Lloyd Halubili
Lusaka
Summary
Goal driven financial consultant and chartered accountant, with advanced skills in financial analysis, financial statement reviews, auditing, budgeting and forecasting.
Extensive expertise developing and implementing financial plans and delivering strategic advice.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Financial Consultant
Independent Consultant
01.2019 - 01.2024
- Prepared educational literature & exam resources for ZICA's Corporate Finance and Strategic Financial Management modules
- Adjunct course instructor on Association of Chartered Certified Accountants (ACCA) and University of Lusaka (UNILUS) degree programs in financial reporting, management accounting and financial management - utilizing e-learning software tools including Moodle, Zoom, and Google Meet
- Localised treasury management module for Zambia Institute of Bankers(ZIB) advanced diploma programme as a short-term consultant
- Organized a research dissemination forum for the Institute for Finance and Economics (IFE) Zambia on the research project - Lifting the Veil of Secrecy: Perspectives on International Taxation and Capital Flight from Africa
- Arranged with IFE and regional start-ups an E-commerce Expo and Conference in Lusaka.
Financial Management Expert
World Bank /Ministry of Finance
01.2016 - 01.2018
- Prepared and attended to two annuals audits of statutory financial statements, management accounts, monthly payroll and tax returns for Zambia Institute of Purchasing & Supply (ZIPS)
- Managed the financial management capacity building of the ZIPS Education Project
- Developed strategic plan for ZIPS In consultation with stakeholders to attain financial sustainability
- Prepared ZIPS's financial and accounting policy & procedures manual and annual budgets
- Created the ZIPS membership data base in pastel, prepared fixed asset register
- Conducted capacity building of subordinate staff including usage of pastel accounting & payroll packages, statutory compliance and banking platforms.
Financial Consultant
Millennium Challenge Account (MCA) Zambia, Zambia Institute of Bankers (ZIB)
01.2013 - 01.2016
- Conducted Due Diligence and evaluated the financial capacity of project contractors & consultants bidding for MCA Zambia's US$350 million funded water supply and sanitation infrastructure project.
Independent Consultant
Profin Group, Deal Bridge, Nova Capital
01.2013 - 01.2015
- Working remotely, created network of prospective customers for these wealth management & Investment banking firms specializing in international investments.
Chief Financial Officer
Agora Microfinance
01.2011 - 01.2013
- Managed the finance and administration departments including a head of accounts, an administration officer and assistant, branch accountants and cashiers
- Developed and implemented the financial objectives and strategies in the company's five year strategic business plan
- Supervised preparation of annual budgets and monthly budgetary control reports
- Managed capital structure and funding from institutions such as Deutsche Bank and Microvest
- Managed the preparation of management, quarterly board and BOZ reports, and annual financial statements
- Developed treasury policy to manage liquidity, interest rate, currency and credit risk.
Director of Finance
LWSC
01.2007 - 01.2011
- Managed the strategic performance of the finance division of a water utility, LWSC
- Developed financial strategies to finance annual & long-term budgets and collaborated in formulating the company's five year strategic business plan
- Supervised preparation of budgets and managed company performance against budget targets
- Managed stakeholder relationships with the unions (salary negotiations), government, banks and donors
- Advised the Managing Director and company board on financial policies and objectives
- Supervised the preparation of management reports, quarterly board reports and annual financial statements
- Utilised Pastel Accounting Package, and managed financial planning models for water infrastructure projects & loans
- Assisted in setting up branches as profit centres
- Managed business development including developing project proposals & sourcing of project finance for network expansions
- Reviewed the company's human resource strategy, job profiles, grading, performance appraisal system and remuneration scales
- Managed the performance of a 25 person team including Chief Accountant, Financial Planning Manager, Management Accountant and Stores Manager
- Developed and implemented divisional training plans
- Improved company profitability by developing and implementing cost containment strategies
- Managed the revision and consolidation of financial and budgeting policies, procedures and guidelines to enhance company performance and attain IS0 certification.
Chief Accountant
LWSC
01.1996 - 01.2005
- Performed various corporate accounting functions including Y2K compliance
- Prepared Financial Statements - Managed Treasury and Expenditure
- Managed Tax Compliance & prepared executive management company payroll using Dove Payroll
- Supervised five accountants - Approved Payment Requisitions and Journal Vouchers
- Reduced monthly closing of financials to 15 days
- Prepared monthly departmental reports - Extensively utilized International Accounting Standards, Pastel Accounting Package (including participation in upgrades) and Microsoft Windows Suite
- Participated in the preparation of the project proposal for a USD 33million world bank funded project.
Audit Services Manager
LWSC
01.1996 - 01.2004
- Developed and reviewed compliance with commercial, purchasing and finance company procedures
- Compiled departmental reports for presentation to the Finance Committee of Board
- Reviewed Management Reports and Financial Statements
- Managed performance of audit department with staff complement of two auditors and three Inspectors, formulated & implemented annual audit plans
- Carried out risk assessments and value based audits and investigations, audits of expenditure and donor funded water infrastructure projects
- Coded & approved journal vouchers, prepared management accounts & treasury reports, maintained ledger accounts, prepared Cash flows and carried out bank reconciliations
- Maintained company fixed assets register, Prepared company budgets and control.
Education
Google Data Analytics Professional Certification -
Google
01.2023
MBA - Business Administration And Management
University of Alabama
Birmingham, Alabama11.2007
Master of Arts - Accounting And Finance
Association of Chartered Certified Accountants
London, UK12.1999
Bachelor of Arts - Accountancy
Copperbelt University
Lusaka, Zambia10.1994
Skills
- Data Visualization and Communication with Tableau, Python & SQL
- Google Worksheets, Big Query & Looker
- Data Analytics & Financial Modelling
- Corporate Finance & Strategic Management
- Financial Planning, Group Accounts
- Financial Risk Manager
- Micropay payroll software
- Sage Pastel Accounting
- Process Improvement
- Microsoft Excel
- Stock market expertise
- Critical Thinking
- Team building & Self Motivation
Hobbies and Interests
- Football
- Chess
- Data Science
- Swimming
- Music
Certification
- Association of Chartered Certified Accountants (ACCA)
- Google Data Analytics Professional Certification
Languages
English
Native language
French
Beginner
A1
Timeline
Financial Consultant
Independent Consultant
01.2019 - 01.2024
Financial Management Expert
World Bank /Ministry of Finance
01.2016 - 01.2018
Financial Consultant
Millennium Challenge Account (MCA) Zambia, Zambia Institute of Bankers (ZIB)
01.2013 - 01.2016
Independent Consultant
Profin Group, Deal Bridge, Nova Capital
01.2013 - 01.2015
Chief Financial Officer
Agora Microfinance
01.2011 - 01.2013
Director of Finance
LWSC
01.2007 - 01.2011
Chief Accountant
LWSC
01.1996 - 01.2005
Audit Services Manager
LWSC
01.1996 - 01.2004
Google Data Analytics Professional Certification -
Google
MBA - Business Administration And Management
University of Alabama
Master of Arts - Accounting And Finance
Association of Chartered Certified Accountants
Bachelor of Arts - Accountancy
Copperbelt University
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