Anthony Fredericks

Financial Management & Operations Specialist
Georgetown, GY.

About

Highly accomplished Financial Management and Operations Specialist with over 15 years of progressive experience in finance, accounting, sales, and customer service across diverse sectors. Proven ability to manage complex financial operations, ensure compliance with international standards, drive business development, and optimize operational efficiency. Adept at leveraging strong analytical and leadership skills to deliver measurable results and enhance organizational performance.

Work

Citizens Bank Guyana Inc
|

Consumer Credit Officer

Georgetown, Guyana, Guyana

Summary

Evaluated and managed consumer loan requests, assessing financial risk and ensuring compliance with lending standards for Citizens Bank Guyana Inc.

Highlights

Analyzed complex financial data and calculated credit scores/interest rates to assess client creditworthiness and mitigate risks effectively.

Approved or rejected loan requests based on thorough risk analysis, maintaining updated records of loan applications and renewals.

Developed and implemented tailored payment plans, ensuring client comprehension and adherence to loan terms.

Monitored the progress of existing loans and followed up with clients, contributing to portfolio health and risk management.

Health Sector Development Unit
|

Support Officer

Georgetown, Guyana, Guyana

Summary

Managed financial operations and contract administration for World Bank/MOH Covid-19 and Global Fund programs, ensuring compliance and accurate reporting.

Highlights

Prepared and processed payments for critical health programs, ensuring timely financial disbursements and operational continuity.

Conducted monthly bank reconciliations and variance reports, identifying discrepancies and ensuring financial accuracy.

Maintained comprehensive financial files and records, and managed contracts in STEPS (Systematic Tracking of Exchanges in Procurement), ensuring compliance with procurement regulations.

Assisted with annual audits, contributing to transparent financial oversight and accountability for significant program funding.

Dolla Guyana
|

Business Development Representative

Georgetown, Guyana, Guyana

Summary

Drove business growth by evaluating client financial status, developing retention strategies, and promoting loan products to prospective customers.

Highlights

Interviewed and pre-approved prospective loan customers, analyzing financial status, credit, and property to determine loan feasibility.

Evaluated borrower's business history, income, and debt-to-income ratios to ensure compliance with company lending standards.

Developed and implemented creative retention strategies based on client feedback, contributing to sustained business growth.

Researched market opportunities and effectively explained product advantages, managing customer calls to close business deals.

Unicomer (Courts Guyana INC)
|

Customer Service Representative

Georgetown, Guyana, Guyana

Summary

Managed customer relationships, resolved complaints, and processed sales, contributing to positive customer experiences and business operations.

Highlights

Developed and maintained strong customer relationships, resolving complaints efficiently to ensure high customer satisfaction.

Completed sales invoices accurately and processed credit agreements, ensuring compliance with terms and conditions for purchases and promotions.

Conducted cold calls to prospect for new business, contributing to lead generation and sales pipeline development.

Maintained assigned areas and merchandise, ensuring a clean and organized sales environment.

EMERGE BPO
|

Supervisor

Georgetown, Guyana, Guyana

Summary

Led and developed call center teams, monitoring performance and ensuring adherence to service level agreements to optimize operational efficiency.

Highlights

Supervised, motivated, and developed call center representatives, including training, performance evaluation, and disciplinary actions.

Coordinated daily, weekly, and monthly coaching sessions, providing targeted feedback to improve representative performance and meet targets.

Achieved key performance targets and Service Level Agreements (ASA, CSAT, FCR), significantly improving customer service metrics.

Prepared comprehensive call center performance reports by collecting, analyzing, and summarizing data and trends for management.

Yokohama Trading
|

Sales Manager

Georgetown, Guyana, Guyana

Summary

Managed sales operations and team, optimizing sales processes and developing marketing strategies to increase vehicle sales.

Highlights

Managed and directed the sales team, overseeing daily operations and ensuring achievement of sales targets.

Maintained sales location and vehicle inventory, implementing daily count reports to ensure accurate stock management.

Assisted customers with vehicle orders and developed marketing plans, which were presented to management to drive sales growth.

Volunteer Youth Corps
|

Finance/Procurement Officer

Georgetown, Guyana, Guyana

Summary

Managed financial and procurement operations, ensuring compliance with international standards and donor requirements for various programs.

Highlights

Upgraded and implemented new financial policies and procedures, ensuring adherence to International Standards of practices and donor requirements (USAID/SKYE, CVC/COIN, CUSO, Exxon Mobil, USAID GCSL).

Prepared comprehensive monthly and annual financial statements for audit, including bank reconciliations and variance analysis reports, utilizing QuickBooks.

Established and maintained robust cash controls and prepared budgets and cash flow statements, ensuring fiscal responsibility.

Supervised junior staff and provided technical support and training on procurement for program staff, enhancing team capabilities.

Protected Areas Trust
|

Pro tempore Finance/Administrative Officer

Georgetown, Guyana, Guyana

Summary

Managed financial and administrative operations, including budget preparation, logistics, and compliance for Protected Areas Trust.

Highlights

Prepared program budgets, financial data, and budget revisions, tracking expenditures and commitments on a monthly basis.

Analyzed project funding, supported monitoring and evaluation, and prepared financial reports to ensure accountability.

Developed and executed logistics and budget plans for events, ensuring full compliance with PAT rules, regulations, and cost-saving objectives.

Maintained a full inventory of MOUs, consultants, and service contracts, ensuring compliance and effective monitoring.

Conservation Trust Fund
|

Finance/Administrative Manager

Georgetown, Guyana, Guyana

Summary

Oversaw financial policies, budget preparation, and accounting systems, ensuring robust financial controls and compliance.

Highlights

Implemented financial policies and procedures in conjunction with the Finance Committee, strengthening internal controls.

Established, maintained, and reconciled all accounts, including cash controls, supplier accounts, and bank statements.

Prepared monthly and quarterly financial statements, reports on variances, and comprehensive annual financial statements for audit.

Created and maintained the accounting system, ensuring accurate financial record-keeping and data integrity.

Health Sector Development Unit
|

Finance Officer

Georgetown, Guyana, Guyana

Summary

Managed financial records and reporting for multiple Global Fund Grants, ensuring compliance and accurate disbursement requests.

Highlights

Maintained comprehensive records of receipts, expenditures, assets, liabilities, and fund balances for several Global Fund Grants (HIV, TB, Malaria, HSS).

Prepared monthly bank reconciliation statements and semi-annual supporting reports for disbursement requests, ensuring timely and accurate financial reporting.

Verified proposals and invoices, ensuring accuracy and compliance with grant requirements before processing payments.

Guyana Power and Light
|

Senior Clerk

Georgetown, Guyana, Guyana

Summary

Managed data entry, processed customer and account documents, and maintained database integrity for Guyana Power and Light.

Highlights

Processed customer and account source documents, reviewing data for deficiencies and resolving discrepancies using standard procedures.

Maintained data entry requirements, inputting alphabetic and numeric information to ensure accuracy and data integrity.

Tested system changes and upgrades by inputting new data and reviewing output, contributing to system reliability.

Secured information through database backups and maintained operations by adhering to policies and procedures.

CLICO Guyana
|

Premium Billing Clerk

Georgetown, Guyana, Guyana

Summary

Managed customer payments, resolved account discrepancies, and maintained receivables for CLICO Guyana.

Highlights

Posted customer payments and maintained accurate records, ensuring proper allocation of funds.

Verified validity of account discrepancies by investigating information from sales and customer service departments.

Resolved invalid or unauthorized deductions and collections by examining payment plans and coordinating with the collections department.

Summarized receivables and prepared monthly transfer reports to accounts receivable, ensuring accurate financial reporting.

CLICO Guyana
|

Cashier

Georgetown, Guyana, Guyana

Summary

Handled customer payments, issued receipts, and resolved complaints, maintaining accurate transaction records.

Highlights

Processed customer payments via cash/cheque, issuing accurate receipts, refunds, and credits.

Computed and recorded totals of transactions, maintaining periodic balance sheets of amounts and numbers.

Resolved customer complaints efficiently, contributing to positive customer experiences.

Maintained clean and orderly checkout areas, ensuring a professional and efficient service environment.

Education

University of Guyana
Georgetown, Guyana, Guyana

Bachelor of Science

Finance

Cambridge University

International Diploma, Advanced Level

Business Management

ACCA

Certificate

ACCA-CAT: Papers 1&2

Courses

ACCA-CAT: Papers 1&2

LOMA

Certificate

Insurance

Courses

LOMA 280

LOMA 290

Global Technology

Certificate / Package

Information Technology / Accounting

Courses

Foundation Package

Microsoft Office Specialist

Foundation Web Page Design

Computer Technician package

Computerized Accounting-Quick Books & Peachtree

Microsoft Office Specialist

Web Page Design

Computer Technician

Computerized Accounting

Brickdam Secondary

Caribbean Examination Council Secondary Education Certificate

Secondary Education

Courses

Caribbean History (Grade 3)

English A (Grade 2)

Geography (Grade 3)

Mathematics (Grade 3)

Office Procedures (Grade I)

Principles of Accounts (Grade I)

Principles of Business (Grade I, Distinction)

Social Studies (Grade I, Distinction)

Languages

English

Certificates

Sales Representative Certificate in Accident and Liability

Issued By

Insurance Association of Guyana

Sales Representative Certificate in Motor Insurance

Issued By

Insurance Association of Guyana

Sales Representative Certificate in Life Insurance

Issued By

Insurance Association of Guyana

Skills

Financial Management

Budgeting, Financial Reporting, Bank Reconciliation, Variance Analysis, Cash Control, Accounting Systems, Financial Policies, Donor Requirements (USAID/SKYE, CVC/COIN, CUSO, Exxon Mobil, USAID GCSL), Expenditure Tracking, Fund Balance Management, Invoice Verification, Audit Support.

Credit & Lending

Loan Request Review, Financial Status Assessment, Creditworthiness Evaluation, Risk Analysis, Financial Ratio Calculation (Debt-to-Income), Payment Plan Setup, Loan Application Management, Loan Monitoring, Client Follow-up.

Sales & Business Development

Market Research, Client Retention Strategies, Product Promotion, Customer Relationship Management, Cold Calling, Sales Invoice Processing, Credit Agreements, Campaign Management, Sales Team Management, Inventory Control.

Customer Service & Operations

Complaint Resolution, Customer Engagement, Data Entry, Data Verification, Database Management, Call Center Operations, Performance Monitoring, Coaching & Development, SLA Management (ASA, CSAT, FCR), Performance Reporting.

Software & Systems

Microsoft Office (Word, Excel, PowerPoint, Access), QuickBooks, Peachtree, STEPS (Systematic Tracking of Exchanges in Procurement), Web Page Design, Computer Technician.

Compliance & Administration

Regulatory Adherence, Policy Implementation, Contract Management, Records Management, Audit Preparation, Logistics Planning, Inventory Management (MOUs, contracts).