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Providing Solutions

How do we serve the industry?
  • Provide qualified professionals to assist in technical accounting and business areas
  • Suitable for short-term staffing shortages, maternity leave cover or special projects
  • Medium to long term project assistance
  • Services are offered at both staff and management experience levels
  • Matching of skill sets to your needs
  • Engagements structured to suit client needs
  • Benefit from access to Deloitte’s global expertise and resources
What experience do we have in Bermuda?
  • Insurance/Reinsurance
  • Internal Audit
  • Banking
  • Treasury
  • Funds and Investments
  • Compliance
  • Trusts
  • Actuarial
  • Government and Regulatory
  • Taxation
  • Hospitality and Retail
  • Not for Profits
About our team
  • Our team exclusively serves secondment clients
  • Versatile professionals with a wide range of capabilities and industry exposures
  • Highly adaptable to complex work environments
  • Possess excellent computer skills and broad understanding of various financial application systems
Areas we provide support include:
  • Finance functions including financial reporting, management reporting, regulatory reporting, budget preparation, analysis and monitoring of variances
  • Assistance with quarterly and annual reporting requirements
  • Maintenance of accounting records and preparation of financial statements
  • Preparation of reconciliations and resolution of outstanding items
  • Technical accounting assistance during new system implementations and conversions
  • Sarbanes-Oxley 404 requirements, including controls documentation and testing
  • Perform internal audit functions including audit work plan documentation, testing and recommendations
  • Documentation of policies and procedures
  • Captive management accounting support
  • Analysis of structured fixed Income securities and portfolios
  • Fund administration and NAV (Net Asset Value) calculations
  • Ad hoc accounting and non-accounting projects
  • Assistance with IFRS conversion projects
  • Know Your Client and Anti-Money Laundering compliance assistance


Mark Baumgartner
+1 441 299 1322

John Johnston
+1 441 299 1301

Stephen Kuzyk
+1 441 299 1370

Mark Smith
+1 441 299 1314

Fact sheet