Simone Rennie

Detailed-oriented Finance and Administrative Professional with over 20 years of progressive experience in financial reporting, payroll accounting, and business operations within highly regulated and customer-centric environments. Proven ability to manage competing priorities, maintain accurate financial records, support month-end and year-end processes, and collaborate effectively with cross-functional teams. Recognized for exceptional stakeholder relations, confidentiality, and navigating unionized/compliance-heavy workflows.

Payroll Compliance

Practitioner (PCP) with knowledge of Canadian payroll practices and payroll accounting process, proficiency in Microsoft Office Suite with strong Excel skills.

Investment Agent - Senior Portfolios - Scrivens Insurance and Investment - Ottawa, ON

(2025-11)

• Manage senior portfolios, resolving discrepancies and inquiries with empathy and professionalism
• Process investment with accuracy while adhering to regulatory compliance and confidentiality standards

Personal Banking Associate - TD Bank - Ottawa, ON

(2022-02 - 2025-04)

• Analyzed client profiles to identify financial solutions while ensuring compliance
• Reviewed and authorized junior staff transactions, ensuring accuracy, internal controls and policy compliance
• Trained, mentored, and supported new staff to ensure compliance with operational procedures and controls

Senior Accounting Officer, Accounting Operations - Scotiabank/Scotia Investment JA - Kingston, JAM

(2017-04 - 2021-02)

Promoted from Accounting Officer position

• Assisted in preparing consolidated financial statements, variance analysis and budget tracking reports
• Managed end-to-end Accounts Receivable/Payable workflows, including billing, invoice processing, and tracking aging schedules to reduce overdue balances
• Supported tax filings, statutory deduction and internal and external quarterly and annual audit events
• Reconciled various bank accounts and investigated discrepancies to maintain financial accuracy
• Monitored weekly cash flow to maintain liquidity
• Resolved accounting inquiries by collaborating with cross-functional teams to investigate data discrepancies and maintain financial integrity
• Processed payroll accounting entries to the general ledger, coordinated payroll submissions, and prepared employee allowance expense reports in collaboration with Human Resources

Accounting Officer, Regulatory Reporting and Accounts Payable - Scotiabank/Scotia Investment JA - Kingston, JAM

(2013-03 - 2017-03)

Promoted to Senior Accounting Officer position

Lead Teller - Scotiabank JA - Kingston, JAM

(2011-03 - 2013-02)

Promoted from Bank Teller position

• Handled branch cash management and security control procedures
• Coordinated daily frontline branch operations
• Assisted with junior staff daily operational coverage
• Handled cash transactions in accordance with custody, security, and internal control procedures

Credit Officer - RBC/RBTT Bank Ja Ltd - Kingston, JAM

(2000-04 - 2009-11)

Promoted to Branch Administrative Officer (Acting position for 1 year) and Bank Teller positions held throughout tenure

• Evaluated personal and small business credit applications to support accurate lending decisions
• Served as interim Branch Teller Supervisor for a 6-month period, resolving escalated client issues and organizing daily office workflows
• Maintained secure branch administrative workflows, managing employee records and onboarding materials

Post-Graduate Certificate - Accounting and Financial Practice - Algonquin College of Applied Arts and Technology (2025)

Diploma - Payroll and Accounting - Eastern College Institute (2022)

BSc. - Business Administration - University of the Commonwealth Caribbean (2010)