CV Profile No.68116

Experience in the following industries :

• Advice, audit, accounting
• Banking, insurance, finance
• Education, training
• IT, software engineering, Internet
• Research and development

Professional experience

• Operations Manager
• Ubuntu Capital Microfinance Limited
• 09.2017 - 03.2020
• Coordination of daily banking activities. Approval or rejection of transactions. Analysis and review of processes and procedures within the operations space to enhance relevant controls. Custodian of the vault/strong room. Development, implementation, periodic review and monitoring of accounting and internal control policies. Minimization of the company’s liability exposure by ensuring staff compliance with established operational policies and procedures, internal controls and legal and regulatory guidelines. Running risk analysis procedures in the banking system. Supervision of loans audit and other necessary banking system audit details. Supervision of I.T. related activities. Maintaining established security controls on the company’s premises to protect the institution against criminal and fraudulent activities or unnecessary risk or exposure.

• Business Developer
• Donewell Life Insurance Company Limited
• 05.2017 - 09.2017
• Educating clients and potential clients on the features of the company’s various insurance policies. Helping policy holders to settle insurance claims. Handling policy renewals of clients. Maintaining electronic and paper records of clients and their policies. Interviewing prospective clients to get information concerning their financial resources and their eligibility for any of the various packages in place. Calling and poaching potential clients via phone to expand my customer portfolio and therefore the company’s customer base. Helping clients to analyse their insurance policies and suggesting additions or changes.

• Manager (Finance and Administration
• ISEAS Ghana Limited
• 11.2014 - 06.2015
• Supervising the preparation and analysis of financial statements. Supervising the procurement of goods and required services on behalf of the company and its associated institutions. Liaising with the chairman in the formulation of strategic plans and decisions on behalf of the company. Scrutinizing the accounting and general internal control structure of the company to ensure conformity to predetermined, laid down standards. Preparing business plans, budgets, forecasts and projections for the scrutiny of the various institutional players as and when the need arises. Supervising the coordination of events during the tidal wave pilot project in 2015 in Ada and Accra.

• Client Support Manager
• OLSON SYSTEMS LIMITED (NOW ALIAS SOLUTIONS LIMITED)
• 10.2012 - 10.2014
• Migrating clients from OLSON’s efinance to the OLSON Banker software, thereby migrating their databases from Microsoft Access to SQL. Balancing clients’ books of accounts after the migration exercise to ensure that the financial reports in the old systems are the same as those of the newly migrated systems. Auditing clients’ systems (financial records and transactions in the software programme) to identify problem areas and to advise clients on the necessary steps required to solve such problems. Studying clients’ (microfinance institutions) accounting controls, general internal control systems and advising them on banking operations. Advising client (microfinance) employees concerning their duties and how these duties as well as the necessary internal controls in these companies can be exercised through the deployment of the software. Running training programmes for client employees on the various software services provided to them. Organizing and carrying out software presentations to potential clients.