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Click here or scroll down to respond to this candidateCandidate's Name
Phone: PHONE NUMBER AVAILABLEEMAIL AVAILABLEStreet Address 16th Street, TH3Lubbock, Texas Street Address
EducationMSA Texas Tech University, Master of Science August 2024Major: Accounting (Taxation)Advisor: Dr. John Masselli2500 Broadway W, Lubbock, TX 79409GC Texas Tech University, Graduate Certificate May 2023Major: Charitable Fnancial PlanningAdvisor: Dr. James Russell2500 Broadway W, Lubbock, TX 79409MS Texas Tech University, Master of Science May 2021Major: Personal Fnancial PlanningAdvisor: Dr. Charlene M. Kalenkoski2500 Broadway W, Lubbock, TX 79409MBA University of Ghana, Master of Business Administration May 2016Major: AccountingThesis: Corporate Governance, Profitability and MarketabilityEfficiency of Banks in GhanaAdvisor: Dr. Kwaku Ohene-AsareLegon Boundary, Accra, GhanaBBA Christian Service University College, Bach. of Bus. Admin. May 2010Major: AccountingCGPA: 3.62 of 4.00Christian Service University road, Kumasi, GhanaHonors and AwardsRBMS, L.L.P. Accounting Scholarship 2023In recognition of outstanding academic achievement and potential in theaccounting profession exhited while a student at Texas Tech UniversityGene Lawrence Big Heart Award 2023J.T. and Margaret Talkington Graduate Fellowship 2021First Class Honors 2010Bachelors degree 3.62 out of 4.00Professional ExperienceFULL-TIMEPrincipal Capital Microfinance Limited 06/01/2016 to 08/31/2019Industry segment: Financial Services (Banking)Company complete address: Hs # 46 Anum Tessa AveAdjiringanor, Accra, GhanaCompanys Phone Number: PHONE NUMBER AVAILABLEYour Managers Name: Christiana KyeremehYour Job Title: Chief Operations OfficerHours worked per week: 40 hours per weekJob Description: As a highly skilled and strategic professional, I have successfully performed the following duties and responsibilities:Strategic Planning and Coordination: Analyzed and coordinated the company's strategic planning, ensuring alignment with organizational goals and market trends.Policy Design and Implementation: Designed comprehensive company policies and operating manuals, establishing clear guidelines for operations and employee conduct.Regulatory Compliance: Ensured continuous compliance with all regulatory and tax laws, safeguarding the company against legal and financial risks.Policy Adherence: Monitored and enforced staff and management adherence to company policies and procedures, maintaining a disciplined and ethical workplace.Tax Department Creation and Management: Established and managed a separate tax department, optimizing its operations to enhance efficiency and effectiveness.Tax Savings and Credit Reconciliation: Saved the company from over-tax payments and successfully claimed previous years' tax credits by reconciling the company's tax position, which significantly benefited the company's finances for the following two years.Compliance File Organization: Organized and maintained all tax, secretarial, regulatory, and compliance-related files, ensuring easy access and up-to-date records.Operational and HR Management: Effectively managed credit administration, general operational activities, and human resources, contributing to the overall smooth functioning of the company.Tax Consultancy: Provided expert tax consultancy to staff, managers, and directors, offering guidance and resolving tax-related queries.Tax Return Preparation: Prepared and filed annual tax returns for staff and managers, ensuring accuracy and compliance with tax regulations.Annual Returns Filing: Filed the company's annual returns each year on time with the Registrar General's Department, Ghana Revenue Authority, and Bank of Ghana, ensuring compliance with statutory requirements.This comprehensive set of responsibilities showcases my expertise in strategic planning, policy design, regulatory compliance, tax management, and operational efficiency, all contributing to the company's success and growth.Catamount Finance Money Lending Limited 01/11/2011 to 05/31/2016Industry segment: Financial Services (Banking)Company complete address: Dome Market, Accra, GhanaCompanys Phone Number: PHONE NUMBER AVAILABLEYour Managers Name: Peter Opoku-DuroYour Job Title: Finance ManagerHours worked per week: 40 hours per weekJob Description: As a detail-oriented and results-driven financial professional, I have successfully executed the following duties and responsibilities:Finance Department Organization: Organized and streamlined the company's finance department, enhancing overall efficiency and effectiveness.Data Management System Implementation: Created a system using Microsoft Excel spreadsheets to digitize and capture all the company's records, transitioning from manual hard copies.Software Procurement Coordination: Coordinated the purchase and implementation of financial software after two years of utilizing Excel spreadsheets, modernizing the company's financial management processes.Financial Reporting: Delivered timely, relevant, high-quality, and reliable financial reports in line with regulatory requirements for use by the board.Financial Forecasting: Coordinated and delivered accurate financial forecasts, including quarterly and monthly projections, aiding strategic decision-making.Process and Control Implementation: Ensured financial processes, procedures, and controls across the company were established and conformed to best practices.Cash Management: Monitored and controlled cash receipts and disbursements to meet the business and investment needs of the company, managing associated risks effectively.Capital-Raising Strategies: Supervised cash management activities and executed capital-raising strategies to support the company's expansion initiatives.Payroll and Pensions Administration: Administered payroll and pensions, ensuring staff received timely payments at the end of each month.Loan Monitoring: Approved and monitored loans through telephone contacts and field visits, maintaining strong oversight of credit administration.Bookkeeping Compliance: Ensured the company maintained proper books of accounts, adhering to accounting standards and practices.Timely Third-Party Payments: Ensured payroll third-party payments, including taxes and social security, were made on time to avoid penalties.Client Education: Educated clients on basic bookkeeping practices, enhancing their financial literacy and record-keeping skills.This comprehensive set of responsibilities highlights my expertise in financial management, reporting, forecasting, process implementation, cash management, and client education, all contributing to the company's operational success and growth.PKF PKF, Chartered Accountants and Business Advisors 06/01/2007 to 10/31/2011Industry segment: Financial Services (Accounting)Company complete address: P. O. Box KS 976, Ksi., GhanaCompanys Phone Number: PHONE NUMBER AVAILABLEYour Managers Name: Aisha Tiwaa GyasiYour Job Title: Senior Audit AssociateHours worked per week: 40 hours per weekJob Description: As an accomplished audit and tax professional, I have successfully executed the following duties and responsibilities:Financial Statement Auditing: Conducted thorough audits of client financial statements, ensuring accuracy and compliance with accounting standards.Preparation of Audited Financial Statements: Prepared comprehensive client-audited financial statements, providing a clear financial overview and insights.Capital Allowance Computation: Computed client capital allowances, optimizing tax benefits and ensuring compliance with tax regulations.Income Tax Computation: Accurately computed client income tax, minimizing liabilities and maximizing compliance.Comprehensive Client Services: Administered payroll, accountancy, bookkeeping, and tax advisory services to clients, providing holistic financial support.Management Reporting: Issued detailed management reports to clients, highlighting issues that required management or directors' attention.Annual Returns Filing: Filed annual returns with the Ghana Revenue Authority on behalf of clients, ensuring timely and accurate compliance with tax regulations.Tax Correspondence Management: Responded to tax correspondence on behalf of clients, resolving queries and maintaining positive relationships with tax authorities.Financial Modeling: Created financial models using Microsoft Excel to capture incomplete records of client financial transactions, producing trial balances and comprehensive financial statements.VAT Audit Procedures: Initiated specialized audit procedures for VAT (Sales Tax), previously included in the accounts payable audit process, enhancing accuracy and compliance.Tax Reconciliation and Savings: Identified and rectified overstated sales revenue and VAT (Sales Tax) payments for a client, resulting in significant tax credits and financial savings.This extensive range of responsibilities demonstrates my expertise in auditing, tax computation, financial modeling, client services, and compliance management, contributing to the financial integrity and success of clients.PART-TIMEAce Consult Limited 01/01/2009 to 12/31/2017Industry segment: EducationCompany complete address: M99V+67C, Kumasi, GhanaCompanys Phone Number: PHONE NUMBER AVAILABLEYour Managers Name: Marilyn OwusuYour Job Title: Accountancy and Tax ConsultantHours worked per week: 1 hour per weekJob Description: As a dedicated and meticulous part-time financial professional, I have successfully executed the following duties and responsibilities:Bookkeeping and Accountancy Oversight: Monitored the company's bookkeeping and accountancy procedures, ensuring accuracy and adherence to financial standards.Management Account Preparation: Prepared the company's management accounts for audit, providing a clear financial overview for auditing purposes.Capital Allowance Computation: Computed the company's capital allowances, optimizing tax benefits and ensuring compliance with tax regulations.Income Tax Computation: Accurately computed the company's income tax, minimizing liabilities and maximizing compliance.Annual Tax Return Preparation: Prepared the company's annual tax returns, ensuring timely and accurate filing with relevant tax authorities.Tax Correspondence Management: Responded to all tax correspondence at the Ghana Revenue Authority on behalf of the company, resolving queries and maintaining positive relationships with tax authorities.This comprehensive set of part-time responsibilities highlights my expertise in bookkeeping oversight, management account preparation, tax computation, and compliance management, contributing to the company's financial integrity and success.Histolab Diagnostic Centre Limited 01/01/2008 to 12/31/2017Industry segment: HealthCompany complete address: M9CW+G3J, Kumasi, GhanaCompanys Phone Number: PHONE NUMBER AVAILABLEYour Managers Name: Samuel AppiahYour Job Title: Accountancy and Tax ConsultantHours worked per week: 1 hour per weekJob Description: As a diligent and detail-oriented part-time financial professional, I have successfully executed the following duties and responsibilities:Bookkeeping and Accountancy Oversight: Monitored the company's bookkeeping and accountancy procedures, ensuring accuracy and adherence to financial standards.Management Account Preparation: Prepared the company's management accounts for audit, providing a clear financial overview for auditing purposes.Capital Allowance Computation: Computed the company's capital allowances, optimizing tax benefits and ensuring compliance with tax regulations.Income Tax Computation: Accurately computed the company's income tax, minimizing liabilities and maximizing compliance.Annual Tax Return Preparation: Prepared the company's annual tax returns, ensuring timely and accurate filing with relevant tax authorities.Payroll Administration: Administered the company's payroll, ensuring accurate and timely payment of staff salaries.Third-Party Payment Compliance: Ensured that payroll third-party payments, including taxes and social security contributions, were made on time to avoid penalties.Directors Tax Returns Filing: Filed directors annual tax returns, ensuring compliance with tax regulations and timely submission.This comprehensive set of part-time responsibilities showcases my expertise in bookkeeping oversight, management account preparation, tax computation, payroll administration, and compliance management, contributing to the company's financial integrity and operational efficiency.SPECIAL ASSIGNMENTSOasis Capital Ghana Limited 2018 to 2019Reviewed and Audited the Financial Statements of Accra City Hotel for the 2014 to 2018 financial years on behalf of Oasis Capital to enable Oasis to make an investment decision.Reviewed and Audited the Financial Statements of Ocean Green Limited for 2016 to 2018 financial years on behalf of Oasis Capital to enable Oasis to make an investment decision.Prepared Financial Statements of Redrow Development Limited for the 2016 and 2017 financial years and organized its books and files for audit. Prepare its management account for 2018. (Redrow is an investee company of Oasis Capital Ghana).Performed a Forensic Audit Service into the Financial Statements of Sinel Specialist Hospital for the 2017 and 2016 financial years on behalf of Oasis Capital to enable Oasis to make an investment decision.Risk Royale Consultants Limited 2018 to 2019Prepared financial statements for the company for the 2016 to 2018 financial years, computed income tax for 2016, 2017, and 2018 tax fiscal years, and filed the same at the Ghana Revenue Authority. I filed the company's annual returns at the Registrar General's Department for the 2016, 2017, and 2018 financial years.I played a critical role in the company's liquidation through a takeover by Titan Insurance Brokers Limited.Titan Insurance Brokers Limited 2018 to 2019Prepared financial statements for the company for the 2018 and 2019 financial years, computed income tax for the 2018 and 2019 tax fiscal years and filed the same at the Ghana Revenue Authority. I filed the company's annual returns at the Registrar General's Department for the 2018 and 2019 financial years.I played a critical role in helping the company to take over Risk Royale Consultants Limited.I filed all the necessary documents with the Registrar General's Department.I also helped the Company acquire a National Insurance Commission (NIC) license.Afrifanon Limited 2017 to 2019I prepared management accounts for audit and computed capital allowance and corporate income tax for Afrifanon and its related companies.Afrifanoom Limited for seven accounting periods (from 2012 to 2019).Vasmol Limited for four accounting periods (from 2015 to 2019).Tekhype Limited for 2017, 2018 & 2019 accounting years.E-han Group Limited for 2017, 2018 & 2019 accounting years.Two-Dot O Limited for 2018 & 2019 accounting years.AsaaeGPS Limited for 2018 & 2019 accounting years.Vokacom Realty Limited for 2018 & 2019 accounting years.NOKAT Farms Limited for 2018 & 2019 accounting years.Teaching ExperienceTexas Tech University, Lubbock Aug 2020 to Aug 2023Instructor, Personal Finance, School of Financial PlanningTaught Financial Counseling and Consumer Credit across several semesters in both asynchronous and in-person formats, an undergraduate course with class sizes ranging from 21 to 48 students., covering the following topics: Money Scripts, Relationship With Money, Forms of Financial Counseling, Foundations of Counseling, The Communication Process, The Listening Process, Exploring Strategies, Strategies for Fostering Responsibility, Decision Making & Problem Solving, Financial Counseling Issues, Basic Strategies & Counseling Intervention Strategies, Increasing Income, Reduce Expenses, Debt Prioritization, Student Loans and Financial Aid, Mortgage Payment and Foreclosure, Responding to Debt Collectors, Deciding To File for Bankruptcy, Bankruptcy, Financial Recovery.Developed quizzes, exam reviews, and class activity projects.Graded students unit projects.Student evaluations for this course ranged from 4.2 to 4.8 out of 5.0.Texas Tech University, Lubbock Aug 2021 to Aug 2023Instructor, Personal Finance, School of Financial PlanningDelivered Introduction to Personal Finance in asynchronous format across multiple semesters, an undergraduate course with class sizes ranging from 49 to 57 students per semester, covering the following topics: The Financial Planning Process, Understanding and Appreciating the Time Value of Money, Measuring Your Financial Health and Making a Plan, Tax Planning and Strategies, Using Credit Cards: The Role of Open Credit, Student and Consumer Loans: The Role of Planned Borrowing, The Home and Automobile Decision, Cash or Liquid Asset Management, Investment Basics, Mutual Funds and Exchange Traded Funds: An Easy Way to Diversify, Retirement Planning, Life and Health Insurance, Property and Liability Insurance, Estate Planning: Saving Your Heirs Money and Headaches.Developed quizzes, exam reviews, and class activity projects.Graded students unit projects.Student evaluations for this course ranged from 3.9 to 4.4 out of 5.0.Texas Tech University, Lubbock Jun 2023 to Jul 2023Instructor, Personal Finance, School of Financial PlanningConducted Introduction to Applied Personal Finance in an asynchronous format during the summer semester, an undergraduate course with a class size of 8 students, covering the following topics: Understanding the Financial Planning Process, Using Financial Statements and Budgets, Preparing Your Taxes, Managing Your Cash and Savings, Making Automobile and Housing Decisions, Using Credit, Using Consumer Loans, Managing Your Cash and Savings, Investment Planning, Investing in Stocks and Bonds, Investing in Mutual Funds, ETFs, and Real Estate, Planning For Retirement, Insuring Your Life, Insuring Your Health, Protecting Your Property, Preserving Your Estate.Developed quizzes, exam reviews, and class activity projects.Graded students unit projects.Student evaluations for this course was 4.5 out of 5.0.Texas Tech University, Lubbock Jan 2020 to Jul 2020Teaching Assistant, Personal Finance, School of Financial PlanningFinancial Counseling and Consumer Credit, provided crucial support to lead instructors by conducting review sessions, grading assignments, and offering individualized guidance to students.Texas Tech University, Lubbock Jan 2020 to Jul 2020Teaching Assistant, Personal Finance, School of Financial PlanningIntroduction to Personal Finance, provided crucial support to lead instructors by conducting review sessions, grading assignments, and offering individualized guidance to students.Texas Tech University, Lubbock Jan 2020 to Jul 2020Teaching Assistant, School of Financial PlanningRetirement Planning, provided crucial support to lead instructors by conducting review sessions, grading assignments, and offering individualized guidance to students.Professional TrainingNext Generation Excel: Advanced Business and Financial Reporting using Excel 2007Meirc Training & Consulting, Dubai, United Arab EmiratesMay 26 May 30, 2013Financial Modeling in Microsoft ExcelBenchmark Financial & Management Training Centre, Accra, GhanaJune 2 July 7, 2012CONFERENCES2022 AFCPE SymposiumOlando, FloridaNov. 16 Nov. 18, 20222022 CFP Board ConferenceWashington D.CAug. 9 Aug. 11, 20222022 Distance Teaching & Learning ConferenceVirtualAug. 3 Aug. 5, 20222021 AFCPE SymposiumVirtualNov. 15 Nov. 19, 20212020 AFCPE SymposiumVirtualNov. 16 Nov. 20, 2020Community ServiceFirst Lubbock Baptist ChurchMedia and Children Service Volunteer, Lubbock, Aug. 2022 presentKEY (Knowledge Empowering You)Financial Coach, Texas Tech University, Lubbock, May 2022 Dec. 2023KEY (Knowledge Empowering You)Treasurer, Texas Tech University, Lubbock, Aug. 2022 Aug. 2023KEY (Knowledge Empowering You)Financial Educator, Texas Tech University, Lubbock, Jan. 2020 May 2022Red to Black Peer Financial CoachingFinancial Coach, Texas Tech University, Lubbock, Jan. 2022 May 2023Red to Black Peer Financial CoachingFinancial Educator, Texas Tech University, Lubbock, Aug. 2020 Dec. 2021Red to Black Peer Financial CoachingInternational Team Lead, Texas Tech University, Lubbock, Aug. 2020 May 2022Red to Black Peer Financial CoachingFinancial Advocate, Texas Tech University, Lubbock, Jan. 2020 Aug. 2020International Students Advisory Council (ISAC) of OIAMember, Texas Tech University, Lubbock, Aug. 2020 May 2022Internal Revenue Service (IRS), VITA/TCE CertificationTax Return Preparer, Feb. 2020 Apr. 2020LanguagesEnglish: Advance Speaker, Advanced Reading, and WritingComputer SkillsProgramming: Python, Stata.Applications: Microsoft Office Applications (Microsoft Excel, Microsoft Word, Microsoft Power Point, Outlook, etc.), QuickBooks, Tally, Sage ERP.Platforms: Windows.Other PositionsBoard MembershipHalcyon MH Limited, Ghana, 2020 to date.Titan Insurance Brokers Limited, Ghana, 2020 to date.Committee MembershipFinance Committee Member, Glory Assemblies of God, Sakumono Tema, 2017 to 2019.Finance Committee Chairman, SLCC Assemblies of God, Oforikrom Kumasi, 2010-2011.External Auditor (SRC), Christian Service University College, Kumasi, 2010/2011 Academic Year.Finance Committee Chairman (SRC), Christian Service University College, Kumasi, 2009/2010 Academic Year.Church Accounts Office Supervisor, SLCC Assemblies of God, Oforikrom Kumasi, 2009-201.Finance Committee Member (SRC), Christian Service University College, Kumasi, 2008/2009 Academic Year.Other PositionsPresident, Ghana Students Association, Texas Tech University (GSA-TTU), Jan. 2022 May 2023.Secretary, Youth Ministry, SLCC Assemblies of God, Oforikrom Kumasi, Ghana, 2005 2010.Group Leader and Organizer, Youth Ministry, SLCC Assemblies of God, Oforikrom Kumasi, Ghana, 2000 2005.Royal Rangers Commander, SLCC Assemblies of God, Oforikrom Kumasi, Ghana, 1995 2004.OtherI enjoy teaching, swimming, and playing tennisReferencesDr. Sandra Huston, Associate, ProfessorVice ProvostPersonal Financial PlanningTexas Tech UniversityBox 41210, Lubbock, TX 79409-1210PHONE NUMBER AVAILABLEEMAIL AVAILABLEAisha Tiwaa Gyasi, EsqLegal Counsel and Business Development ManagerTotoe Legal ServiceP.O.BOX 865 KumasiPHONE NUMBER AVAILABLEEMAIL AVAILABLE |
