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Profile details
Job category searched
» Accounting, controlling, finance
» Banking, insurance, finance
Professional Experience:
Senior Funds Finance and Policy Officer
Minet Zambia Consulting Limited
Since 11.2017
Timely preparation of Funds quarterly management accounts to facilitate Trustees’ decision making in accordance with accepted standards and other provisions.
▪ Ensure that quarterly reports to the Finance and Investment Committees of the clients are finalized and submitted 10 days before the date of meetings.
▪ Ensure that quarterly reports to the main Board of Trustees of the clients are finalized and submitted 10 days before the date of meetings.
▪ Ensure that the audited financial statements for the Funds under my team are prepared, reviewed and approved by the Trustees and submitted to the regulatory authorities before the filling deadline of 31 March following the end of the audit year
▪ Timely preparation and submission of the applicable Tax returns for the Funds to the Pension and Insurance authority in time.
▪ Ensure that all taxes payable by the Funds are paid promptly and before the payment deadlines to the Zambia Revenue Authority as well as PIA levy.
▪ Monitor the Funds’ compliance with the Statutory Investment guidelines and Investment Policies and report any non-compliance.
▪ Proactively reporting to management on matters of material impact on the Funds and/or members that may not have come to their attention
Skills
Excellent use of Microsoft Excel
▪ Vlookups
▪ Pivot Tables
▪ Other advanced formulae
▪ Acquainted with Accpac, Pastel, Dac Easy and QuickBooks
▪ Risk exposure management
▪ Interpersonal skills
▪ Anayltical /Problem solving skilss
▪ Excellt customer orientation
Education . Master
Msc Finance and Accounting
University of Lusaka
01.2017 - 12.2020
Masters accounting and Finance degree helped me to have deep your knowledge of accounting and finance. Above all it enabled me to have through understanding of the financial markets or advisory/financial services industry, as an analyst and professional accountant.
Languages
english›fluent
More information
immediately
Lusaka
Lusaka
Permanent contract
13.04.2022
94
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