Finance
Insurance
Non-profit
Status / Available For: Full-Time
About the Candidate
Professional Summary
Results-driven accounting, and finance professional with over 10 years of experience in financial services, client relations, and debt management. Skilled in delivering accurate financial solutions, maintaining compliance, and supporting organizational growth through analytical insight and strategic problem-solving. Recognized for fostering strong client relationships, managing high-volume transactions, and driving efficiency in fast-paced, dynamic business environments
Core Competencies
• Adaptability and problem solving
• Data entry and book keeping
• Regulatory compliance
• Financial Needs Assessment
• Client Relationship Management
• Debt and Credit Solutions
• Process optimization and efficiency
• Data-Driven Reporting & Outcome Evaluation
• Diversity & Cultural Competency
• Strong Cross-Cultural Communication & Interpersonal Skills
• Proficient in POS, Quick books, Tally, Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) & virtual meeting tools
Professional Experience
Financial Educator (Part time)
Dolomite Financial Centre, Keele, Toronto
Jan 2025 to date
• Financial Literacy Promotion: Teach individuals the basics of personal finance, such as budgeting, saving, investing, credit, debt management, and financial planning.
• Design and develop educational materials, workshops, courses, or training programs tailored to different age groups and financial literacy levels.
• Offer personalized financial education or coaching to help individuals understand and make informed financial decisions.
• Conduct seminars or partner with community organizations to promote financial literacy at the local level.
• Promote financial inclusion and advocate for policies that support better access to financial education, especially in underserved communities.
Part time Accounts payable and Admin assistant
Ashland Motors Uganda Ltd Jan 2021 – 2023
• Processed invoices quickly and precisely, making sure that suppliers and vendors were paid on time.
• Checked and reconciled Purchase orders, invoices, and receipts were to guarantee accuracy and adherence to corporate guidelines.
• Resolved disagreements and problems with purchase orders, payments, and invoicing.
• Created and kept up-to-date accounting records and paperwork, such as expense and accounts payable reports
• Helped with the month-end closing tasks, such as journal entry preparation and account reconciliation.
• Efficiently communicated to answer questions and settle payment-related concerns with both external vendors and internal stakeholders.
Part-time Events and booking assistant
Feb 2018 – Dec 2020
Travel Neza Tours and travels
• Managed reservations via phone, email, and in person, offering thorough details on the services offered, the cost, and the booking guidelines.
• Helped customers choose suitable locations and services by their requirements and inclinations.
• Arranged booking schedules and communicated with internal departments to guarantee that the amenities were ready and available.
• Used booking software to process reservations precisely and quickly, making sure that all necessary data and specifications were recorded.
• Contacted consumers again to verify reservations, gather money, and offer more help as required.
• Acted professionally and promptly in responding to questions, issues, and grievances from
• customers while aiming to go above and beyond their expectations.
• Kept thorough records of all client contacts, payments, and reservations.
Financial Accounts Assistant
Uganda Telecom Limited, Kampala, Uganda Feb. 2014 – Jan.2018
• Issued sales tax invoices.
• Assisted in maintaining accurate and upto date financial records and ledgers,
• Processed payments electronically and managed account updates with accuracy.
• Recorded daily journal entries for expenses, revenues, accurals and adjustments.
• Maintained the fixed asset register, ensuring assets were accurately recorded and depreciated.
• Helped compile data for budget preparation and variance analysis.
• Assisted with asset tagging, verification, and physical inventory counts.
• Assisted in trial balance reviews, reconciliations, and closing entries.
Education and Certification
Postgraduate Diploma in Project Planning and Management, , Uganda Management Institute (WES accredited) 2016
Bachelor of Commerce, Makerere University, Uganda (WES accredited) 2012
Volunteer
• True Davidson Acres Retirement Home (2023 – 2024)
References available upon request.
Education
WES ACCREDITED
WES ACCREDITED
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