Curriculum Vitae – Richard Boateng Page *

Richard Boateng

E-mail: adwl35@r.postjobfree.com

Mobile: 024*-******

NARRATIVE RESUME

Richard Boateng is a results-driven Financial Analyst with 10 years of experience in leading financial management and forecasting, auditing, financial risk assessment, budgeting and managing financial projects. My financial and business analysis reports have informed and influenced key business decisions, while my proactive capital budgeting solutions opened new capital expenditure opportunities. Additionally, I have strategized and implemented cost-saving measures to improve operational performance, with a 40% decrease in paperwork and a 50% increase in efficiency. I have a solid track record in collaborating with cross-functional teams and delivering projects on-time and within budget. SKILLS AND COMPETENCIES

· Solid understanding of GAAP, budgeting, and forecasting

· Proven risk management and auditing abilities

· Detail-oriented with a focus on accuracy and quality

· In-depth understanding of financial regulations and procedures

· Ability to effectively interpret and present complex financial data

· High proficiency in spreadsheet and database software

· Proficiency in QuickBooks, financial software and relevant technology

· Comprehensive data analysis and presentation skills

· Exceptional problem-solving skills

· Excellent leadership and communication abilities ACHIEVEMENTS

· Successfully led a team to implement the process of ceding GHS 54 million value of Treasury Bills and Bonds to NTHC Securities Limited, a subsidiary of its Parent Company, NTHC Group.

· Developed new and complex spreadsheets to help produce the monthly management accounts much quicker, reducing the production time from five to two days.

· Improved operating controls and policies which reduced extra asset waste by 30%.

· Reconciled a complex bank reconciliation statement within two weeks which had lagged for six months.

· Overhauled the accounting system, which increased efficiency by 50% in handling accounting controls.

· Evaluated internal control deficiencies and recommended necessary corrective measures which increased efficiency by 50%.

· Played a key role in the conversion and migration of all 2019 financial transactions from Softact software platform to Sage Enterprise Management leading to the successful preparation of the 2019 financial audit.

· Redesigned and implemented more effective accounting procedures, which decreased paperwork by 40%.

· Introduced the concept of online banking systems for financial transactions, reducing the processing time by 70%.

· Audited 70 accounts in 3 weeks, thereby saving the company GHS 15,000 on external auditing fees.

· Ensured that 2020 financial audit was carried out successfully and on time and subsequently submitted to the regulatory bodies before due date.

Curriculum Vitae – Richard Boateng Page 2

SUMMARY OF RELEVANT WORK EXPERIENCE

Date: January 2022 - date

Company: NTHC Securities Limited (Subsidiary of National Trust Holding Company) Position: Financial Accountant

Job summary: I undertake financial planning, conduct financial audits, prepare audit reports, formulate budget, and ensure conformity with budget guidelines and limits. I also review and ensure proper functioning and accountability of financial records and systems and report to relevant government agencies. Furthermore, I prepare and submit a variety of financial reports, reconciliations, communications and statements to and from internal departments and external agencies including government institutions and multilateral agencies. Additionally, I prepare periodic cash flow and Minimum Liquidity statements to Security and Exchange Commission and Stock Exchange Commission. I also prepare and pay salaries, tax

(PAYE), Tier 1, Provident Fund and Tier 2 contributions to the Ghana Revenue Authority, SSNIT and Trustees respectively. Furthermore, I monitor compliance with financial reporting and legal requirements, prepare and submit periodic financial accounts/reports to Group Head, Finance and liaise with external auditors in the preparation of annual audited financial statements. Date: January 2020 – December 2021

Company: NTHC Horizon Fund (Subsidiary of National Trust Holding Company) Position: Mutual Fund Accountant

Job summary: I undertook financial planning, conducted financial audits, prepared audit reports, formulated budgets and ensured conformity with budget guidelines. Additionally, I reviewed, and ensured proper functioning and accountability of financial records and systems and reported to the applicable government agencies. I also prepared monthly and year-end financial statements and provided data to auditors. Furthermore, I facilitated the preparation of annual audited financial statements through written reports and provided detailed and accurate information on current and forecasted financial status of the company. I calculated daily Net Asset Values of investment funds, reviewed and reconciled general ledger exceptions, performed month-end control processes, producing a month-end control pack and sign off. My role also involved collecting and reporting monthly expense variance and creation of periodic reports comparing budgeted costs to actuals.

Date: January 2016 – December 2019

Company: National Trust Holding Company (NTHC)

Position: Finance Officer

Job summary: My role involved undertaking financial reporting for management and board of directors’ review, prepared balance sheet reconciliations, processed employee payroll, and paid tax (PAYE), Tier 1, Provident Fund and Tier 2 contributions to relevant institutions - Ghana Revenue Authority, SSNIT and Trustees. I undertook financial planning, conducted financial audits, prepared audit reports, budgets and ensured conformity with budget guidelines. Additionally, I reviewed and ensured proper functioning and accountability of financial records and systems and reported to the applicable government agencies. I also implemented financial controls by evaluating processes and internal controls for effective financial operations and recommended improvements. I performed account payable and receivables functions, monitored compliance with finance and procurement policies/guidelines, reviewed reconciliation of petty cash and maintained fixed asset register, calculated accruals and prepayments, and posted relevant Journal Vouchers.

Curriculum Vitae – Richard Boateng Page 3

Date: January 2015 – December 2015

Company: Fossil Trade Limited

Position: Audit Assistant

Job summary: I provided detailed information on current and projected financial forecasts to management, developed audit reports including results and proffered recommendations, investigated internal control deficiencies, and recommended necessary corrective actions. I also undertook audit activities in accordance with company policies and procedures and relevant financial regulatory guidelines and as well addressed complaints on audit related issues in timely manner. Date: February 2012 – December 2014

Company: C&J Medicare and Diagnostic Centre

Position: Accounts Officer

Job summary: I maintained and filed all financial records, posted accounts data into QuickBooks accounting software and generated relevant financial and audit reports. Furthermore, I prepared budgets and financial reports, and I was responsible for all cheques received, monthly bank reconciliations and petty cash maintenance. My role also involved preparation of financial management reports, quarterly and yearly financial reports, and reconciliation of financial data captured onto QuickBooks software with various source documents during billing period.

Date: January 2011 – January 2012

Company: Barclays Bank Ghana

Position: Bank Teller

Job summary: I was responsible for processing all daily counter transactions for cash/cheque and deposits, paid out agents for Money Transfer Operations (Remittances), handled foreign currency transactions and undertook billing and cash management platform transactions, performed cash reconciliations and control activities such as scrutinizing of cheques and other bank instruments. I also assisted in the achievement of strategic, financial and other objectives of the bank, prepared manager’s cheques, processed branch petty cash and commission charges on miscellaneous transactions, processed local and in-house cheques, monitored and cleared suspense accounts (Deferred Clearing, Remittances, Intraday, Trans flow and others), handled and resolved customer inquiries/complaints in a professional manner.

EDUCATION AND TRAINING

· 2015-2017: University of Professional Studies (MBA in Accounting and Finance)

· 2012 – 2014: University of Professional Studies (BSc Accounting)

· 2006 – 2009: Accra Polytechnic (Higher National Diploma in Accountancy) CERTIFICATION/PROFESSIONAL MEMBERSHIP

· Chartered Member, Institute of Chartered Accountant Ghana – CA107058 Curriculum Vitae – Richard Boateng Page 4

REFERENCES

1. Abdul Bashit-Abdulai

NTHC Limited

Group Head, Finance

Tel: 024*******

Email: adwl35@r.postjobfree.com

2. Michael Anaba

Universal Merchant Bank

Finance Manager

Tel: 024*******

Email: adwl35@r.postjobfree.com

3. Theophilus A. Ampiah

NTHC Securities Limited

Registered Securities Dealer

Tel: 027*******

Email: adwl35@r.postjobfree.com

Contact this candidate