Financial change-agent and recent graduate looking for projects in Treasury Management and Risk Management with a secure and growing company. Hold 3 years of work experience at a well-respected local company. Learned how to be a quick learner and highly energetic with the base knowledge of skills needed to perform the tasks and the training to continue to higher positions.I have working experience with all aspects of accounting, which include, but are not limited to, tax preparation, customer service & problem resolution, budgeting, financial analysis, general ledger, account reconciliations, payroll, accounts receivable and payable, and financial report creation. I have also performed bookkeeping duties for several business clients, and have an extensive working experience with a variety of accounting and business software programs. I strongly believe that my academic coursework and accounting experience would make me an outstanding candidate for the Finance&Accounts Officer opportunity with your Company .
A senior leadership role responsible for overseeing the operations, sales, and customer service activities of a specific branch or location within an organization, typically in the banking, financial services, or retail industries. Key responsibilities include:
1. Strategic Planning: Develop and implement business plans to achieve branch goals and objectives.
2. Team Management: Lead, motivate, and develop a team of employees to achieve sales, customer service, and operational excellence.
3. Customer Relationship Management: Build and maintain strong relationships with key customers, identifying opportunities to grow business.
4. Sales and Revenue Growth: Drive sales and revenue growth through effective sales strategies and customer engagement.
5. Risk Management: Ensure compliance with regulatory requirements, internal policies, and risk management standards.
6. Operational Efficiency: Oversee branch operations, ensuring efficient and effective processes, and maintaining high standards of customer service.
7. Financial Management: Manage branch budgets, expenses, and resources to achieve financial objectives.
8. Reporting and Analytics: Analyze performance metrics, providing insights and recommendations to senior management.
9. Community Engagement: Represent the organization in local community events, fostering positive relationships and brand awareness.
10. Compliance and Governance: Ensure adherence to organizational policies, procedures, and regulatory requirements.
play a critical role in driving business growth, leading teams, and delivering exceptional customer experiences.
Direct all operational aspects including distribution operations, customer service, human resources, administration and sales
Assess local market conditions and identify current and prospective sales opportunities
Develop forecasts, financial objectives and business plans
Meet goals and metrics
Manage budget and allocate funds appropriately
Bring out the best of branch’s personnel by providing training, coaching, development and motivation
Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs
Address customer and employee satisfaction issues promptly
Adhere to high ethical standards, and comply with all regulations/applicable laws
Network to improve the presence and reputation of the branch and company
Stay abreast of competing markets and provide reports on market movement and penetration
Ensure all operations are carried on in an appropriate, cost-effective way
Improve operational management systems, processes and best practices
Purchase materials, plan inventory and oversee warehouse efficiency
Help the organization’s processes remain legally compliant
Formulate strategic and operational objectives
Examine financial data and use them to improve profitability
Manage budgets and forecasts
Perform quality controls and monitor production KPIs
Recruit, train and supervise staff
Find ways to increase quality of customer service
Proven work experience as Operations Manager or similar role
Knowledge of organizational effectiveness and operations management
Experience budgeting and forecasting
Familiarity with business and financial principles
Excellent communication skills
Leadership ability
Outstanding organisational skills
Supervision the team of product specialists and directing other bank personnel to provide quality customer service
Accepting customer deposits or posting deposits to customer accounts
Checking loan interest rates and advising clients on ways to reduce interest expenses on outstanding balances
Collecting deposits from business account holders to manage cash flow
Evaluating risk in lending decisions and investment opportunities by analysing financial statements
Reporting to upper management on loan status, lending and other important transaction activity
Communicating with high-value customers regarding account management and other matters relating to loans or deposits
Processing loan applications, reviewing credit reports and analysing financial statements to determine lending suitability
Analysing, understanding and implementing banking guidelines, regulations and laws to help ensure compliance with the regulations of the Reserve Bank of Indi
Work with different chiefs to arrange and coordinate the work of the association.
Set arrangements.
Assess work yield.
Get classroom direction in subjects identified with their rotational experience.
Go to addresses, watch visitor speakers, and make ventures, oral presentations, and take tests.
Work in various offices to increase point of view, including showcasing, deals, client administrations, acquiring, marketing, and staff offices.
Handle built up records to pick up recognition.
Stick to rules of formal composed preparing program.
Go to intermittent assessments.
Accomplish a passing score in every aspect of the administration preparing program so as to proceed in the project.
Take an interest with store administration in meeting, enlisting, and preparing workers.
Use organization reports to dissect deals, gross benefit and stock movement.
Distinguish drifts and prescribes proactive or healing activity to oversee business circumstances.
Report market movement to administration by observing and examining focused value records and items.
Work with and through administration to create and actualize activities that ensure organization resources and gainfulness.
Help with month-end financial reports.
Work under supervision of other accountants.
Help with bank statements reconciliation, as well as accounts payable and receivable.
Perform balance sheet reconciliation.
Assist with the preparation of ad hoc and other internal reports.
Ensure the completion of assigned tasks in line with established deadline.
Assist with the semi-annual physical inventory.
Study the accounting policies and processes of the organization and abide by them.
Compose and input journal entries.
Take part in royalty revenue project.
File and scan journal entries.
Assist the coordinator with month-end financial reports.
As Admin Officer:
Manages all correspondence within and outside the organization.
Records all incoming and out-going letters and documents.
Receives advice from the project Manager and Executive Director on relevant issues and tend to tha information/inquiries sought.
Conveys all the required instructions and policies of the organization to the staff and the views of the regional staff to the leading body.
Monitors administrative aspects of the regional office/staff and evaluates discipline and punctuality of the staff to the assigned tasks.
Ensure the maintenance of attendance register in office and also confirm staff attendance level in the field.
Responsible to supervise the work, related to purchase of furniture, office equipment, computers, vehicles/motorbikes/bicycles, air conditioner and miscellaneous.
Responsible to negotiate services agreements with vendors.
Looks after administrative affairs of the Office.
⦁ Make Penshion Account and Documatations
⦁ Performing monthly bank reconciliations on all accounts.
⦁ Processing monthly payroll.
⦁ Preparing Monthly Management accounts for the Senior Management Team.
⦁ Preparing Quarterly Management accounts for the Board.
⦁ Preparing Annual Accounts, ready for audit.
⦁ Preparing financial reports for funders.
⦁ Providing a financial support function for Branches, including the provision of on-going
⦁ consultation and support for Branch Committee volunteers, and training and support for
⦁ Branch Treasurers. The Finance Officer will also be involved in reviewing Branch reaffiliation.
⦁ with their end of year Revenue filing requirements.
⦁ insurance requirements.
⦁ Developing, amending and implementing, in consultation with senior management.
⦁ Finance Sub-Committee all relevant financial policies and procedures.
⦁ Following established administration and record keeping practices.
⦁ Representing the Association in a positive and professional way, which promotes the vision.
⦁ Compliance with all applicable laws and regulations.