Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rochelle Charles

Soufriere

Summary

Experienced with operational management, staff supervision, and customer service excellence. Utilizes strong interpersonal skills and strategic thinking to ensure smooth daily operations. Track record of effective problem-solving and maintaining high standards in dynamic settings.

Overview

13
13
years of professional experience

Work History

Accountant

Ascension International
01.2024 - 07.2025
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations for over ten clients.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
  • Prepared and filed tax forms to meet needs of customers.
  • Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
  • Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
  • Led successful integration of financial systems following merger, ensuring continuity and accuracy of financial reporting.
  • Managed Engagement Teams
  • Managed finances for over ten companies
  • Developed and maintained strong relationships with clients, external auditors.
  • Enhanced team productivity and knowledge by leading regular training sessions on accounting best practices and software updates to junior staff.
  • Played key role in financial planning and analysis, contributing to company's long-term financial strategy.

Loans Officer/Customer Service Officer

Unicomer St. Lucia
10.2022 - 01.2024
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Resolved customer issues promptly, fostering positive relationships between the organisation and its clients.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
  • Carry out initial consultation with clients to learn their needs and goals.
  • Evaluate the creditworthiness of loan candidates by assessing their credit history, income, liabilities and assets
  • Decide on the proper loan product and structure as a good fit with the client’s particular requirements and financial situation

Deputy Town Clerk

Sofriere Fond St. Jacques Constituency Council
09.2012 - 10.2022
  • Spearheaded the development of a user-friendly online portal for residents to access important documents and resources easily.
  • Coordinated public meetings and events, ensuring effective communication between town officials and community members.
  • Developed strong working relationships with other governmental agencies for seamless coordination on joint projects or initiatives.
  • Collaborated with Town Clerk to ensure accurate election administration, resulting in smooth and well-organized voting experiences.
  • Supported economic growth within the community by assisting businesses with licensing applications and renewals.
  • Conducted thorough research to provide accurate information for various town projects and initiatives.
  • Facilitated communication between local boards, committees, and council members through timely distribution of meeting agendas and minutes.
  • Increased accessibility to public records requests through streamlined request submission processes.
  • Improved office efficiency by developing standard operating procedures for daily tasks and employee training programs.
  • Provided exceptional customer service by addressing resident inquiries promptly and professionally.
  • Contributed to successful audits by maintaining organized financial records in compliance with state regulations.
  • Enhanced town record-keeping by implementing efficient filing systems and database management procedures.
  • Assisted in the preparation of annual budgets, supporting fiscally responsible decision-making.
  • Created a system to help with efficient budget prep, expenditure review, and budget administration.
  • Managing over forty staff in their day-to-day responsibilities

Education

Management

University Of The West Indies
St. Lucia Open Campus
10-2017

Skills

  • Meticulous attention to specifics
  • Strong communication
  • Problem Solving
  • Team management skills
  • Proficient in Microsoft Office Suite
  • Customer relations
  • Cash flow management
  • Data collection and documentation
  • Administrative coordination
  • Effective time management

Timeline

Accountant

Ascension International
01.2024 - 07.2025

Loans Officer/Customer Service Officer

Unicomer St. Lucia
10.2022 - 01.2024

Deputy Town Clerk

Sofriere Fond St. Jacques Constituency Council
09.2012 - 10.2022

Management

University Of The West Indies
Rochelle Charles