Chief Financial Officer

Kingsley Oto-Obong IKPAT, ACMA, MBA

Mobile: +234**********, E-mail: *************@*****.***

Executive Summary:

As a highly skilled and results-driven Portfolio Analyst, I have a strong foundation in financial analysis, investment strategy, and portfolio optimization. With a proven track record of supporting portfolio managers and contributing to high-performing investment decisions, I specialize in delivering data-driven insights and actionable recommendations that drive portfolio growth and risk management

Skills:

MS Office Proficiency (Office, Advance Excel, PowerPoint) Software proficiency (QuickBooks online & Desktop, Peachtree by Sage, Mortgage Automator & Dolphin ERP) Data analysis (Tableau & SQL) Strong knowledge of Finance, Accounting and mortgage / Investment Principles General business knowledge Attention to detail Problem-solving Team Leadership & Mentoring Excellent Written & Verbal Communication Skills

Professional Experience

Portfolio Analyst March 2024 - Till Date

Sagewise Capital Corporation – Ontario Canada

In-charge of mortgage and Investment portfolio servicing.

Monitor and evaluate Investment & Mortgage portfolio performance.

Maintain and update portfolio data, ensuring accuracy and consistency.

Prepare Mortgage & Investment performance reports and presentations for internal stakeholders.

Develop and maintain financial models for informed business decisions.

Respond to client inquiries regarding portfolio performance and strategy. Analyst -Administration and Finance September 2021 – March 2024 Sagewise Capital Corporation – Ontario Canada

Assist the Admin Director with mortgage and Investment servicing duties

Act as backup to the administrator in charge of mortgage loans.

Providing general finance/accounting service

Manage all post-funding requests related to renewal/new investment.

Process monthly interest payable to Investors on EFT using Automator PAD.

Establishment of a General Accounting system

Preparation of Mortgage Statements for Investors

Tracking of invested funds/investment redemption.

Confirmation of the Quarterly Investor Statements to be sent. Financial Accountant August 2011 – August 2021

Full Gospel Businessmen’s Fellowship International Nigeria – Southwest 7 District

Preparation of the financial Statement.

Assist in developing budgets and forecasts while monitoring variances and advising on financial strategies.

Maintain and reconcile accounts, ensuring accurate general ledger entries and resolving discrepancies.

Strengthen internal controls, monitor risks, and collaborate with auditors to ensure compliance and accuracy.

Fixed assets reconciliations

Account / Admin manager October 2009 – July 2011

R.C.C.G Restoration Chapel, Lagos Nigeria

Oversee accounts payable, receivable, payroll, and general ledger processes.

Generate financial and operational reports for senior management.

Implement new technologies or software to optimize operations.

Lead and mentor accounting and administrative staff, fostering a productive and collaborative work environment.

Delegate tasks effectively and ensure team performance aligns with company goals.

Liaise with external stakeholders, including auditors, vendors, and regulatory authorities, as needed.

Coordinate and oversee organizational policies and procedures for smooth operations. Sales Supervisor / Manager September 2007 – July 2008 HPZ Thermocool (SOSAKATO NIG LTD)

Develop and implement effective sales strategies to achieve organizational sales targets and revenue growth.

Train, and mentor a high-performing sales team, ensuring alignment with company goals.

Build and maintain strong relationships with key customers and stakeholders to drive customer satisfaction and loyalty.

Oversee daily sales operations.

Track sales metrics, prepare reports, and provide actionable insights to senior management.

Maintained inventory and ensure items are in stock.

Ensuring that Prepared Pro-forma Invoices and Letters sent to clients are accurate.

Followed up on the unclosed transactions.

Software Trainee February 2006 – August 2007

Soft System

Designed the chart of accounts to align with the organization's financial objectives.

Introduced and successfully implemented new accounting software systems

Optimized and enhanced the performance of existing software systems deployed.

Consistently collaborated with management and technical support teams to address and resolve pending application issues.

Tested and maintained software products to ensure strong functionality and optimization

Reported program malfunctions to the System Engineer for resolution.

Conducted staff training on the use of newly developed accounting software. Achievements / Track Record

1. Strong proficiency in financial analysis and modeling 2. Microsoft Excel, Canadian Mortgage financial software (e.g., Mortgage Automator & Dolphin ERP) & good knowledge of SQL 3. Proficient in portfolio management systems and risk analysis tools. 4. Ability to interpret complex data and translate it into actionable recommendations 5. Over 3 years of experience in portfolio and data analysis. 6. Demonstrated success in supporting portfolio management and providing actionable insights. Qualification and Certification

IRGIB-Africa University - B.Sc. Accounting

Ladoke Akintola University of Technology - MBA Finance Institute Of Chartered Management Accountant. - ACMA Chartered Institute of Finance & Investment Analysis of Nigeria - AIFIAN

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