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Finance Professional

Lagos, Lagos, Nigeria
June 30, 2019

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* ******** ******, *** ****** Road, Itire Surulere, Lagos.



Confident and teamwork-oriented Financial/Investment Banking Analyst, specializing in informative and persuasive professional presentation.Bachelor’s in Economics and several other related certifications from Corporate Finance Institute, Coursera and Udemy. Extensive experience with advanced Excel Skills with ongoing CFA.


Performed equity research report of companies in the banking industry.

Utilized the DuPont to value company based on ROE.

Made recommendation on which stock to by/sell as part of the a long/short investment strategy.

Entered financial statements into excel and performed historical analysis of key ratios.

Build a forecast based on input from consensus estimates and internal opinions of the businesses.

Advanced Business Intelligence involving business and financial analytic, developing sales pitches proposal writing, inbound and outbound marketing,differentiation, new product and business development

Used Bloomberg and Excel extensively.


Accounting with expertise in accounting principles, standards and technique. Averaging, budgeting, cost analysis, quantitative and financial data processing.

Analytical skill with dexterity in capital budgeting, private equity, security trading, analysing data,estimation, financial analysis and planning, forecasting, restructuring, risk analysis, valuation and value chain analysis.

Technology with expertise in financial modelling and engineering, Microsoft suite and SQL.

Excellent Communicator with advanced knowledge in financial concepts and advising, interpersonal, leadership,relationship,project and performance management, negotiation and persuasion with outstanding business development skills.


Senior Financial/Investment Analyst

Independent Consultant (Genesix)

05/2018 - Present


Reviewed all forms of Asset Valuation (BPO, Appraisal & Reconciled Market Value) for strategic market plans in determining Recommended List Price.

Negotiated contract terms with brokers and buyers to achieve net sale proceeds above 90%.

Facilitated equity and option trades upon client's request.

Provided accurate financial information on fixed income, equity, option, and mutual fund products.

Educated clients and prospective clients of the financial industry workings.

Maintained up-to-date information on reorganizations, IPO's, margin policies, option expiration for clients.

Collected, analysed, and managed quantitative data and created meaningful reports to lead business improvement and 40% cost reduction.

Conducted company valuations with discounted cash flow analysis, key financial ratios and revenues forecasting.

Built several extensive financial models.

Recommended, developed and implemented policies and programmes that guide the organisation in maintaining and improving its competitive position and profitability.

Led a department and provided guidance to a team of 8 members.

Finance Manager

Regcharles Finance and Capital

03/2015 - 09/2018


Identified and Implemented cost reductions that realized N6 million by streamlining packaging and reducing manufacturing inefficiencies.

Achieved 99.9% in out-of-stocks (manufacturing of inventory) which helped to avoid supply interruptions.

Inventory Management- maximize profitability by preparing ROI analyses.

Budgeted, forecast and reported results at period closings.

Increased billing efficiency by 40% by formulating & implementing new billing procedures and internal controls.

Managed a 6-person FP&A team responsible for monthly close process, monthly management reporting and variance analysis; pricing administration,policy and process.

Led negotiations with business partners to develop financial forecasts based on driver analysis of initiatives, long-term vision and strategic plans.

Created and maintained company's financial statements and reports.

Implemented new processes in account reconciliation between business and client resulting in an increase in the accuracy of financial reports.

Investment/Financial Analyst

MTX Energy Resources

03/2013 - 09/2015


Maintained and monitored the fund and equity investments, including inflow, outflows, valuations, risk ratings, performance analysis and record maintenance.

Prepare weekly reports and led presentations for training new staff.

Reduced the material cost of 15% in my first year.

Analysed Revenue, Gross Margin and profitability.

Provided strategic forecast support.


Bachelor’s in Economics

Caritas University, Enugu.

02/2007 - 08/2011

List Courses With Certificates

Course Title


SQL (Data mining and analysis


Financial Modelling


Business metrics for Data- Driven companies

Duke University

Financial Evaluation and strategy

University of Lllinois

Business modelling


Financial Market

Yale University

Corporate Finance

IESE Business School

Advance Microsoft Excel

Duke University

Strategic Management

Copenhagen Business School

Project Management, Principles and Practice

University of California


Technical Skills

Mathematics, Business, Finance and Economics.

Financial Modelling, Advanced in EXcel Manipulations, Cost Accounting, Corporate Finance knowledge, Data validation Techniques, Budgeting, Risk Management, Asset Management, Data Visualisation, Spreadsheets, Process Improvement, Project Management, Trending Analysis, Business Performance Analysis and Microsoft Office ( Excel, Powerpoint, Word etc).

Soft Skills

Verbal and Written Communications, Negotiation and persuasion, Marketing, Teamwork, Leadership, Strategic and Analytical Thinking, Planning, Public Speaking and Presentation, Problem-Solving, Professionalism, Time Management, Accuracy, Interpersonal Skills.


Chartered Finance Institute 2016

Chartered Financial Analyst CFA (On Going)

Corporate Finance Institute 2016 - 2019

Understanding Financial Statement

Financial Modelling and Business Valuation

Advanced Excel Skills

Corporate Finance

Financial Accounting

Fix Income

Investment Banking


Evaluation of oil and gas asset farm-in opportunities.

Maturation of LPG distributorship.

Evaluation of estate development investment opportunities in Lekki axis Lagos.

Equity investment opportunities in Nigeria stock market (NSE).


Nationality: Nigeria

State of Origin: Imo

Sex: Male


Available on request

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