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Areas of Expertise

Accounting, Finance and Business Operations

  • Financial Management & Planning

  • Business Operations

  • Project Management

  • Financial Statements

  • Group Reporting

  • Budgeting & Financial Analysis

  • Board Presentations and Packages

  • Human Resources

  • Client Relations

Governance, Risk and Compliance​

  • Change Management

  • Process Flow Mapping and Development

  • AML Processes

  • KYC Processes

  • Data Privacy

  • Risk Management

  • Policies and Procedures

  • Internal Controls

  • Three Lines of Defense

 

Technology

  • MS Office Technical Proficiency

  • Systems Requirements Documentation

  • Systems Testing

  • Systems Integration

Hamilton, Bermuda

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