Experience

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  Ministry of Finance

  • Accoutant

    • 2017 - Present

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  Focus Capital Limited

  • Lusaka, Zambia

  • Associate-Asset Management

    • Nov 2016 - Present
    • Lusaka, Zambia

    In this job,I have the responsibility of monitoring and managing investments made by the company and investments that are made for funds managed by Focus Capital Limited.Typical duties in this position include:1. Participating in the execution, monitoring and management of the Group’s principal investments and investments made for funds managed by the Group, which include listed and unlisted debt and equity securities. 2. Participating in the investment process, including conducting research and analysis, preparing investment proposal, conducting due diligence, executing investment transaction, and continuous monitoring and management of investments. 3. Liaising with professional parties (e.g. lawyers, auditors, valuers) on the execution of the investment transaction 4. Assist direct seniors in their tasks and projects.

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  Focus Ironclad Group

  • Pangea Office Park,Great East Road,Lusaka,Zambia

  • Treasury Manager-Portfolio Management

    • Mar 2016 - Present
    • Pangea Office Park,Great East Road,Lusaka,Zambia

    In this job,I have the responsibility of maintaining the borrowed funds book and the funds of the various business units across the group.This includes, the tracking of funds, allocation of the funds and reconciliation of all fund related issues.Typical duties in this position include:1. Understand, manage, and supervise all aspects of cash flow. 2. Forecast daily cash requirements and execute daily financing decisions. 3. Manage all aspects of In-house investment portfolios. 4. Manage or allocate the assets to the sources of funding.5. Direct, monitor and trade investment portfolios including Working capital, High-Yield, Escrow, and other portfolios. 6. Assess risk/return trade-offs in guidelines. 7. Assess performance bench\marks and recommend changes when warranted. 8. Report portfolio performance and benchmarks.9. Manage ALCO10. Review and recommend changes to the investment policies based on the market conditions. 11. Prepare or monitor company’s various cash flow forecasts and perform financial modelling. 12. Evaluate, develop and implement cash management systems to optimize efficiencies. 13. Understand and manage appropriate accounting procedures and processes. 14. Evaluate alternative long-term borrowing strategies and make recommendations in accordance with the capital structure guidelines. . 15. Recommend, implement and maintain process improvements. 16. Support and participate in Focus’s Strategic Plan activities. 17. Additional duties as directed by supervisor.

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  Focus FInancial Services

  • Lusaka

  • Business Performance Analyst

    • Mar 2014 - Mar 2016
    • Lusaka

    As a business performance analyst, my primary objective was to help the company implement product solutions in a cost-effective way by determining the requirements of a program, and communicating them clearly to stakeholders.Typical Duties in this position included:1. Issue and complete stakeholder reports (Activity Report & Business Performance Report) on a weekly basis to examine in detail in terms of sales revenue, age and performance of each client and off taker.2. Issue a report on the disbursements and collections on a daily basis to keep track of the liquidity position of the business3. Calculate variances between budgeted figures and actual figures and report significant issues to stakeholders on monthly basis.4. Preparation of the MANCO (Management Committee) and ALCO (Assets and Liabilities Committee) packs on a monthly basis.5. Preparation of competitor analysis, comparing the business performance against that of other financial institutions in the industry.6. Attends meetings and briefings to discuss analytical requirements and where appropriate presents the results of the analysis undertaken.7. Ensure reconciliation of the various business systems (Pastel, Portfolio Management System and Credit Quest) is done on a regular basis.8. Drive the Budget making process in the business.9. Preparation of Management accounts on a monthly basis.10. Provide operational support to FFS performance imperatives matrix.11. Contributes subject expertise to team and organizational efforts.12. Assisting with the business case

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  BDO Zambia

  • Lusaka

  • Accountant-Business Advisory

    • Jul 2013 - Feb 2014
    • Lusaka

    As an accountant in business advisory, i was required to prepare, reconcile, analyze, interpret, store and communicate the implications of various financial statements to businesses from various sectors and industries.Typical Duties in this position included:1. Management of the clients Financial data.Main Activities Assist with preparation of the budget Establish, maintain and reconcile the general ledger Prepare and reconcile cash books. Prepare management accounts  Prepare quarterly reports  Maintain the fixed asset register provide support to external tax consultant2. Enforce financial complianceMain Activities Guide the client in complying with the relevant accounting standards. Calculate clients tax dues and make necessary tax filings. Exercise due diligence when appointing boardroom members.3. Offer accurate and relevant financial advice to clients.

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  United Bank for Africa

  • Lusaka

  • Accounts Officer

    • Jun 2012 - Jul 2013
    • Lusaka

    In this job, one is responsible for the maintenance of financial, accounting, administrative and personnel services in order to meet legislative requirements and support the bank's operations.As accounts officer, I was responsible for preparing financial statements, maintaining cash controls, preparing the payroll and personnel administration, purchasing, maintaining accounts payable and managing office operations. Typical Duties in this position included:1. Administering and monitoring the financial systems in order to ensure that the banks finances are maintained in accurate and timely manner.Main Activities Assist with preparation of the budget Establish and maintain cash controls Establish, maintain and reconcile the general ledger Prepare and reconcile bank statements Issue cheques for all outstanding payments. Ensure transactions are properly recorded and entered into the bank's accounting system Prepare management accounts  Prepare quarterly reports and report on variances Assist with the annual audit Maintain the fixed asset register Maintain financial files and record2. Maintain the accounts payable and accounts receivable systems in order to ensure complete and accurate records.Main Activities Reconcile the accounts payable Prepare journal summaries Reconcile the accounts receivable Compile source documents Issue receipts3. Administer employee files and records in order to ensure accurate payment of benefits and allowances.Main Activities Maintain the leave schedule Submit remittances Maintain confidential employee files Administer benefit entitlements Verify and report on benefits payments4. Administer the payroll in order to ensure that employees are paid in an accurate and timely mannerMain Activities Calculate employee salaries, deductions and contributions Enter payroll information into the bank's accounting system Prepare, review and file payroll summaries, journals and reports

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  United Bank For Africa PLC

  • Lusaka

  • Finance Trainee

    • Dec 2010 - Feb 2011
    • Lusaka

    This Job included assisting in the administration of the financial/business functions of the Finance department of the bank typically through the use of a variety of computer software and systems to perform duties. Tasks were performed in line with work priorities and general instructions provided by the supervisor. It exercised judgment in selecting and applying established procedures correctly and in determining when to refer problems to the supervisor. Typical Duties in this position included:1. Processing and/or overseeing the processing of financial/business forms.2. Checking, correcting and maintaining a variety of financial and other business records anddocuments.3. Answering inquiries and providing information to staff, Auditors and other interested parties on the fiscal policies and procedures.4. Preparing or assisting in preparing various financial or administrative reports.5. Processing requisitions for supplies and equipment.6. Preparing payroll.7. Initiating new procedures in accounting/business systems.8. Contributing to unit goals by accomplishing related duties as required.9. Management of petty cash.10. Management of fixed asset register