Accounting is boring, that is a myth - Tutor holds Masters in Accounting

Trisha 's Resume

Summary of Education
Graduate Certificate – Financial Planning Jan 2019 – Present
Centennial College, Toronto, ON

Canadian Securities Course (CSC 1) April 2019

Master of Science – Accounting – Honours May 2007 – Nov 2009
University of The West Indies, Jamaica

Bachelor of Business Administration - Accounting - Honours May 2004 - Sep 2005
University of Technology, Jamaica

Related Work Experience
Assistant Financial Controller Aug 2015 – Dec 2018
Wisynco Group Ltd, Jamaica

• Prepared monthly Financial Statements and other Financial Reports

• Directed the preparation of the annual budget and monthly cash flow. Monitored operational expenditure and presented monthly variance reports to the Group’s Financial Controller

• Assigned the responsibilities and authority of reporting positions and established standards of accountability through the Performance Management System and job accountabilities

• Provided supervision, guidance and direction to staff. This included conducting performance appraisals, identifying staff training needs and making recommendations for required training; provided counselling to staff where appropriate and take disciplinary action as necessary

• Executed the month end and year end closing processes and the coordination of external audit activities
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Finance and Accounting Manager Apr 2014 –Jul 2015
COK Sodality Co-operative Credit Union Ltd, Jamaica

• Assisted in establishing the Company’s financial objectives and developed related accounting policies
• Presented monthly reports to Board, Finance and Policy Committee, and Audit and Risk Compliance Committee

• Prepared Financial Statements including Group Consolidated Financial Statements in addition to reports to Financial Institution to satisfy requirements under banking covenants

• Directed the preparation of the annual budget and monthly cash flow. Monitored operational expenditure and presented monthly variance reports to the Chief Executive Officer
• Supervised team members. This included conducting performance appraisals, identifying staff training needs and making recommendations for training recommendations; provided counselling to staff where appropriate and taking disciplinary action when required
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Accounting Manager Jul 2011 – Mar 2014
COK Sodality Co-operative Credit Union Ltd, Jamaica

• Revamped General Ledger reconciliation processes, financial systems, and reports and schedules that improved forecasting and standardized reporting procedures
• Reconciled differences between General Ledger and Sub-Ledger and engaged Management of Information System Department (MIS) to identify and resolve the discrepancies.
• Reduced the month-end closed process from ten days to five days and significantly improved the timeliness and accuracy of management reporting
• Prepared and implemented various company policies including Revenue Recognition and Fixed Asset Policies for the Credit Union as well as assisted in developing an Internal Control and Risk Framework
• Assisted in the development of two automated solutions that improved overall organization efficiency in keeping with the vision of the Credit Union
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Accountant Sep 2007 – Jun 2011
COK Sodality Co-operative Credit Union Ltd, Jamaica

• Assisted in establishing the company’s financial objectives and developed related accounting policies for the achievement of same.
• Prepared the annual and interim budget, monitored performance against budget and reported on significant variances, oversee the financial analysis, financial audits, general ledger, accounts receivables, accounts payables and fixed-asset accounting functions
• Direct responsibility for the Annual Audit, which included preparing all Financial Statements, Statement of Cash Flows and Related Disclosure Notes. Presented the audited results to the Audit Risk and Compliance Committee, and Finance and Planning Committee
• Developed and managed external financial relationships and reporting requirements with the Jamaica Credit Union League, Bank of Jamaica, and external auditors and constantly looking for ways to strengthen overall financial performance and reporting
• Supervised accounting team and performed administrative functions as required


Other Work Experience Oct 1993 – Aug 2007
COK Sodality Co-operative Credit Union Ltd, Jamaica

• Assessed loan proposals and made recommendations for approvals
• Addressed customer queries and resolved issues that arise
• Reconciled daily transactions from the Automated Teller Machines (ATMS)
• Opened savings and checking accounts as well as effectively cross sell other products and services
• Trained new employees on the culture and products of the Credit Union