Summary
Overview
Work History
Education
Skills
Websites
Personal Information
References
Additionalinformation
Accomplishments
Additional Information
Software
Certification
Timeline
Generic

Kurt Grima

Certified Public Accountant
San Pawl tat-Targa

Summary

Season certified public accountant promoting more than 10 years of proficiency in identifying and analyzing trends and partnering with other departmental leaders. Action-oriented individual with experience tracking actual business results against plans, including acquisitions. Offering exceptional issue resolution and staff training skills.

Overview

16
16
years of professional experience
17
17
years of post-secondary education
1
1
Certification
2
2
Languages

Work History

Head of FINANCE & TREASURY MANAGER

IZOLA BANK plc
10.2022 - Current
  • Managing the treasury portfolio and actively involved in the overall liquidity and business strategy through ALCO

SENIOR FINANCE & TREASURY MANAGER

IZOLA BANK plc
11.2019 - 09.2022
  • Managing the treasury portfolio and actively involved in the overall liquidity and business strategy through ALCO
  • Managing the finance day-to-day operations
  • Managing financial reporting and projections for risk and compliance matters
  • Managing the interim and annual audit process
  • Compilation of monthly management accounts and other internal financial reports
  • Preparation of finance related Board documents and compilation of Board minutes
  • Managing the preparation of the annual budgets and forecasts
  • Monitoring of finance controls, related projects, reviews and feasibility
  • Compilation of tax, VAT and other corporate returns

Group FINANCIAL CONTROLER

CC Finance Group Plc (Formerly Calamatta Cuschieri Group PLC)
02.2014 - 10.2019
  • Leading and Managing Finance team
  • Management of the Group’s cash flows, seeking alternative facilities, providing appropriate reporting to Directors and Executive Management
  • Preparation of single and consolidated management accounts including detailed financial analysis and IFRS financial statements
  • Presentation of monthly results at Board and Management meetings, including financial analysis and executive reports
  • Leading the Groups’ statutory audit through liaison and management thereof
  • Oversee finance systems managing transaction flows from source through interfaces to general ledger
  • Management of the Group’s’ Tax and Regulatory obligations (including VAT, Corporate & Personal Tax, Payroll, Final Withholding Tax and Regulatory Returns), with responsibility for preparation and submission
  • Liaising with external parties such as MFSA, CBM and Tax department
  • Preparation and monitoring of the Group Budgets
  • Manage Finance Team goals, objectives, mentoring and performance reviews
  • Implementation of various internal controls and finance-related projects including the issuing of a corporate bond on the MSE
  • Ensure reporting functions and responses to ad hoc requests for financial related information are appropriately delivered

Accountant

msv life p.l.c, A member of mapfre group
04.2012 - 01.2014
  • Reviewed and prepared monthly, quarterly and annual detailed financial reports for Management, Boards and Mapfre
  • Reviewed statutory returns to MFSA and Mapfre
  • Assisted in the preparation of the monthly management accounts and IFRS financial statements
  • Supervised certain internal financial controls
  • Responsible for the coordination and Group reporting with respect to the planning and strategic objectives as part of Mapfre's annual budgetary process
  • Involved in the implementation of FATCA as part of the local project management team

Senior auditor

Ernst & Young Malta limited
06.2008 - 03.2012
  • Managed engagement teams to ensure that audit activities were carried out in a timely and efficient manner
  • Conducted audit assignments in relation to financial services firms, such as banking, insurance companies, insurance managers, CIS and investment brokers
  • Carried out audits in other industries such as, hospitality, software development, retail and wholesale, service industries, and holding companies
  • Reviewed financial statements prepared in accordance with IFRSs and local regulations
  • Prepared management reports subsequent to the audit including reports for group reporting purposes
  • Prepared corporate tax computations for audit purposes

Education

Bachelor of Accountancy (Honours) -

University of Malta
01.2003 - 01.2008

Bachelor of Commerce - undefined

University of Malta
01.2001 - 01.2006

Advanced and Intermediate Levels - Accounting, Economics, Information Technology, Maltese, Pure Mathematics, Systems of Knowledge

Junior College
01.2001 - 01.2003

O’ level qualifications - Maltese, English, Italian, Accounts, Economics, Mathematics, Art, Environmental studies, Religious Studies, Physics, Computer Studies, English Literature, Social Studies

St. Elias College
01.1996 - 01.2001

Skills

    Strategic financial planning

    Financial reporting and analysis

    Financial statement preparation

    Financial modeling proficiency

    Written & verbal communication

    Investment & Financial services regulations

    Microsoft Dynamics & Office Suite

    Working capital management

    Attention to detail and accuracy

    Financial forecast model development

    Budget design

    Investment Management

Personal Information

Date of Birth: 09/26/85

References

References available on request.

Additionalinformation

  • PQ’d from the MFSA in March 2023.
  • Awarded CPA Warrant and Practicing Certificate in Auditing in June 2011.
  • Dissertation: Management Accounting in Listed Companies - An Evaluation - submitted for the degree of Bachelor of Accountancy (Hons) in 2008.
  • Fellow Member of the Malta Institute of Accountants.
  • Awarded ECDL certificate in 2004.
  • Valid driving license held.

Accomplishments

    To be updated

Additional Information

To be updated

Software

Microsoft Office

Microsoft Dynamics 365

Certification

To be updated

Timeline

Head of FINANCE & TREASURY MANAGER

IZOLA BANK plc
10.2022 - Current

SENIOR FINANCE & TREASURY MANAGER

IZOLA BANK plc
11.2019 - 09.2022

Group FINANCIAL CONTROLER

CC Finance Group Plc (Formerly Calamatta Cuschieri Group PLC)
02.2014 - 10.2019

Accountant

msv life p.l.c, A member of mapfre group
04.2012 - 01.2014

Senior auditor

Ernst & Young Malta limited
06.2008 - 03.2012

Bachelor of Accountancy (Honours) -

University of Malta
01.2003 - 01.2008

Bachelor of Commerce - undefined

University of Malta
01.2001 - 01.2006

Advanced and Intermediate Levels - Accounting, Economics, Information Technology, Maltese, Pure Mathematics, Systems of Knowledge

Junior College
01.2001 - 01.2003

O’ level qualifications - Maltese, English, Italian, Accounts, Economics, Mathematics, Art, Environmental studies, Religious Studies, Physics, Computer Studies, English Literature, Social Studies

St. Elias College
01.1996 - 01.2001
Kurt GrimaCertified Public Accountant