Joan Wagacha Email & Phone Number

Hamilton, Bm

Hamilton City, Bermuda

In my role, I directly oversee financial operations and strategic planning for a wide range of client engagements, ensuring the smooth integration of accounting practices. I'm responsible for developing and implementing policies and procedures aimed at maintaining accurate financial records and preventing future backlogs. My focus is on fostering effective communication with both clients and team members, actively identifying their needs, and delivering tailored solutions.• Resolved accounting and audit backlogs by updating financial records of various consulting assignments• Demonstrated ability to swiftly adapt to new roles without handover to enable uninterrupted client service.

Hamilton, Bermuda

In my role, I conduct thorough analytical reviews of financial data on a monthly, quarterly, and annual basis, ensuring adherence to PSAB standards and relevant regulations. I take proactive measures to investigate any discrepancies identified, applying corrective actions to rectify issues promptly. Additionally, I collaborate closely with management to provide regular updates on progress, highlight potential issues, and offer recommendations for improvement. This approach ensures that our financial reporting remains accurate and aligned with industry standards and expectations.• Streamlined audit coordination process to achieve completion ahead of regulatory deadlines.• Designed robust accounting controls to guarantee completeness and precision of all transactions.

Hamilton City, Bermuda

In my role, I managed office operations and financial processes for a large membership organization, optimizing cash flow and operational efficiency. I oversaw accounting functions, treasury activities, and ensured compliance with accounting principles for cost-effective operation. I provided financial insights to various committees, including General Council, Executive, Finance, and Trustees, fostering smooth coordination of internal audits. Additionally, I prepared investment schedules, conducted fluctuation analyses, and approved reconciliations and expenses, adhering to stringent financial controls.• Created policies and procedures to augment future accounting processes.• Increased department efficiency by executing payroll software and a new membership database.• Cleared a 7-year accounting and audit backlog within 14 months by updating the client's records to current status.• Automated accounting processes to improve departmental productivity.

Hamilton City, Bermuda

In this period, Led project consultancy services for the Bermuda Public Service Union, reporting directly to the General Secretary and President. Conducted budget preparation, financial analysis, and provided recommendations. Analyzed marketable securities performance, implemented journal entries, and optimized reconciliation processes. Produced backlog financial statements and supported audit processes, ensuring accurate responses to audit inquiries and maintaining audit schedules.• Developed and implemented strategies to minimize overheads without compromising service quality.• Enhanced financial reporting accuracy and efficiency through system optimization and process improvements.

Bermuda

Spearheaded comprehensive project consultancy services, including budget preparation and financial analysis. Carried out in-depth analysis of budgets, crafted journal entries, and streamlined reconciliation processes. • Enhanced financial reporting efficiency through system optimization and process improvements.• Formulated and implemented strategies to minimize overheads without compromising service quality.

Bermuda

During this tenure, I coordinated client audit processes in collaboration with external tax accountants, ensuring timely and accurate reporting. I analyzed financial data, including tax and fiscal reporting, external valuations, and private equity investments, to support informed decision-making. Additionally, I administered statutory and regulatory return filings for clients and expertly manage complex trust structures, including terminations and transfers.• Streamlined financial transaction approval process to consistently meet set timescales.• Maintained effective communication with intermediaries, such as corporate administrators, bankers, lawyers, and tax advisors for seamless trust management.

Bermuda

As a supervisor, I managed accounting operations for a varied portfolio of exempted and locally incorporated entities, such as companies, partnerships, individuals, and trusts. I meticulously crafted financial statements for trust and corporate structures, ensuring compliance with regulatory standards. Additionally, I oversaw budgeting processes and staff scheduling while leading a team of skilled accountants. I implemented rigorous anti-money laundering compliance measures to approve financial transactions securely. Moreover, I evaluated intricate financial data, including private equity investments and audit processes, to preempt any non-conformity issues for clients.• Elevated proficiency of a team of five accountants by mentoring and training.• Facilitated seamless audit engagements through meticulous preparation and clear communication with auditors.

Cpa- Certified Public Accountant

Certified Public Accountant

Certified Public Accountant

Cpa- Certified Public Accountant (K)

Associate In Reinsurance (Are)

Associate In Reinsurance, Associate In Reinsurance

Trust And Estates Practitioner (Tep)

Diploma Of Education, Trust And Estates Practitioner

Bachelor Of Arts - Ba, Economics

Bachelor Of Arts In Economics