Structured and designed a number of fully flexible and user-friendly financial models for local, regional and international companies within industries such as infrastructure, retail, real estate and energy. Provided strategic advisory services for clients in the financial services, real estate and energy sectors assisting in the development of their strategic plans to assess challenges, conducting options analysis and identifying strategic positioning, objectives and activities to achieve goals. Worked with both buyers and sellers in various stages of the acquisition/divestment process from the due diligence stage to the business valuation stage within the retail, energy, transport and logistics sectors.Facilitated a number of strategic planning workshops with various focus groups and conducted interviews with executive and key members of the management team.Created and implemented an engagement tracking system that is utilized throughout the Strategy and Transactions service line to staff current and upcoming jobs.

Team leader of the " Invoice Processing Team" responsible for vetting new invoices on a daily basis before they are sent to remittance department.Created and implemented an invoice tracking system that improved average vendor vetting period from 2 to 3 weeks to 2 days allowing for more accurate reports to Upper Management.Managed vendor relations in local markets as well as European and Asian Markets interacting by phone, Microsoft Outlook and video conferencing.Created and edited all transitional documents between Jersey Technology Partners and American Express Global Business Travel.Ensured that the Task Force met all of the parent company's strict deadlines and milestones.

Settlement of purchases and sales of local and foreign securities for client accounts. Calculated interest due to each client based on their holdings in the respective security and entered information into clients’ monthly income fund. Prepared daily bank reconciliations of both local and foreign investments for accounts at RBC Royal Bank Trinidad and Tobago.Updated client accounts daily to ensure that all transactions were entered to the clients’ accounts accurately and timely.Reconciliation of Franklin Templeton holdings for clients. Ensuring that what was on record on Guardian Asset Management Limited’s system matched holdings at Franklin Templeton and account for any differences found.Filed daily transactions and client account documents.

Calculated the Net Asset Value for Guardian Asset Management's 13 mutual funds daily using their database 4Series.Assisted the back office support for any decisions that affected the 13 mutual funds.Recorded accounting journal entries, liaised with brokers both locally and internationally, preformed investment and bank reconciliations.Demonstrated ability to multi-task, while achieving team goals in a professional environment.