Relationship Manager Investment Analyst

ISAAC EWUAH

■ Charlottetown, +1-902-***-**** *******@*****.*** ■ WWW: Bold Profile ■

PROFESSIONAL

SUMMARY

A Fellow of the Chartered Institute of Financial and Investment Analyst, Ghana (CIFIAG) and currently, a student of Ghana Investment and Securities Institute Limited (GISI) specializing in Wealth and Portfolio Management. I bring to the table close to nineteen (19) years' experience in Forex Payables, Treasury Operations, Financial and Investment Analysis, Planning and Budgeting and Pensions Management. Passionate and highly skilled in Wealth Management with a particular interest in Pensions and Superannuation Management as well as Financial and Business Analysis. Charismatic leader and team player with strong analytical, communication, writing, presentation, negotiation, interpersonal and leadership skills. Culturally adaptive with good cultural skills, open- minded person, empathetic, adaptable with strong communication, networking, and problem- solving skills. Friendly Team leader, experienced in leading teams with exceptional skill as trainer, team builder and achiever. Experienced fund management professional, team-oriented capability to manage assets, promote investor relations and assess fund performance. Have mentored and trained several mentees who are now accomplished in their various fields. Have also served on several committees constituted by management on key issues, currently serving on three boards as a Trustee. SKILLS • Communication Skills: Excellent listener with excellent writing and verbal skills. Very

efficient at public speaking and superb at

communicating with people via electronic

media

• Presentation & Facilitation Skills: Good

facilitator with excellent delivery and teaching

skills in the running training programs; pre-

retirement seminars, personal financial

management seminars, planning & budgeting

and others.

• Customer Servicing skills: Firm advocate for

customer satisfaction and a strong belief in

having positive and friendly customer

interaction.

• Leadership & Teamwork: Charismatic and

proven dedication to team building and

environment dynamics with the ability to build

and lead by example and participation.

• Time Management Skills: Ability to plan,

dynamic, time-conscious, work effectively and

efficiently in a fast-paced environment, and

prioritize workloads to meet deadlines

• Culturally adaptive with good cultural skills:

Open-minded person, empathetic, adaptable

with strong communication, networking and

problem-solving skills.

• Empathetic, compassionate, good listener and

have good interpersonal relations, versatile and

easily adaptable to new environment.

PROFESSIONAL

EXPERIENCE

HEAD, PENSIONS, PROVIDENT FUND AND SUPERANNUATION 05/2022 to Current Volta River Authority, Accra

• Managed a portfolio with Asset Under Management valued in excess of US$80Million, staff provident fund and Tier 2 lump sum pension funds. I possess diverse skill set in financial management and regulatory compliance. Have experience in evaluating transactions for regulatory adherence and data integrity, assessing financial data for investment decisions, implementing hedging strategies, and identifying market opportunities.

• Designed and implemented pension schemes and capable of resolving disputes and legal threats efficiently. Flexible and willing to undertake any duties within their job scope as required.

• Have achieved a year-to-date return on investment of over 221% on earning from a 149% within two years of my stewardship of our Tier 2 lump sum funds. PRINCIPAL BUSINESS PLANNING ANALYST 03/2015 to 04/2022 Volta River Authority, Accra

• Proficiently managed corporate budget preparation executed and monitored using my skill set in financial planning and analysis and Hyperion planning model.

• Liaised with various departments to compile corporate budgets and long-term financial forecasts, ensuring accuracy and completeness.

• Prepared and monitored corporate performance quarterly through the use of the operating and financial review reports for management and the board of directors.

• Assisted management in validating load forecasts, energy production, and revenue projections.

• Delivered top notch seminars/training programs at the VRA Academy as an experienced part-time facilitator.

TREASURY OPERATIONS OFFICER 06/2011 to 03/2015

Volta River Authority, Accra

• Developed strategic plans for day-to-day financial operations while adhering to established internal controls and policies.

• Led the Treasury Team in implementing Oracle E-Business suite Treasury module and managed international trade finance transactions, including Letters of Credit for fuel purchases.

• Recovered over US$500,000.00 through meticulous scrutiny and reconciliation of corporate accounts Letters of credit deals with our bankers

• Evaluated and negotiated term sheets from financial institutions, managed corporate investments and loans, and successfully recovered significant amounts in unfair COT charges.

• Liaised with banks, processed fuel supply invoices, monitored and reconciled corporate currency suspense accounts regularly.

ORACLE IMPLEMENTATION PROJECT MEMBER (TREASURY) 01/2012 to 04/2013 Volta River Authority, Accra

• Played a crucial role in integrating treasury management and operations requirements into the design and implementation of Oracle Financials module of EBS.

• Provided essential documentation to project management, conducted end-user training for finance staff and Treasury Team members across multiple locations, and developed templates and forms for exchange rate input.

• Collaborated effectively with a project team to ensure the successful completion of the Oracle implementation project.

• Designed and implemented the treasury exchange rate model which currently drives business operation.

ASSISTANT FINANCE OFFICER (SUPERANNUATION) 05/2006 to 05/2011 Volta River Authority, Accra

• Managed financial aspects related to the Provident Fund, including preparing cash flow statements, liaising with bank officers on corporate accounts and investments, and ensuring prudent fund investment.

• Designed, developed and implemented the casual employee social security contribution management model which enabled Authority to effect payment for all outstanding casuals’ contributions saving the Business from a potential law suit by some aggrieved Ex-casual workers.

• Supervised and managed staff social security and provident fund contributions while ensuring strict compliance with regulatory agencies.

• Improved cash flow management with timely invoicing, follow-ups, and reconciliations leading to zero penalty charges on statutory commitments.

EDUCATION Investment Analyst : Finance And Investment, 07/2023 Ghana Investment And Securities Institute (GISI) - Accra Specialization in Wealth Management

• Awarded Certificate, Intermediate Level

Fellow : Finance And Investment, 12/2023

Chartered Inst of Financial & Investment Analyst - Accra The Role of Capital Markets in An Emerging Economy, Instrument, Players, and Factors (Ghana in Focus)

• Research Paper, [CIFIAG], 2023 - [F0860] GPA Conversion

• Awarded Fellow Membership

MBA : Finance, 05/2013

University of Ghana Business School, Legon - Accra Executive Master of Business Administration

The prospects and challenges of the New National Pensions Scheme of 2008, (ACT 766) in Ghana; a dissertation presented to te University of Ghana Business School, Legon in partial fulfillment for the award of the EMBA, Finance honors.

Part 1 : Accounting, 12/2006

ACCA - Glasgow

Bachelor of Science: Accounting, 05/2005

University of Ghana Business School, Legon - Accra VOLUNTEERISM

ACCOMPLISHMENT S

AFFILIATIONS

CERTIFICATIONS

• A dedicated member of Stories for change Foundation where we use the power of storytelling to effect positive change in society

• A founding member and vice president of Legon Christian Writers Club where we inspire the youth through the use the power of the pen to impact lives through writing and poetry

• 2024: Appointed as member of an eleven-member project Team to review the Corporate Reward Management System

• 2024: Appointed, member of five-member Technical Committee Medical Insurance Scheme by management.

• 2023: Won a National Award for Volta River Authority for Exemplary Performance in Compliance with Social Security Contribution Obligation.

• 2023 : Appointed,Member of Eight (8) Member Committee tasked by VRA Management develop a Corporate Code of Ethics document for the company.

• Managed a fund size of over four thousand staff members with Asset Under Management valued at over seventy million United States Dollars (US$80million).

• 2021: Appointed, Head, Research and Publication Committee, Chartered Analyst professional body, CIFIA,G.

• 2021 : Appointed, Member of Eight (8) Member Committee tasked by VRA Management to develop an Enhanced Retirement Benefit document in 2022.

• 2012: Appointed, Treasury Team Lead in the implementation of Oracle E-Business Suite Project.

• Served on several committees of enquiries put together by management

• 2009: Successfully initiated, facilitated, and led a Team to develop an in-house application for VRA pensions

• Successfully led the transformation and modification of corporate applications in 2009 in compliance towards the implementation of the New Pensions legislation. Fellow of Chartered Institute of Financial and Investment Analyst, Ghana, CIFIA,G Currently a student of Ghana Investment and Securities Institute (GISI) A licensed Trustee of the National Pensions Regulatory Authority, NPRA

• Licensed Pensions Administration Trustee

• Chartered Financial & Investment Analyst

BOARD

MEMBERSHIP

THE VOLTA RIVER

AUTHORITY

SOCIAL MEDIA

HANDLE

REFEREES

Currently serving as a Trustees on three different Funds/Schemes Boards with collective Asset Under Management valued over USD$80 million.

The Volta River Authority is a leading par excellence company in the power utility industry within the African and west-African sub-region. The company has over 4000 employees excluding its subsidiaries; VRA Hospitals Limited, VRA Schools Limited, Akosombo Hotel Limited, Volta Lake Transport Company, PROPCo, and Kpong Farms Limited. LinkedIn Account

https://www.linkedin.com/in/isaac-ewuah-gisi-cifiag-emba-bsc-hons-71951a182? Upon request

Contact this candidate