Rodgers Chongo

• Issuing of financial Instruments (LC/ SBL/ BG)
• Completed trades on cross border trade business derivatives, there maximizing profits by 60%.
• Customer Relations/ Advisor - Managing approximately 25 -30 incoming calls and emails per day from customers.
• Corporate Finance/ Credit Ratings/AML
• Financial Investment advisor- Bonds/ Insurance
• Streamlined operations and prioritized tasks, allowing senior staff to increase revenue by 50%.
• Provided accurate financial forecasts for management, aiding in strategic decision making.
• Established strong relationships with banking partners, securing advantageous loan terms as needed during periods of expansion or uncertainty.
• Enhanced internal control systems and procedures to mitigate risk and support opportunities.
• Educated and worked with clients on ROI terms to find accurate solutions.
• Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.

• Consulted with clients to assess and meet short- and long-term financial goal
• Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans
• Explained advantages and disadvantages of available financial products to customers to maximize satisfaction
• Analyzed wills, insurance policies, and corporate contracts for potential financial risks and opportunities for improvement
• Grew assets under management through referrals and new business opportunities - thereby increasing revenue collections by 100%
• Promoted business to increase customer base and grow revenue
• Increased assets under management by offering investment and insurance solutions to clients
• Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments
• Advised customers on financial investment options and capital expenditures
• Facilitated client meetings with comprehensive investment strategy planning
• Planned and managed operations to achieve objectives within budgets
• Organized teams and resources to optimize timely deliverables
• Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs
• Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
• Supported successful project completion by meticulously reviewing and updating project plans to reflect changing needs and objectives.
• Conducted comprehensive market research to inform strategic planning, leading to more targeted and effective project initiatives.
• Increased client satisfaction by facilitating clear and consistent communication between project teams and stakeholders.
• Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.

• Produced financial reports and audit documentation to facilitate internal and external auditing
• Managed third-party vendors responsible for freight and utility payments to ensure timely and accurate payments, reduce late fees and eliminate duplicate payments
• Assisted with project and site-related objectives, including acquisition, operating financing, financial controls, systems integration and audits
• Oversaw investment portfolio analysis, file maintenance and inventory management
• Analyzed financial statements to provide strategic recommendations in support of business decisions
• Managed organizational cash flow and cash flow forecasting
• Prepared monthly financial reports and complied with reporting procedures
• Monitored and executed accounting functions for2 sites
• Communicated financial reporting and Management Report to shareholders
• Reviewed financial controls for internal disbursement processes to create streamlined and secure payment environment
• Managed and directed budgets, expenditures, accounting, financial reporting and Taxation
• Key Responsibilities
• Managed payroll data entry and processing for 500 employees to comply with predetermined company guidelines.
• Enhanced cash flow management with timely accounts receivable monitoring and collections efforts.
• Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
• Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.

Aided senior leadership during executive decision-making processes by generating financial and status update reports

• Calculated monthly, quarterly and yearly dividends and sent out dividend checks to shareholders
• Collected and assembled financial data to analyze costs on year-to-year basis relative to fiscal planning and budgeting activities
• Mitigated losses and verified protocol compliance through skilled preparation and administration of clear and effective yearly budgets.
• Secured invoices and other records to maintain organized and accurate records
• Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files
• Tracked income and expenses for business using accounting software
• Prepared weekly payroll for team of salaried and hourly employees
• Identified and resolved outstanding financial issues, resulting in increase in customer satisfaction ratings.
• Drove improvements to accounting oversight and efficient fiscal management by preparing and presenting quarterly P&L reports .
• Conducted financial analysis and Bank reconciliations/ CIT reconciliations and weighbridges operations.
• Trained four employees on established practices and accounting protocols to eliminate workflow snarls and tracking concerns.
• Trained 4 employees on established practices and accounting protocols to eliminate workflow snarls and tracking concerns.

• Developed, managed and maintained key company accounts
• Negotiated financial logistics for company projects and forecasted income and expenditure
• Performed various financial administration and internal audit tasks
• Prepared and presented financial reports, budgets and statements
• Reduced annual tax adjustments by25% through improved financial control
• Analyzed past company expenditures, profits and costs to make necessary adjustments and devise improvements
• Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances
• Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details
• Presented audit results to management teams, delivering information in non-technical terms for easy understanding
• Analyzed balance sheets for mistakes and inaccuracies
• Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results
• Oversaw full accounting cycle and prepared applicable financial statements
• Maintained accurate accounts for cash, fixed assets, inventory management and other transactions
• Key Responsibilities
• Improved cash flow management by closely monitoring receivables and payables, ensuring optimal liquidity.
• Compiled general ledger entries on short schedule with 100% accuracy.
• Identified past financial trends, performed risk management and predicted future outcomes and needs.
• Contributed to successful acquisition integration by assisting in due diligence and post-acquisition financial management tasks.

• Posting of transactions in general ledger accounts.
• Bank Reconciliations
• VAT computation/ PAYE and National Pension scheme returns
• Payroll preparations for 30 employees.
• Advance Accounts management/ petty cash.
• Filing and maintaining accounts records accurately and correctly
• Profit and Loss preparation accounts.
• Report presentation and daily sales activities/ banking
• Maintained clean and organized files by keeping accounts payable records up-to-date.
• Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
• Streamlined invoice processing for improved efficiency and timely payments to vendors.
• Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
• Implemented new accounting processes to decrease spending and work flow downtime.

Management Accounting