G. Louis, Accountant, Data Analyst and Tax Auditor

About

Detail oriented, efficient and organized professional with over 15 years’ experience in accounting and auditing. Additional skill in data management, proofreading, strategy and financial planning. I am confident that my combination of practical work and solid educational experience has prepared me to make an immediate contribution to your organization and projects. Accounting Expertise in the following areas • Bookkeeping • Company set up in accounting software / Set up of Chart of Accounts • Auditing • Internal Auditing • Bank Reconciliations • Cash Flow Analysis • Preparation of financial statements • Preparation of Management Accounts • Accounts Receivable Management • Accounts Payable Management • Billing • Payroll Processing Financial Modelling: • Financial Modelling • Business Plans • Budgets and Forecasting Other Skills: • Data Entry and Analysis • Data Processing • Proofreading and Editing • PowerPoint Presentations • List Building • Lead Generation • Email Support • Virtual Assistant

Experience

Government of Saint Lucia

Mar 2017 – Present

Castries, Saint Lucia

Strategic Planning Officer

• Review of tax policy and procedures • Develop, establish and implementation of organisational policies and procedures • Preparation, implementation and monitoring of Tax Audit, Appeals and Intelligence annual work programme and related manpower resources • Preparation and implementation of Operational (short term) plans and Strategic (medium - long term) plans • Acting as operational liaison with third parties • Performance management for Tax Audit, Appeals and Intelligence units.

Government of Saint Lucia

Jul 2015 – Mar 2017

Castries, Saint Lucia

Quality Control Officer

• Preparation of audit case selection notes • Responding to complex tax queries from taxpayers and their representatives / accountants • Performing quality assurance reviews on tax audits • Providing clarification on interpreting tax laws and procedures. • Identification of training needs and preparation of learning needs analysis for Tax Audit Units • Processing and payment of VAT refunds

Government of Saint Lucia

Oct 2008 – Jul 2015

Castries, Saint Lucia

Senior Tax Auditor / Tax Audit Supervisor

• Application of Income Tax Act • Performing semi-complex and complex tax audits on selected taxpayers’ accounts • Preparing audit reports outlining findings • Educating taxpayers of the requirements of the Income Tax Act and calculation of tax liability / refund • Assisting in strategic planning to ensure compliance of the taxpayers to the tax legislation • Development of Annual Audit Programs • Assisting with development of Audit Procedures & Policies for Audit • Supervision and monitoring of audit team • Preparation of and conducting of training sessions for audit staff • Performance of Bi-annual performance appraisals • Preparation of reports for management and external agencies

May 2004 – Sep 2008

Castries, Saint Lucia

Assistant Accountant

• Preparation and interpretation of monthly management accounts • Ensuring consistency, accuracy and timeliness of financial information • Responsible for day to day running of the accounting department • Supervising and monitoring of accounting department staff • Review and updating of Accounting / Operational systems and procedures • Management of payables and receivables accounts • Preparation of monthly payroll • Preparation of Social Security forms for employee / employer contributions and employee claims • Preparation of relevant forms for employee P.A.Y.E • Balancing of daily cash books • Reconciling bank statements and handling discrepancies and problems • Maintenance of detailed listing of pending invoices • Maintenance of petty cash • Maintenance of asset register and disposal of fixed assets and appropriate insurance coverage of all assets. • Preparing requisitions for procurement and management of office supplies

Education

The Association of Chartered Certified Accountants

Jun 2010 – Jun 2017

Professional Accounting Qualification

G. Louis

Accountant, Data Analyst and Tax Auditor

Skills

Languages