Financial Management

MARVIN D. HENRY, MSc.

FINANCE, ACCOUNTING AND BUSINESS

STRATEGY PROFESSIONAL

(Tel) 1-868-***-**** (Email) ************@*****.*** OBJECTIVE

Dynamic financial and budgetary professional with progressive leadership ability; energized by the vision to propel and improve revenue producing business processes. Comfortable working in diverse multidisciplinary multi-tasking team environments; while equally possessing the ability to function effectively singularly. Excellent communication and problem solving skills, coupled with a forward thinking mindset and strong data management and mining skills.

• Financial Analysis – business and project evaluation - financial modeling - (pivot table, vlookup, etc.)

• Budgetary Analysis – evaluating capital asset investment benefits and risks – budget processes and management

• MS Access proficiency (queries, macros etc) - database creation and management

• MS Word MS Excel and PowerPoint proficiency

• Argus trained.

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SYNOPSIS OF ACHIEVEMENTS

• Successfully partnered with other finance and budgetary professionals to create, implement and manage the NYU Langone Medical Center (NYULMC) comprehensive 2012 capital budget totalingUS$3.04Billion dollars.

• Along with other CitiCard professionals, successfully compiled and interpreted CitiCard (USA) ThankYou Rewards program customers’ credit card data regarding their spending habits and other credit card related activities.

• Successfully improved Morgan Stanley’s Information Technology Finance department’s Major Expenditure Request (MER) database which resulted in the reduction of our internal clients’ budgetary requests processing time from one business day to three hours.

• Successfully partnered with other Demand Side Management professionals to realize cost savings of approximately US$80 million dollars to the island’s electricity generating system for the Jamaica Public Services Co Limited over a three year period (which began in1997).

• Successfully promoted throughout the island of Jamaica (via a World Bank and IDB sponsored program), energy conservation practices and products.

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Marvin D. Henry, MSc.

EDUCATION

New York University (NYU), New York, NY, USA

Master of Science (MSc.) in Finance and Investments (concentration – Real Estate Finance) Brooklyn College, CUNY, New York, NY

BSc. in Finance and Management (minor - Economics)

• Dean’s Honor List Fall 2002, Spring 2003 & 2004

• Recipient of the CUNY International Scholarship 2003-2004, Rose Goldstein Memorial Scholarship for 2003-2004 & Brooklyn College Foundation General Scholarship for 2003-2004

• Elected to the Alpha Sigma Lambda Honor Society

EXPERIENCE

Kee-Chanona Limited

Corner of Smart and Warren Street

St. Augustine

Finance Manager

12/2024 - Current

Duties include:

• Oversee and direct the finance and accounting functions of the organization over Three (3) regional locations; duties are inclusive of financial reporting, accounts receivables and payables, budgeting, audit, tax, general accounting duties, and loan administration functions.

• Develop, implement and manage the overall financial strategies of the company.

• Prepare and develope cash-flow models to support cash flow planning and ensure cash flow is appropriate for the organization’s operations.

• Provide strategic recommendations to the CEO, other company senior executives and managers.

• Bid tender support and manage banking relationships in Three (3) regional territories. 3

Marvin D. Henry, MSc.

Kaizen Environmental Services (KESTL) Limited

Mission Road, Freeport, Trinidad and Tobago

Chief Finance Officer - Consultant

10/2022 – 03/2023

Duties include:

• Oversee and direct treasury, budgeting, audit, tax, accounting, and loan administration functions.Design, implement and maintain appropriate internal controls and financial procedures.

• Provide leadership oversight for risk management activities by constantly analyzing KESTL liabilities and investments.

• Develop, communicate and implement overall financial strategies of the company.

• Provide oversight for cash flow planning and ensure cash flow is appropriate for the organization’s operations.

• Provide strategic recommendations to the CEO, other company senior executives and managers.

• Serve as primary liaison with financial partners, including financial institutions, auditors and public officials.

• Oversee cash, investments and asset management.

• Perform other financial duties and responsibilities assigned.

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President's (US) Emergency Plan for AIDS Relief (PEPFAR) Ministry of Health (MOH), Port of Spain, Trinidad and Tobago PEPFAR Finance Manager

11/2019 – 10/2022

Duties include:

• Maintaining financial procedures in accordance with financial guidelines of the CDC and other PEPFAR implementing agencies.

• Ensuring that adequate internal controls exist to safeguard the assets of the project

• Exercising overall responsibility for payment transactions according to the project and in consultation with the Project Director and Coordinators, execute all preparations, applications and documentation of payment transaction.

• Conducting project budget preparations, monitoring and revision activities.

• Ensuring that the project accounting records are kept up to date.

• Drawing down on funds from the Payment Management Information System (PMIS); the CDC funding platform.

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Marvin D. Henry, MSc.

ProPACE Consulting, Kingston, Jamaica

Managing Director

02/2013 – 11/2019

Duties include:

o Providing business creation and support services to small and medium sized businesses and assist interested parties in establishing a business presence in Jamaica.

o ProPACE Consulting caters to both local and foreign nationals to help develop and sustain business ventures.

o As part of our offerings we assist clients to fine tune ideas, conduct feasibility assessments and determine the viability of the business idea. o Additionally, assist clients with company registration and all other business creation processes as required.

o Assist existing businesses to improve the efficiency of their operations. o Provide the expertise required to improve our clients’ financial viability and overall competitiveness.

o Assist clients to develop operational mechanisms that will lead to long term financial success and growth.

Fair Mortgage Collaborative (FMC), New York, NY

Director of Financial Programs

05/2012 - 01/2013

• Coordinated and directed all FMC program finance efforts inclusive of meeting with FMC’s partners and clients to promote and to influence client-specific strategy on consulting engagements.

• Continuously reviewed and enhanced technical assistance provided by FMC to lenders, public agencies, non-profit intermediaries, and others on a wide range of residential mortgage lending programs and regulations, inclusive of all applicable federal regulations, GSE eligibility requirements, and state regulations as well as the full range of mortgage products.

• Continuously combined data analysis with programmatic knowledge to craft thought leadership pieces, as well as influenced client-specific strategy on consulting engagements. Managed and analyzed financial data provided by FMC’s partners, including GSE’s, state housing finance agencies and private lenders, with the intent to correlate observed patterns in the data with specific underwriting and servicing protocols, with the goal of identifying best practices.

• Prepared and developed cash-flow models to support client-specific strategies on consulting engagements

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Marvin D. Henry, MSc.

NYU Langone Medical Center (NYULMC), New York

Capital Budget Analyst

01/2008 – 05/2012

• Partnered with department heads and NYULMC finance division leaders to successfully create, implement and manage the NYULMC comprehensive capital budget totaling US$3.04Billion; while continuously improved operations, decreased turnaround times, streamlined work processes, and worked cooperatively and jointly to provide quality seamless customer service.

• Successfully updated the capital budget departmental database from a one month lag to real time reporting capabilities within a six month period (January 2008 - June 2008).

• Successfully collaborated with senior management to identify current trends and project future trends to assist in strategic and budgetary planning.

• Instrumental in advising the PeopleSoft consultants (responsible for the implementation of the PeopleSoft system throughout the medical center), on the medical center's capital budget operations and reporting processes.

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Euro RSCG Worldwide, New York, NY

Financial Analyst

12/2006 - 10/2007

• Compiled data, created and analyzed reports regarding the utilization of the agency’s labor hours and the potential cost.

• Prepared and distributed monthly billings, revenue reports and fee reconciliations for all assigned clients..

• Analyzed and reported profitability by client to senior management. Citi Card, CitiGroup New York, NY

Financial Analyst – (Contract – progressed from 6mths to 15mths) 09/2005 - 11/2006

• Successfully compiled and interpreted customers’ data regarding their spending habits and credit card related activities.

• Provided internal finance support for finance directors and department heads.

• Prepared and distributed monthly financial reports on departmental revenue and expenditure. Morgan Stanley, Controls – Information Technology (IT) Finance, New York, NY, USA Major Expenditure Request Controller – (Contract – 4mths) 04/2005 – 08/2005

• Maintained and processed IT capital projects financial data in multiple databases; performed data analysis, G/L and A/P reconciliation. Reported, published and created ad-hoc reports (for IT and Finance departments). Other functions included accounting, database management and financial analysis and reporting functions..

• Managed and monitored major IT and project consulting expenditures requests and follow-ups below and above US$50,000.

• Successfully improved the department’s MER database which resulted in the reduction of our internal clients request processing time from one business day to three hours. 6

Marvin D. Henry, MSc.

Jamaica Public Services Co Ltd – JPSCo, Jamaica, W.I. Finance Manager, Demand Side Management Unit

(DSM Unit) 07/1993 – 08/2000

• Developed and managed the Demand Side Management (DSM) Project’s capital and operating budget (JA$50 million dollars), while maintaining constant liaison with the JPSCo’s central finance and budgeting departments. Equally I participated in the coordination and implementation of the DSM Project’s electricity demand reduction program (funded and supervised by the International Development Bank and the World Bank).

• My achievements as the Energy Service Manager for the DSM Unit included the realized cost savings of approximately US$80 million dollars to the island’s electricity generating system for the Jamaica Public Services Co Limited over a three year period beginning in 1997.

• Successful island wide sensitization of energy conservation products and practices, which is evident today in our local supermarkets and in the majority of residential homes nationwide.

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