David Innocent OSEGE P a g e * **

DAVID INNOCENT OSEGE

Strategic Manager Financial and Planning Analyst Accountant. FMVA, B.Com, Dip. Acc.

PERSONAL INFORMATION:

Gender: Male

Nationality: Ugandan

Address: Luthuli rise, Bugolobi, Kampala, Uganda, East Africa, Africa. E-mail: ad34lo@r.postjobfree.com

Telephone Number: +256-***-******.

CAREER STATEMENT:

Apart from contributing to the processes and strategies which enhance the standards of the organisation, I feel that my greatest strengths and ability are first to understand and meet the needs of the organisation, their partners and stakeholders. Secondly, having a clear understanding of the importance of confidentiality and thirdly being able to provide a stimulating, caring and consistent environment for the organisation in any means possible.

PROFESSIONAL EXPERIENCE:

YEAR: 01st December 2021 – Date

POSITION: FINANCE AND ACCOUNTING OFFICER

ORGANISATION: DEVELOPMENT MEASURES INTERNATIONAL LTD Duties:

• Strategically plan and allocate resources in alignment with the organization's Mission and Vision, ensuring optimal utilization of financial and operational assets to support organizational goals and objectives.

• Compile accurate and comprehensive financial statements, ensuring meticulous documentation and adherence to established accounting standards and regulations.

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• Verify the precision and compliance of financial documents with relevant laws and regulations, conducting thorough reviews and audits to maintain financial integrity and transparency.

• Hold meetings and develop strategic initiatives, fostering collaborative decision- making processes to support effective financial and operational planning.

• Conduct tax planning activities, ensuring compliance with tax regulations and optimizing tax management strategies to minimize tax liabilities and maximize financial efficiency.

• Manage and maintain organizational assets and asset registers, ensuring accurate and up-to-date records of all company assets for effective asset management and tracking.

• Prepare accounts and tax returns, ensuring timely and accurate submission in compliance with regulatory requirements and deadlines.

• Monitor spending and budgets, conducting regular assessments and analyses to track and control financial expenditures and maintain budgetary discipline.

• Conduct comprehensive audits and analyze financial performance, identifying key trends and areas for improvement to support informed decision-making and strategic planning.

• Conduct financial forecasting and risk analysis, evaluating potential financial risks and opportunities to facilitate proactive risk management and ensure financial stability.

• Provide strategic advice on cost reduction and profit maximization strategies, offering valuable insights and recommendations to optimize financial performance and business profitability.

• Compile and present detailed financial and budget reports, utilizing clear and concise presentations to communicate complex financial data to stakeholders and decision-makers.

• Ensure that financial statements and records comply with all applicable laws and regulations, maintaining strict adherence to legal requirements and industry standards.

• Maintain accurate and up-to-date account books and systems, implementing effective record-keeping practices to ensure the integrity and accessibility of financial data for reference and auditing purposes.

• Perform any other duties assigned by the Team Leader to support the efficient operation of financial and administrative processes. David Innocent OSEGE P a g e 3 11

YEAR: 01st September 2022 – 31st October 2023

POSITION: GRANT MANAGEMENT FINANCE AND ACCOUNTING OFFICER AND ACTING GRANT TEAM FINANCE LEAD

ORGANISATION: DEVELOPMENT MEASURES INTERNATIONAL LTD IN PARTNERSHIP WITH MINISTRY OF FOREIGN AFFAIRS OF THE NETHERLANDS

- SNV NETHERLANDS DEVELOPMENT ORGANISATION – CRAFT (CLIMATE RESILIENT AGRICULTURE FOR TOMORROW) PROJECT

Duties:

• Prepare and submit Quarterly Financial Reports in accordance with the SNV financial report format, adhering to the submission deadline of the 10th day of the following month after the end of the quarter.

• Compile and submit Monthly Financial Reports following the SNV financial report format, ensuring timely submission by the 5th day of the next month after the month-end.

• Submit all relevant financial supporting documents accompanying the financial reports to SNV/CRAFT for comprehensive documentation and auditing purposes.

• Develop and maintain quarterly financial forecasts, providing essential insights and projections to support effective financial planning and decision-making.

• Establish and manage a comprehensive fixed asset register, ensuring accurate recording and maintenance of fixed assets in line with established accounting standards and regulatory requirements.

• Coordinate the requisition of monthly bank statements from the bank, facilitating timely access to essential financial data for reconciliation and reporting purposes.

• Perform timely bank reconciliations within two weeks from the end of the reporting period, ensuring accuracy and consistency in financial records and transactions.

• Record and classify expenditures based on the approved grant budget, ensuring precise allocation and documentation of expenses for proper financial tracking and compliance.

• Maintain detailed records and custody of individual bonafide receipts and vouchers for all grant-related activities, ensuring transparency and accountability in financial transactions and expenditure.

• Design and manage payment requisition templates, streamlining the payment process and ensuring compliance with internal control procedures. David Innocent OSEGE P a g e 4 11

• Prepare payment vouchers and effect payments via bank transfers upon the approval of DMI management, ensuring adherence to established financial protocols and authorization procedures.

• Develop and oversee the implementation of time worksheets, ensuring timely completion by the end of each month to facilitate accurate and timely salary payments.

• Perform any other duties assigned by the Team Leader to support the efficient operation of financial and administrative processes. YEAR: 01st March 2022 – 31st August 2022

POSITION: FINANCE AND ACCOUNTING OFFICER

ORGANISATION: JAMES OK & PARTNERS

Duties:

• Compile accurate and comprehensive financial statements, ensuring meticulous documentation and adherence to established accounting standards and regulations.

• Verify the precision and compliance of financial documents with relevant laws and regulations, conducting thorough reviews and audits to maintain financial integrity and transparency.

• Prepare accounts and tax returns, ensuring timely and accurate submission in compliance with regulatory requirements and deadlines.

• Monitor spending and budgets, conducting regular assessments and analyses to track and control financial expenditures and maintain budgetary discipline.

• Conduct comprehensive audits and analyze financial performance, identifying key trends and areas for improvement to support informed decision-making and strategic planning.

• Conduct financial forecasting and risk analysis, evaluating potential financial risks and opportunities to facilitate proactive risk management and ensure financial stability.

• Provide strategic advice on cost reduction and profit maximization strategies, offering valuable insights and recommendations to optimize financial performance and business profitability.

• Compile and present detailed financial and budget reports, utilizing clear and concise presentations to communicate complex financial data to stakeholders and decision-makers.

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• Ensure that financial statements and records comply with all applicable laws and regulations, maintaining strict adherence to legal requirements and industry standards.

• Maintain accurate and up-to-date account books and systems, implementing effective record-keeping practices to ensure the integrity and accessibility of financial data for reference and auditing purposes. YEAR: 01st October 2021 – 06th June 2022

POSITION: CHAIRMAN FINANCE COMMITTEE

ORGANISATION: JAMES OK & PARTNERS

Duties:

• Collaborate with the team to develop and implement comprehensive financial and budget policies for the firm, ensuring compliance with industry standards and best practices.

• Identify and evaluate viable sources of finance for the firm, exploring diverse funding options to support business operations and expansion initiatives.

• Responsible for the approval of priority spending, prioritizing and allocating financial resources in alignment with strategic business objectives and financial goals.

• Review and approve budgets from various departmental heads, ensuring accuracy, feasibility, and adherence to financial guidelines and targets.

• Provide guidance and support to department heads on effective budget preparation methods, fostering a culture of financial responsibility and accountability across the organization.

• Collaborate with the Secretary to establish meeting agendas and schedule meeting dates, facilitating effective communication and coordination within the organization.

• Oversee the accurate and timely preparation of complete financial statements, ensuring the integrity and transparency of financial reporting in compliance with regulatory standards.

• Implement measures to safeguard the assets of the firm, developing and maintaining robust asset management strategies and protocols.

• Determine payment scales and methods in collaboration with the Human Resource team, ensuring equitable and competitive compensation structures that align with industry standards and support employee retention and motivation. David Innocent OSEGE P a g e 6 11

YEAR: 01st April 2020 – 28th February 2022

POSITION: AUDIT ASSOCIATE & FINANCE AND ACCOUNTING ASSISTANT ORGANISATION: JAMES OK & PARTNERS

Duties:

• Conduct audits of assigned entities and prepare detailed audit reports, highlighting key findings and recommendations for improved financial management and compliance.

• Assist the Accountant in the compilation of comprehensive financial reports for management, providing essential data for informed decision-making.

• Support the Accountant in the timely preparation and filing of tax returns, including Pay As You Earn (PAYE), Value Added Tax (VAT), and Income Tax, in accordance with Ugandan legislation.

• Serve as a liaison between the firm's clients and the Uganda Revenue Authority

(URA), ensuring effective communication and compliance with regulatory requirements.

• Collaborate with the Accountant in the development of the master budget to facilitate strategic business planning and financial forecasting.

• Assist in monthly bank reconciliations, ensuring accurate accounting of all cash movements and transactions in alignment with the cash book entries.

• Manage the Asset register, Accounts Receivable, and Accounts Payable accounts, maintaining accurate and up-to-date financial records.

• Monitor and manage the working capital to ensure the efficient and continuous operation of the business.

• Facilitate the issuance of E-receipts and E-invoices to clients using the EFRIS Web portal, ensuring compliance with digital invoicing and receipting requirements.

• Participate in weekly and quarterly meetings to contribute to policy reviews and strategic decision-making processes within the company.

• Handle petty cash operations and conduct daily reconciliations, ensuring meticulous record-keeping and adherence to financial control procedures.

• Prepare payment vouchers and maintain an organized filing system for important financial documents, ensuring secure storage and easy accessibility for reference and auditing purposes.

• Correspond with creditors to verify balances, ensuring accurate accounting and reconciliation of financial records.

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• Safeguard and maintain custody of accounting records and documents provided, ensuring the security and integrity of financial data.

• Manage client relationships and provide exemplary customer service, addressing inquiries and concerns effectively and professionally.

• Perform any other duties assigned by the Audit Partner to support the smooth operation of the audit and finance department and the organization as a whole. YEAR: 17th February 2020 – 20th March 2020

POSITION: AUDIT ASSOCIATE

ORGANISATION: TOTAL ENERGIES UGANDA IN PARTNERSHIP WITH JAMES OK & PARTNERS

Duties:

• The primary role was to Audit Total Uganda, Kisoro Service station and it entailed the following;

• Conduct comprehensive stocktaking at Total Uganda, Kisoro Service Station, encompassing a thorough inventory check of various items such as shop supplies, fuel, lubricants, tyres, accessories, batteries, low-pressure gas, and solar lights.

• Verify the status of the working capital at the service station, ensuring accurate accounting and management of financial resources.

• Perform fuel verification and stocktaking at the station, conducting water presence tests to ensure the integrity of fuel tanks and storage systems.

• Establish ledgers for debtors and validate debt balances, ensuring accurate recording and management of accounts receivable.

• Ensure compliance with established policies and standard operating procedures as directed by Total Uganda, conducting regular checks to confirm adherence to regulatory and operational guidelines.

• Review and verify salary schedules, confirming the appropriate remittance of Pay As You Earn (PAYE) and National Social Security Fund (NSSF) contributions as required by regulatory standards.

• Conduct pump readings and cross-check against daily sales to ensure accuracy and consistency in fuel transactions.

• Reconcile fuel cards, purchases, deposits, and bank transactions against the main product account of the station, ensuring the accuracy and integrity of financial records.

David Innocent OSEGE P a g e 8 11

• Collect and compile evidence, including photographs and documents, to validate information provided by the branch manager, ensuring the accuracy and reliability of reported data.

• Verify the arithmetic accuracy of account balances, cross-check expenses, and validate with source documents to ensure the accuracy and reliability of financial records.

• Generate a comprehensive cash flow sheet, tracking daily income against expenditures to monitor and manage the station's cash flow effectively.

• Prepare a detailed report outlining the findings and observations from the station audit, providing valuable insights and recommendations for further action and improvement.

YEAR: 04th June 2018 – 31st July 2018

POSITION: FINANCE AND ACCOUNTING TRAINEE

ORGANISATION: UGANDA CIVIL AVIATION AUTHORITY

Duties:

• Conduct regular reconciliation of accounts for the organization, ensuring accuracy and completeness in financial transactions.

• Post transactions into the SUNS 5 accounting system, maintaining an updated and comprehensive record of financial activities.

• Record and update accounts registers, facilitating efficient and organized accounting procedures.

• Reconcile utility bills, ensuring accurate billing and timely payment processing.

• Reference accounts documents accurately, enabling easy retrieval and verification of financial data.

• Prepare Cheque Payment Vouchers, ensuring adherence to established financial protocols and documentation standards.

• Generate and prepare Pay As You Earn (PAYE) schedules, ensuring compliance with tax regulations and timely submission of required documentation.

• Maintain an organized filing system for important financial documents, ensuring secure storage and easy accessibility for reference and audit purposes.

• Correspond with creditors to verify balances, conducting thorough investigations into any discrepancies between the organization's accounts and those of the creditors.

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• Handle photocopying, scanning, and printing of documents, ensuring the efficient management and organization of relevant paperwork. EDUCATIONAL BACKGROUND:

YEAR INSTITUTION AWARD

2022-Date Corporate Finance Institute (CFI) - Canada Financial Modelling and Valuation

Analysis (FMVA)

2020-Date Institute Of Certified Public Accountants of CPA (U) Uganda

2016-2019 Makerere University (Makerere University Bachelor of Business School Campus) Commerce (B.Com)

(Accounting)

2011-2013 Uganda College of Commerce, Pakwach Uganda Diploma in Business Studies

(Accounting)

CERTIFICATES:

• Introduction to Sustainable Finance, The United Nations (UN) Climate Change Learning Partnership (UN CC:Learn)

• Balancing the AFS in CaseWare, Caseware Africa

• Installation, registration and successful implementation of Caseware, Caseware Africa

• Certificate of Recognition for good performance from Makerere University Business School for being on the Dean’s list for Academic Year 2017/2018

• Certificate of Recognition for good performance from Makerere University Business School for being on the Dean’s list for Academic Year 2016/2017

• Member Accounting Students Association of Makerere University

• Certificate in Microsoft Office applications

• Life Member Uganda Red Cross Society

• Certificate of proficiency in Computer packages

David Innocent OSEGE P a g e 10 11

• Teacher training course on Sexual Reproductive Health, World Starts With Me

• Trainer of Trainers on Sexual Reproductive Health, World Starts With Me. SKILLS:

• Computer

skills

• Teamwork • Decision making • Hardworking

• Analytical

skills

• Confident • Driving (Possession of Class B Driving License since 2017)

• Resilience • Riding • Flexible and adaptable • Honest.

• Bank

reconciliation

• Budget

Management

• Financial Audit • Balance sheet

• Quick books • Financial

Analysis

• Business writing • Microsoft

Office

• Report

writing

• Accounting • Accounts receivable

and payables

management

• Grants

• Policies and

procedure

formulation

• Strategic

thinking and

management

• Negotiation • Project and

team

management

INTEREST AND HOBBIES:

LANGUAGES:

LANGUAGE DEGREE OF PROFICIENCY

English Excellent

Ateso Excellent

Luganda Fair.

• Humanitarian

work

• Conservation • Waste

management

• Charity • Reading

• Travelling and

Tourism

• Adventure • Connecting

with people

• Off-roading in

4X4’s.

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REFEREES:

1. Mr. Opolot John Martin,

Senior Monitoring and Evaluation

Specialist,

DevTech Systems Inc.,

2B Orange Close, Off Volta Street,

Abuja,

Nigeria.

ad34lo@r.postjobfree.com

+256-***-******.

2. Mr. Henry Roger Clegg,

Director,

Dive Logistics,

1st Floor, North Westgate House,

The High, Harlow England,

CM201YS, United Kingdom.

ad34lo@r.postjobfree.com

+44-753*-******.

3. Mr. Okello James,

Audit Practitioner,

James Ok and Partners,

P.o Box 12187,

Kampala,

Uganda.

ad34lo@r.postjobfree.com

+256-***-******.

Contact this candidate