Grant Coordinator Accountant

CURRICULUM VITAE FOR ANNE KOGA

****B Southlea Park, Harare Cell number: +263-***-***-***

Zimbabwe, Africa

********@*****.*** Clean class 4 driver’s licence

Academic Qualifications:

Master of Science in Strategic Management from Chinhoyi University of Technology

Bachelor of Accountancy Honours Degree from the University of Zimbabwe.

Professional Qualifications: Served and completed Articles of Clerkship at Bakertilly Gwatidzo and Company Chartered Accountants.

Employment History

Grant Accountant: (February 2018 to date) Plan International Zimbabwe Duties and responsibilities:

1. Business planning process

•Assist in the preparation of the annual grant budget, monitor the impact of operation plans upon existing grant, analyses and advise Grant Coordinator and Plan Senior management concerning appropriate actions to be taken;

•Reviews partners and Plan financial documents and checks compliance to FAD requirements/processes and ensuring that any deviations are dealt with appropriately;

•Reviews grant Project Outlines and PO modifications before GSM’s validation and CFM approval in order to ensure accuracy of expenses codes and budget availability as per the Project Implementation plan approved with donor/NO;

•Assist program staff at the time of proposal budget preparation or review;

•Reviews Grant budget entries in SAP and keeps records of budget modifications on file;

•Monitor actual grant expenditures against approved line items on a monthly basis; alert management to any irregularities and make recommendations concerning the re-negotiation or approved grant line items with donor/NO where appropriate;

•Assist in dissemination of grant related information to PUs and partners every month.

2. Accounting and treasury:

•Attach every Grant PO account lines to FAD monthly before closing the GL

•Prepare bank reconciliations and ensure items 1 month overdue are resolved;

•Monitor payment transactions to grant implementation partners;

•Undertake other accounting functions such as preparation of reports, tax related data and filing of documents;

•Ensure compliance with local regulatory and tax legislation;

•Provides assistance during audits for accurate, timely and organized audit activities;

•Attends and actively participates in meetings/seminars on grants

3. Financial reporting and analysis:

•Review accuracy of General Ledger and ensures consistency with SAP;

•Enter Approved and Revised Program budget code in GL;

•Tracks monthly grants expenditure and issues/problems regularly and reports to Grant Coordinator, CFM and GSM as appropriate and on time;

•Reconciles IH grant spent reports with Country reports and issues arising from this are reported/dealt with appropriately;

•Prepare monthly adjustments of the grant indicative funding on share point; • Generate monthly, quarterly, yearly and ad-hoc grants financial reports as required;

•Analysis and reconciles grant expenditures vs. budget accurately.

•Prepare and submit donor financial reports on time as per the agreement with donor, in collaboration with the Grant Coordinator and Program Area;

•Ensure that the Grant Coordination Team is kept informed about the status of all grant lines by preparing a monthly report on the status of the grant;

4. Controllership

•Ensures that all policies and procedures are in compliance with Plan and Global Fund policies, procedures, and requirements;

•Review monthly SRs transactions and supporting documents and assure that meet the financial reporting requirements and deadlines;

•Assure that SR financial accounting data entries respect the budget lines items and appropriate codifications are in place to link transactions to the budget;

•Ensure monthly reconciliations between Plan data and SRs data, between Excel Financial report and SR general ledger, are completed and are reviewed with the Senior Grant Accountant and Compliance;

•Closely monitors Plan & SR financial activities, and keeps the Senior Grant Accountant and Compliance and the Chief of Party advised of all situations which have the potential for a negative impact on internal controls or financial performance;

•Maintain a permanent and completed grants files field at the SR and at Plan level.

5. Manages Grants information systems

•Ensures grants information is encoded into the GL/SAP accurately and as scheduled;

•Attaches Project Account lines to FAD accurately and on a timely basis;

•Consolidates grant finance reports data and ensures they are properly stored and updated in the information system;

•Reply to inquiries on grant-finance related issues promptly and correctly;

•Stores files and other information related to Grants in an organized manner so they can be retrieved easily;

•Ensure that Plan’s Safeguarding Policy and related procedures are adhered to in all aspects of work.

6. Field Monitoring Visits

•Perform a monthly field monitoring visit at the different project areas and provide technical assistances and guidance, related to financial activities;

•Support community planning processes and actively participates in partners and field based community organizations training and empowerment.

Head of Finance: (August 2013 to January 2018) Blackfordby College of Agriculture

Duties and responsibilities: Assist College Principal with budget planning, formulation, implementation and control, recommend and implement accounting policies and procedures,salaries and wages administration, asset and stock valuation & utilization, management of debtors and creditors, risk assessment, management and review, management of donor funded programmes,update and maintain accurate inventory records, process payments documents and ensure all supporting invoices and GRV’s are properly authorised and filed,supervision of Accounts & Administration (non-academic) staff and attending to routine office administration,be custodian of important financial and related administration documents,maintain up to date bank reconciliations of operational accounts,provide explanations for variances against set targets,maintain up to date cash book,preparation of management accounts, prepare and submit statutory returns before due date,ensure compliance to all statutory requirements, preparation and presentation of semester and annual accounts, perform reconciliations of all balance sheet accounts against source documents,maintain an up to date fixed assets register and tax allowances schedules, preparation and maintenance of audit schedules and files for internal and external audits, attend to audit queries and provide supporting documentation for all transactions in a timely manner to reduce audit time.

Finance and Administration Officer (June 2009 to July 2013): The Women’s Trust

Duties and responsibilities: Preparation of the following donor reports i.e. European Commission (EC), European Partnership for Democracy (EPD), DFID, UNIFEM, USAID, SIDA, CIDA, MS-Action Aid Denmark and, budget monitoring thereof as per memorandum of Understanding. Preparation of financial statements for external and internal audits. Budget implementation and monitoring of donor budgets, preparation of cash flow budgets and cash flow management, preparation of monthly, bank reconciliations, ensuring adherence to policy and legal requirements, communication with banks, contractors and other stakeholders on financial issues, maintenance of asset register, payroll processing, supervision of 2 bookkeepers, 2 office orderlies, 2 drivers, 1 security guard and 2 receptionists, provision of financial management advice to management and attending to routine office administration.

Management Accountant (May 2007 to May 2009): Family AIDS Caring Trust Mutare

Duties and responsibilities: Preparation of eight donor reports i.e. UNFPA (Behaviour change programme), Plan

International, Tear Netherlands, International Monetary Project, ICCO, Youth education, ABT Associates and EED (regional training programme), general ledger reconciliations, monthly bank reconciliations, maintenance of the asset register, checking and approval of payment vouchers, preparation of management accounts, budget implementation and monitoring, assist in the planning and implementation of accounting systems and preparation of cash flow budgets.

Finance Manager (Uniswitch Cards Pvt Ltd): October 2006 to April 2007

Duties and responsibilities: Preparation of financial statements for both internal and external use, supervision of accounting staff: 1 accountant, 1 bookkeeper and 1 accounts clerk, preparation of cashflow budgets, banking, provision of financial advice to management, checking and approval of payment vouchers, liaison with the internal and external auditors and communication with various stakeholders on behalf of the company on financial issues.

Audit Senior (Jan 2004 to September 2006): Bakertilly Gwatidzo & Co. Chartered Accountants (Zim)

Duties and responsibilities:

Financial Accounting: Writing up books of accounts up to final level, preparation of financial statements, planning and implementation of accounting systems, analysing financial statements, budget preparation, implementation and monitoring.

Auditing: supervision of an audit team of seven members, planning internal and external audits, systems and compliance testing, verifying financial statement items, substantive testing and analytical review of transactions, application of Auditing Standards and Statements, reviewing financial statements, supervising and observing stock takes and liaison with client top management on behalf of the audit team.

Financial Management: Financial modelling, managing current assets, business valuations, preparation of investigation and planning reports, reconstruction of enterprises, managing liquid assets and preparation of business plans.

Taxation: Preparation and analysis of tax returns, communication with the tax department, auditing of the tax provisions, tax planning and tax computations.

Information Technology: Auditing including computer-aided techniques, evaluating hardware and software, disaster and contingency planning and training of users and operators.

Computer Literacy: Microsoft (PowerPoint, Word, Excel, DOS, Access), Pastel, Sage, Acc Pac, QuickBooks, Tetra CS3, Navision, Sun System and Reflex System.

Hobbies: Travelling, watching football, reading and socialising.

Referees:

Mrs Antonetta Guveya Mapfumo Mr Godfrey Ndedzu

The Women’s Trust Family Aids Caring Trust

7 Walterhill Ave 12 Robert Mugabe Way

Eastlea, HARARE Box 970, Mutare

Mobile : +263-***-***-*** Phone : (020) 61648 or 66015 Mobile:+263-***-***-***

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Mr Trevor Samsodza

Bakertilly Gwatidzo & Co. Chartered Accountants Zimbabwe

14th Floor, Karigamombe Centre, 53 Samora Machel Ave

Harare

Mobile Number: 071*-***-***

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