CHARLIE KAPITO
LUSAKA
Summary
Adept at managing budgets, payroll, invoicing, and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Detail-oriented accountant with 8 years of experience effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of a financial team to manage diverse financial functions, tax management, and reporting. Works closely with executive management on complex mergers, acquisitions, and divestitures. Seasoned auditing professionals are knowledgeable about risk aversion strategies, cost reduction options, and financial processes. a decisive and persuasive communicator with proven problem-solving, leadership, and planning abilities. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure an accounting position. Ready to help the team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Senior Accountant
Agrizam Investments Limited
04.2023 - Current
- Streamlined the financial reporting process by implementing new accounting software and automating tasks.
- Reduced errors in financial statements through stringent review procedures and regular reconciliation of accounts.
- Managed quarterly and annual tax filings for the company, ensuring timely submissions and compliance with regulations.
- Spearheaded a team of junior accountants, providing mentorship and guidance to improve efficiency and accuracy in their work.
- Analyzed financial statement discrepancies, identified issues, and recommended corrective actions to prevent future occurrences.
- Maintained accurate depreciation schedules for fixed assets, coordinating with asset managers for timely recording of acquisitions or disposals.
- Strengthened internal controls by reviewing processes, identifying gaps, and proposing improvements to safeguard against fraud or mismanagement of funds.
- Optimized month-end closing procedures by streamlining workflow processes, reducing time taken from 10 days to 5 days without compromising accuracy or detail level achieved.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Updated general ledger with the latest entries.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Oversaw accounting team in servicing diverse clients.
- Researched technical tax issues to define tax effect or impact of certain tax positions.
- Trained new employees on accounting principles and company procedures.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Provided journal entries and performed accounting on accrual basis.
Audit Senior
HSA Chartered Accountants
01.2019 - 04.2023
- Head of the Audit team and supervising all audit team members
- Assigning audit, tax and consultancy work to the team members
- Preparation, planning, execution, reviewing and completion of audit assignments
- Accountancy review and reporting
- Tax computations, reviews and filings
- Enhanced audit efficiency by streamlining processes and implementing risk-based audit approaches.
- Reduced financial discrepancies by conducting thorough internal audits and identifying areas for improvement.
- Increased overall reliability of financial statements by performing detailed reviews of account reconciliations and supporting documentation.
- Mitigated risks associated with fraud by designing and executing specialized audit tests targeting high-risk areas.
- Strengthened internal controls by evaluating the effectiveness of existing policies and recommending improvements where necessary.
- Managed multiple engagements simultaneously, prioritizing tasks effectively to meet client deadlines consistently.
- Developed strong relationships with clients, addressing concerns promptly and providing timely updates on progress throughout the engagement process.
- Assisted in the preparation of audit reports, presenting findings clearly and concisely to senior management for review.
- Stayed current on industry trends and accounting standards changes, ensuring that all audit activities adhered to applicable guidelines at all times.
- Mentored new hires within the department, offering guidance on day-to-day responsibilities as well as long-term career development opportunities within the field of auditing.
- Leveraged knowledge gained from attending professional conferences to identify emerging risks impacting businesses'' operations.
- Assisted in developing and implementing new audit methodologies, raising the department''s standards for quality.
- Prepared working papers, reports and supporting documentation for audit findings.
- Completed audit papers by thoroughly documenting audit tests and findings.
- Identified management control weaknesses and provided value added suggestions for remediation.
- Consulted clients on internal control systems development and audit program improvements.
- Interviewed business owners to understand needs and explain audit scope.
- Trained new employees on accounting principles and company procedures.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Maintained integrity of general ledger and chart of accounts.
Senior Audit Assistant
HSA Chartered Accountants
01.2017 - 12.2019
- Preparation of audit plans
- Supervise team members
- Lead an Audit team
- Manage an Audit or any other assignments
- Review work performed by members under my supervision
- Preparation of Accounts
- Preparation of the Management Letter.
- Participated actively in professional development opportunities to stay current with industry trends and best practices in auditing techniques.
- Assisted in the preparation of comprehensive audit reports, clearly outlining key findings and recommendations for client action.
- Performed auditing work in accordance with rigorous auditing standards and principles.
- Performed extensive assessments of assets, liabilities and equity to verify accuracy in financial reports.
- Identified various risks and errors to propose corrective action to decision makers.
- Worked audit engagements for industries in engineering, manufacturing, non-profit and human resources.
- Analyzed trends in financial data to investigate fluctuations.
- Drafted findings and recommendations into detailed reports.
- Prepared balance sheets.
- Prepared year-end journal entries to prepare for annual audit.
- Performed standardized tests to check processes and adequacy of internal control structure.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
Audit Assistant
HSA Chartered Accountants
04.2016 - 12.2016
- Reporting to the Assistant Auditor
- Carry out all audit assignments as stipulated in the audit programme
- Carry out all accounting work as assigned by the Assistant Auditor
- Carry out all the tax related issues for the firm's clients as assigned by the Assistant Auditor
- Perform all the assigned with due care and skill
- Perform all the assigned tasks in accordance with the International Standards
- Perform all the assigned tasks to the expected quality of service
- Perform all the assigned tasks within the stipulated timeframe
- Not to disclose any information of the clients
- To have courtesy with the clients at all times
- To abide by all professional ethics and set guidelines by the firms at all times.
- Maintained a strong understanding of applicable accounting standards, keeping abreast of updates and changes as they occurred.
- Supported senior auditors in the preparation of detailed reports for management, outlining key findings and areas for improvement.
- Conducted efficient audits by utilizing various software tools to analyze financial data quickly and accurately.
- Demonstrated professionalism in all interactions with clients, maintaining confidentiality and adhering to ethical standards at all times.
- Participated in continuing education opportunities to enhance skills and stay current on industry best practices related to auditing techniques and methodologies.
- Reviewed general ledger transactions to identify errors or irregular entries.
- Completed audits in accordance with regulations and procedures.
- Performed auditing work in accordance with rigorous auditing standards and principles.
Intern
HSA Chartered Accountants
01.2016 - 03.2016
- Performed an audit for Young Men Christian Association under supervision
- Audited Midlands Milling (2011) Limited with little supervision, where I was in charge of the audit and reported directly to my supervisor
- After the audit I prepared the accounts to conclusion with the Supervisor and Managing Partner.
- Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Conducted research for various projects, leading to well-informed decisions and successful outcomes.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Actively participated in team meetings, offering insightful suggestions that led to innovative problem-solving strategies.
Accountant
J.K Musonda And Company
01.2015
- Data entry into books of entry
- Preparation of Cash books
- Preparation of bank reconciliations.
Postman
Zampost
01.2013
- Delivery of physical mail to respective receivers
- Sorting of mail.
Education
Grade 10-12
Chudleigh House School
Lusaka, Zambia12.2010
Grade 8-9
Matero Boys Secondary School
Lusaka, Zambia12.2007
Grade 7
Don Gordon Primary School
01.2005
Skills
- Advanced Computer Skills with heavy Technical know how in Microsoft Office, Pastel Accounting and Payroll, Dove Pay and Zoho Accounting
- Tax Return Filing
- Data Inputting
- Bookkeeping
- Tax Preparation
- Financial Analysis
- Statutory Reporting
- Calculating Liabilities
- Payroll Administration
- Cash Flow Analysis
- Funds Management
- Financial Reporting
- Auditing
- Accounts Payable
- Payroll Processing
- Financial Statements
- Management Accounting
- Partnership Accounting
- Tax Law Understanding
- General Ledger Accounting
- Bank Reconciliation
- Financial Management
- Internal Controls
- Invoice Balancing
- Auditing Procedures
- Superior Attention to Detail
- Accounting and Bookkeeping
- Accounts Payable and Receivable
- Cloud Accounting
Languages
Tonga
Elementary
Nyanja
Limited Working
Bamba
Limited Working
Shona
Limited Working
personal information
- NRC Number: 193396/10/1
- Date of Birth: 16/03/1993
- Gender: MALE
- Nationality: Zambian
full audits
- Young Men Christian Association (YMCA)
- Midlands Milling (2011) Limited
- Denver Logistics Limited
- Midlands Breweries Limited
- Plant Agrichem Services Limited
- Capazomaninteco Project
- Grandview International Limited
- Damark Investments Limited
- Reliance Technology Limited
- Newtech Business Solutions
- Paintech Zambia Limited
- Ulendo Taxi Limited
- ECARESA Project (School of Veterinary Science, University of Zambia)
- Trahesa Project (School of Veterinary Science, University of Zambia)
- Climate Smart (School of Agricultural Science, University of Zambia)
full accountancy
- Zambia Cooperative Fund (ZCF)
- Quality Cartering Equipment Limited
- Insulated Systems Limited
references
- Mr. T.S Nawa, Zambia Postal Services, Main Post Office, LUSAKA, Lusaka, 34575, 095-5-999829
- Mr. D. Shamatanga, J.K. Musonda and Company, Box 34575, LUSAKA, Lusaka, 34575, 0977773829
- John Mwila, Road Development Agency, Road Development Agency, Lusaka, Lusaka, 0761367940, 0761367940
contact - phone
- 0953887108
- 0978888428
hobbies and interests
- Reading financial magazines and newspapers
- Watching Soccer
- Playing Soccer
- Exercising
- Visiting new places
training
- 2016, 07/14/16, International Standards on Auditing (ISAs), Radisson Blu Hotel, Lusaka
- 2016, 10/28/16, The Practitioners Forum, Accountants Park, Lusaka
Timeline
Senior Accountant
Agrizam Investments Limited
04.2023 - Current
Audit Senior
HSA Chartered Accountants
01.2019 - 04.2023
Senior Audit Assistant
HSA Chartered Accountants
01.2017 - 12.2019
Audit Assistant
HSA Chartered Accountants
04.2016 - 12.2016
Intern
HSA Chartered Accountants
01.2016 - 03.2016
Accountant
J.K Musonda And Company
01.2015
Postman
Zampost
01.2013
Grade 10-12
Chudleigh House School
Grade 8-9
Matero Boys Secondary School
Grade 7
Don Gordon Primary School
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