Ricardo Forte

Ricardo forte

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  • Timeline

  • About me

    Business Intelligence Professional | Data Acquisition

  • Education

    • Christ church foundation school

      1997 - 2003
      High school
    • The university of the west indies cave hill campus

      2011 - 2015
      Bachelor’s degree accounting and finance (hons)
    • Udacity

      2020 - 2020
      Nanodegree business analytics

      Data Wrangling, Data Visualization & Data Insights

    • The university of the west indies cave hill campus

      2020 - 2022
      Master of science - ms business analytics
  • Experience

    • Durette

      Sept 2003 - Nov 2007
      Upvc technician
    • Cave shepherd & co. limited

      Jan 2008 - Mar 2018

      Main responsibilities include: -Preparation and analysis of financial performance results in order to compile forecasts figures under the annual budgeting process -Preparation of monthly reporting through collation and analysis of business information for key regulatory and operational reports e.g. Central Bank Report; Visa Net Settlement Reconciliation, Visa Operational Certificates, Creditor Life Reports-Preparation of Business Performance Reports and performance trend analysis and reporting to management -Analysis and validation of monthly Vendor invoices to confirm accuracy prior to management approval -Liaising closely with Finance Department to resolve invoice related issues -Processing of online bank payments and applicable fee validation -Development of campaign reports and business intelligence analysis based on defined criteria -Creation and executive of project plans necessary to initiate operational business changes; including status reporting -Review Suspect Activity reports and compile findings with key insights presented to management-Audits card plastics, card personalization supplies supported by anomaly reporting.Selected Achievements: -Development of financial management process for new Chargeback procedures implemented by the unit -Led implementation of new FOREX reporting for Cards portfolio; including documentation of key reporting requirements -.?Key project resource for the Cave Shepherd Visa Card launch in 2016. Mostrar menos Main responsibilities included:-Co-ordinate and liaise with DFCH IT and other external vendors to assist with resolving system, application, hardware and communication problems towards ensuring a successful and efficient operation of the Cave Shepherd Credit card.-Ensure all card embossing equipment and supporting back-ups are maintained in excellent condition and report any hardware issues-Co-ordinate with 4Cs to implement software upgrades and hardware changes for the CS card system. -Setup new portal users on the 4Cs Portal, FTP Server and Reporting Portal. Also reset or change passwords for staff members who are locked out of the 4Cs Portal and Reporting Portal -Lead resource for reporting system related issues to 4Cs and working through issue until resolution Mostrar menos

      • Business Support Officer

        Jan 2013 - Mar 2018
      • Reconciliation Administrator

        Jan 2011 - Mar 2013
      • Customer Service Representative

        Jan 2008 - Jan 2011
    • Pwc east caribbean

      Jan 2018 - now

      ~Understand and drive your digitization priorities (i.e., upskilling EC professionals) ~Coordinate and run training sessions in Local or other regional office ~Use existing channels to promote the digitization agenda (i.e., team meetings/calls,communications, newsletters etc) ~Serve as the Local digital expert and act as the main point of contact for PwC EC staff ~Discuss with teams how data and analytics tools can be used on engagements ~Be available for questions and support teams with implementation of tools on engagements ~Actively promote and participate in digital initiatives at the Regional and Global level.~Provide support on a cross line of service basis to team in Barbados using Alteyx and all other digital tools adopted by the Firm. ~Coach teams members and participate in team discussions in the development of digital solutions. ~Develop Alteryx workflows which require the technical skills that teams may not possess in specific circumstances. ~Deliver training on a cross line of services basis on the use of new digital tool adopted by the firm Mostrar menos ~Develop and Improve Business Process Solutions for the Regional finance Team using Data Analytic and Visualisation tools. ~Team Lead for the Regional Finance Digital Committee - brainstorm on business process solutions for improvement. ~Identify & monitor exceptions in client data and resolve with client service personnel ~Manage, review and present Monthly expenses for 4 Internal Firm Services Expenses Portfolios to the various Business Unit Leaders ~Prepares WIP, AR, Revenue and other reporting for Regional Managers and Leaders. Mostrar menos

      • Manager in Regional Digital Innovation and Data Acquisition

        Jul 2024 - now
      • Senior Business Intelligence Associate (Regional)| Digital Champion

        Jul 2022 - Jul 2024
      • Business Intelligence Professional | Digital Champion

        Oct 2019 - Jul 2022
      • Regional Finance Associate | Digital Accelerator

        Jan 2018 - Sept 2019
  • Licenses & Certifications