Versatile professional adept in financial analysis, audit support, account reconciliations and collections. Proficient in preparing financial statements, monitoring controls and completing closings. Highly detail-oriented, proactive, and diligent.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Assistant Finance Manager
Copperbelt Health Education Project
Kitwe
01.2019 - 12.2023
Prepared and analyzed financial statements to identify potential areas of cost savings.
Developed monthly management reports for review by senior leadership team.
Analyzed variances between actual results and budgeted amounts to determine root cause and corrective action plans.
Ensured compliance with applicable federal, state, local laws, regulations, rules, ordinances, and standards related to finance activities.
Facilitated the annual audit process by providing requested documentation in a timely manner to external auditors.
Participated in special projects related to finance operations as assigned by upper management.
Maintained accurate records of all financial transactions including billing information, invoices, payments received and made.
Assisted in preparing presentations for board meetings regarding financial performance indicators.
Managed accounting and management records by outlining improvement areas, advised on cost savings and confirmed that internal controls safeguarded company's assets.
Analyzed actual financial results vs budget to prepare variance reporting to functional groups.
Management Accountant
Copperbelt Health Education Project
Kitwe
01.2018 - 12.2018
Prepared, analyzed and interpreted monthly financial statements for management review.
Developed, maintained and updated accounting systems to ensure accuracy of financial information.
Reviewed and reconciled bank statements on a daily basis.
Monitored budget performance against actual results, identified discrepancies, and recommended corrective actions.
Assisted with the preparation of annual budgets and forecasts for management review.
Established internal control procedures to ensure compliance with GAAP standards.
Conducted variance analysis between forecasted results and actuals to explain fluctuations in revenues or expenses.
Provided support to purchasing department by analyzing vendor invoices for accuracy before payment processing.
Advised senior management on best practices regarding capital expenditures decisions.
Maintained fixed asset register ensuring accurate depreciation calculation.
Advised managers regarding financial implications and ramifications of specific decisions.
Project Accountant
Copperbelt Health Education Project
Kitwe
01.2015 - 12.2017
Managed and maintained project budgets, monitored expenses, and tracked financials.
Developed detailed reports to track budget variance from original estimates.
Conducted monthly reviews of all open projects to ensure accurate accounting records.
Prepared financial statements including balance sheets, income statements, cash flows, and other related documents.
Ensured compliance with applicable laws, regulations, policies, procedures, and standards relating to financial activities.
Created processes for tracking invoices from vendors and subcontractors associated with the project.
Coordinated audit activities performed by external auditors for various projects as needed.
Performed ad-hoc analysis as required to support decision making related to project budgets.
Developed tools for monitoring project performance against established benchmarks.
Reconciled general ledger accounts on a monthly basis.
Coordinated with vendors to ensure timely payments are made according to contractual terms.
Assisted in the preparation of tax returns related to projects when necessary.
Maintained project-related records, contracts and change orders.
Approved supplier invoices and overhead charges related to projects.
Compiled monthly, quarterly and yearly financial statements for year-end tax purposes.
Processed invoices and requested funding from local, state and federal funding agencies.
Collaborated with project personnel to set up records with contract status dates and project-specific contact information.
Communicated with project management and [Job title] to monitor job progress cost reporting.
Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
Maintained accurate accounts for cash, fixed assets and other transactions.
Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
Accounts Assistant
Copperbelt Health Education Project
Kitwe
02.2014 - 12.2014
Prepared and processed invoices, payments and bank deposits.
Assisted in accounts receivable, payable and general ledger activities.
Maintained accurate records of financial transactions.
Completed reconciliations of various accounts including petty cash, credit cards and bank accounts.
Generated monthly financial reports for management review.
Provided administrative support to the accounting department as required.
Ensured accuracy of data entry into accounting systems by verifying documents against source information.
Participated in month end closing process by preparing journal entries and accruals.
Assisted with payroll processing including employee time sheets, vacation and leave tracking and benefit deductions calculations.
Managed vendor relations through timely invoice payments and resolving any outstanding payment disputes.
Front Office Supervisor
Hostels Board of Zambia
Kitwe
01.2011 - 12.2014
Food and Beverage Supervisor
Southern Sun Hotel
Lusaka
07.2006 - 12.2010
Education
Bachelor of Arts - Accounting
Copperbelt University
Kitwe
Some College (No Degree) - Accounting
Zambia Institute of Chartered Accountancy
Lusaka
Finance And Accounting - finance and Accounting
University of Zambia
Lusaka
Some College (No Degree) - Hospitality Administration And Management
Hotel And Toursim Training Institute
Lusaka
Skills
Audit Coordination
Bank Reconciliation
Internal Controls
Variance Analysis
Cash Flow Management
Cost accounting
Strategic Planning
Compliance Monitoring
Budget monitoring
Proposal Development
Budget Control
General ledger accounting
Financial Statements
Certification
Member of Zambia Institute of Certified Accountant
Certified in Grants Management
certified in Quick Books Management.
Timeline
Assistant Finance Manager
Copperbelt Health Education Project
01.2019 - 12.2023
Management Accountant
Copperbelt Health Education Project
01.2018 - 12.2018
Project Accountant
Copperbelt Health Education Project
01.2015 - 12.2017
Accounts Assistant
Copperbelt Health Education Project
02.2014 - 12.2014
Front Office Supervisor
Hostels Board of Zambia
01.2011 - 12.2014
Food and Beverage Supervisor
Southern Sun Hotel
07.2006 - 12.2010
Bachelor of Arts - Accounting
Copperbelt University
Some College (No Degree) - Accounting
Zambia Institute of Chartered Accountancy
Finance And Accounting - finance and Accounting
University of Zambia
Some College (No Degree) - Hospitality Administration And Management
Hotel And Toursim Training Institute
Similar Profiles
Pathias MwelaPathias Mwela
Grants & Compliance Specialist at John Snow Health ZambiaGrants & Compliance Specialist at John Snow Health Zambia
Project Manager at Project Management Capstone: Acme Health Innovations Marketing Application Development Project. Courtesy Coursera IBM IT Project Manager Professional Certificate CourseProject Manager at Project Management Capstone: Acme Health Innovations Marketing Application Development Project. Courtesy Coursera IBM IT Project Manager Professional Certificate Course