JE
--LinkedIn - Jodie-Ann Ebanks
JODIE-ANN EBANKS
SKILLS &
PROFICIENCIES
Office 365/Microsoft Suite
Google Suite
ACCPAC (SAGE)
Banking and Broker Platforms
(Local & International)
Bloomberg
Bank of Jamaica Act
Proceeds of Crime Act
FSC Regulatory Reports
International Bond & Debt
Market,
Accounting Principles &
Standards,
EDUCATION
UNIVERSITY OF THE WEST INDIES
Master of Science in Corporate
Finance
August 2020 - August 2021
JAMAICA STOCK EXCHANGE E
CAMPUS
Post Graduate Diploma in
Financial Services Commission
October 2018 - May 2020
PROFESSIONAL SUMMARY
Strategic and results-driven finance and operations professional with extensive
experience in treasury management, stakeholder collaboration, and regulatory
compliance. Adept at leading teams, managing high-pressure customer interactions,
and implementing process improvements. Proven ability to mentor teams, resolve
complex account issues, and optimize operational efficiency within regulatory
frameworks.
EXPERIENCE
Business Intelligence Holdings LLC
SENIOR PROJECT CONSULTANT
october 2024 - PRESENT
Built and managed key stakeholder relationships to enhance business opportunities
and strategic growth.
Designed and led corporate training sessions to improve team leadership and
performance.
Facilitated stakeholder engagement initiatives to drive collaboration and business
success.
Conducted in-depth research and prepared analytical reports to support datadriven decision-making.
Streamlined business processes to enhance efficiency and stakeholder satisfaction.
Directed a team and delivered coaching initiatives that improved leadership
capacity.
Planned and executed corporate initiatives and stakeholder events to foster
strategic partnerships.
Developed and implemented communication strategies aligned with business
UNIVERSITY OF TECHNOLOGY
Bachelor of Science in Actuarial
Science
August 2013 - May 2017
First Class Honours, GPA 3.52
CERTIFICATION &
TRAINING
Anti Money Laundering (AML)
Corporate Governance
Fundamentals of Project
Management
White Belt - Lean Six Sigma
Yellow Belt - Lean Six Sigma
(pending)
objectives to drive engagement.
Stocks and Securities Limited Jamaica, (Court Supervised Wind Up)
TREASURY AND FINANCE CONSULTANT
February 2024 - PRESENT
Strategic Financial Oversight: Provide guidance on managing finance operations,
ensuring robust control over cash and financial resources to optimize liquidity and
profitability.
Cash Flow Management: Supervise and analyze all cash movements, including
inflows and outflows, to ensure efficient cash flow management and adherence to
financial strategies and to mitigate financial risks.
Foreign Exchange Advisory: Execute and advise on foreign exchange transactions,
leveraging market insights to optimize currency conversions.
Regulatory Compliance: Ensure all financial activities comply with local and
international regulations, providing insights and recommendations to maintain
compliance and reduce exposure to regulatory risks.
Stakeholder Collaboration: Work closely with senior management, auditors, and
regulatory bodies, providing expert analysis and recommendations to support
decision-making and ensure financial stability.
JE
--LinkedIn - Jodie-Ann Ebanks
JODIE-ANN EBANKS
EXPERIENCE CONT’D
Stocks and Securities Limited Jamaica,
TREASURY MANAGER
November 2021 - January 2024
Executed foreign exchange transactions for proprietary and client accounts in local and international currency
markets.
Managed treasury functions, including asset and liability management, liquidity management, and funding
strategies.
Optimized receivables management by increasing collections on complex and hard-to-recover accounts,
reinforcing treasury-led liquidity improvements.
Ensured compliance with financial regulations and reporting requirements, including documentation of
transactional history relevant for collections tracking and audits.
Prepared and completed financial reports for the Financial Services Commission (FSC), including Fx Limit Report,
Stress Test, C1, FCIP, etc.
Assessed the impact of macroenvironmental changes on the company using key ratios for stress tests.
Monitored monthly trial balances to ensure financial soundness.
Liaised with clients and internal departments to resolve discrepancies, enforce payment terms, and negotiate
settlements where necessary
Managed the operational expenditure (OPEX) portfolio, liaising with both receivables and payables to ensure
accurate forecasting and effective cash flow planning.
TREASURY OFFICER
April 2017 - October 2021
Reconciled accounts, managed treasury functions, and handled regulatory reporting to ensure financial accuracy
and compliance.
Coordinated investment projects and maintained relationships with banking and brokerage managers, locally and
internationally.
Monitored payment inflows and followed up on outstanding transactions, supporting cash flow optimization and
early-stage collections activities.
Maintained relationships with banks and brokerage partners, using strong communication to address account
issues