HELLEN LUNGU
Summary
Accomplished finance professional with a proven track record at Zambia Institute of Chartered Accountants, adept in bank reconciliation and payroll management. Demonstrates exceptional attention to detail and a strong ability to improve financial processes, ensuring accuracy and compliance. Excelled in enhancing operational efficiency and financial integrity through expert management of accounts and audits.
Overview
7
7
years of professional experience
Work History
Assistant Accountant
Zambia Institute of Chartered Accountants
01.2024 - Current
- Accurate and timely processing of the payroll, and ensuring compliance with payroll regulations and tax laws..
- Payments to vendors..
- Preparation of daily and weekly cash flow statements.
- Preparation of weekly and monthly income and expenditure statements.
- Payments and Recoveries of Staff Salary Advances.
- Carrying out bank reconciliation for all ZICA accounts.
- Submitting to ZRA, PAYE, NAPSA.
- Participating in both the external and internal audits.
- Accounting documents as requested and providing explanations for audit queries.
- Assist in the preparation of the Trial Balance and financial statements.
- Assist in Preparation of Monthly management Reports
- Ensuring full documentation of the payment vouchers before Payments are made.
- Maintaining records of documents such as cash books, bank statements and payment Vouchers.
Accounts Assistant
Zambia Institute of Chartered Accountants
04.2023 - 12.2023
- Data Capturing.
- Timely receipt and banking of revenue to ensure accountability and safety of financial resources..
- Review invoices for coding accuracy and approval
- Maintaining of cash books and preparation of receipts.
- Managing the Institute's cash transactions, including withdrawals and deposits.
- Manage and maintain accurate financial records for clients, ensuring that all financial transactions are fully recorded.
- Preparation of monthly bank reconciliation statements to ensure accuracy of cash records.
- Petty Cash Reconciliation
Senior Loan Consultant
GS Cash Advance
11.2021 - 03.2023
- Assess Clients financial needs and provide guidance on suitable loan products
- Oversee the loan application process from initial consultation to loan approval
- Collect and verify necessary documentation from clients (e.g., income statements, credit reports)
- Conduct thorough analyses of clients’ creditworthiness and financial history
- Risk Management
- Maintain accurate and organized records for all loan transactions
- Collaborate with underwriting teams to facilitate the loan approval process
- Provide necessary information and clarification to underwriters as needed
- Manage conflicts or discrepancies related to loan applications
Loan Consultant
GS Cash Advance
03.2020 - 11.2021
- Vault management.
- Bank deposits and withdraws.
- Identifying and responding to client needs in good time to ensure client satisfaction and retention.
- Client Visitation to evaluate their needs and promote company products and services.
- Assessing client’s affordability.
- Loan Disbursements.
Bank Teller
First National Bank (FNB)
Livingstone
01.2018 - 07.2020
- Cash deposits and withdraws, cheques deposits and encashment and bank transfers
- Forex transactions, safe deposits, account closures, account statements and referrals
- Due diligence
- Customer queries and ascertaining their need and redirecting them to the right branch personnel were necessary
- Maintaining Teller limits of cash at hand and depositing excess cash with the Head Teller
- End of day bank reconciliation
- Cross-selling of bank products to walk-in customers such as bank accounts, new products and promotions and making referrals were necessary
Education
CA Advisory Level -
Zambia Institute of Chartered Accountants (ZICA)
01.2022
CA-Application Advanced Diploma -
Zambia Institute of Chartered Accountants – ZICA
01.2022
Bachelor Of Education -
University of Zambia (UNZA)
01.2017
Diploma Banking and Finance -
Zambia Institute of Banking and Financia Services (ZIBFS)
01.2017
Skills
- Journal entries
- Debt collection
- GL reconciliation
- Data inputting
- Accounts payable management
- MS office
- Statement reconciliation
- AP and AR processing
- Bank reconciliation
- Internal controls
- Data entry
- Attention to detail
- Expense tracking
- Payroll management and disbursement
- Payment processing
References
- Mr. Joe Nsokolo, Management Accountant, Zambia Institute of Chartered Accountants, +260 977 522 227, jnsokolo@zica.co.zm, Lusaka
- Mr. Suzyo Kateya, Branch Manager, GS Cash Advance, +260 977 778 928, suzyokateya@gmail.com, Kabwe
- Mr. Anxious Chileshe, Head of Administration, PKF Chartered Accountants, +260 975 352 710, achileshe@zm.pkf.com, Livingstone
Personal Information
Title: Assistant Accountant
Timeline
Assistant Accountant
Zambia Institute of Chartered Accountants
01.2024 - Current
Accounts Assistant
Zambia Institute of Chartered Accountants
04.2023 - 12.2023
Senior Loan Consultant
GS Cash Advance
11.2021 - 03.2023
Loan Consultant
GS Cash Advance
03.2020 - 11.2021
Bank Teller
First National Bank (FNB)
01.2018 - 07.2020
CA Advisory Level -
Zambia Institute of Chartered Accountants (ZICA)
CA-Application Advanced Diploma -
Zambia Institute of Chartered Accountants – ZICA
Bachelor Of Education -
University of Zambia (UNZA)
Diploma Banking and Finance -
Zambia Institute of Banking and Financia Services (ZIBFS)
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