Charlene Lewis-Small | KPMG | BS

Charlene Lewis-Small

Director

KPMG In The Bahamas

Charlene has experience leading a variety of advisory engagements including debt and equity capital raisings including project financing, mergers and acquisitions, market studies, financial modelling, economic impact studies, divestitures, valuations and restructurings.

Charlene's work is often cross-functional and multi-jurisdictional in nature. Besides The Bahamas, she has worked on projects for entities in the Cayman Islands, Cuba, Bermuda, Barbados, Jamaica, Antigua and Barbuda, the Turks & Caicos Islands, Trinidad & Tobago, the Channel Islands, the Dutch Caribbean and the US. Charlene also helps lead KPMG’s regional tourism and infrastructure research initiatives, speaking and writing on various topics.

Education and qualifications

  • MBA Finance & Global Business - Latin America track, McCombs School of Business at The University of Texas at Austin

  • BA Administrative & Commercial Studies – Financial & Economic Concentration, University of Western Ontario

  • Certification in Real Estate Development and Hotel Investment, School of Hotel Administration at Cornell University

  • Diplomas de Español como Lengua Extranjera (DELE), Level B1

Accreditation

  • Chartered Financial Analyst (CFA)

  • Certified Public Accountant (CPA)

  • Member, CFA Institute

  • Member, CFA Society of The Bahamas

  • Member, State of New Hampshire Board of Accountancy

Industry Experience

  • Tourism

  • Real estate

  • Infrastructure (shipping and cruise ports, airports, healthcare, waste, energy, telecoms)

  • Government & Public Sector

  • Financial Services (banking, insurance)

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