Bolaji Makanjuola

• Partnership with the sales team on level of budget achievement, new customer segmentation and property acquisition model thus enhancing sales cycle and customer experience
• Drive correct understanding of financial impacts of contracts and pricing, such as margin impact, month-end accruals, revenue recognition and calculation of penalties/shortfalls.
• Identify opportunities to improve returns, including customer pricing adjustments, third party vendor management, and internal cost control policies
• Ensure invoices are issued promptly and that debt-follow up is timely and effective to contribute to cash management requirements
• Responsible for financial and management reporting, budgeting, and cash flow projections and monthly profitability report for management and board consumption.
• Monitor actual performance against budget raise queries; and provide suggestions as appropriate.
• Maintain a good working knowledge of company policies and procedures to ensure regional compliance
• Ensure effective internal controls are in place and ensure compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting.
• Cash management, liquidity planning and control.

• Prepared the Bank’s regulatory returns in line with Local Generally Acceptable Accounting Principles and International Financial Reporting Standards.
• Reconciliation of securities, placement and other schedules to general ledger.
• Prepared monthly quarterly and biannual returns and communicated this to dedicated teams in finance and other departments.
• Collated and analyzed data from different sources within the bank and reported on same accordingly.
• Contributed to continuous process development.
• Responded to queries raised by the regulators.

• Advised client on the tax implication of business operations and recommended ways to minimize tax liabilities while remaining within the ambit of tax laws.
• Prepared general ledger account analysis, reconciled and reviewed client’s financial records.
• Performed procedures to obtain evidence on the values in the Financial Statements such as: verification of asset and liabilities, analytical review and vouching of transaction balances.
• Conducted Federal and State compliance review and made appropriate recommendations to Management on how to improve on areas of weaknesses through Management Letter.
• Facilitated activities of tax authorities during tax audit.
• Preparation and review of income tax computations.
• Payroll Management Services.

Department: Tax Auditor - April 2010- June 2013

• Analyzed data, financial records and information pertinent to the audit assignment to enable my team draw logical conclusions about the compliance or noncompliance of the company.
• Prepared audit report, clearly detailing the issues, facts, and the position of the tax payer, including therein my team’s conclusions.
• Led my team by assigning tasks, directing, instructing and reviewing all jobs done by my team members.
• Developed and maintained relationships with clients at operational, senior management and directorial levels.
• Identified potential tax payers and ensure they register for tax purposes.
• Educated and enlightened individuals and corporate bodies on the importance of paying tax.
• Interpreted tax laws and regulations to tax payers.
• Acted as a liaison between the tax payer and the tax stations.


Department: Tax Education and Enlightenment Team July 2009 - March 2010

• Identifying potential tax payers and bringing them into the tax net.
• Educating and enlightening individuals and corporate bodies on the importance of paying tax.
• Filling and collection of tax returns form.
• Collection and remittance of taxes and levies due to Lagos State.

• Effective opening of accounts for customers.
• Giving periodic statements of accounts to customers/or their duly authorized representatives upon request.
• Custodian of customers’ mandate file.
• Efficient maintenance of customers mandates.
• Communicate changes in the banks policies or practices to customers.

• Client Accounts Management Functions
o Preparation of clients’ statement for amounts due on stock or shares bought on NSE
o Posting of payment voucher (cheques) and receipts (bank tellers) into cashbook and management software.
• Accounting Functions
o Management of Company ledgers daybook and cashbook.
o Preparation and processing of staff salary and staff expense vouchers.
• Preparation of returns to Securities Exchange Commission (SEC ), Central Securities Clearing System (CSCS), Nigerian Stock Exchange (NSE).
• Collection and processing of Public Offer Forms for company’s stock and Preparation of Public Offer schedule.
KEY ACHIEVEMENTS
• Transactions are imputed into the system on time leading to timely availability of information needed by other departments.
• Sources documents are accurately prepared and filed.

• Handling of weekly imprest.
• Preparation and posting of petty cash vouchers
• Preparation and processing of invoices
• Client monitoring activities, which includes:
 Monitoring of client’s Accounts Payable, Accounts Receivable, Fixed Asset Schedule, Expenditure book and Sales book, etc.
 Clients’ visitation and capturing of clients’ revenue and expenses figures.
 Stock taking.

 Preparation of monthly financial statement and trend analysis.
 Preparation of fixed asset schedule