Experience
- Audits (internal/external) and review engagements
- Accounting and financial reporting – technical application of IFRS, US GAAP. Analysis and interpretation of financial statements.
- Investment and wealth management – IPS design, asset allocation, investment performance reviews
- Treasury management – forecasting, cashflow management.
- Off shore trusts administration – thorough understanding and application of wealth planning vehicles for high net worth (HNW) individuals and families.
- Risk assessment and management, internal control design
- Automatic Exchange of Information compliance program – CRS & FATCA reporting.
Professional background
- Lombard Odier Bermuda Limited [12 years], Vice President, Client Support Services - overseeing the investment review function, accounting and financial reporting and tax compliance.
- Deloitte & Touche, Bermuda [2 years], Investment and Asset Management audit team.
- KPMG Uganda [3 years], audit team.
Education and professional associations
- Level III candidate, CFA Programme
- Association of Chartered Certified Accountant (ACCA) - Fellow
- Institute of Certified Public Accountants of Uganda (ICPAU) - Member
- Institute of Internal Auditors - Member
- Bachelor of Commerce (Accounting) degree, Makerere University Kampala – First Class Award
Community service & involvement
- Adjunct Lecturer, ACCA Program, Bermuda College [Sept 2014 – Jun 2020]
-
Rotarian, Board Member, Hamilton Rotary Club, Bermuda [2018-2020]