Financial consultant
Ghana YMCA
Total years of experience :21 years, 3 Months
• Assesses financial situation by analysing investments, asset allocation, and evaluating risk tolerance
• Develops financial strategies by guiding client to establish financial goals
• Obtains client’s commitment by explaining proposed financial plans/options with inherent advantages and risks
• Provides financial management information by preparing financial status analyses and reports
* Preparation and monitoring of strategic plan
* Preparation and Implementation of Annual Budgets
* Reviews and implements finance and accounting policy for the company
* Prepares financial and management reports
* Tax audit and preparation of tax returns
* Enforcement of Human Resource Policy
• Reviews and monitoring of credit control policy
Position purpose
• Plans, administers and reviews the financial and accounting activities in the organisation
• Organises and supervises the administrative activities of the organisation
• Manages the legal, tax and compliance issues of the organisation
Responsibilities:
• Running the companies accounts
• Responsible for compliance in all accounting activities
• Prepare statements and reports for internal and external stakeholders, including but not limited to monthly expense reports, yearly closing reports, payroll overviews and fixed asset reports and deliver them in a timely manner respecting internal and external deadlines
• Establish and maintain proper control procedures for all accounting related issues
• Supervise the monthly payroll activities
• Coordinate all activities with banks regarding the company accounts
• Ensure that the company complies with all legal, tax and other regulatory regimes
• Responsible for all insurance policies, including but not limited to vehicle insurance, asset all risk insurance, Health insurance for employees, Life and accident insurance for employees
• Organize, coordinate and supervise all administrative activities of the office
• Responsible for IT infrastructure and maintenance
• Worked and communicated effectively with staff and clients to enhance their understanding of business and tax issues.
• Identifying issues and recommending creative solutions to complex client issues.
• Directed and controlled engagement planning process to successful completion.
• Participated in billing and collection process.
• Pursued opportunities to provide additional services; pursue leads and retain clients.
• Developed and maintained strong business relationships with individual clients and appropriate financial officers.
• Coached and developed staff understanding of our business and general business world.
• Instructed and facilitated both internal and external training.
* Preparation of Corporate Plan and Annual Budgets
* Monitoring and Evaluating implementation of Corporate Plan and Budgets
* Reviewed and implemented of finance and accounting policy for the company
* Prepared financial and management reports
* Tax audit and preparation of tax returns
* Preparation and enforcement of Human Resource Policy
* Preparation of Staff Conditions of Service
* Formulation and execution of Performance Appraisal Scheme
• Reviewed and monitoring of credit control policy
Formulated and implemented finance and accounting policy for the company
* Prepared financial and management reports
* Oversaw the management of payroll
* Prepared and monitored business plan and budget
* Maintained and kept books of accounts
* Performed bank reconciliations and secured cheque books
* Reviewed and enforced credit control policy
* Ascertained compliance to tax and other regulatory regimes
* Checking and validating data of a new finance/payroll package
* Reconciling purchases / sales ledgers of old software to the new accounting system
* Producing finance reports which reports meet legal and management needs
* Providing advice on policy formulation
* Monitoring the administration of payroll
* Undertaking forensic and internal audit
* Performing tax and compliance audit
* Prepared monthly, quarterly and annual Accounts
* Prepared budget and evaluate implementation
* Maintained fixed assets register
* Submitted monthly MIS report to headquarters
* Reconciled purchases and sales ledgers
* Circulated product analysis report for product managers
* Administered payroll for staff and management
* In-charge of Head Office cash and maintain checks over all cashiers
* Ensured that treasury functions were done satisfactorily
* Ensured that all books of accounts were properly kept
* Provided effective leadership for the finance and accounts department
* Ensured that adequate staffing levels are maintained for finance & accounts department
* Provided logistics support to personnel in finance department
* Ensured that adequate tax files were kept and tax returns filed on time
* Maintained rigorous check on other compliance issues
* Treasury management
* Tax accounting and Internal auditing
* Consolidated budgets from all functional areas and monitor progress
* Assisted in payroll administration
* Provided a comprehensive corporate plan for the company
* Monitored and evaluated attainment of corporate objectives
* Assisted in disseminating total quality management philosophy in ECG
* Assessed the compliance levels of total quality management
Thesis pending
Second lower grade