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Roderick Mose FMVA, CBCA™ MOS Excel Expert

Roderick Mose FMVA, CBCA™ MOS Excel Expert

Systems Operator

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location of Roderick Mose FMVA, CBCA™ MOS Excel ExpertBridgetown, Saint Michael, Barbados

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  • Timeline

  • About me

    Helping Businesses Work Smarter with Data-Driven Solutions based on the IBCS standards

  • Education

    • ACCA

      -
      ACCA Part Qualified to Skills Level (Level 1) & Diploma in Accounting and Business Accountancy ACCA Part Qualified

    • Barbados School of Theology

      -
      BSc (Hons) in Ministerial Theology

    • The Great Courses

      -
      Money and Banking: What Everyone Should Know

      Taught by Professor Michael K. SalemiUniversity of North Carolina at Chapel Hill, Ph.D., University of Minnesota–Minneapolis

    • The Great Courses

      -
      Understanding Investments

      Taught by Professor Connel Fullenkamp Duke University, Ph.D. Harvard University

    • Iact | eLearning

      2018 -
      Expert Pivot Tables

    • Iact | eLearning

      2018 -
      Excel Security and Architect Certification

    • Microcrosoft Corporation

      2016 - 2019
      Microsoft Office Specialist Excel 2016 Expert Excel 2016 Expert: Interpreting Data for Insights Expert

      Activities and Societies: Congratulations on joining the Microsoft Office Specialist certification program. You have achieved a Microsoft® Office Specialist credential and have joined a global community of distinguished achievers. This Microsoft credential tells the world you have demonstrated proficiency in Microsoft Office. Expert-level candidates for the Excel 2016 exam have an advanced understanding of the Excel environment and have the ability to guide others to the proper use of the program’s features.

    • Prestige Accountancy College

      2011 - 2011
      Intermediate Quickbooks

    • The St Michael Secondary School

      1981 - 1987

    • Corporate Finance Institute® (CFI)

      -
      CBCA™ Certified Banking & Credit Analyst Banking, Corporate, Finance, and Securities Law

    • Corporate Finance Institute® (CFI)

      2019 - 2020
      Certified Banking and Credit Analyst Finance, General Certified

      Certified Banking & Credit Analyst (CBCA)™. This crtification covers the most critical knowledge and skills required to become a skilled credit analyst including accounting, industry analysis, business analysis, management assessment, financial analysis, loan security, credit evaluation and documentation and review procedures.

    • Corporate Finance Institute®

      2018 -
      Financial Modeling & Valuation Analyst (FMVA)™ Financial Analyst

       Certified in best practices, tools, and techniques to master financial modelling, budget forecasting, financial planning and analysis, company valuation, discounted cash flow (DCF) analysis, merger models (M&A), sensitivity analysis, accounting fundamentals, financial statement analysis, and much more.  Speciality Subjects: Financial Analysis and Building a Financial Model in Excel; Financial Modeling using VBA; Startup / eCommerce Financial Mode; Behavior Finance; Dashboards/Data… Show more  Certified in best practices, tools, and techniques to master financial modelling, budget forecasting, financial planning and analysis, company valuation, discounted cash flow (DCF) analysis, merger models (M&A), sensitivity analysis, accounting fundamentals, financial statement analysis, and much more.  Speciality Subjects: Financial Analysis and Building a Financial Model in Excel; Financial Modeling using VBA; Startup / eCommerce Financial Mode; Behavior Finance; Dashboards/Data Visualization Show less

    • EdX

      2018 -
       Analyzing and Visualizing Data with Excel: Microsoft Certified

  • Experience

    • Bank of Nova Scotia

      Apr 1991 - Dec 1997
      Systems Operator

      I served in a variety of capacities that included Teller, Consumer Credit assistant and IT Systems Operator. This included IT processing of all bank transactions on mainframe computers for 6 regional territories, including troubleshooting and back-up, as well developing a programme to manage the process of NI payments for the Barbados Branch, and creating and installing an Excel spreadsheet to automate these processes.

    • New Testament Church of God

      Jan 2009 - now
      Treasury Manager

      As a volunteer running both management and financial accounting operations, I support the management of risk, develop growth strategies and drive financial insight to successfully achieve maximum operational efficiencies. Maintaining high levels of financial control and overseeing financial / management accounts, I ensure this not-for-profit organisation operates within statutory and regulatory regulations.*Jointly responsible for hiring, training and developing a team of 9.*Automated tithing contributions of 250+ parishioners to reduce analysis from hours to minutes through the development of an Excel-based solution.*Enhanced financial stewardship, accounting and integrity by implementing new financial systems.*Switched from cash to accrual-based accounting and embedding robust reporting standards/ practices.*Successfully devised and launched ‘Operation Compassion’, addressing the needs of poor inner-city children, running daily breakfast programme for 150 children and delivering against the holistic needs of another 24+. Show less

    • Advantage Caribbean Institute Ltd

      Feb 2017 - now

      Providing in-house and classroom training to multiple companies and delivering Excel solutions to accounting / reporting issues as a freelance Excel Consultant & Trainer, I also apply my advanced working knowledge of Microsoft Excel to train, facilitate and assess training provision, both on-site and remotely. By assessing, designing and delivering instructional materials, I am able to deliver training programmes to maximum effect. *Utilising various training methodologies, techniques, concepts, learning tools and practices.*Successfully implemented a ‘learner-focused’ environment to manage group dynamics and adult-accelerated learning methods.*Leveraged current materials and best practices to implement in 3rd party network.*Ensured continuous alignment with set standards.*Performed deep-dive, root analysis to identify causes of organisational inefficiencies.*Drove innovative change and consistency through leveraging internal and external resources.*Collaborate with other Trainers to develop recommendations and produce a delivery roadmap.*Identified logistics operating procedures to ensure adherence during both 3rd party and asset-based operations. Show less

      • Excel Consultant | Trainer | Excel Data Analyst

        Feb 2017 - now

      • Freelance Excel Consultant | Trainer | Financial Analyst

        Feb 2017 - now

  • Licenses & Certifications