Highly motivated business professional ready to drive financial strategies and optimize performance. Expertise in budgeting, forecasting, and financial reporting. Strong focus on team collaboration and flexibility to meet changing needs. Reliable, analytical, and results-oriented with keen eye for identifying opportunities for improvement.
Overview
22
22
years of professional experience
Work History
Introducer (Independent Contractor)
Wealth Management
11.2024 - Current
Cultivating relationships within my professional network to identify high-net-worth individuals and companies who could benefit from the investment firms services
Arranging introductions between potential clients and the investment firms’ relationship managers
Screening potential clients to ensure they meet the investment firm’s criteria regarding asset levels and investment goals, pre-qualifying them for further engagement
Maintain ongoing communication with both potential clients and the investment firm to facilitate a smooth transition and a positive experience
General Manager
Lewa House
06.2022 - 10.2022
Maintained high standards of service and ensuring guest satisfaction through relationship building and accommodation of their needs and expectations
Co-ordinated guest activities upon arrival at the lodge
Managed operations for the Front of House and Back Office
Supervised the daily operations of a 7-room luxury safari lodge by developing schedules and monitoring the performance of 45 staff members
Implemented a new stock control system to minimize financial wastage and provided system training to staff
Ensured month end stock takes were carried out accurately and followed up on any discrepancies
Handled monthly cash reconciliation for shop purchases and guest activities
Executive Co-ordinator
Dry Associates Investment Bank
07.2018 - 04.2022
Performed detailed financial analysis, including financial modeling, valuation and risk analysis
Providing strategic advice to clients on their financial and business needs, ensuring clients are kept informed about market trends and potential investment opportunities
Maintained long-term relationships with key clients, stakeholders and potential investors, whilst working to understand client goals and provide solutions that align with their financial objectives, maintaining high levels of customer satisfaction
Worked closely with junior bankers, analysts and other departments within the firm to ensure smooth execution of projects
Mentoring and guiding junior team members in financial modeling, research and analysis
Managed the General Managers busy schedule, including handling incoming and outgoing communications, leading to an increase of the firm’s operational efficiency
Identified system issues and proposed improvements
Processed quarterly access fee invoices and meticulously maintained a tracking system for client payments
Standards Manager
Glen Edmunds Advanced Driving
06.2017 - 07.2018
Ensured policies and procedures were current and consistent with International Organisation for Standardisation (ISO) 9001:2015 Quality Management Systems, Pearson (UK) and Highfields (UK) standards of practice
Being the ISO Management Representative
This encompassed the review of non-conformities or non-conforming products, identifying their causes and implementing actions to correct non-conformities
Analysed customer feedback, responded to complaints and identified areas of concern
Implemented policies and procedures to prevent future re-occurrences
Coordinated monthly management meetings, management review meetings and internal audits
Distributed resultant actions to the Heads of Departments and monitored progress of those actions to increase business efficiency, customer satisfaction and operational standards
Ensured health and safety safeguards were in place at all times
Service Manager & Data Quality Senior Co-ordinator
National Health Service (NHS), U.K
08.2003 - 12.2016
Full line management of the Data Quality teams and subsequently operational teams such as the Cancer Services Department and the Ear Nose and Throat Department, this included managing sickness absence, appraisals, delivering training and recruitment and retention
Designed interactive data dashboards for executive leadership, providing clear and accessible insights into business performance
Maintained data quality during regular system updates, preventing data loss and ensuring continuity of analytics services
Led the data quality and data correction teams in the data migration project from legacy systems to a modern electronic patient record software, Cerner Millenium, guaranteeing a smooth transition with minimum downtime
Analysed large datasets using statistical methods, resulting in an increase of data accuracy and efficiency
Conducted regular data audits and compliance checks, upholding high levels of data integrity and regulatory adherence
Facilitated cross-departmental workshops on data management best practices, raising organisation-wide awareness and competence
Lead a team of up to 20 data quality officers and data quality correctors, overseeing their development by providing training, holding regular one-to-one meetings and analysing the quality of their performance through audits
Devised systems and management reports identifying bottlenecks in the NHS waiting times targets
Managed capacity and demand, ensuring sufficient clinics or theatre sessions to treat patients
Including bed management
Investigated and responded promptly, and courteously, to patient complaints
Minimised financial and resource wastage by monitoring relevant budgets and supporting the delivery of business plans
Education
International introductions to securities and investment -
Chartered Institute For Securities And Investments
01.2020
ISO 9001:2015 Quality Management Systems -
Millenium Management Consultants
09.2017
ISO 9001:2015 Internal Auditing -
Millenium Management Consultants
09.2017
Professional Certificate in Management -
The Open University
11.2007
NVQ level 2 - Equine Management
Warwickshire College
07.2003
City and Guilds National Certificate in the Management of Horses -
Warwickshire College
07.2003
High School Diploma -
Epworth High School
South Africa
11.2001
Skills
Process Improvements
Operational planning
Problem analysis
Change Management
Information systems
Excellent customer service skills
People management
Financial management
Regulatory compliance
Strategic planning
Performance analysis
Financial analysis
Investment analysis
Portfolio management
Financial analysis and reporting
Internal controls and reporting systems
Risk analysis
Business development
Data analysis
Timeline
Introducer (Independent Contractor)
Wealth Management
11.2024 - Current
General Manager
Lewa House
06.2022 - 10.2022
Executive Co-ordinator
Dry Associates Investment Bank
07.2018 - 04.2022
Standards Manager
Glen Edmunds Advanced Driving
06.2017 - 07.2018
Service Manager & Data Quality Senior Co-ordinator
National Health Service (NHS), U.K
08.2003 - 12.2016
ISO 9001:2015 Quality Management Systems -
Millenium Management Consultants
ISO 9001:2015 Internal Auditing -
Millenium Management Consultants
Professional Certificate in Management -
The Open University
NVQ level 2 - Equine Management
Warwickshire College
City and Guilds National Certificate in the Management of Horses -
Warwickshire College
International introductions to securities and investment -
Chartered Institute For Securities And Investments
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management