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Manager Financial Analyst

Location:
Halifax, NS, Canada
Posted:
July 13, 2020

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Adedeji Mufutau

Halifax, NS 902-***-**** adejzg@r.postjobfree.com

https://www.linkedin.com/in/adedeji-mufutau-bsc-mba-ma-csc-llqp-cifian-46149646 Financial Services Securities & Investments Financial Analysis Accomplished and versatile professional with over 19 years’ experience in the financial industry and the proven ability to drive year-over-year corporate growth. Highly skilled at analyzing complex investment products, identifying optimal asset allocation strategies, and developing strategic recommendations for clients that meet specific goals. Motivated self- starter able to expand firm client base, increase annual revenues, and establish effective business development strategies to accomplish rigorous goals.

Banking Operations

Investment Analysis

Complex Securities (OTC)

Mutual Funds

Leadership

Finance & Variance Analysis

GAAP Accounting

Hedge Funds & Investor Relations

Client Relationship Management

Budgeting & Forecasting

Complex Problem Solving

Critical Analysis

PROFESSIONAL EXPERIENCE

PFSL Investments Canada, LTD / Primerica 2019 - Present Financial Advisor Dartmouth, NS

Foster achievement of client goals by understanding individual situations and needs, analyzing complex investments, identifying ideal allocation strategies, and presenting solutions to clients for implementation.

Evaluate and articulate value of securities, insurance policies, financial products, and impact on existing portfolio given current or hypothetical market conditions.

Expand corporate revenues by engaging with prospective clients, growing client base through targeted networking strategies, and acquiring additional assets to hold under management.

Protect client assets and hedge against risk by conducting due diligence and valuation activities to steer informed decision-making.

Aided clients in improving net worth by devising strategies to consolidate and eliminate personal debts. HGS, Canada 2019

Customer Relations Associate Dartmouth, NS

Resolved client issues by identifying optimal and efficient financial solutions, de-escalating situations, and delivering prompt service for enhanced satisfaction rates.

Secured 97% client satisfaction rate over 12-month period and consistently exceeded retail sales targets by average of 20% each quarter.

PFSL Investments Canada, LTD / Primerica 2018 - 2019 Independent Representative Dartmouth, NS

Drove year-over-year corporate growth by educating clients on complexities and differences of various investment products, and recommending prime solutions to meet specific client goals.

Obtained total compliance with internal, industry, and federal regulations by establishing risk management controls and conducting due diligence for all client recommendations.

Surpassed expected sales targets as one of primary sales representatives that catalyzed client base growth by 50% within three-month period.

GT Bank Investment One Financial Services 2018

Financial and Investment Analyst Lagos, Nigeria

Advanced client financial performance by conducting field audits, comprehensive reviews for all tax audits and financial statements, and resolved discrepancies while securing total regulatory compliance.

Controlled all accounting and high-level financial operations including account close, reporting, reconciliations, tax issue assistance, complex business transactions, debt restructuring, bankruptcy, and financial due diligence.

Streamlined internal operations by aligning all accounting functions with GAAP standards. Adedeji Mufutau

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Conducted comprehensive analysis and investment calculations; prepared financial and regulatory reports to inform Boards of Directors of data findings and guide strategic planning.

Attained portfolio targets by proactively monitoring market performance and implementing fixes where needed.

Partnered with C-Suite executives to analyze and consolidate over 10 I.T. systems into one for enhanced functionality; consolidation project captured significant cost savings and streamlined operations.

Ideated business plan emphasizing recycling, which lowered operational costs by 25%, increased revenues by 30%, and lowered production costs by 25%; program broke even three years sooner than projected.

Navigated company through total reorganization and exceeded new partner development goals by 20%, which realized 50% increase in profits.

Solution BDC LTD 2014 - 2018

General Manager, Business Development Lagos, Nigeria

Generated 30% increase in client acquisition rates and 25% client base growth by analyzing complex investment products, interfacing with investors and hedge fund managers, implementing efficient pricing strategies, and delivering exceptional service to all clients.

Enriched corporate culture and bolstered employee satisfaction rates by 30%; drove continuous process improvements by conducting perpetual analysis to identify strategies for peak efficiency.

Catalyzed 30% increase in working capital within six months, which positioned company for sustainable growth.

Reimagined business development strategy and grew sales force by 25%, which fostered $350M profit increase.

Recognized by senior leadership for exceptional performance; received two promotions to senior-level manager within 12 months.

Additional Experience

General Manager of Operations (2011 - 2014) Javic Bureau DC LTD - Lagos, Nigeria Head of Banking Operations (2007 - 2009) Oceanic Bank International, PLC - Lagos, Nigeria Head of Operation & Branch Service Manager (2005 - 2007) Platinum Habib Bank, LTD - Lagos, Nigeria Transaction Processing Officer & Investment Analyst (2005) Platinum Bank, LTD - Lagos, Nigeria Cash Officer (2004) Platinum Bank, LTD - Lagos, Nigeria Funds Transfer & Teller (2001 - 2003) Platinum Bank, LTD - Lagos, Nigeria Audit Assistant (2000 - 2001) KPMG - Lagos, Nigeria EDUCATION & CREDENTIALS

Master of Business Administration in Business & Finance Obafemi Awolowo University, Osun State, Nigeria

Bachelor of Science in Statistics

University of Ibadan, Oyo State, Nigeria

Certifications

Chartered Financial Analyst (CFA) - Enrolled, 2019 LLQP - 2019

Canadian Securities Course (CSC) - 2019

Financial Modelling and Valuation, Corporate Finance Institute - 2018 Accounting and Financial Management (Micro Masters), University System of Maryland - 2017



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