Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Personal Information
References
Hobbies and Interests
Timeline
Generic

Jeff Katawa

Lusaka

Summary

Jeff Katawa is a results-oriented finance professional with a proven track record of 13 years in a finance environment across different sectors. Jeff brings a wealth of expertise to drive financial excellence and strategic decision-making. A holder of prestigious qualifications, including the Association of Certified Chartered Accountants (ACCA) and the National Accounting Technician (NATECH) certification. As a Fellow of the Zambia Institute of Chartered Accountants, Jeff combines a strong investment background with a keen understanding of market dynamics, evidenced by the Certificate in Introduction to Investments issued by the esteemed Chartered Institute of Securities and Investments (CISI).

Overview

15
15
years of professional experience

Work History

HEAD- FINANCE AND OPERATIONS

SAMPA AUTOMOTIVE ZAMBIA LIMITED
01.2023 - Current
  • Lead and manage the finance team, overseeing all financial operations and ensuring compliance with regulations.
  • Self-motivated, with a strong sense of personal responsibility.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.

FINANCE MANAGER

IZWE LOANS
08.2021 - 09.2022
  • Directed all financial activities of the company, overseeing budgeting, financial planning, and reporting processes to ensure the achievement of strategic goals.
  • Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
  • Ensured compliance with tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
  • Mentored junior finance staff, fostering professional development and strong team dynamics.

HEAD OF OEPRATIONS

MADISON ASSET MANAGEMENT CO LIMITED
04.2019 - 08.2021
  • Developed and implemented operational strategies, policies, and procedures to optimize processes and enhance overall productivity.
  • Collaborated with executive leadership on strategic planning initiatives to drive business growth.
  • Implemented data-driven decision-making processes, leveraging analytics to optimize operations.
  • Streamlined operational processes by identifying inefficiencies and implementing best practices.
  • Increased customer satisfaction by actively addressing concerns and ensuring timely resolutions.
  • Developed comprehensive training programs for staff, enhancing team performance and skill sets.

FINANCE MANAGER

MADISON ASSET MANAGEMENT CO LIMITED
09.2013 - 04.2019
  • Developed comprehensive financial reports for executive decision-making support.
  • Conducted comprehensive risk assessments to safeguard assets and ensure regulatory compliance.
  • Developed strategic plans for day-to-day financial operations.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Mentored junior finance staff, fostering professional development and strong team dynamics.

FUNDS FINANCE ANALYSIS AND POLICY OFFICER

MINET(FORMERLY AON)
12.2011 - 09.2013
  • Preparation of quarterly Pension Scheme Financial Statements.
  • Assessed potential risks associated with policy proposals, offering alternative solutions when needed.
  • Conducted regular reviews of existing policies, identifying areas for improvement or revision as necessary.

ASSISTANT ACCOUNTANT

MADISON ASSET MANAGEMENT CO LIMITED
09.2009 - 12.2011
  • Maintaining daily cash positions and monitory expenditure ensuring adherence to budgets.

Education

Introduction to Investments and Securities -

Chartered Institute For Securities And Investments
UK
12.2016

Association of Certified Chartered Accountants - Chartered Accountant

Zambia Center For Accountancy Studies
Lusaka, Zambia
06.2010

Introduction to Investments and Securities -

Zambia College of Pensions And Insurance Trust (ZCPIT)
Lusaka
01.2010

National Technician Certificate- NATECH -

Zambia Centre For Accountancy Studies, Lusaka
Lusaka
12.2007

Skills

  • Financial Acumen
  • Financial management and analysis
  • Strategic Thinking
  • Analytical Skills
  • Teamwork and Collaboration
  • Problem-Solving
  • Friendly, Positive Attitude
  • Attention to Detail
  • Dependable and Responsible

Accomplishments

  • Employee of the year- 2018 and 2019
  • Built strong relationships with key stakeholders, including clients, regulators, and industry peers, to drive business growth and maintain a competitive edge.
  • Prepared and presented comprehensive financial reports to the board of directors, offering insights into performance, market trends, and risk assessment.
  • Led and directed all aspects of operations.

Languages

English
Nyanja
Bemba

Personal Information

Title: CHARTERED ACCOUNTANT

References

  • Ken Simwaba, Altus Financial Service, Lusaka, 0976872708
  • Brian C Chintu, Longhorn Associates, 0977704373
  • Mercedes Mwansa, Zesco, Lusaka, 0977319967

Hobbies and Interests

  • Reading
  • Sports

Timeline

HEAD- FINANCE AND OPERATIONS

SAMPA AUTOMOTIVE ZAMBIA LIMITED
01.2023 - Current

FINANCE MANAGER

IZWE LOANS
08.2021 - 09.2022

HEAD OF OEPRATIONS

MADISON ASSET MANAGEMENT CO LIMITED
04.2019 - 08.2021

FINANCE MANAGER

MADISON ASSET MANAGEMENT CO LIMITED
09.2013 - 04.2019

FUNDS FINANCE ANALYSIS AND POLICY OFFICER

MINET(FORMERLY AON)
12.2011 - 09.2013

ASSISTANT ACCOUNTANT

MADISON ASSET MANAGEMENT CO LIMITED
09.2009 - 12.2011

Introduction to Investments and Securities -

Chartered Institute For Securities And Investments

Association of Certified Chartered Accountants - Chartered Accountant

Zambia Center For Accountancy Studies

Introduction to Investments and Securities -

Zambia College of Pensions And Insurance Trust (ZCPIT)

National Technician Certificate- NATECH -

Zambia Centre For Accountancy Studies, Lusaka
Jeff Katawa