documentation.
Assistant Vice President/ Account Executive
Davies Captive Management Limited
Hamilton, Bermuda
2023.12 - 2025.03
Led strategic initiatives to enhance client satisfaction through tailored service offerings.
Developed and maintained strong relationships with key stakeholders to ensure alignment with business objectives.
Presented comprehensive reports to senior management highlighting progress on client accounts and strategic goals.
Mentored junior staff on best practices in account management and client relationship development.
Oversaw compliance with regulatory requirements ensuring adherence to industry standards and best practices.
Created robust risk management frameworks, minimising potential threats to the business operations.
Enhanced communication flow for improved team efficiency by implementing regular team meetings.
Championed the implementation of new technologies for enhanced operational efficiency.
Maintained strict compliance with industry regulations whilst managing diverse portfolios effectively.
Facilitated training sessions for staff development and skill enhancement.
Secured clientele from competitors by delivering superior services, fostering positive word-of-mouth referrals and attracting new clients.
Led conversations with the Bermuda Monetary Authority to ensure compliance and clarity in all communications.
Assisted in reviewing accounts prepared by account executives. Supported the examination of statutory returns prior to submission to Bermuda Monetary Authority. Facilitated the verification process to ensure compliance with regulatory standards.
Supported efficient treasury management processes through thorough approval of payments. Conducted callbacks to verify banking information for accuracy. Assisted in maintaining financial integrity within the organisation.
Assist in updating the business plan and prepare detailed projection reports. Support the revision of policy and procedure documents according to evolving business strategies. Collaborate with authorities to introduce new business lines and draft corresponding documentation.
Facilitated periodic negotiations of management fees, ensuring alignment with company's organic growth and commitment to delivering exceptional client services.
Assistant Manager
Artex Risk Solutions Bermuda Limited
Hamilton, Bermuda
2023.07 - 2023.11
Developed and maintained strong relationships with key clients to ensure satisfaction and loyalty.
Conducted regular reviews of client accounts to identify opportunities for service improvement and growth.
Mentored junior account managers, providing guidance on best practices for client management and relationship building.
Led negotiations for contract renewals, ensuring favourable terms that aligned with client expectations.
Led team meetings for efficient communication and project updates. Presented comprehensive updates and analyses using visual aids during board meetings with the clients to enhance understanding and engagement.
Prepared detailed reports to provide insight into account performance.
Delivered high level of service to clients to maintain and extend relationships for future business opportunities.
Generated KPI reports to illustrate overall performance.
Assist in updating the business plan and prepare detailed projection reports. Support the revision of policy and procedure documents according to evolving business strategies. Collaborate with authorities to introduce new business lines and draft corresponding documentation.
Facilitated periodic negotiations of management fees, ensuring alignment with company's organic growth and commitment to delivering exceptional client services.
Oversee compliance adjustments in risk structure and implement updates in company documentation.
Supported efficient treasury management processes through thorough approval of payments. Conducted callbacks to verify banking information for accuracy. Assisted in maintaining financial integrity within the organisation.
Assisted in reviewing accounts prepared by account executives. Supported the examination of statutory returns prior to submission to Bermuda Monetary Authority. Facilitated the verification process to ensure compliance with regulatory standards.
Led conversations with the Bermuda Monetary Authority to ensure compliance and clarity in all communications.
Account Executive
Artex Risk Solutions (Bermuda) Limited
Hamilton, Bermuda
2021.10 - 2023.06
Assisted in preparation and review of balance sheet, profit and loss accounts, and cash flow statement schedules for stakeholder analysis.
Supported compliance with financial statement regulations as per US GAAP and IFRS.
Facilitated insurance and reinsurance accounting processes for captives and commercial entities in Bermuda.
Contributed to analysis of financial statements and preparation of management reports.
Aided in timely completion of GL close activities and posting of journals in accounting software.
Reviewed and approved journals prepared by team members.
Supported preparation of P&L and balance sheet reconciliations.
Assisted in handling client calls regarding reporting issues and discrepancies.
Supported audit requirements and completed ad-hoc tasks as requested by clients.
Approved payments as an authorised signatory.
Managed audit processes and filed statutory returns and Bermuda Capital Solvency Requirements (BSCR) returns in compliance with Bermuda Monetary Authority regulations.
Submitted economic substance declarations to the Registrar of Companies.
Presented financial results at board meetings and annual general meetings to ensure legal compliance with contractual obligations and standard policies.
Consultant/Account Executive
Aon Consulting Pvt. Ltd.
2019.06 - 2021.08
Assisted in preparation and review of balance sheet, profit and loss accounts, and cash flow statements.
Supported timely completion of general ledger close activities.
Posted journals in accounting software to maintain accurate records.
Helped prepare reconciliations for profit and loss and balance sheet items.
Attended meetings with onshore Aon Cayman team to address reporting discrepancies.
Provided assistance in fulfilling audit requirements as needed.
Performed ad-hoc activities based on client requests.
Filed statutory returns for Cayman Islands Monetary Authority via REEF portal.
Ensured compliance with contractual legal standards and company policies.
Financial Advisory Analyst
Accenture Solutions Pvt. Ltd.
2018.01 - 2019.06
Assisted in preparation of taxation returns and ensured compliance with statutory requirements through timely e-filing.
Supported creation of weekly, monthly, quarterly, and annual MIS reports while adhering to strict submission deadlines for management.
Participated in internal statutory and government audits by evaluating internal control systems and noting areas for improvement.
Financial Analyst
Northern Trust
2016.05 - 2017.11
Awarded as the Star Performer of the Month for five months; appreciated by managers for always showing ‘A' approach behavior in the work.
Executive Vice President at MIDDLE STATES ASSOCIATION – COMMISSIONS ON ELEMENTARY & SECONDARY SCHOOLSExecutive Vice President at MIDDLE STATES ASSOCIATION – COMMISSIONS ON ELEMENTARY & SECONDARY SCHOOLS
Vice President, Human Resources, Operations & Events at American Association of Blacks in EnergyVice President, Human Resources, Operations & Events at American Association of Blacks in Energy
