Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
16
16
years of professional experience
8
8
years of post-secondary education
Work History
Senior Financial Consultant
Lifecheq (Pty) Ltd
Cape Town
06.2020 - Current
Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Assisted clients with budgeting and cash flow management.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Worked with clients to support understanding of rationale and details of financial strategies.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Facilitated new client onboarding process and investment account setup.
Delivered strategic investment advice for individual and corporate clients.
Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Recommended specific investments to help clients meet financial goals.
Head of Finance and Operations
ASHE International College
Harare
07.2012 - 04.2018
Managed day-to-day operations within 12-person finance department for Higher Education organization.
Forecasted trends and recommended improvements based on financial risk analyses.
Established and enforced controls on revenue and expenses to protect company assets.
Drove profit increases through market research and strategic asset management to meet dynamic industry conditions.
Spearheaded expansion strategies to increase business market share.
Identified partnership opportunities and established favorable business connections.
Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Improved resource utilization with data management systems, reducing costs through strategic coordination and contract analysis.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Generated financial and operational reports to assist management with business strategy.
Enhanced internal control systems and procedures to mitigate risk and support opportunities.
Drove revenue stream development through strategic collaboration and partnerships.
Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
Group Finance Manager
Saddein Education Consultancy
Harare
06.2007 - 07.2012
Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
Trained new and existing staff members in various financial procedures to prepare for job requirements.
Executed vendor setup and payment, administration of bank accounts and account reconciliations.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Managed investments to diversify financial portfolios and grow revenue.
Managed regular finance tracking for numerous branch offices and headquarters expenses.
Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Drove revenue stream development through strategic collaboration and partnerships.
Forecasted trends and recommended improvements based on financial risk analyses.
Reviewed documentation and identified financial discrepancies where applicable.
Processed invoices and contacted appropriate parties for timely payment receipt.
Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Spearheaded expansion strategies to increase business market share.
Education
Master of Science - Strategic Management
Chinhoyi University
Zimbabwe
01.2011 - 08.2012
BBA - Accounting and Finance
University of East London
United Kingdom
09.2001 - 08.2007
Skills
Investment planning
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Affiliations
The Institute of Risk Management South Africa (IRMSA), Member
South African Institute of Business Accountants (SAIBA), Member
Interests
Site seeing
Meeting people
Tennis
Volleyball
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.