Financial Analyst Accountant
Resume:
OLUGBILE ADEKUNLE AJANI
* ***** *****, ***********, *****
************@*****.***
CAREER SUMMARY
A self motivated, ambitious, honest, goal driven, creative, customer centred and professional individual with keen interest in contributing my quota where ever I find myself. I am very passionate on building an outstanding and enviable career in the financial services industry.
A business oriented individual with sound analytical skills, a fast learner and a good team player. I will be bringing my industry knowledge, analytic skills, business and entrepreneurial spirit, self- drive and self-confidence to the table. I am very confident of adding immense value to the stakeholders and being a tangible asset to the organization.
PERSONAL INFORMATION
Date of Birth 6th of October 1977 State of Origin Ogun State Sex Male
Language Spoken English and Yoruba Nationality Nigerian Marital Status Married
EDUCATIONAL QUALIFICATIONS
Feb. 2010 - December, 2012
Obafemi Awolowo University Ile-Ife, Osun State
Masters of Business Administration (Account and Finance)
Jan. 2000 - July, 2005
Federal University of Agriculture, Abeokuta
BSc Forestry Resources Management, Second Class Upper Division
PROFESSIONAL QUALIFICATIONS
Institutes of Chartered Accountant of Nigeria (ICAN)
Associate Chartered Accountant, ACA
Sept. 2008 - March, 2012
Chartered Institute of Stockbrokers (CIS)
Associate Member, ACS
OTHER CREDENTIALS
Level II Candidate Certified Financial Analyst Institute (CFA)
Microfinance (MSME) Certified Professional Chartered Institute of Bankers of Nigeria (CIBN)
Professional Certificate in Corporate Treasury Management --- New York Institute of Finance
Professional Certificate in Financial Engineering and Risk Management I -Columbia University, USA
Professional Certificate in Sustainable Finance - One UN Climate Change Learning Partnership (UNCC)
Professional Certificate in Private Equity and Venture Capital Bocconi University, Milan, Italy
Full member of Institute of Strategic Management, Nigeria (MSM)
Graduate Member of Nigeria Institute of Management (NIM)
Accredited Sponsored Individual of Securities and Exchange Commission (SEC)
Authorized Dealing Clerk of the Nigerian Stock Exchange (NSE)
Authorized Dealing Clerk of National Association of Securities Dealers (NASD) Exchange
EXPERIENCE
Managing Director \ Securities Africa Financial Ltd Aug 2017 – Aug, 2020
Securities Africa Financial Ltd, a member of Altree Capital (a Multinational Institutional Investment Company with Head Office in Bermuda), with Offices in the major Financial Centres of the World and a very strong presence in South Africa.
Responsibilities;
Responsible for overseeing the development and efficient design and implementation of corporate strategies that drive significant revenue growth and improve profitability of the company
Ensures the efficient management and growing the company’s business through setting of strategic priorities, direction, implementing the corporate vision, mission, while preserving the company’s core values
Ensures efficient and effective internal control system and robust compliance to mitigate operational, regulatory and other business risk.
Leads the accomplishment of financial objectives; commission income, investment income and other incomes and cost saving approach
Prepares and presents critical corporate performance updates ( financial, strategic etc ) to the Company Board
Manages existing and drive the prospective client for business growth and profitability
Reporting to the Board and maintains relationship with the Board of Directors and external Stakeholders
Ensures adequate management of company staff and other assets of the company
Ensuring clients engagement and much more mutual business relationships
Responsible for strategic trades execution for institutional and foreign clients
Ensure that company’s financial assets has better returns within its risk appetite
Head Trade Execution & Portfolio Management\ Securities Africa Financial Ltd March 2016 – July, 2017
Head Trade Execution & Portfolio management of Securities Africa Financial Ltd, a member of Altree Capital (a Multinational Institutional Investment Company with Head Office in Bermuda), with Offices in the major Financial Centres of the World and a very strong presence in South Africa.
Responsible for day to day oversight of the trading desk and other related functions.
Responsible for sourcing block trades from broker colleagues to fulfill clients mandate
Responsible for strategic trades execution for institutional and foreign clients
Responsible for providing leadership and direction for the trading team
Responsible for clients investment advisory, suitable for their needs and objectives
Responsible for liaising between the company and The Nigerian Stock Exchange and handling the process of receiving approval for jobs in which we act as Stockbrokers to the issue
With research team, responsible for discretionary portfolio management of institutional clients and high net worth individuals
Providing market summary of daily major activities in the market
Securities Trading United Capital Securities Ltd (formerly UBA Stockbrokers)
Jan 2012 – Feb, 2016
Trade Equities daily with clients interest at the heart of all transactions
Work closely with the research team to ensure that clients are properly advised
Work closely with Investment Management team to ensure proper management of clients orders
Responsible for the proprietary trading and portfolio management of the company’s investment, HNI & Institutional clients
Advising clients on Equities and Bonds investments
Dividend Tracking for Prompt Payment
Retail Bond Trading on X- Gen Trading Platform
Ability to Use Bloomberg Application Tool for decision Makings
Ability to manage different financial asset classes, such as cash, equity, bond, T-bills
Also, involved in Successful Capital raising activities for the top companies in different sectors of the economy, ranges from Hospitality, Financial Services and Conglomerates.
Valuation Skills
Determined equities intrinsic value using financial ratios\fundamental analysis and valuation models ( Dividend Discounted, Free Cash Flow to Firm & Equity, Price Multiples & Residual)
Ability to value fixed income instruments using spot rate, forward rate & others
Ability to use technical analysis tools such as Bollinger Band, Smooth Moving Averages, Stochastic and Relative Strength Index to determine appropriate time of entry and exit into the stock market.
Merger and Acquisition Valuations
Alternative investment valuations, such as REITs
Financial Analysis
Business Valuation
Strategic Analysis
E- Banking Operations United Bank for Africa Plc July 2007 Dec 2011
Internet Banking (U-direct)
Enrollment /Creation of both individual & corporate users on Internet banking
Modification of users profile on internet banking application
Facilitate enhancement of U-direct users interface to be more customer friendly & to ease users navigation
Efficient support and resolution of issues on internet banking LMT which has been a huge source of revenue to the bank on daily basis
Worked closely with IT risk control to achieve 2nd level authentication factor (entrust) on U-direct in compliance with CBN regulations
Headed the online banking mass enrollment project for all the staff in Nigeria ( over 10 thousands) within 3 weeks in 2011
Ensured periodic improvement of internet banking process in line with the feedback received from customers and our market research agents
Facilitated Incorporation of Quick teller, NIBSS faster payment, NEFT interbank transfer and loading of prepaid card via internet on U-direct so as to make its usage more robust
Accessed authentication/challenge response questions unlocked
Mobile Banking (U-mobile)
Liaised with bank’s technical partner (e-transact) to ensuring efficient mobile banking service delivery to our valued customers
Enhancement of U-mobile processes & procedures with the feedback from the customers to achieve compelling mobile banking service delivery
Downloading of the U-mobile application into various devices such as iphone, ipad
Data capture & modification based on authentic customer mandate verification
Provided needed capacity building for the RSTM on mobile banking supports to increase mobile banking penetration ratio
ATM Support
Configured ATMs on uptime monitoring tool ( Gasper)
Profiled custodians to receive faults notification alert on phone via sms
Generated ATM uptime performance report using Gasper
Driven& acted as primary contact for all ATM related faults, incidents and request.
HOBBIES
Reading, skills acquisitions and watching quality football
REFEREES
To be provided on request
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