Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
AssistantManager
Shakera Johnson

Shakera Johnson

Accountant/Finance
Nassau,Bahamas

Summary

Detail-oriented Accountant with 20 years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.

Overview

26
26
years of professional experience

Work History

Night Auditor

Sleep Inn Ormond Beach Hotel
2000.10 - 2001.04
  • Complete guest checking in and checking outs transactions
  • Entered and updated sensitive customer information during check-ins and room changes.
  • Trained new staff members in customer service techniques and hotel operations.
  • Promoted a positive work atmosphere by maintaining high levels of professionalism, enthusiasm, and commitment to guest satisfaction during overnight shifts.
  • Introduced customers to resort amenities with pleasant and helpful demeanor.
  • Assisted management in forecasting room occupancy rates, optimizing room allocation and maximizing revenue.
  • Completed night audit for guest ledgers to close bank and cash registers, reconciling issues quickly, and marking discrepancies.

Purchasing Department, P.O. Administrator

Bethune-Cookman University
2000.02 - 2001.04
  • Preparation and issuance of purchase orders
  • Maintained accurate documentation of company policies and procedures for easy reference by all employees.
  • Gathered, organized and input information into digital database.
  • Computerized office activities, maintained customer communications, and tracked records through delivery.
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Collected, arranged, and input information into database system.

Client Accountant

Rhone Trustees (Bahamas) Ltd
2017.05 - 2024.04
  • Preparing trust accounts for over 200 clients including high-net-worth individual, corporation and other institutions
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Maintained integrity of general ledger and chart of accounts.
  • Enhanced client satisfaction by providing timely and accurate financial reports.
  • Analyzed financial statements for discrepancies, resolving issues quickly to ensure accuracy of reporting.
  • Collaborated with cross-functional teams on financial projects, contributing valuable insights for informed decisionmaking.
  • Trained junior staff members on best practices in client accounting procedures, fostering a team-oriented work environment.

Sales Associate

Thyme Maternity
2016.01 - 2017.04
  • Ensure high levels of customer satisfaction through excellent sales service
  • Streamlined processes within the store''s operations by organizing merchandise layouts for easy access.
  • Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
  • Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates.
  • Provided personalized shopping experiences for repeat customers by remembering their preferences and offering tailored recommendations.
  • Prepared merchandise for sales floor by pricing or tagging.
  • Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.

Credit Analyst

Carfinco Inc.
2016.05 - 2017.04
  • Evaluating client's credit data to determine the degree of risk involved
  • Developed customized financial models to assess borrower''s capacity, ensuring accurate credit evaluation.
  • Enhanced customer relationships through effective communication of complex financial information, contributing to loyalty and retention.
  • Conducted financial review of customer lines of credit by assessing client financials and initiating credit application reviews.
  • Complied with internal controls and government regulations.

Credit Administration Officer

Toronto Dominion Western Banking Services (CAS)
2014.05 - 2016.05
  • Processing Solicitor's Final Report of Mortgage application
  • Completing a combination of data entry, Investigations and balancing functions and line function responsibilities as specified by business units.
  • Enhanced the accuracy of reports by conducting thorough reviews of credit data and documentation.
  • Adhered to banking standards and government lending guidelines for loan services.
  • Maintained accurate records of all correspondence with clients, ensuring clear communication throughout the loan process.

Global Fee Billing Officer

Cititrust (Bahamas) Limited
Nassau , Bahamas
2007.08 - 2013.09
  • Annual and quarterly billing of 500 client structures from the international trust business in accordance with trust fee schedule and any client's special fee agreement arrangements.
  • Managing annual and quarterly invoice production and associated accounting entries.
  • Liaising with Client Services as the invoices are produced and the ability to answer queries globally from the Account Manager Teams / Clients in a timely manner to ensure that clients receive a consistently high level of service.
  • Assist in providing management Information to Finance, Trustee Relationship Officers, other Business areas on income trends, accounts receivable and income forecasts on a monthly basis.
  • Communicating daily with our partners to resolve any discrepancies or provide assistance on invoicing issues and payment of third-party vendor invoices.
  • Obtain additional information where required to support the Client Billing process.
  • Reviewing the department's current processes and making suggestions for improvements/enhancements and ensure that we comply with all Audit requirements.

Client Accounting Statement Processor

Cititrust (Bahamas) Limited
2004.10 - 2007.08
  • Updating client account for 300 client structures from the international trust business
  • Collaborated with other departments to optimize production workflows.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Maintained integrity of general ledger and chart of accounts.
  • Worked effectively in fast-paced environments.
  • Developed strong communication and organizational skills through working on group projects.
  • Adaptable and proficient in learning new concepts quickly and efficiently.

Fund Administrator Assistant

Deltec Bank and Trust
2004.02 - 2004.09
  • Updating client account for 300 client structures from the international trust business
  • Prepared and posted receipts and deposits to facilitate standard bookkeeping.

Shareholder Services and Operations - Asst. Administrator

Fortis Funds Services
2002.05 - 2003.09
  • Preparing corporate resolutions, journal entries, and processing monies for wire transfers.
  • Collaborated with other departments to foster smooth operation of daily processes.
  • Performed wide-ranging administrative, financial and service-related functions.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Solved problems timely and effectively, ensuring customer satisfaction.
  • Collaborated with cross-functional teams to achieve project goals within specified timelines.

Administrative Assistant

Bethune-Cookman University
2001.08 - 2002.04
  • Entering student information into excel spreadsheets
  • Maintained up-to-date knowledge of industry best practices and office software updates to maximize efficiency in administrative tasks.
  • Established administrative work procedures to track staff's daily tasks.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Assisted coworkers and staff members with special tasks on daily basis.

Shareholders Services and Operations - Asst. Administrator

Fortis Funds Services
2001.12 - 2002.01
  • Preparing corporate resolutions, journal entries, and processing monies for wire transfers.
  • Collaborated with other departments to foster smooth operation of daily processes.
  • Performed wide-ranging administrative, financial and service-related functions.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Solved problems timely and effectively, ensuring customer satisfaction.
  • Collaborated with cross-functional teams to achieve project goals within specified timelines.

Fund Accounting., Jr. Accountant

Fortis Funds Services
2001.05 - 2001.08
  • Preparation of bank reconciliation; Posting of journal entries transactions.
  • Provided journal entries and performed accounting on accrual basis.
  • Maintained integrity of general ledger and chart of accounts.
  • Gathered financial information, prepared documents, and closed books.

Fiscal Affairs, Student worker

Bethune-Cookman University
1998.07 - 2000.02
  • Provides daily oversight on how funds are spent and managed.
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Evaluated vendor proposals to select the most cost-effective options for goods and services procurement.
  • Gathered, organized and input information into digital database.
  • Consistently met deadlines under pressure while maintaining high-quality work output in a fast-paced environment.
  • Handled customer inquiries courteously and professionally to enhance satisfaction.

Education

BBA in Finance -

Northern Alberta Institute of Technology
Edmonton, AB
07.2017

Master in Business Administration -

Nova Southeastern University
Florida
06.2008

Bachelor of Science in Accounting -

Bethune Cookman (College) University
Daytona Beach, FL
04.2002

Skills

  • Megaterm
  • Innovatec
  • Autospaces
  • MS Office Suite
  • QuickBooks
  • AS400
  • Project One
  • Lynx
  • 5Series
  • Citrix
  • Accounting Terminology
  • Finance
  • Team Collaboration
  • Account reconciliation specialist
  • GAAP understanding

Personal Information

Title: Accountant/Finance

Timeline

Client Accountant

Rhone Trustees (Bahamas) Ltd
2017.05 - 2024.04

Credit Analyst

Carfinco Inc.
2016.05 - 2017.04

Sales Associate

Thyme Maternity
2016.01 - 2017.04

Credit Administration Officer

Toronto Dominion Western Banking Services (CAS)
2014.05 - 2016.05

Global Fee Billing Officer

Cititrust (Bahamas) Limited
2007.08 - 2013.09

Client Accounting Statement Processor

Cititrust (Bahamas) Limited
2004.10 - 2007.08

Fund Administrator Assistant

Deltec Bank and Trust
2004.02 - 2004.09

Shareholder Services and Operations - Asst. Administrator

Fortis Funds Services
2002.05 - 2003.09

Shareholders Services and Operations - Asst. Administrator

Fortis Funds Services
2001.12 - 2002.01

Administrative Assistant

Bethune-Cookman University
2001.08 - 2002.04

Fund Accounting., Jr. Accountant

Fortis Funds Services
2001.05 - 2001.08

Night Auditor

Sleep Inn Ormond Beach Hotel
2000.10 - 2001.04

Purchasing Department, P.O. Administrator

Bethune-Cookman University
2000.02 - 2001.04

Fiscal Affairs, Student worker

Bethune-Cookman University
1998.07 - 2000.02

BBA in Finance -

Northern Alberta Institute of Technology

Master in Business Administration -

Nova Southeastern University

Bachelor of Science in Accounting -

Bethune Cookman (College) University
Shakera JohnsonAccountant/Finance