Financial Analyst Customer Service

Patrick Onwujekwe, CFA

647-***-**** *******@*****.*** Brampton, ON

PROFESSIONAL SUMMARY

A goal-oriented investment professional with over 10 years of hands-on experience in audit, financial reporting and analysis, private equity, customer service, valuations, financial modeling, and financial due diligence. Highly qualified and well established in fast-paced and challenging environments.

WORK EXPERIENCE

Senior Investment Analyst Jul 2019 – Jul 2020

RisCura • Cape Town, South Africa

Provided investment advice and recommendations to clients, senior company officials, pension fund managers, fund of funds private equity managers, securities agents and associates.

Collected financial and investment information about companies, stocks, bonds and other investments.

Prepared company, industry and economic outlooks, analytical reports, and other correspondence.

Examined and analyzed financial and investment information (profiles of companies, stock or bond prices, yields and future trends)

Senior Associate, Financial Advisory Oct 2018 – May 2019

Deloitte & Touché • Lagos, Nigeria

Led a 3-person team to conduct a financial due diligence and issued a report that facilitated the privatization of a state-owned development finance institution in Nigeria.

Supervised the preparation and circulation of teasers and investment memorandum to potential investors for a previously family-owned beverage manufacturer in Nigeria seeking to sell out.

Prepared a financial model and completed the valuation to enable a bank secure external financing.

Project managed the financial advisory engagements I was assigned to ensure agreed timelines are adhered to by prioritizing assignments, providing timely feedback to the team.

Private Equity (PE) Investor Relations/Fund Admin Officer Mar 2014 – Sep 2018

African Capital Alliance (ACA) • Lagos, Nigeria.

Developed and maintained strong working relationships with local and international LPs (DFIs, Sovereign Wealth Funds, Fund of Funds, Pension Funds, HNIs etc.); auditors, tax consultants and staff members of other departments (Accountants, Investment Officers etc).

Communicated with and prepared required schedules for the use of tax consultants in the preparation of US investors’ Tax Compliance Schedules including PFIC Analysis, Schedule K1.

Accurately computed and dispatched Capital Calls and Distributions Notices and tracked receipt of payments from/to investors, including the computation of management fees and other Funds expenses.

Managed preparation and dissemination of Quarterly Portfolio Companies’ Reports to investors

Organized logistics and documented minutes of Investment Committee and Advisory Committee Meetings

Provided secretarial services and supervised the registration and administration of various related entities including Special Purpose Vehicles (SPVs.

Managed the preparation and dissemination of Quarterly Valuation and Portfolio Companies’ Reports to the managed Funds’ Limited Partners (LPs). Reduced timeline to issue reports by 33%.

Designed standard templates for accounts statements as required to respond to queries from LPs and their consultants/auditors

Provided regular updates of such internal reporting requirements as Funds Quarterly Cash Flow Forecast, current Distribution Waterfall and other ad-hoc schedules as requested by the fund managers

Audit Associate Sep 2010 – Dec 2013

KPMG Professional Services • Lagos, Nigeria.

Examined and analyzed journal/ledger entries, bank statements, inventories, expenditures, tax returns and other accounting and financial records and systems to ensure accuracy of financial records and compliance with established accounting standards, procedures and internal controls

Prepared reports on audit findings and made recommendations to improve companies’ internal controls as well as other accounting and management practices

Assisted clients with the preparation of IFRS-based Financial Statements and Management Accounts

EDUCATION

Economics and Statistics, Bachelor Mar 2004 – Nov 2007

University of Benin • Benin City, Nigeria.

Graduated magna cum laude

SKILLS

Good interpersonal skills and excellent customer service skills.

Focused and driven to achieve deadlines and targets as required, while multitasking

Ability to disseminate detailed concepts into understandable ideas in both written and verbal forms

Tech savvy, with ability to quickly learn and apply new software applications to the position

PROFESSIONAL CREDENTIALS

Chartered Financial Analyst (CFA) Designation Sep. 2017

Chartered Accountancy Designation (Nigeria ACA) Nov. 2016

HONOURS/AWARD

2007 (Academic) Best Graduating Student, Department of Economics (CGPA 4.46/5.00)

University of Benin, Benin City, Nigeria

2012 (Professional) KPMG Nigeria National Senior Partner Award for Excellence,

Audit Team Members, Heineken Consolidation in Nigeria

VOLUNTEER SERVICES (Sep 2019 to Aug 2020)

Volunteer Member, CFA Nigeria Society Membership Committee – Organized members’ local events in 2019 and assisted in preparing candidates for CFA Institute’s examinations by Dec. 2020.

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