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Customer Service Accounting

Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates
May 12, 2020

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David Okello

Dubai, UAE


Accounting & Finance Professional

Career Highlights

Dynamic and enterprising Banking, Finance, and Accounting professional with overall 15 years of experience across diverse business functions in the commercial sector. Proven expertise in analyzing financial data, developing financial reports, handling all accounting activities and managing financial health of the organization. Highly skilled at increasing productivity through detailed financial analysis, while supporting executive decision-making. Excellent proficiencies in bookkeeping, accounts payable/receivable processing and credit management. Adept at creating effective channel of communication with vendors and setting up new client accounts. Proven ability to handle forex transactions, manage and balance cash, and develop and update accounting, finance, and management procedures and policies. Seeking a senior managerial position with a reputed organization to utilize acquired skills and expertise in reducing financial risk to the company and maintaining a positive image of the company while achieving bottom-line results.

Skill Set

• General Accounting • Vault and Custodial duties • Vendor Negotiations

• Finance Management • Internal Controls • Effective Communication

• Corporate Finance • Financial Reporting • Plan, Organize and prioritize work

• Budgeting and Forecasting • Petty Cash and Bank Reconciliation • Decision Making and

• Teller and Cash Management • Cash flow Management • Problem solving

• Excellent customer Service • Financial and Variance Analysis • Team Building & Leadership

Professional Experience

CCTV/Control Room Operator (June 2019 to date), INSEAD The Business School for the World

G4S Secure Solutions LLC, Abu Dhabi, UAE

Key Responsibilities:

• Serving with a team of 4 members for ensuring security and safety of staff and students at INSEAD; accountable for safe keeping and issuance of master keys, carrying out stringent checks on all aspects of CCTV cover.

• Maintain control center equipment, watch multiple monitors at once, make note of any unusual occurrences and interact with law enforcement officers.

• Control ingress/egress inside and outside the facility; monitor the movement of staff and students while making safety a priority in the organization.

CCTV/Control Room Operator (Jun 2015 to 2019),

G4S Secure Solutions LLC, Abu Dhabi, UAE

Key Responsibilities:

• Lead a team of 4 members for ensuring security and safety of occupants at Zone B, Marina Square; accountable for safe keeping and issuance of master keys, carrying out stringent checks on all aspects of CCTV cover.

• Maintain control center equipment, watch multiple monitors at once, make note of any unusual occurrences and interact with law enforcement officers.

• Control ingress/egress inside and outside the facility; monitor the movement of residents and staff while making safety a priority in the organization.

Finance and Administration Officer (Jun 2013 - May 2015)

Concord Logistics Uganda Limited, Kampala, Uganda

Key Achievements:

• Successfully drew and setup the Chart of Accounts for the company in QuickBooks and developed 2 financial reports during the tenure with the company

• Spearheaded stocktaking and accurately updated inventory in QuickBooks for 2 years

Key Responsibilities:

Accounting and Finance:

• Led the finance team with control of the company’s accounting and finance function to optimize the company’s financial performance and strategic position.

• Maintained the company’s books of accounts, recorded journal entries, posted transactions to the ledger and entered rectification and adjustment entries, supervised monthly, quarterly and yearly closing of books of accounts.

• Analyzed costs, pricing, variable contributions, sales results and the company’s actual performance compared to the business plans for maintaining the financial health of the organization.

AR / AP Management

• Monitored the accounts payable (AP) to process vendor payments, processed vendor invoices, maintained records and filed acknowledgments from external entities on receipt of payment intimation.

• Communicated credit limits to customers as per the credit policy of the company, monitored accounts receivable and accounts payable and expedited processing of AR and AP accounts within acceptable deadlines.

Payroll Accounting

• Administered the payroll, calculated salaries based on attendance (leave pay, deductions, allowances, interest on loan etc.), prepared monthly salary sheets and issued salary slips to employees on payment due dates.

• Generated and filed payroll reports for management review; updated new hires and terminations in the payroll system; recommended the modification in payroll policies and procedures.

Financial Reporting

• Performed a variety of financial analyses to determine present and forecasted financial health of the company; presented potential scenarios and outcomes to the senior management team, assisting in financial decision-making.

• Developed quarterly and annual financial statements, daily performance reports; coordinated with the procurement officer to prepare special reports by studying variances.

• Compiled and filed VAT and other statutory tax returns by studying regulations and ensuring adherence to requirements; calculated quarterly estimated tax payments and collated data for quarterly annual tax filings.

• Analyzed financial performance against key business metrics and documented pertinent financial highlights that will enable management to determine progress against budget; provided financial advice by studying operational issues.

Client Relationship Manager (Apr 2011 – May 2012)

Nation Media Group, Kampala, Uganda

Key Responsibilities:

• Built positive and productive relationships with clients for business growth; developed strategic business plans in order to meet sales and revenue goals.

• Scheduled regular meetings and discussions with clients to strengthen the relationships; understood their requirements and customized existing business programs to meet their needs.

• Addressed customer inquiries in a timely manner while providing accurate and appropriate information to customers, and maintained updated records of the same.

• Built and maintained excellent business relations with the existing customer-base through follow-up calls, obtained new customer contacts and supported business development objectives.

• Recommended changes to existing business processes and methods to increase the efficiency, accuracy, and effectiveness of the customer service division.

• Gathered feedback from customers, analyzed data collected and implemented process changes to exceed customer satisfaction goals.

Stanbic Bank Uganda Limited, Kampala Uganda, Sept 2003- October 2010 (07 Years 1 Month)

Customer Consultant (Apr 2007- 2010)

Key Responsibilities

• Work closely with Front Office to facilitate the collection of KYC and other relevant documents in accordance with the prevailing account opening procedures and local regulations.

• To ensure evidence of each client’s identity and other relevant documents are received in order before account opening.

• Review and approve KYC for new client on-boarding for standard sensitive accounts (i.e. non high risk clients)

• Conduct KYC review on existing clients through periodic review.

• Ensure all client files are stored and maintained accordingly (electronically and in paper format).

• Support Front Office queries related to client on boarding and client due diligence process.

• Abide with operational risk procedures and escalate to seniors where necessary

• Assess personal loan applications and capture into bank system for approval by credit department

• Computing overtime allowance to be forwarded to Head office for approval

• Resolving staff concerns and forwarding others to regional Managers for due consideration

• Attending to the mailing system at the Service Centre

• Open accounts, including savings and current/cheque accounts

• Maintain customer records by updating account information.

Customer Service Consultant (Aug 2005 – Apr 2007)

Stanbic bank Uganda Limited, Kampala Uganda

Key Responsibilities:

• Attracts potential customers by answering product and service questions; suggesting information about other products and services.

• Control and issue ATM cards as per bank set procedure.

• Print pin mailers as per bank set procedures

• Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.

Teller/Cashier (Sep 2003 - Aug 2005)

Stanbic Bank Uganda Limited

Key Responsibilities:

• Processed routine account transactions.

• Help customers fill out deposit and withdrawal slips.

• Disburse money to customers.

• Attend to forex transactions

• Validate the deposit slip and stamp it by machine.

• Check for photo identification, and signature verification. Balance cash at end of day as per bank procedures


• BSc (Hons) Accounting & Finance, Kyambogo University, Kampala, Uganda (Jun 2013), CGPA 4.2

• Diploma in Banking and Financial Services, The Uganda Institute of Banking & Financial Services, Uganda (Feb 2008)

Professional Development


• Certified Public Accountant (CPA), Part Qualified, Mar 2013

• Certified in Advanced Excel, NADIA Training Institute, Abu Dhabi, Jun 2018

• Certified in Tally ERP9 6.4.3, NADIA Training Institute, Abu Dhabi, Jun 2018

• Certified in QuickBooks 2016, NADIA Training Institute, Abu Dhabi, Jun 2018

• Certified in UAE VAT, NADIA Training Institute, Abu Dhabi, May 2018


• SAP FICO (Basic Implementation and End-User), SABJ Consultants, Ajman Free Zone, Dubai, UAE. June 2016


• Member of Institute of Certified Public Accountants of Uganda (ICPAU)

Personal Details

• Nationality: Ugandan

• Date of Birth: 05 May, 1978

• Marital Status: Unmarried

• Hobbies and Interests: Dancing, Travelling, Reading, Movies, Listening to Music

• Languages: English and Luo

• Visa Status: Employment

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