Experience

POST BANK UGANDA

• Financial Services
• 1 - 100 Employee

• Financial control accountant

  • Dec 2020 - Present

  • To ensure the overall integrity & accuracy of the general ledger & Preparation of Financial & Management reports. • Ensure adherence to IFRS & PBU policy in any matter of financial reporting. • Custodian of the general ledger, chart of accounts & the repository for all Financial & management information for the Bank • Monitoring all balance sheet & income statement account movements and ensuring that they reflect the correct balances and all relevant account reconciliations are performed and corrective actions taken. Show less



United Bank For Africa PLC

• United States
• International Trade and Development
• 700 & Above Employee

• Financial Reporting officer

  • Jul 2017 - Jul 2017

  • To ensure the overall integrity and accuracy of the General Ledger as a basis for the preparation of Financial and Management Reporting• To support the CFO on all matters relating to the operation of the finance department that includes, financial reporting, accounts payable, accounts receivable, reconciliations and overall financial discipline.• Custodian of the General Ledger, Chart of Accounts, and the central repository for all Financial and Management information for the Bank.• Ensuring that all internal and external reporting requirements are timeously met, including preparation of monthly and quarterly accounts, Group Accounts, quarterly press releases and Statutory Annual Financial Statements.• Being the custodian of the General Ledger, Chart of Accounts, and the repository for all Financial and Management information for the Bank. • Review of suspense accounts to ensure that these are cleared daily.• Perform detailed review and analysis of the country numbers to confirm the integrity and resilience of reported results. • Ensure accurate posting of journals entries on the system.• Preparation of requisite schedules for the annual audit• Ensure maintenance of and adherence to UBA Group and UBA Uganda accounting policies and procedures.• Provision of Technical Advice and Accounting support to other Functional Units• Keeps and ensures an accurate and complete fixed asset register• Playing a leading role in coaching and developing the team • Develop and implement reporting of key management information (MI) ensuring data integrity and timely communication to relevant stakeholders.• Develop performance benchmarks for business units and monitor performance against these.• Drive the required business analysis and related process for making recommendations for new or improving performance opportunities. Show less

• Team lead Expense Management

  • May 2015 - Jul 2017

  Financial Reporting Aspects:• Preparation of monthly general ledger reconciliations to ensure that all outstanding items are timorously cleared, resultant entries are processed and amounts reflected in the general ledger appropriately supported.• Timely review of suspense accounts including staff advance accounts.• Analysis of expenses monitoring trends and explanations of variances.• Management and monitoring of accrual & PLC Nostro accounts.Expense Management:• Process all local payments for items procured on behalf of UBA Uganda, ensuring suppliers are paid on time, correct amounts are captured and accounts are accurately allocated and proper authority obtained.• Process all staff claims and advances, ensuring that all claims and advances are paid timely and accounts are accurately allocated and proper authority obtained.• Ensure all payments are recorded, authorized and properly paid in accordance with the bank policies and guidelines.• Preparing all journal vouchers for capturing into the core banking application• Reconcile vendor accounts on a monthly basis(MTN , UTL and group accounts receivable)• Provide proof of payments to clients(payment advice)• Supervise the collection of managers cheques paid to suppliers, monitor, prepare post accruals where services have been rendered.• Effective petty cash control and reimbursement.• Monitoring and review of expense related reconciliation items outstanding on the Nostros and bank of Uganda settlement accounts.• Prepare monthly proofs for all expense accounts and suspense accounts.• Do a weekly analysis of expense and forward to management for review. Show less



Equity Bank Limited

• Financial Services
• 700 & Above Employee

• Supervisor Payment Centre

  • Sep 2014 - Apr 2015

  • Supervise the day to day operational functions of the branch• Ensure timely remittances of URA, KCCA & UMEME Collections• Ensure that accurate and timely reports are made (daily, weekly and monthly)• Continuous monitoring and reconciliations of Utility collection Accounts,western union , money gram & mobile money transactions.• Ensure timely posting of utility transactions i.e cleared cheques & transfers.• In charge of utility Collection Accounts i.e URA, KCCA,UMEME and National Water• Training of staff on handling utility payments,western union , money gram & mobile money transactions.• Branch Support on utility payments,western union , money gram & mobile money transactions.• Maintaining & enhancing business relationship with URA, KCCA,UMEME and National Water• Daily monitoring of transactions and Staff performance.• Instant follow up of outstanding utility items/transactions.• Outreach to Utility organizations for business growth• Monitoring of utilities system uptime• Maintain high customer service standards• Resolve customer service issues• Review daily reports.• Ensure staff is following the bank policies and procedures• Achieve satisfactory audit ratings• Identify and mitigate operational risk• Facilitate meetings to disseminate operational information.• Oversee teller duties and assist in line with customer transactions• Perform pre-audits to ensure ongoing adherence with compliance procedures• Keep staff informed of pertinent changes in operational policy and procedures Show less

• Compliance Enforcement Officer

  • Jun 2013 - Sep 2014

  • Prepare annual Bank branch inspection plans to cover all Bank branches in the country.• Carry out regular inspections of Bank branches and departments to ascertain compliance to set quality standards;• Facilitate Regulatory and internal Compliance Training / Consultation.• Branch performance and profitability reviews.• Advise management on implementation and revision of Policies and procedures.• Income assurance insight and assessment reports.• Implementation and assessment of Legal & regulatory changes affecting Bank operations within the Year.• Monitor and advice on Banks KYC and AML Compliance by facilitating in-depth research to obtain competent information, check validity and accuracy of documents obtained, for proper due KYC process of all customers of the Bank and produce required customer due diligence reports.• Effective implementation of the Compliance Programme to assess compliance with risk management• Compliance with all legal and regulatory requirements;• Compliance and standardization of policies and procedures;• Review of compliance records through the review of audit reports of specific operating units on the issues of non-compliance and the implications thereof.• Review of the timely implementation and corrective action of deficiencies identified• Ensure that the policies and procedures are reviewed on an annual basis• Ensuring that the Business Continuity team has developed and aligned with Group Business Continuity plans and procedures that are reviewed on an annual basis• Ensuring that the team updates the detailed information supporting the Business Continuity Procedures (e.g. contact lists, personnel assignments, hardware and software specifications, network diagrams, vital records inventory lists, off-site backup schedules etc.) Show less

• Branch Accountant

  • May 2012 - Jun 2013

  • Developing and implementing the work plans and programs of activities for the department.• Monthly and Weekly Reconciliations of all Branch General Ledgers• Implementation of performance management and development processes for all staff • Inventory Management• Analyze weekly and monthly reports• Western union reconciliation• ATM Replenishment and reconciliation• Issuance of bank drafts• Implementation of a modern leadership style/structure and to achieve productivity improvements and cultural change through cross functional projects and team working • Ensures excellent customer service skills are practiced by all the teller staff members.• Maintains proper teller and vault cash levels, including ordering coin and currency.• Daily monitoring of teller transactions • Assists new tellers with training.• Expense control Show less

• Customer care officer

  • Dec 2010 - May 2012

  • Review the work by customer care officers in the department to determine their efficiency and effectiveness.• Conducting risk assessment as per risk management policy and strategy.• Identify training needs for customer care officers and assist in implementation for the increased performance. • Create and implement work plans to facilitate the realization of the organization goals and objectives. • Supervise and evaluate customer care officers as a mentor • receive customers on behalf of the bank• capture, verify and maintain information provided by customers• Identify customer needs and meet them as expected • Respond to customer complaints or queries• Determine appropriate product and service to clients • Developing and implementing the work plans and programs of activities for the department.• Preparing and submitting timely and accurate daily or monthly reports with appropriate recommendations to customer care manager.• Establishing customer needs and presenting them to the marketing and product development teams.• Make recommendations on marketing ,efficiency delivery of services to customers, product and customer care improvements• Market all Equity Bank (U) Ltd products in line with Equity Bank (U) Ltd policies and procedures.• Identify customers transactional needs correctly, resulting in them being efficiently serviced or transferred to the correct department.• Identifying customers’ banking requirements and providing them with the most suitable products/services. • Provide excellent service while ensuring rapid processing of each task Show less

• Credit officer

  • Nov 2009 - Dec 2010

  Sales support /Business development• Identify new business and follow up on cross selling opportunities to increase customer portfolios & meet sales targets.• Promoting and selling various Equity products on a proactive basis and solutions that meet financial needs of SME customers• Retaining customer base and expanding Equity market share , meeting customer retention and acquisition targets • Analyzing existing customer Data to identify expansion and additional business /migration opportunitiesPortfolio Management • Carry out all routine requirements related to new and existing business banking customers including opening of new accounts, processing customer mandates and documentation for banking facilities.• Ensure that product parameters and process requirements are met, completed and followed through.Customer Service• Raise customer awareness by providing information and educating clients regarding product features, routine procedures governing standard SME products and service offerings, credit facility options and identifying criteria.• Attending to customer enquiries through routine interactions and telephone communication.• Cross selling and increasing customer portfolios by proactively identifying needs, monitoring accounts and diagnosing problems.• Provide superior customer service as measured by customer feedback /customer satisfaction surveys• Processing scored credit applications within set limits and supporting customers in the completion of credit facilities.Relationship Management• Provide sound service and proactive financial solutions taking into account customer needs and bank’s profitabilityRisk management• Implement basic risk assessment principles and guidelines; ensure compliance in line with set procedures to manage risk in all associated areas Show less



FINCA Uganda Limited (MDI)

• Banking
• 200 - 300 Employee

• Credit officer

  • Mar 2008 - Nov 2009

  • Mobilize and sensitize clients in order to increase clientele in line with FINCA Uganda credit manual. • Train clients about FINCA Uganda products in line with the lending policies and procedures. • Assess the credit risk of clients in line with FINCA Uganda operation procedures • Process and make loan requests to suitable clients according to FINCA Uganda credit policies. • Monitor clients’ portfolio in line with FINCA Uganda credit manual. • Filling and keeping clients records and correspondence according to Bank of Uganda guidelines. • Prepare weekly monitoring and monthly audits. • Mentor and train account relationship officers trainees according to FINCA Uganda policies. • Market all FINCA Uganda products in line with FINCA Uganda policies and procedures. • Compile insurance claims in case of death of clients according to AIG policies Show less