Financial Planning Client Service

TATENDA C. TAKAEDZA

ad6kcs@r.postjobfree.com ad6kcs@r.postjobfree.com +263-***-***-*** +263********* DOB: 17 May 1991 . Gender: Female

Business savvy and detail oriented, finance professional with knowledge of both GAAP and IFRS and versatile experience in providing financial support in the corporate and NGO sectors. Well versed in facilitating informed financial decision making by preparing and presenting verbal and written financial reports to stakeholders of all knowledge levels. Skilled at working under minimal supervision in dynamic team oriented environments where multi-tasking, accuracy and proficiency in Excel and spreadsheets are required.

PROFESSIONAL EXPERIENCE

Financial Consultant (Freelance)– Mindworks Investments (Pvt) Jan 2020 – Present

•Enhanced business growth and deposit mobilization by generating new business through leveraging client referrals and lead generation

•Managed individual and SME client portfolio, ensuring applications for credit approval over a period were vetted, processed and either recommended or denied

•Reviewed and updated credit loan files and initiated debt collection processes on delinquent loans and Perfected security before drawdown

•Financial planning and Business development

Finance and Administration Officer - Woman of Standard Global Business Network (NGO) July 2019 – Present

•Processing and examining daily transactions and ensuring that every transaction is accounted for and in compliance with finance systems

•Managing the organization’s bank accounts and overseeing money transfers between head office and all field offices

•Authorizing payrolls and other payments within set deadlines

•Guiding the board in decision making during donation and budget processes by preparing and presenting relevant financial statements and reports

•Compiling timely pre and post project reports for stakeholders

Loan Officer – Lion Finance Zimbabwe May 2017 – May 2020

•Managed a 50 client corporate portfolio and SSB loans portfolios ensuring that 50 – 200 applications for credit approval per week were vetted, processed and either recommended or denied

•Reviewed and updated credit loan files and initiated debt collection processes on delinquent loans Perfected security before drawdown

•Enhanced business growth and deposit mobilization by generating new business through leveraging client referrals and lead generation

Bank Teller – Stanbic Bank, Southerton Branch March 2015 – February 2017

•Processed withdrawals, deposits and switch transaction for clients and balanced cash drawers

•Promoted banking services and products to clients

•Assisted clients with detailed and accurate financial/account information and referred any complex queries to the relevant supervisory staff

Financial Consultant – Online Media Group June 2016 – August 2016

•Created and analyzed financial statements that included trial balance, cash flow statements and statements of financial position

•Performed liquidity analysis

Cashier – Supabets Company February 2014 – February 2015

•Entered codes for sports betting on the specialized company software

•Cashed in money and assisted patrons

SKILLS PROFILE

Corporate Financial Planning

Bookkeeping

Risk Management

Debtor Management

Compliance

Records Management

Proposals & Presentations

Financial Analysis & Reporting

Budget Preparation

EDUCATION & LICENCES

Masters in Development Finance - Great Zimbabwe University 2020 -2022

Certification in Microfinance (Distinction) – Frankfurt University, Germany 2017 – 2018

Post Graduate Diploma in Financial Planning – Nelson Mandela Metropolitan University 2014

Bachelor of Commerce in Financial Planning – Nelson Mandela Metropolitan University 2010 –2013

Class Four Driver’s License

LEADERSHIP HISTORY

Golden Key Society Member Financial Planning Society Treasurer 2014 Financial Planning Society Member 2012 – 2013 Ironman Volunteer (2013)

REFERENCES

Tafadzwa Takarinda

Lion Finance Zimbabwe

+263********** ad6kcs@r.postjobfree.com

Lois Mafurirano

Branch Manager – Stanbic Bank Southerton Branch

+263772160591-2

Margaret Mashayamombe

Woman of Standard Global Business Network

+263********* ad6kcs@r.postjobfree.com

Dr Brighton Shoniwa

Consultant / Professor

+263********* ad6kcs@r.postjobfree.com

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