Timothy Simukonde

As a FINOPS Analyst duties include:

• Transaction Reconciliation:
• Bank Reconciliation: Comparing a company's bank statements with its internal accounting records to ensure that all transactions are accounted for, including deposits, withdrawals, and fees. Any discrepancies are investigated and resolved.
• Account Reconciliation: Verifying and reconciling various financial accounts, such as accounts receivable, accounts payable, and general ledger accounts, to ensure that they match corresponding records.
• Data Analysis: Analyzing financial data to identify trends, anomalies, or errors that could affect accuracy of financial statements.
• KYC Uploading of merchant KYC to gateway platform for legal to approve
• Following up with Legal for timely approval of KYC to ensure merchants are settled on time
• Coordinating with various team members to get any additional information required for rejected merchant KYCs so that this can be successfully approved.
• Settlement Setting up of Merchants on Tingg 6 for settlement to allow for auto settlement files to run
• Sharing and populating Statement of Accounts with finance team where necessary and following up for payments to ensure timeous and accurate settlements of all merchants
• Sharing of SOA and POPs to merchants after payments have been done.
• Supporting Automation: Collaborate with Instore and Core team platforms on any automation initiatives required from a UI perspective to support auto settlement
• Account Management: Continuously liase with merchants to identify and mage any issues that may arise to ensure customer delight
• I am first point of contact for any Ops issues that may arise.
• Attend to tickets raised by SD and ensure closure within 24hours Liase with banks and merchants to ensure transaction reconciliations are done and status on CPG changed within 24 hours.
• Float Management: Consistently monitor float: Airtime, ZESCO and Bank to Wallet and advise team for top ups
• Liase with bank partners to receive POPs for funding on time to facilitate float funding
• Follow up with MNOs for float allocation
• Reporting: Timeous postings for float prefunds and consumption on NetSuite to allow for month end closing
• Any other duties as may be assigned to me from time to time.
• Identified operational efficiency opportunities to support long-term growth plans.
• Analyzed data sets using CPG and Tingg6 and other quantitative and statistical modeling technologies and tools to effectively meet company analysis and reporting requirements.
• Communicated findings and insights to senior management to establish best practices and guide analysis into action and results.
• Evaluated methods and made appropriate changes to increase productivity and decrease turnaround time to accomplish desired output.
• Recommended process improvements to continually identify, analyze and fix constraints and challenges.

• Works with Business teams to ensure that practical solutions are appropriately tested in line with user requirements
• Arrears management: daily late repayment and arrears reports review, assessment and weekly planning of arrears collection to guarantee efficient use of resources with AMs
• Attended personnel meetings and training sessions to improve skills and learn new policies and procedures.
• Helped meet changing demands by recommending improvements to business systems or procedures.
• Supported creation of detailed, technical financial models to value potential acquisition targets.
• Generated reports detailing findings and recommendations.
• Reviewing company debtor list
• Contacting customers and informing them of their overdue bills
• Advising customers on their payment options and suggesting methods of payments
• Negotiating suitable payment plans
• Maintaining customer payment records
• Preparing customer financial statements for banks and state credit department
• Identifying geographic areas for growth and areas where improvements in cost/efficiency are possible in short or medium term
• Preparing and implementation of weekly action plans
• Policy formulation Business consultation
• Design and implement strategic business plans that expand company’s customer base and ensure its strong presence
• Identify markets and market shifts while being fully aware of new products and competition status
• Build and promote strong lasting customer relationships by partnering with them as well as understanding needs
• Perform any other tasks that may require management attention including problem resolution
• Managed over 20 customer calls per day and Increased sales by 10%.

• Maintaining sales data of primary and secondary market
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Planning and Forecasting.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
• Facilitated presentation and recommendation of services by optimizing client relationships.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Researched current economic trends and investment opportunities to stay abreast of financial markets.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.

• Worked closely with research and innovation team to identify and recommend enhancements and new requirements to various systems within ministry of health HQ
• Streamlining and successfully implemented functional solutions according to user specifications
• Updating databases
• Participate in preparation and implementation of special surveys and assessments
• Helped in completion of progress reports (weekly and monthly).
• Developed effective improvement plans in alignment with goals and specifications.
• Collected, arranged, and input information into database system.
• Evaluated customer needs and feedback to drive product and service improvements.
• Maintained database systems to track and analyze operational data.
• Developed and updated tracking spreadsheets for process monitoring and reporting.
• Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
• Conducted regular reviews of operations and identified areas for improvement.
• Ensuring appropriate planning, Monitory and evaluation, Policy making and implementation, monitoring and evaluation, provide strategic direction and technical leadership for all health-related activities under Ministry of Health
• Gathered critical information from meetings with various stakeholders and produced useful reports