Adept at managing budgets and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines, company policy and donor regulations. Detail oriented and enthusiastic about handling multiple projects while providing accuracy, analysis and decision making reports and valuable advise. Excellent time management and interpersonal skills. Decisive and persuasive communicator with problem-solving skills and planning abilities.
Provide feedback to auditors, assist in audit preparations and submit audit supporting documents
Review balance sheet accounts, resolved charging codes, and track expenses for accrual entry and account allocation.
Provide journal entries, perform reconciliations and resolve all outstanding items on various accounts.
Streamline month-end closing processes, ensuring all reporting items are closed in order to have accurate financial reports.
Documenting petty cash records and handling float, fixed assets and handling stores inventory.
Implementing effective cost control measures to minimize overspending or underspending without sacrificing quality of deliverables.
Collecting and reporting monthly expense variances and explanations and implementing action points addressing each variance item.
Preparation of annual budgets, tracking of burn rate on a monthly basis and present reports to Senior Management and team members.
Handling sponsorship cash to be paid to intended beneficiaries.
Creating invoices in company accounting software and ensure they are paid on time, and supporting documentation properly filled.
Performing office administration tasks to ensure smooth running of office operations.
Ensure logistics are in place, i.e travel, conferencing and workshops with needed support such as vehicles in place and flights booked.
Finance Coordinator
Live Well Social Business
07.2020 - 03.2022
Working collaboratively with the General Manager on concept note writing and budgeting, successfully winning Prospero Zambia and GAC SANI Funding, with effective project implementation
Advances and Liquidations promptly followed up with relevant vendor/employee, in line with CARE and Live Well policies, posted according to the correct budget lines and ensuring they are approved and properly filled, leading to an easy audit walkthrough
Payments successfully made on time, while adhering to relevant payment procedures to ensure payables doesn't affect other lines of work while ensuring expenses are in line with approved budget lines, with the relevant codes/activity id
Working on Bank reconciliation, Sales/Cash reconciliation, Cash Position, KPI's and Cash Flow Forecast on a monthly basis, that are reported to Management for decision making, while also working on quarterly board reports such as Sales trends and Business Unit reports
Handling petty cash for the head office, and ensuring provincial offices liquidate theirs on time, also ensuring any over/under spent amounts are liquidated to close off petty cash advance
Preparing payroll and successfully filling all statutory returns such as NAPSA, NHI, PAYE and taxes such as Withholding tax, having zero penalties being recorded
Filling all HR related documents, e.g contracts, medicals, leave days, and ensuring each employee has a folder in line with the HR manual, also updating leave tracker, to ensure all policies are adhered to
Reconciling fuel accounts for all four provinces that Live Well operates in, reviewing log books and fuel books to ensure adherence and monitor codes being recorded, and request for fuel top up/ vehicle maintenance once due, to avoid operations from being distracted
Updating Quickbooks to ensure sales, expenses and purchases orders are updated, and run reports for the manager and also present to the team
Depositing sales money into the bank account on a daily basis and liaising with bank relationship manager for any other banking needs such as transfers, payments etc.
Accounts Assistant
Kamono Farm Initiatives
10.2018 - 03.2019
Managed supplier and customer accounts and reconciled discrepancies
Made deposits into company bank and supplier accounts and acted as intermediary
Maintained cash book and performed bank reconciliations
Processed invoices and tax returns
Managed all accounting transactions and posted relevant entries on a daily basis
Assisted in the preparation of budgets and cash flow forecasts and closely monitored them to avoid overspending
Closely assisted the Director in the preparation of financial statements for internal and external use.
Direct Sales Agent
ZANACO
07.2018 - 10.2018
Selling various bank products to the public
Assisting customers with various banking needs
Worked closely with sales team to achieve set targets and evaluate them on a weekly basis
Reconcile sales with receipts to analyze active accounts being operated by customers and make a follow up on inactive accounts
Prepared weekly reports to be reviewed by head office to improve sales strategy
Obtained feedback from customers and ensured relevant office followed up on any queries.
Education
ACCA Advanced Diploma -
01.2019
Grade 12 GCE Certificate -
01.2013
Skills
Budget Analysis
Accounting, bookkeeping and Reconciliation
Variance Analysis
Quickbooks Proficient
Oracle-PeopleSoft
Journal entry preparation
MS Office Suite
Payroll Review
Data Analysis
Audit Support
Tax Return Preparation
Account Management
Collaborative
Financial Analysis
SunSytems 6 proficient
Clear Communication
Customer Relations
Accomplishments
Awarded 'Innovative Leader' at 2023 World Vision Zambia Finance Forum