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Work Background
Group Chief Financial Officer
FINTECH - SMEGroup Chief Financial Officer
Oct. 2017Lusaka, Lusaka Province, Zambia
Finance General Ledger Controller
Barclays Bank ZambiaFinance General Ledger Controller
Jul. 2016 - Oct. 2017LusakaMy main duties are to support the Finance Director and Finance Manager by ensuring the integrity of the Barclays Bank Zambia general ledger and resultant financial statements. Monitoring the overall control environment of the account balance, including an understanding around the design of front to back controls. Ensuring that all substantiations for their area have been completed in accordance with the Policy by the reconciler and reviewers. Develop, document and implement AO&R procedures for accounts (or group of) as set out by the Policy. Ensure that for their business area all accounts have been reconciled / substantiated by the deadlines set. Ensuring that all control issues have been highlighted and communicated to the Owner. Ensure all roles have undergone appropriate training for the role. Ensure the Balance sheet review meeting is held as scheduled and maintain high quality inputs into the meeting Responsible for the completeness of the FD attestation which is submitted on a monthly basis and all follow up actions thereof
Retail Head of MI and Strategy
Barclays Bank ZambiRetail Head of MI and Strategy
Jan. 2011 - Jun. 2016Assist the Retail Director to manage the Retail function by analysing performance across the business and providing input and support into business planning and execution. Together with the in-country Retail Director, and Head of Retail Support, agree Balanced Scorecard items and frequency of updates required. Review reports prepared by the team and produce value-added analysis of Retail Balanced Scorecard performance, highlighting high and low performance to the Retail Director, along with recommended actions. Specify strategic MI requirements, and collect such MI in within the performance team. Consolidate and analyse MI, conduct trend analysis and draw up recommendations based on the findings. Communicate score card performance to the Retail Management Spearhead Retail strategy formulation and tracking of performance thereof To assist with the cascade of performance targets and results across Africa. To work with Finance to assess the impact of actions upon financial performance and to reconcile the financial and non-financial MI To assist in modeling information given various scenarios in order to assess likely outcomes To assist in detailed financial analysis to inform the completion of annual budgets and plans
Financial Control & MI performance Analyst
Barclays bank ZambiaFinancial Control & MI performance Analyst
Apr. 2007 - Aug. 2011• Compile MI for Retail Operational cost performance, comparing budget against actuals. Identify exceptions, investigate reasons for exceptions (above and below budget), and summarize results for review by the Head of Retail Support. Also feed back results to the branch managers on a monthly basis. • Retrieve weekly performance information from branches for sales campaigns, collate results and feed back to the Product Managers and the Head of Retail Support. • Compile MI for branch performance against sales targets, once again highlighting exceptions. • Compile information on all branch income reviewing budgets against actuals (including all income elements – NII, commissions, fees, interest income etc.) Conduct a trend analysis to determine which income elements can be grown, which are not growing to expectation etc. Create reports for the individual branches and the Head of Retail Support. • Retrieve branch balance sheets from SAP. Review the balance sheets for overall health of the branch and analyse to determine asset & liabilities growth, provisions etc. and highlight any key concerns. Feed back analysis to invidivual branch managers and the Head of Retail Support. • Review in detail, complete monthly income statements from branches, based on information retrieved from SAP. Analyse cost-to-income ratios, and measure against acceptable standards. Highlight any exceptions to invidivual branch managers and the Head of Retail Support. • Collect information on potential losses and write-offs from the Retail Operations Support, analyse trends to identify which branches or areas are of particular concern, and prepare summaries for the Head of Retail Support. • Financial statistics are collected from Finance at the head office. • Complete monthly overall financial performance summaries for inclusion in the Retail Director and Retail Management Committee review.
Assistant Management accountant - Nations and Regions
BBCAssistant Management accountant - Nations and Regions
Jan. 2002 - Dec. 2005London UKThe main duties of my role were book keeping for the accounts of direction under the supervision of the management accountant. This involves -Raising Sales and purchases orders It was my duty to raise purchase orders for my division and to ensure that they were in compliance with BBC and government regulations -Agreeing intercompany trading Agreeing the trading between different areas of the BBC and ensuring that any Mismatches are liaised and resolved on a timely basis ( by the month end ) - Making and releasing accruals - Reviewing agency spend Agency spend is reviewed on a monthly basis to ensure that all expenses are raised and are in accordance with the BBC regulations -Reporting on areas of spend as required It was my duty to run adhoc reports on the various cost areas according to my different user requirements and presentation specifications. -Cost Centre planning I was responsible for 6 cost centres and it was my duty to ensure the spend of these cost centres are in accordance with the budget and variations liaised and resolved . - Profit centre planning - Passing out information to the teams in the nations and England - Assist with the adhoc queries from the finance teams - Assist with the monthly consolidation The BBC is required by law to produce a number of monthly reports e.g. Independent Program suppliers against in-house Production quotas . It was my duty every month to consolidate and interpret these reports on a timely basis and report any Variations
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